CRM Specialist

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

📋 Description

• Construct, configure, and uphold GoHighLevel agency and sub-account environments, encompassing custom fields, custom values, tags, pipelines, and opportunity stages.

• Oversee user onboarding, roles, permissions, and access controls throughout client sub-accounts.

• Develop and maintain snapshots to standardize and expedite new client setups.

• Set up calendars, booking widgets, forms, surveys, and appointment reminders.

• Monitor account performance, resolve issues, and pinpoint opportunities for improvement.

• Assess new GoHighLevel features and releases, recommending enhancements based on client requirements.

• Design, construct, and optimize workflows, triggers, and conditional logic for lead nurturing, follow-up, and client communications.

• Create automated email, SMS, voicemail, and multichannel sequences.

• Configure lead routing, task assignments, internal notifications, and pipeline automations.

• Establish and manage conversation AI, chat widgets, missed-call text-back, and reputation management tools.

• Test, document, and maintain automations.

• Build and refine funnels, landing pages, websites, and forms.

• Develop segmentation, personalization, and behavioral-trigger strategies.

• Create and manage email and SMS campaigns, templates, and broadcasts.

• Monitor campaign performance, deliverability, engagement, and conversions.

• Ensure compliance with CAN-SPAM, TCPA, A2P 10DLC, GDPR, and other relevant regulations.

• Formulate CRM strategies that align with client business objectives.

• Lead discovery sessions to gather and document business, functional, and technical requirements.

• Create process maps, workflow documentation, standard operating procedures, and training materials.

• Establish CRM standards for naming conventions, tagging, pipelines, data entry, automation, and change management.

• Identify implementation risks, dependencies, and opportunities.

• Manage GoHighLevel integrations with third-party applications utilizing native integrations, webhooks, APIs, Zapier, Make, and middleware.

• Connect lead sources, advertising platforms, payment processors, and websites to GoHighLevel.

• Assist with data imports, exports, migrations, cleansing, mapping, and synchronization.

• Maintain data quality through duplicate management, tagging standards, and routine audits.

• Troubleshoot integration issues and coordinate with developers or vendors.

• Generate reports and dashboards that provide actionable business insights.

• Act as a GoHighLevel subject matter expert and strategic advisor for assigned client accounts.

• Suggest solutions based on platform best practices and client needs.

• Conduct client training sessions and create user documentation.

• Offer ongoing platform support, troubleshooting, and strategic recommendations.

• Assist clients in enhancing CRM adoption and operational efficiency.

• Collaborate with client strategists, project managers, developers, and marketing teams across various accounts.

• Provide support for Salesforce configuration, automation, and reporting as necessary.

• Help connect GoHighLevel with Salesforce and other sales or marketing systems.

• Implement consistent CRM governance and data management standards across platforms.

• Assist with CRM evaluations and migration projects involving GoHighLevel and Salesforce.

• Report to the SVP of Strategy and work in conjunction with client strategists, project managers, designers, developers, and other team members across client accounts.

⛳️ Requirements

• A minimum of three years of practical experience with GoHighLevel, including agency and sub-account administration.

• Proficient in building GoHighLevel workflows, pipelines, funnels, forms, calendars, and campaigns.

• Experience in creating and managing snapshots for multi-client deployments.

• Familiarity with email and SMS automation, including A2P 10DLC registration and best practices for deliverability.

• Proven experience in developing CRM strategies, governance standards, and process documentation.

• Skilled in gathering and documenting business, functional, and technical requirements.

• Strong understanding of CRM architecture, data quality, and access management.

• Experience with webhooks, APIs, Zapier, Make, or similar middleware and third-party integrations.

• Expertise in data migrations, mapping, cleansing, and duplicate management.

• Knowledge of email marketing, customer journeys, audience segmentation, and marketing compliance.

• Excellent analytical, troubleshooting, and problem-solving abilities.

• Strong written and verbal communication skills.

• Ability to manage multiple client accounts, projects, and priorities effectively.

• Detail-oriented with a commitment to process improvement and system efficiency.

• HighLevel Certified Admin or other GoHighLevel certifications are preferred.

• Experience administering or implementing Salesforce, including objects, permissions, flows, reports, and dashboards is preferred.

• Salesforce Administrator certification is preferred.

• Familiarity with Salesforce Marketing Cloud, Sales Cloud, or Service Cloud is preferred.

• Experience supporting CRM migrations between GoHighLevel, Salesforce, HubSpot, or other platforms is preferred.

• Background in an agency, consulting, or multi-client environment is preferred.

• Familiarity with conversation AI, chatbots, and reputation management tools is preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and continuous learning.

• Collaborative and innovative work environment.

• Flexible work hours and remote work options.

• Comprehensive health and wellness benefits.