Automation Engineer at Higginbotham

Position Summary: The Automation Engineer is responsible for owning the systems, campaigns, and analytics that turn demand into revenue. This role manages the sales pipeline end-to-end, runs multi-channel advertising and lead-generation programs, and orchestrates integrated lifecycle campaigns aligned to product and sales cycles. The Automation Engineer will partner closely with Sales, Marketing, Product, BI, and Partnerships to drive lead conversion, revenue generation, and policy renewals aligned with company projections. A core focus of this role is leveraging AI-driven strategy and automation to maximize operational efficiency—advancing the company’s commitment to innovation, precision, and best-in-class service within the insurance industry.

Essential Tasks:

• Administer and optimize CRM platforms (Salesforce, Zoho, with IMS/Vertafore integrations)
• Own pipeline instrumentation including MQL/SQL definitions, routing, SLAs, and lead scoring
• Plan and execute integrated multi-channel campaigns (outbound + inbound) aligned to product lifecycles and sales cycles
• Design and run lead capture and nurturing programs across digital, paid, referral, and partner channels
• Build and manage retention and renewal strategies including reminders, cross-sell/upsell triggers, and proactive outreach
• Coordinate with affiliates and partners for co-marketing, lead exchanges, and revenue tracking
• Deliver trustworthy dashboards for channel ROI, pipeline velocity, CAC/LTV, and renewal health
• Leverage web and automation analytics tools for campaign optimization and attribution accuracy
• Collaborate on business cases and assist in new program rollouts with measurable campaign impact
• Collaborate with SDRs, BDRs, and executive teams to support sales initiatives through the development of automated sequences, engagement cadences, sales collateral, and performance-tracking dashboards

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 5+ years in CRM, marketing automation, or growth/revenue operations with demonstrable sales pipeline ownership
• Proven success running integrated, multi-channel lead-generation campaigns (outbound and inbound)
• Track record of driving measurable sales growth and improving lead conversion rates

Licensing and Credentials:

• Salesforce Administrator Certification preferred
• HubSpot or Marketo Marketing Automation Certification preferred

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Salesforce and Zoho CRMs
• HubSpot, Marketo, or equivalent automation platforms
• IMS / Vertafore Agency Management System
• Web Analytics Tools (Google Analytics 4, Tableau, Looker)
• Multi-channel Campaign Tools (Outreach, LinkedIn, Google Ads, Meta Ads)

Physical Requirements:

• Ability to lift twenty-five pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching, and stretching in all directions
• Ability to travel as needed

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.  Please do not contact our team members or send unsolicited potential placements.