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CRM Specialist

🔥 20 hours ago

🐊 Florida – Remote

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💵 $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 10%

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Logo of 321 The Agency

321 The Agency

11 - 50 employees

📣 Marketing

📱 Media

Marketing • Media

321 The Agency is a brand and social agency focused on crafting lasting brand legacies through powerful storytelling and strategic social engagement. Their mission is to ensure that brands not only exist but thrive, evolve, and become cultural touchstones. The agency offers services in strategy insights and research, brand creation, and campaign activation, deploying both digital and traditional media channels. They strongly emphasize building connections and engaging in meaningful conversations that continue past the initial campaign period. 321 The Agency collaborates with technology partners to optimize brand experiences and reach through targeted content across the digital ecosystem.

📋 Description

• Build, configure, and maintain GoHighLevel agency and sub-account environments, including custom fields, custom values, tags, pipelines, and opportunity stages • Manage user onboarding, roles, permissions, and access controls across client sub-accounts • Create and maintain snapshots to standardize and accelerate new client setups • Configure calendars, booking widgets, forms, surveys, and appointment reminders • Monitor account performance, troubleshoot issues, and identify opportunities for improvement • Evaluate new GoHighLevel features and releases and recommend enhancements based on client needs • Design, build, and optimize workflows, triggers, and conditional logic for lead nurturing, follow-up, and client communications • Build automated email, SMS, voicemail, and multichannel sequences • Configure lead routing, task assignments, internal notifications, and pipeline automations • Set up and manage conversation AI, chat widgets, missed-call text-back, and reputation management tools • Test, document, and maintain automations • Build and optimize funnels, landing pages, websites, and forms • Develop segmentation, personalization, and behavioral-trigger strategies • Build and manage email and SMS campaigns, templates, and broadcasts • Monitor campaign performance, deliverability, engagement, and conversions • Maintain compliance with CAN-SPAM, TCPA, A2P 10DLC, GDPR, and other applicable requirements • Develop CRM strategies aligned with client business goals • Lead discovery sessions and gather and document business, functional, and technical requirements • Develop 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 using native integrations, webhooks, APIs, Zapier, Make, and middleware • Connect lead sources, ad platforms, payment processors, and websites to GoHighLevel • Support data imports, exports, migrations, cleansing, mapping, and synchronization • Maintain data quality through duplicate management, tagging standards, and routine audits • Troubleshoot integration failures and coordinate with developers or vendors • Create reports and dashboards with actionable business insights • Serve as GoHighLevel subject matter expert and strategic advisor for assigned client accounts • Recommend solutions based on platform best practices and client requirements • Conduct client training and create user documentation • Provide ongoing platform support, troubleshooting, and strategic recommendations • Help clients improve CRM adoption and operational efficiency • Collaborate with client strategists, project managers, developers, and marketing teams across multiple accounts • Support Salesforce configuration, automation, and reporting when needed • Help connect GoHighLevel with Salesforce and other sales or marketing systems • Apply 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 collaborate with client strategists, project managers, designers, developers, and other team members across client accounts

🎯 Requirements

• Three or more years of hands-on GoHighLevel experience, including agency and sub-account administration • Experience building GoHighLevel workflows, pipelines, funnels, forms, calendars, and campaigns • Experience creating and managing snapshots for multi-client deployments • Experience with email and SMS automation, including A2P 10DLC registration and deliverability best practices • Experience developing CRM strategies, governance standards, and process documentation • Experience 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 • Experience with data migrations, mapping, cleansing, and duplicate management • Understanding of email marketing, customer journeys, audience segmentation, and marketing compliance • Strong analytical, troubleshooting, and problem-solving skills • Excellent written and verbal communication skills • Ability to manage multiple client accounts, projects, and priorities • Detail-oriented approach with a passion for process improvement and system efficiency • HighLevel Certified Admin or other GoHighLevel certifications preferred • Experience administering or implementing Salesforce, including objects, permissions, Flows, reports, and dashboards preferred • Salesforce Administrator certification preferred • Experience with Salesforce Marketing Cloud, Sales Cloud, or Service Cloud preferred • Experience supporting CRM migrations between GoHighLevel, Salesforce, HubSpot, or other platforms preferred • Experience working in an agency, consulting, or multi-client environment preferred • Experience with conversation AI, chatbots, and reputation management tools preferred • Familiarity with HTML and CSS for email templates, funnels, and landing pages preferred

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