Technical Specialist

Must be able to work US Arizona Time 9am-5pm M-F (No exceptions)
Must be fluent in English
Must Know (Core Skills)
Keap CRM (Infusionsoft)
Building/editing campaigns & products

Managing API connections, order forms, and payment integrations

Understanding opportunity creation in Keap (pipelines, stages, automations tied to opportunities)
Zapier (integrations between apps & Keap)

DNS Management
Domain, subdomain, and email record setup in GoDaddy (or similar registrars)
Zoom (meeting/webinar setup, integrations with CRM)

Troubleshooting incoming tech tickets quickly and independently
Ability to write basic code (API calls, scripts, or small connectors between Keap and other software platforms)
Nice to Have (Preferred Skills/Experience)
Typeform, OnceHub, WebinarFuel (setup + integration with Keap)

Customer Hub/Portal setup for Keap users

Experience with API/webhooks beyond Keap (general SaaS integrations)

Understanding of order form security & compliance (PCI, SSL, etc.)

Light HTML/CSS for customizing pages/forms

Familiarity with automation strategy (not just tech implementation)

Transfer Checklist

1. Deal Automator Setup & Integration
Document how Deal Automator is currently set up and how it integrates with Keap.

Step-by-step on what to do if we add a new product inside DA.

Step-by-step on how to edit an existing product inside DA.

Day-to-day tasks you perform (merging contacts, contact management, data hygiene).

Which Keap campaigns manage Deal Automator functions?

Any custom code or scripts that tie DA to Keap.

2. Keap API Calls

Full list of current API calls/webhooks running between Keap and other systems.

Confirm whose credentials/account they are running under.

API keys and refresh tokens, plus where they’re stored.

Any scheduled jobs, cron tasks, or scripts tied to these calls.

3. OnceHub Integration
Document how OnceHub connects to Keap (tags, triggers, automations).

Step-by-step on setting up a new OnceHub scheduling link and ensuring it flows into Keap correctly.

Any Zapier or API connectors involved in this integration.