Treant

• Manage weekly marketing execution across multiple channels. • Maintain campaign calendars, project timelines, and execution trackers. • Coordinate deliverables with contractors, vendors, designers, editors, and other team members. • Build, document, and improve SOPs, workflows, and marketing processes. • Track campaign progress, deadlines, and performance metrics. • Execute email campaigns, newsletters, and nurture sequences. • Build and manage email automations, segmentation, and scheduling. • Monitor deliverability, engagement, and campaign performance. • Maintain CRM organization and support follow-up workflows. • Coordinate webinar logistics, promotion, and post-event follow-up. • Build or coordinate landing pages, registration pages, and follow-up workflows. • Support webinar-to-consultation or lead conversion systems. • Repurpose webinar content into evergreen marketing assets. • Coordinate publishing across LinkedIn, email, blog, video, and other marketing channels. • Organize founder-led or leadership-led content production and scheduling. • Work with editors, designers, writers, and contractors to keep content moving. • Maintain a consistent and organized content calendar. • Support referral partner communication and outreach. • Coordinate joint marketing initiatives, follow-ups, and campaign tasks. • Maintain CRM tracking and relationship organization. • Help ensure referral and partner marketing activities are followed through consistently. • Coordinate website updates, landing pages, and funnel improvements. • Work with developers, designers, and contractors as needed. • Support improvements that increase lead generation, consultation bookings, and conversion rates.

• Answer inbound calls from potential and existing customers in a professional and friendly manner • Gather key information about the customer’s project, timeline, budget, and needs • Qualify leads based on the company’s service offerings and project fit • Schedule appointments, consultations, or follow-up calls for the internal team • Manage and update opportunities in the company’s tracking system or CRM • Follow up with leads as needed to confirm details, appointments, or next steps • Provide basic information about services and guide customers through the initial inquiry process • Identify light upselling opportunities when a customer may benefit from additional services • Keep accurate notes on customer conversations, project details, and follow-up requirements • Coordinate with the internal team to ensure qualified leads are properly handed off

• Watch livestreams, recordings, and long-form videos to identify the strongest clip-worthy moments • Independently review 4–8 hours of raw footage daily to find high-retention hooks, emotional peaks, funny moments, reactions, or viral-style snippets • Turn long-form content into short-form clips for TikTok, Instagram Reels, YouTube Shorts, and Facebook • Edit clips to highlight emotion, tension, humor, conflict, excitement, awkwardness, or strong reactions • Use zoom-ins, jump cuts, captions, sound effects, memes, music, pacing, and visual emphasis to make clips more engaging • Create strong openings that grab attention within the first few seconds • Add captions, subtitles, on-screen text, emojis, motion graphics, and visual callouts when needed • Format videos properly for vertical viewing, especially 9:16 short-form platforms • Identify trending audio, meme formats, and viral editing styles on TikTok/Reels and apply them to creator footage quickly • Maintain the natural flow and context of the original content while making the clip more entertaining • Follow the client’s brand style, tone, and preferred editing format • Deliver edited clips quickly and manage multiple clips or batches of content as needed • Stay updated on livestream clipping trends, creator content, meme culture, social media formats, and audience retention techniques

• Own month-end close activities, including preparation and posting of journal entries, payroll entries, accruals, expense reviews, and reconciliations. • Manage daily accounts payable operations by reviewing and approving bills, processing AP transactions in QuickBooks Online, and resolving invoice discrepancies. • Perform AP reconciliations, investigate variances, and ensure accurate, timely processing of payments and accounting records. • Execute payroll runs, ensure accurate employee payments, prepare payroll journal entries, and coordinate resolution of payroll-related issues. • Serve as a key point of contact for vendors and external partners, including invoice coordination, payment follow-up, and issue resolution. • Support audit and compliance requirements by preparing reconciliations, responding to audit queries, and maintaining complete, traceable supporting documentation. • Research and validate collections, bank matching items, and other outstanding transactional issues to ensure financial accuracy. • Manage system access setup, troubleshooting, and workflow coordination across tools such as TheoremReach, Relay Financial, and related accounting platforms. • Continuously review, refine, and improve closing and accounting workflows in a fluid environment with evolving processes and limited SOPs. • Document accounting procedures, build process knowledge, support knowledge transfer, and operate with senior-level autonomy and ownership in a fast-changing environment.

• Prepare, send, and verify client invoices to ensure billing accuracy • Process payments and ensure charges are completed correctly • Track payment status and confirm that payments are received • Follow up with clients regarding outstanding or pending payments • Prepare and send client quotes as requested by the team • Coordinate with internal team members on billing updates, quote requests, and payment matters • Maintain accurate billing records using FreeAgent and internal tracking systems • Use Google Suite for documentation, communication, and task coordination • Follow established billing workflows and adapt quickly to internal processes • Flag billing issues, missing information, or payment concerns to the appropriate team members

- Own end-to-end performance marketing strategy across paid, affiliate, subscription, and TikTok Shop - Set and deliver against core KPIs: ROAS, CAC, LTV, MER, and contribution margin - Drive profitable growth by optimizing channel mix, spend efficiency, and customer quality - Identify opportunities to scale LTV, including subscription - Lead paid media across Meta, Google, TikTok, and emerging platforms - Build and scale affiliate and creator-led commerce programs - Own TikTok Shop strategy, partnering with external agencies for execution Own search strategy across paid and organic (SEO), and evolve approach for emerging Al-driven discovery (AGO) - Manage budgets, bidding, and channel mix to maximize return - Partner with brand/content teams to develop high-performing creative - Own website conversion rate optimization (CRO) across landing pages, PDPs, and checkout - Continuously test and optimize creative, offers, and funnel performance Drive a structured A/B testing roadmap across ads and onsite experience - Own lifecycle marketing (email/SMS) to drive repeat purchase and LTV - Build and optimize subscription programs (offers, UX, retention flows) - Optimize the full customer journey from first touch to repeat purchase - Own DTC revenue forecasting, including demand planning across campaigns, promotions, and seasonality - Partner with supply chain and operations to ensure inventory aligns with growth plans (in-stock, no missed revenue) - Build reporting and translate data into clear recommendations to improve efficiency, scale, and profitability

• Collaborate with cross-functional teams (marketing, product, and engineering) to design web experiences that support conversion rate optimization (CRO), product adoption, and early user acquisition. • Design thoughtful, visually polished interactive experiences that engage users and drive them through the conversion funnel. • Balance strong visual craftsmanship with practical design solutions that are scalable and optimized for performance. • Support experimentation programs by iterating on designs based on data insights, testing results, and user feedback. • Lead design efforts for landing pages, acquisition funnels, and other high-traffic web experiences to improve user engagement and conversion. • Implement design systems that support consistency and scalability across multiple web experiences. • Prototype and iterate on interactive designs to ensure high-quality user experiences, collaborating with engineers to bring designs to life. • Advocate for best UX practices, ensuring user-centric solutions are at the forefront of all design decisions.

• Use Mozaik software to create detailed and accurate design drafts and layouts • Leverage CAD and/or SketchUp software to enhance design outputs when required • Communicate directly with clients to clarify project requirements and ensure satisfaction • Prepare, finalize, and send completed design drafts to clients via email • Ensure all designs are professional, accurate, and meet client expectations • Support the project workflow by assisting with additional drafting tasks as needed

**Role Overview** The Paid Media Specialist drives performance across primary and secondary ad channels, develops full-funnel strategies, and guides the growth of junior team members. This role blends hands-on campaign execution with strategic thinking, AI-powered workflows, and cross-channel measurement. The successful candidate is equally comfortable launching a Performance Max campaign, debugging a server-side tracking setup, running a client QBR, and prompting an LLM to automate a reporting task. **Channel Focus** Primary channels • Google Ads (Search, Performance Max, Demand Gen, Shopping, YouTube, Display) • Meta Ads (Advantage+ Shopping, Advantage+ App, Lead Ads, Sales, Awareness) • Microsoft Ads / Bing Ads (Search, Shopping, Performance Max, Audience Network) Secondary channels • TikTok Ads (Spark Ads, Shop Ads, Smart+ campaigns) • Linkedin Ads (Sponsored Content, Lead Gen Forms, Conversation Ads, Accelerate campaigns) • Amazon Ads (Sponsored Products, Sponsored Brands, Sponsored Display, DSP basics) • Emerging channels such as Reddit Ads, Pinterest, Apple Search Ads, and connected TV as client needs arise **Expectations** - Contribute actively to the team's collective knowledge by sharing industry insights, platform updates, and learnings from tests - Assign and complete tickets through ASSIST with clear documentation and timely follow-through - Respond to questions and requests in dedicated team channels within reasonable turnaround times - Monitor and support newly launched accounts (live for less than 3 months) - Monitor and support accounts handled by Campaign Managers who are 0 to 6 months into their tenure - Monitor and support any account flagged as needing extra attention, including: -Reviewing overall account performance and flagging risks early -Sharing clear recommendations and a proposed action plan with the CM -Adding value to conversations and client discussions tied to these accounts -Running structured account audits covering strategy, tracking, creative, and landing pages - Lead Continued Learning sessions for the team - Build strategy for, launch, and optimize campaigns across T1, T2, and T3 accounts - Serve as the primary paid media point of contact for the Account Strategist on your own accounts - Support the Account Strategist on client calls when needed - Identify client growth opportunities in existing channels and surface new channels worth testing - Propose out-of-the-box solutions beyond the ad account itself, including user journey improvements, form optimization, campaign concepts, custom call flows, creative angles, and operational fixes for the client - Act as a team player who strengthens collective knowledge and stays ahead of industry shifts - Renew Google Ads certifications yearly across Search, Shopping, Display, Video, and Performance Max - Complete and maintain Meta Blueprint certification - Complete platform certifications for TikTok, LinkedIn, Microsoft Ads, and Amazon Ads as assigned - Maintain a working knowledge of AI tools that accelerate paid media work, including LLM-based audit scripts, automated reporting, and creative production workflows **Responsibilities** **Campaign strategy and execution** - Plan, launch, and analyze paid media campaigns across all account types: ecommerce, lead generation, subscription, and SaaS - Own T1, T2, and T3 account work across Google Ads, Meta Ads, Microsoft Ads, TikTok Ads, LinkedIn Ads, and Amazon Ads - Build full-funnel strategies that combine prospecting, retargeting, and retention - Design and run structured creative testing, including script-based UGC briefs, AI-assisted variants, and platform-native formats** **Client communication and escalation** - Monitor dedicated client Slack channels and add value on opportunities, issues, brainstorming, questions, strategies, and risky ideas - Escalate issues to leadership for your own accounts and for accounts of team members you support - Respond to emails and Slack threads on technical questions in team channels or when tagged in client channels - Include hypotheses and action plans in every performance update rather than waiting for the next reporting cycle** **Technical problem solving** Provide solutions and guidance on: - CallRail tracking and implementation - Zapier, n8n, and Make workflows for lead forms, offline conversions, and CRM sync - Google Tag Manager and server-side GTM - Cross-channel tracking and attribution setup - Google Merchant Center and Meta Commerce Catalog - Product feed structure and optimization - Report Garden and any reporting platforms the team adopts **Audits and quality assurance** - Run ad hoc audits covering strategy, opportunities, tracking, and optimizations for: -New accounts -Accounts operated by new Campaign Managers -Struggling accounts -Accounts that need to scale - Support new business by researching opportunities and running audits for potential clients - Review T2 and T3 campaign builds before launch - Audit tracking setups across CTM, Meta Pixel and CAPI, Google tags and - Enhanced Conversions, GA4, and consent mode - Contribute to dashboards and automated alerts that flag underperformance early **Team development** - Support teammates with questions and strategy ideas (a lead must approve strategy recommendations on T2 and TI accounts) - Mentor new hires on platform fundamentals, internal processes, and client communication **How success is measured** - Performance outcomes on your own accounts (hitting or beating KPIs agreed with the Account Strategist and client) - Quality of audits and recommendations provided to supported accounts Speed and clarity of technical problem solving in team and client channels Growth of the junior team members you mentor - Contribution to internal knowledge, templates, and automation that raises the floor for the whole team

• Send out quote requests and follow up with vendors as needed. • Assist in compiling and organizing project-related information and documentation. • Implement and execute new plans under team supervision. • Act as a client-facing point of contact via phone and email to address servicing issues and provide solutions. • Maintain accurate records of communications, quotes, and updates. • Support the team with administrative tasks to ensure smooth project execution.