CRM & Operations Specialist – GoHighLevel

Pear Tree.

. Manage the day-to-day GoHighLevel CRM environment.

Posted 9/25/2026full-timeRemote • PhilippinesMid-LevelSenior💰 ₱65,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing GoHighLevel CRM environments, including building and optimizing workflows, automations, and data management processes. Proficient in creating professional client communications and reports while maintaining attention to detail and organization.

Highest-signal resume keywords

GoHighLevel CRM ManagementWorkflow AutomationData Cleaning and ValidationClient Communication SkillsSharePoint and OneDrive Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow BuildingAutomation ConfigurationData DeduplicationField MappingPipeline ManagementTrigger ManagementCustom Field CreationForm DesignLanding Page DevelopmentSOP Creation

Soft Skills

Attention to DetailIndependent WorkAdaptabilityProfessional Communication

Tools & Technologies

GoHighLevelSharePointOneDriveWordPowerPointCanva

Industry Keywords

CRMAutomationOperationsAdministrationBusiness ServicesFinanceProfessional ServicesClient Management

About the role

Key responsibilities & impact

Manage the day-to-day GoHighLevel CRM environment.
Build, maintain, optimise, and test workflows, triggers, conditions, and automated actions.
Create and manage pipelines, opportunity stages, tags, custom fields, forms, landing pages, and other CRM assets.
Configure automations for lead management, follow-ups, client onboarding, and internal processes.
Maintain accurate contact, company, opportunity, and activity records.
Troubleshoot broken triggers, incorrect field updates, and automation conflicts.
Prepare, clean, standardise, validate, deduplicate, and migrate CRM data.
Maintain accurate prospect, client, and business opportunity pipelines.
Create tasks, reminders, and follow-up actions; identify stalled records and incomplete information.
Support reporting and keep dashboards and operational views organised and current.
Draft and proofread professional client communications and maintain recurring communication templates.
Organise client and operational documents using SharePoint and OneDrive.
Prepare reports, presentations, and client-facing materials using Word, PowerPoint, or Canva.
Work directly with the Founder/Business Owner to clarify priorities, track tasks, and follow up on required information or decisions.
Identify bottlenecks and manual processes; create SOPs, checklists, and operational workflows; recommend improvements.

Requirements

What you’ll need

4–6 years of relevant professional experience in CRM, automation, operations, administration, or a related field.
Hands-on experience building and maintaining workflows in GoHighLevel or a comparable CRM/marketing automation platform.
Strong understanding of workflows, triggers, conditions, pipelines, tags, custom fields, forms, and landing pages.
Proven experience with data cleaning, deduplication, validation, and field mapping.
Excellent written and verbal English communication skills.
Ability to produce professional, client-ready communications with minimal editing.
Experience working in a detail-sensitive, client-facing environment.
Experience with SharePoint and/or OneDrive, including folder structures and permissions.
Strong attention to detail and a consistent habit of checking work before completion.
Ability to understand the downstream impact of CRM, data, and automation changes.
Comfortable managing changing priorities and working independently.
Confident working directly with a Founder or Business Owner.
Direct GoHighLevel administration experience (nice to have).
Background in business services, finance, accounting, legal, insurance, professional services, business broking, or other transaction-focused environments (nice to have).
Experience working with complex or multi-stage client journeys (nice to have).
Experience creating SOPs and operational workflows (nice to have).
Experience using Canva, PowerPoint, and Word to create polished business documents (nice to have).
Previous experience reporting directly to a Founder or business owner (nice to have).

Benefits

Comp & perks

100% remote work under Independent Contractor Agreement
Working hours following AU business hours
Initial 20 hours per week, with progression to full time