CRM and Marketing Automation Specialist (mid-level)

At Meztal, we are dedicated to harnessing the power of data to drive informed decision-making and innovative solutions.

We are seeking a detail-oriented Onboarding and Audit Specialist to join our Marketing Automation team. As part of a leading marketing agency specializing in the senior living sector, this role is critical to ensuring seamless technology integration and functionality for our partners. You will be responsible for setting up and optimizing marketing automation tools and conducting regular audits to ensure peak performance and compliance with best practices.

• This position is full-time, hybrid, and located in Guadalajara.
• English proficiency skills are required.

Key Responsibilities

Onboarding New Partners

• Configure  and optimize software platforms for new partner MAP onboarding
• Set up integrations between marketing automation platforms and partner CRMs, call tracking, survey tools, chatbots, and other technologies.
• Create and implement forms, landing pages, and automated email workflows tailored to partner needs.
• Provide technical guidance on new systems and processes.

Technology Audits & Maintenance

• Conduct ongoing audits of partner software and marketing technology systems.
• Diagnose and resolve functionality issues, including integrations, connectivity, and data tracking.
• Analyze performance metrics, identifying trends or discrepancies to recommend improvements.
• Review and update software configurations regularly to meet evolving marketing goals.
• Collaborate with internal teams to troubleshoot and escalate issues when necessary.

Strategic Improvements

• Develop action plans for optimizing partner systems to achieve marketing objectives.
• Stay updated on industry trends and emerging tools, recommending their adoption when applicable.
• Partner with stakeholders to align technology solutions with broader marketing strategies.

Required Skills & Experience

• Bachelor’s degree in marketing, business, digital marketing, data science, or equivalent work experience 
• 3-5 years of experience in marketing automation, technology implementation, or a similar field.
• Proven expertise with marketing automation platforms such as ActiveDEMAND, HubSpot, as well as working knowledge of industry standard CRMs, call tracking tools and chatbots. Experience with Roobrik, Further, CallRail, WelcomeHome, and Aline preferred.
• Strong knowledge of integrations between CRM, CMS, and analytics tools.
• Experience designing and implementing automated workflows, landing pages, and forms.
• Analytical mindset with a proven ability to identify, diagnose, and resolve system performance issues.
• Excellent organizational and project management skills.
• Some experience presenting results to superiors.

Preferred Skills

• Familiarity with marketing in the senior living or B2C sectors.
• Technical proficiency in managing APIs and data integrations.
• Ability to provide effective documentation for team members and partners.

What We Offer

• Competitive salary and benefits package 
• A collaborative and mission-driven team environment.
• Opportunities for professional development and growth.

About our Team

You´ll be working with a fast-growing and award-winning marketing agency that specializes in B2B and B2C senior living. Our portfolio of services includes Brand and Website Development, SEO, Content Marketing, Paid and Social Digital Advertising, and Marketing Automation. 

• Christmas Bonus: 30 days, to be paid in December.

• Major Medical Expense Insurance: Coverage up to $20,000,000.00 MXN.
• Minor Medical Insurance: VRIM membership with special discounts on doctor’s appointments and accident reimbursements.
• Dental Insurance: Always smile with confidence!
• Life Insurance: (Death and MXN Disability)
• Vacation Days: 12 vacation days in accordance with Federal Labor Law, with prior approval from your manager. + Floating Holidays: 3 floating holidays in addition to the 7 official holidays in Mexico.
• Cell Phone Reimbursement & Transportation Subsidy.
• Hybrid Scheme: Enjoy the best of both worlds, remote and in-office work. Multicultural Exposure: Work with operations within Mexico and United States.
• MezTal Internal Events: Strike a healthy balance between your professional and personal goals.
• Exclusive Discounts: Benefits with different companies for being part of MezTal.
• Academic Agreements: Access to national universities and language schools.

Why MezTal?

• Ongoing learning opportunities and a focus on personal and professional growth.
• Collaborative and dynamic team with a strong emphasis on innovation and creativity.
• Hybrid work model, offering flexibility while maintaining strong team collaboration.

If you're ready to make an impact with a company that values creativity, learning, and teamwork, apply today and become part of our growing family at MezTal!