Lead CRM strategy sessions with clients to design high-converting sales and intake processes
Translate business goals into CRM workflows (pipelines, automations, lead routing, calendars)
Educate clients on CRM best practices across sales, marketing, and operations
Act as a trusted advisor to practice owners and intake teams
Build and optimize systems in HighLevel, including: Pipelines and opportunity stages Automations and workflows Forms, calendars, and lead routing Email/SMS sequences Tracking, attribution, and reporting
Audit and improve existing CRM setups to eliminate inefficiencies and errors
Ensure all builds are scalable, simple, and aligned with company standards
Contribute to internal documentation and knowledge base
Act as the escalation point for complex CRM and automation issues
Troubleshoot integrations, workflows, and data flow problems
Support and mentor junior team members
Partner with Account Managers, Ads, Web, SEO, and Support teams
Ensure CRM systems align with lead generation efforts and client journeys
Maintain clear documentation and internal handoffs

4+ years of hands-on experience with HighLevel CRM (required)
2+ years in customer support
2+ years in RevOps, Sales Ops, or Marketing Ops
Strong experience building: Sales pipelines Automation systems Lead follow-up workflows Booking/intake processes
Excellent troubleshooting and problem-solving skills
Strong client-facing communication skills (fluent English)
Ability to work autonomously in a fast-paced environment

Revenue Operations

Key skills