Sales Operations Specialist
New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2–3 years
- Required Skills
- Project ManagementData AnalysisLead GenerationCRM
Requirements
- Minimum 2–3 years of experience in a CRM operations, sales operations, or digital marketing support role.
- Proven experience with Go High Level (GHL) CRM and CRM automation tools.
- Hands-on experience in configuring CRM workflows, tags, automation, and integrations.
- Strong understanding of lead conversion funnels and CRM-based consult booking workflows.
- Excellent analytical and reporting skills using CRM dashboards and spreadsheets.
- Strong project management mindset with the ability to manage and prioritize multiple tasks.
- Comfortable with client-facing outreach via email, SMS, and calls.
- Exceptional written and verbal communication skills.
- Highly organized, self-driven, and able to work independently in a remote setup.
Responsibilities
- Manage and optimize CRM processes using Go High Level (GHL) including custom workflows, automation, tagging, and integrations with platforms such as Practina.
- Create and distribute bi-weekly newsletters and nurture communications to historical leads.
- Perform manual outreach to leads that have not booked consultations.
- Manage and distribute AI-scheduled consultations to team members and report outcomes.
- Monitor, identify, and troubleshoot bugs in CRM workflows.
- Track and report lead generation metrics through to consultation and case conversion.
- Support onboarding of new team members to CRM workflows and consultation processes.
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