T7X Job Description: GoHighLevel CRM & Marketing Automation Specialist

Responsibilities

• Own day-to-day administration of the GHL agency account and subaccounts: pipelines, custom fields, tags, users, permissions, and snapshots.
• Build and maintain workflows, triggers, and multi-step nurture sequences across email and SMS.
• Create reusable templates and snapshots so new campaigns and projects launch in days, not weeks.
• Keep the account clean: deduplicate contacts, standardize naming conventions, and document every build.
• Structure the CRM around the investor lifecycle: prospect, qualified, engaged, committed, and existing investor.
• Build segmented communication tracks for prospects, current investors, partners, and community members.
• Support investor events, calls, and roadshows with registration flows, reminders, and follow-up.
• Manage contact ownership and handoffs between marketing, business development, and leadership.
• Route investor-facing content through compliance review before it is sent, and maintain approved templates.
• Build dashboards covering lead volume, source attribution, conversion by pipeline stage, email and SMS performance, event attendance, and partner performance.

Requirements

• 3+ years of hands-on GoHighLevel experience, including agency-level account and subaccount management.
• Proven track record building complex GHL workflows, pipelines, and multi-channel sequences from scratch.
• Direct experience integrating GHL with Zoom, SMS providers, forms, and calendars.
• Working knowledge ofA2P 10DLC registration, TCPA rules, and CAN-SPAM requirements.
• Strong marketing fundamentals: funnels, segmentation, lead scoring, nurture strategy, and attribution.
• Experience managing CRM relationships at scale, with investor, client, or high-value contact pipelines.
• Comfort with data analytics: building dashboards, connecting data sources, and translating numbers into decisions.
• Advanced spreadsheet skills (Google Sheets or Excel), including pivots, lookups, and data cleanup.
• Clear written communication and the discipline to document systems so others can run them.

Benefits

• Flexible schedule
• Work Location: Hybrid remote in Irvine, CA 92612