Available for Remote Roles

Marketing
Automation
Specialist.

I build the systems behind email marketing that actually converts — lifecycle flows, CRM infrastructure, and automation that replaces manual work. 4+ years, U.S. & global clients.

View My Work Let's Talk
52%
Peak Newsletter Open Rate
4+
Years Experience
15+
Platforms Mastered
12+
Clients Managed Simultaneously
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Who I Am

Not just email.
Full-stack marketing ops.

I'm Suryansh Upadhyay — a Lifecycle Marketing & Marketing Automation Specialist based in India, with a track record of delivering for U.S. and global clients fully remotely. I've built everything from premium newsletters to complete CRM ecosystems from scratch.

At Technology Advice (U.S.), I owned Beyond the Balance Sheet — a premium finance newsletter that consistently hit 48–52% open rates, nearly double the industry average. That kind of result doesn't come from just hitting send. It comes from clean lists, tight segmentation, the right triggers, and relentless QA.

Before that, I ran marketing operations for 12+ clients simultaneously at a fast-paced agency — adapting to whatever tools each client used, building systems that replaced entire manual workflows, and leading cross-functional teams across ads, SEO, and web.

I'm now open to full-time remote roles and select freelance projects in lifecycle marketing, marketing automation, and CRM setup.

48–52%
Open rates on Beyond the Balance Sheet — a 10K subscriber premium finance newsletter at Technology Advice (U.S.)
200+
Community memberships generated in a single month via integrated Meta Ads + email automation campaign
15 days
Time taken to eliminate majority of manual operations for a finance firm via Zoho One automation setup
500K–1M
Subscriber base managed weekly across multiple newsletter properties at Technology Advice
Where I've Worked

The experience
behind the results.

Aug 2024 — Jan 2026
Technology Advice
Email Marketing Specialist · U.S. Company · Fully Remote
  • Sole owner of Beyond the Balance Sheet — premium finance newsletter, 10K subscribers, 48–52% open rates, up to 9% CTR. Recognised as one of the company's top newsletters.
  • Managed 10–20 campaigns/week across a 500K–1M subscriber base — onboarding, newsletters, re-engagement, and transactional emails.
  • Executed full platform migration across Sailthru, HubSpot, and Klaviyo with zero workflow disruption.
  • Built dynamic email content using JSON-based structured data for personalised and transactional components.
  • Improved deliverability through systematic list cleaning, segmentation, and audience hygiene.
Oct 2022 — Jul 2024
Bilna Sandeep LLC / Growwie Media
Marketing Operations & Automation Manager → Client Operations Manager
  • Managed 12+ client accounts simultaneously across coaching, D2C, SaaS, and consulting — adapting to GoHighLevel, Kajabi, HubSpot, Zoho One, Kartra, Wati, Make.com, and more.
  • Drove community membership from ~60 to 200+ in one month via Meta Ads + urgency email automation — generating 140+ new paid memberships.
  • Built the agency's first Airtable project management system from scratch — SLAs, status workflows, deadline alerts — eliminating manual status-chasing entirely.
  • Deployed full Zoho One infrastructure for RSN Finance — automated tax-filing tickets, SLA enforcement, document reminders — eliminating majority of manual ops in 15 days.
Apr 2021 — Mar 2026
Digi Gurus
Founder
  • Founded and ran a freelance collective delivering CRM, automation, funnel builds, and marketing services to multiple clients.
  • Mentored early-career freelancers and managed team delivery, client communication, and workflow optimisation.
2019 — 2022
Early Digital Marketing Career
Social Media Manager · Digital Marketing Analyst · Digital Marketing Manager (Various Contractual Roles)
  • Managed social media handles, content calendars, and graphics teams for multiple clients across D2C, events, and non-profit sectors.
  • Executed SEO audits, Meta & Google Ads campaigns, competitor analysis, and copywriting across different client accounts.
  • Handled community management, content writing for blogs, and social media analytics — updating strategies based on performance trends.
  • This multi-channel foundation directly shaped the strategic and operational approach I bring to lifecycle and automation work today.
Selected Work

Projects that
moved the needle.

01 / NEWSLETTER
Beyond the Balance Sheet
Sailthru HubSpot JSON Segmentation
Sole owner of a premium finance newsletter at Technology Advice (U.S.) serving 10,000 curated subscribers. Responsible for end-to-end execution — content scheduling, dynamic personalisation, list hygiene, QA, and deployment.
📈 48–52% open rates · Up to 9% CTR · Recognised as one of the company's top-performing newsletters
02 / MEMBERSHIP CAMPAIGN
Community Growth via Ads + Email Automation
Meta Ads GoHighLevel Email Flows Kajabi
Built an integrated Meta Ads + email automation system for a membership community. Combined urgency-based promotional flows, price-rise deadline sequences, and annual membership upsells to drive a rapid growth campaign.
🚀 60 → 200+ members in one month · 140+ new paid memberships generated
03 / BUSINESS AUTOMATION
Full Zoho One Setup — RSN Finance
Zoho CRM Zoho Desk Zoho Books Zoho Campaigns
Designed and deployed a complete Zoho One ecosystem for a finance consultancy — including automated tax-filing ticket creation, document collection reminders, SLA enforcement, and client due-date notifications across the full suite.
⚡ Majority of manual operations eliminated within 15 days of go-live
04 / PLATFORM MIGRATION
Sailthru → HubSpot → Klaviyo Migration
Sailthru HubSpot Klaviyo QA
Executed a complex multi-platform migration for Technology Advice (U.S.) — moving workflows, subscriber data, and automation logic across three enterprise email platforms with zero disruption to ongoing campaign schedules.
✅ Zero workflow disruption · Full data integrity maintained throughout
05 / OPS SYSTEM
Agency Project Management — Airtable Build
Airtable SLA Workflows Automation Team Ops
Built the agency's first structured project management system from scratch. Created workspaces with SLA tracking, task status flows, deadline alerts, and team notifications — replacing a completely manual, ad-hoc delivery process.
🗂️ Eliminated all-day manual status-chasing across a 10+ person team
06 / WEBINAR FUNNEL
End-to-End Webinar Automation System
Kajabi GoHighLevel Zapier Landing Pages
Built a complete webinar funnel from scratch — registration landing pages, confirmation sequences, reminder automations, live-day emails, and post-webinar follow-up lifecycle — all integrated and firing on triggers.
🎯 Full end-to-end automation from registration to post-event nurture
What I Work With

The tools &
capabilities I bring.

Email & Lifecycle
  • Lifecycle Marketing Strategy
  • Newsletter Management
  • Onboarding Sequences
  • Re-engagement Flows
  • Segmentation & A/B Testing
  • List Hygiene & Deliverability
  • Dynamic Content (JSON)
Platforms & CRM
  • HubSpot · Klaviyo · Sailthru
  • Zoho One (Full Suite)
  • GoHighLevel · Kajabi
  • MailerLite · Mailchimp
  • Marketo · Kartra
  • Wati (WhatsApp Marketing)
Automation & Integration
  • Zapier · Make.com
  • Zoho Desk & Workflows
  • CRM Automation Logic
  • Trigger-based Campaigns
  • Cross-platform Integration
  • SLA & Ticket Automation
Funnels & Web
  • Landing Page Design
  • Funnel Architecture
  • WordPress · Squarespace
  • Swipepages · Kartra Pages
  • Promotional Email Design
  • Newsletter Layout & UX
Operations & PM
  • Marketing Operations
  • Airtable · ClickUp · Notion
  • Monday.com · Asana
  • SLA Workflow Design
  • Cross-functional Team Lead
  • Client Management
Analytics & Strategy
  • Campaign Reporting
  • Open & CTR Optimisation
  • Deliverability Analysis
  • Tableau · Marketing Analytics
  • Paid Ads (Meta & Google)
  • SEO Fundamentals
Get In Touch

Let's build something
that works.

Open to full-time remote roles & freelance projects in marketing automation, lifecycle marketing, and CRM setup.

✉ suryanshupadhyay1@gmail.com in LinkedIn Profile ☎ +91 7017171274
Available for opportunities — India · Remote · Async-friendly