CRM & Operations Specialist – GoHighLevel

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the daily operations of the GoHighLevel CRM environment.

• Develop, sustain, enhance, and evaluate workflows, triggers, conditions, and automated actions.

• Create and manage pipelines, opportunity stages, tags, custom fields, forms, landing pages, and additional CRM assets.

• Set up automations for lead management, follow-ups, client onboarding, and internal processes.

• Ensure accurate maintenance of contact, company, opportunity, and activity records.

• Diagnose issues related to broken triggers, incorrect field updates, and automation conflicts.

• Prepare, clean, standardize, validate, deduplicate, and migrate CRM data.

• Keep prospect, client, and business opportunity pipelines accurate.

• Generate tasks, reminders, and follow-up actions; pinpoint stalled records and incomplete information.

• Assist with reporting and maintain organized, up-to-date dashboards and operational views.

• Compose and proofread professional client communications while managing recurring communication templates.

• Organize client and operational documents using SharePoint and OneDrive.

• Create reports, presentations, and client-facing materials utilizing Word, PowerPoint, or Canva.

• Collaborate directly with the Founder/Business Owner to clarify priorities, track tasks, and follow up on necessary information or decisions.

• Identify bottlenecks and manual processes; develop SOPs, checklists, and operational workflows; and recommend enhancements.

⛳️ Requirements

• 4–6 years of relevant professional experience in CRM, automation, operations, administration, or a related discipline.

• Practical experience in building and maintaining workflows in GoHighLevel or a similar CRM/marketing automation platform.

• Strong comprehension of workflows, triggers, conditions, pipelines, tags, custom fields, forms, and landing pages.

• Demonstrated experience in data cleaning, deduplication, validation, and field mapping.

• Exceptional written and verbal communication skills in English.

• Ability to create professional, client-ready communications with minimal revisions.

• Experience in a detail-sensitive, client-facing environment.

• Familiarity with SharePoint and/or OneDrive, including folder structures and permissions.

• Strong attention to detail and a consistent practice of verifying work before completion.

• Ability to grasp the downstream effects of CRM, data, and automation changes.

• Comfortable handling shifting priorities and working independently.

• Confident in working directly with a Founder or Business Owner.

• Direct GoHighLevel administration experience is a plus.

• Background in business services, finance, accounting, legal, insurance, professional services, business broking, or other transaction-focused settings is advantageous.

• Experience with complex or multi-stage client journeys is a plus.

• Familiarity with creating SOPs and operational workflows is a plus.

• Experience using Canva, PowerPoint, and Word to generate polished business documents is a plus.

• Previous experience reporting directly to a Founder or business owner is a plus.

🏝️ Benefits

• 100% remote work under an Independent Contractor Agreement

• Working hours align with AU business hours

• Initial commitment of 20 hours per week, with the potential to progress to full-time