CRM & Operations Specialist (GoHighLevel) - Part time at D2B

Worldwide

<p>Position: CRM &amp; OPERATIONS SPECIALIST – GOHIGHLEVEL</p><p>Salary range: Php 65,000/month (The final amount will be at the the client discretion basing on the candidate’s skills and experience.)</p><p>Working Hours: Following AU business hours initially at 20hours per week but will progress to full time</p><p>Work set-up: 100% Remote work under Independent Contractor Agreement</p><p>Holidays: TBD</p><p>Recruitment process: possible multiple client interviews and an assessment<br /></p>About the Company &amp; Role<p>We are working with an established Australian professional services business that supports clients through complex business acquisition, ownership, and exit-related processes. The company operates in a detail-sensitive environment where accurate information, organised systems, confidentiality, and professional communication are essential. We are looking for a CRM &amp; Operations Specialist with strong GoHighLevel experience to take ownership of the CRM and help improve the systems and processes that support leads, clients, and business operations. This is a hands-on role that combines CRM administration, workflow automation, data management, pipeline tracking, document organisation, and operational support. The ideal candidate is highly organised, technically capable, detail-oriented, and confident working directly with a business owner while managing changing priorities and taking ownership of tasks from start to completion.</p><p></p>Key Responsibilities<p></p>CRM &amp; GoHighLevel Management<ul><li>Manage the day-to-day GoHighLevel CRM environment.</li><li>Build, maintain, and optimise workflows, triggers, conditions, and automated actions.</li><li>Create and manage pipelines, opportunity stages, tags, and custom fields.</li><li>Build forms, landing pages, and other CRM assets.</li><li>Configure automations for lead management, follow-ups, client onboarding, and internal processes.</li><li>Maintain accurate contact, company, opportunity, and activity records.</li><li>Identify inefficient CRM processes and recommend practical improvements.</li></ul>Workflow Automation &amp; Testing<ul><li>Translate business requirements into reliable automated workflows.</li><li>Map workflow triggers, conditions, actions, exceptions, and expected outcomes.</li><li>Thoroughly test workflows before activation.</li><li>Check links, forms, fields, messages, timing, conditions, and routing logic.</li><li>Monitor active workflows for errors or unintended outcomes.</li><li>Troubleshoot broken triggers, incorrect field updates, and automation conflicts.</li></ul>Data Management &amp; Quality Control<ul><li>Prepare and clean data before CRM imports or migrations.</li><li>Standardise and validate contact, company, and opportunity information.</li><li>Identify and remove duplicate records.</li><li>Map source fields accurately to the appropriate CRM fields.</li><li>Identify missing, inconsistent, outdated, or incorrectly formatted data.</li><li>Conduct sample imports and quality checks before larger data uploads.</li><li>Maintain clear records of data changes and import decisions.</li></ul>Pipeline &amp; Operations Support<ul><li>Maintain accurate pipelines for prospects, clients, and business opportunities.</li><li>Ensure pipeline stages accurately reflect current status.</li><li>Create and maintain tasks, reminders, and follow-up actions.</li><li>Identify stalled records, missing next steps, and incomplete information.</li><li>Support reporting on leads, clients, opportunities, and operational progress.</li><li>Keep dashboards and operational views organised and current.</li></ul>Client Communication &amp; Documentation<ul><li>Draft professional client emails, follow-ups, reminders, and operational correspondence.</li><li>Produce polished first drafts requiring minimal editing.</li><li>Proofread communications for grammar, accuracy, formatting, names, dates, figures, and links.</li><li>Maintain templates for recurring communications.</li><li>Organise client and operational documents using SharePoint and OneDrive.</li><li>Prepare professional reports, presentations, and other client-facing materials using Word, PowerPoint, or Canva.</li></ul>Founder &amp; Process Support<ul><li>Work directly with the Founder/Business Owner to clarify priorities and expected outcomes.</li><li>Track assigned tasks, outstanding actions, and paused work.</li><li>Adapt to changing priorities without losing track of ongoing work.</li><li>Follow up when information, approval, or decisions are required.</li><li>Identify bottlenecks, repeated errors, and unnecessary manual processes.</li><li>Create and maintain SOPs, checklists, and operational workflows.</li><li>Recommend improvements that increase accuracy, efficiency, and visibility.</li></ul><p></p><p>Tools &amp; Systems</p><ul><li>GoHighLevel (GHL)</li><li>CRM / Marketing Automation Platforms</li><li>SharePoint</li><li>OneDrive</li><li>Microsoft Word</li><li>Microsoft Excel</li><li>Microsoft PowerPoint</li><li>Canva</li><li>Email, Calendar &amp; Online Meeting Platforms</li><li>Spreadsheet and Data-Cleaning Tools</li></ul> <p></p><p>What We're Looking For</p><ul><li>4–6 years of relevant professional experience in CRM, automation, operations, administration, or a related field.</li><li>Hands-on experience building and maintaining workflows in GoHighLevel or a comparable CRM/marketing automation platform.</li><li>Strong understanding of workflows, triggers, conditions, pipelines, tags, custom fields, forms, and landing pages.</li><li>Proven experience with data cleaning, deduplication, validation, and field mapping.</li><li>Excellent written and verbal English communication skills.</li><li>Ability to produce professional, client-ready communications with minimal editing.</li><li>Experience working in a detail-sensitive, client-facing environment.</li><li>Experience with SharePoint and/or OneDrive, including folder structures and permissions.</li><li>Strong attention to detail and a consistent habit of checking work before completion.</li><li>Ability to understand the downstream impact of CRM, data, and automation changes.</li><li>Comfortable managing changing priorities and working independently.</li><li>Confident working directly with a Founder or Business Owner.</li></ul><p>Nice to Have</p><ul><li>Direct GoHighLevel administration experience.</li><li>Background in business services, finance, accounting, legal, insurance, professional services, business broking, or other transaction-focused environments.</li><li>Experience working with complex or multi-stage client journeys.</li><li>Experience creating SOPs and operational workflows.</li><li>Experience using Canva, PowerPoint, and Word to create polished business documents.</li><li>Previous experience reporting directly to a Founder or business owner.</li></ul><p></p>