Teams at Level Agency

Develop and optimize customer journeys across CRM platforms by facilitating discovery, mapping lifecycle experiences, querying CRM data, identifying friction, defining segmentation and personalization strategies, configuring journeys, and measuring performance. The role combines lifecycle marketing strategy, hands-on CRM implementation, data analysis, testing, stakeholder presentations, and client consulting. It requires practical experience with enterprise marketing automation platforms and the ability to translate customer insights into measurable recommendations and implementation requirements.

Builds, tests, deploys, and maintains email campaigns and multichannel customer journeys in Adobe Experience Cloud. Translates briefs into audience targeting, personalization, segmentation, and decision logic; manages send calendars and compliance checks; audits and repairs existing workflows and data schemas; and recommends improvements. The role requires strong lifecycle marketing judgment, HTML/CSS troubleshooting, stakeholder communication, documentation, and the ability to independently manage CRM production work for multiple clients.

The Assistant Controller owns month-end close, accounts receivable and collections, accounts payable, expense compliance, cash forecasting, and accounting process improvement. The role supports finance system implementations, documents standardized workflows, mentors accounting staff, and provides accurate financial analysis to leadership. It requires hands-on accounting experience, QuickBooks Online expertise, familiarity with AP or collections platforms, Google Workspace proficiency, and demonstrated use of Claude to improve finance workflows.