Remote Operations Workflow Specialist

Summary

Join our team as a highly skilled professional to optimize marketing and sales strategies, integrate advanced workflows, and enhance reporting capabilities for dynamic clients.

Requirements

• 2-3+ years of experience in marketing or sales automation, operations, or related fields
• Prior experience with GoHighLevel, Zapier, and CRM management (e.g., HubSpot) preferred
• Proficiency in API management, UTM tracking, and working knowledge of integration platforms like Zapier and Metabase
• Ability to analyze data from marketing and sales platforms to identify opportunities for optimization
• Excellent verbal and written communication skills, with an ability to explain technical concepts clearly
• Thrive in a fast-paced environment and effectively manage multiple projects

Responsibilities

• Design, implement, and integrate workflows for both marketing and sales operations with CRM systems and other platforms
• Roll out automation workflows across multiple client accounts to ensure efficiency and smooth execution
• Utilize tools like Zapier to automate routine tasks, streamline lead management, and improve operational efficiency for both sales and marketing
• Set up calendar integrations to enhance appointment scheduling and synchronize activities across teams
• Utilize APIs to connect GoHighLevel, HubSpot, and other external platforms to integrate CRM, marketing, and sales tools
• Develop custom integration solutions to enhance system functionality and data flow, supporting both sales and marketing processes
• Build and maintain dashboards for internal performance optimization and client reporting using tools like Metabase
• Provide actionable insights for both marketing and sales teams, ensuring data-driven decision-making
• Create comprehensive reports to monitor CRM activities, campaign performance, and overall success metrics
• Manage marketing automation in GoHighLevel, ensuring data accuracy and optimizing campaign performance
• Execute general marketing campaigns to nurture and convert leads effectively
• Collaborate closely with sales, project management, and content teams for seamless marketing and sales operations
• Manage generic sales tasks, including CRM management, lead qualification, and pipeline optimization
• Collaborate with marketing to align outreach and engagement strategies