CRM Specialist

321 The Agency

. Build, configure, and maintain GoHighLevel agency and sub-account environments, including custom fields, custom values, tags, pipelines, and opportunity stages .

Posted 10/5/2026full-timeRemote • Florida • United StatesMid-LevelSenior💰 $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in GoHighLevel agency management, including workflow optimization, CRM strategy development, and data governance. Proficient in automating email and SMS campaigns while ensuring compliance with marketing regulations.

Highest-signal resume keywords

GoHighLevel AdministrationCRM Strategy DevelopmentEmail And SMS AutomationData Migration And ManagementSalesforce Integration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

GoHighLevel WorkflowsCRM ArchitectureEmail Marketing ComplianceWebhooksAPIsZapierData CleansingFunnel BuildingCampaign ManagementConversation AI

Soft Skills

Analytical SkillsProblem-Solving SkillsCommunication SkillsDetail-OrientedProject Management

Tools & Technologies

GoHighLevelSalesforceSalesforce Marketing CloudSalesforce Service CloudSalesforce Sales Cloud

Certifications & Qualifications

HighLevel Certified AdminSalesforce Administrator Certification

Industry Keywords

A2P 10DLCCAN-SPAMGDPRMulti-Client EnvironmentClient Onboarding

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Build, configure, and maintain GoHighLevel agency and sub-account environments, including custom fields, custom values, tags, pipelines, and opportunity stages
Manage user onboarding, roles, permissions, and access controls across client sub-accounts
Create and maintain snapshots to standardize and accelerate new client setups
Configure calendars, booking widgets, forms, surveys, and appointment reminders
Monitor account performance, troubleshoot issues, and identify opportunities for improvement
Evaluate new GoHighLevel features and releases and recommend enhancements based on client needs
Design, build, and optimize workflows, triggers, and conditional logic for lead nurturing, follow-up, and client communications
Build automated email, SMS, voicemail, and multichannel sequences
Configure lead routing, task assignments, internal notifications, and pipeline automations
Set up and manage conversation AI, chat widgets, missed-call text-back, and reputation management tools
Test, document, and maintain automations
Build and optimize funnels, landing pages, websites, and forms
Develop segmentation, personalization, and behavioral-trigger strategies
Build and manage email and SMS campaigns, templates, and broadcasts
Monitor campaign performance, deliverability, engagement, and conversions
Maintain compliance with CAN-SPAM, TCPA, A2P 10DLC, GDPR, and other applicable requirements
Develop CRM strategies aligned with client business goals
Lead discovery sessions and gather and document business, functional, and technical requirements
Develop process maps, workflow documentation, standard operating procedures, and training materials
Establish CRM standards for naming conventions, tagging, pipelines, data entry, automation, and change management
Identify implementation risks, dependencies, and opportunities
Manage GoHighLevel integrations with third-party applications using native integrations, webhooks, APIs, Zapier, Make, and middleware
Connect lead sources, ad platforms, payment processors, and websites to GoHighLevel
Support data imports, exports, migrations, cleansing, mapping, and synchronization
Maintain data quality through duplicate management, tagging standards, and routine audits
Troubleshoot integration failures and coordinate with developers or vendors
Create reports and dashboards with actionable business insights
Serve as GoHighLevel subject matter expert and strategic advisor for assigned client accounts
Recommend solutions based on platform best practices and client requirements
Conduct client training and create user documentation
Provide ongoing platform support, troubleshooting, and strategic recommendations
Help clients improve CRM adoption and operational efficiency
Collaborate with client strategists, project managers, developers, and marketing teams across multiple accounts
Support Salesforce configuration, automation, and reporting when needed
Help connect GoHighLevel with Salesforce and other sales or marketing systems
Apply consistent CRM governance and data management standards across platforms
Assist with CRM evaluations and migration projects involving GoHighLevel and Salesforce
Report to the SVP of Strategy and collaborate with client strategists, project managers, designers, developers, and other team members across client accounts

Requirements

What you’ll need

Three or more years of hands-on GoHighLevel experience, including agency and sub-account administration
Experience building GoHighLevel workflows, pipelines, funnels, forms, calendars, and campaigns
Experience creating and managing snapshots for multi-client deployments
Experience with email and SMS automation, including A2P 10DLC registration and deliverability best practices
Experience developing CRM strategies, governance standards, and process documentation
Experience gathering and documenting business, functional, and technical requirements
Strong understanding of CRM architecture, data quality, and access management
Experience with webhooks, APIs, Zapier, Make, or similar middleware and third-party integrations
Experience with data migrations, mapping, cleansing, and duplicate management
Understanding of email marketing, customer journeys, audience segmentation, and marketing compliance
Strong analytical, troubleshooting, and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple client accounts, projects, and priorities
Detail-oriented approach with a passion for process improvement and system efficiency
HighLevel Certified Admin or other GoHighLevel certifications preferred
Experience administering or implementing Salesforce, including objects, permissions, Flows, reports, and dashboards preferred
Salesforce Administrator certification preferred
Experience with Salesforce Marketing Cloud, Sales Cloud, or Service Cloud preferred
Experience supporting CRM migrations between GoHighLevel, Salesforce, HubSpot, or other platforms preferred
Experience working in an agency, consulting, or multi-client environment preferred
Experience with conversation AI, chatbots, and reputation management tools preferred
Familiarity with HTML and CSS for email templates, funnels, and landing pages preferred