Responsibilities

Project Management & Operations:

Manage tasks, deadlines, and workflows using ClickUp (or other project management tools).

Track and follow up on pending items with the CEO, team, and clients.

Organize CRM assets, SOPs, and internal processes to improve efficiency.

Ensure smooth daily CRM operations and resolve bottlenecks for the CEO.

GoHighLevel (GHL) Support & CRM Management:

Assist clients with GHL setup, including account creation, domain configuration, and profile customization.

Design and implement workflows, automations, and pipeline stages to improve lead management.

Troubleshoot CRM issues such as email deliverability, automation errors, or integration failures.

Assist in setting up email warm-up, ensuring improved inbox placement.

Configure and maintain appointment booking systems, calendars, and pipeline automations.

Manage and support SMS campaigns, voicemail drops, and call tracking within GHL.

Set up trigger links, tags, and custom fields for better lead segmentation.

Client & Sales Support:

Manage client email communications after the CEO’s initial outreach.

Organize and schedule client calls, ensuring smooth coordination.

Provide clients with necessary onboarding materials, agreements, and documentation.

Track client follow-ups and engagement to maintain a strong client experience.

Finance & Invoicing:

Assist in setting up Stripe, PayPal, or other payment gateways within GHL.

Create and send invoices directly via GHL, ensuring timely payments.

Track payments, follow up on outstanding balances, and manage financial records.

Research & Reporting:

Conduct client and industry research to identify new automation opportunities.

Update and maintain dashboards to track sales, pipeline progress, and campaign performance.

Provide insights and reports on CRM efficiency and key metrics.

Administrative & Executive Support:

Manage the CEO’s calendar, emails, and to-do list, prioritizing urgent CRM-related matters.

Assist in creating and updating SOPs for CRM workflows and automation strategies.

Coordinate with other team members and external vendors as needed.

Handle additional operational and administrative support as required.

Requirements:

✅ Exceptional attention to detail – ensures accuracy in GHL setups, automations, and email campaigns.
✅Proactive and highly responsive – executes tasks efficiently and anticipates next steps.

✅ Strong written and verbal English communication skills – able to draft clear, professional emails

✅ Highly organized and structured – capable of managing multiple client accounts and deadlines.
✅ Strong problem-solving skills – figures things out independently and takes initiative.

✅ Experience with GoHighLevel (minimum 1 year preferred).

✅ Proficiency in project management tools such as ClickUp, Trello, or Asana.
✅ Familiarity with email warm-up strategies, DNS setup, and domain authentication (SPF, DKIM, DMARC).
✅ Experience with third-party integrations like Zapier,Make, and API connections.

Preferred Qualifications:

➕ Background in CRM management, marketing automation, or customer support.

➕ Familiarity with Stripe, PayPal, or other payment gateways.

➕ Knowledge of lead generation, sales funnel design and workflow optimization.

➕ Prior experience in a SaaS or marketing agency environment.

Benefits:

✅Fully remote role - work from anywhere in Latin America.

✅Flexible working environment - structured around U.S. Central Time (CST).

✅Career growth opportunities – potential to expand into an Operations Manager role.

✅Competitive compensation based on experience.

✅ Opportunity to work closely with the CEO in a growing SaaS company.