Senior CRM Operator (RevOps Strategist)

Client Strategy, Coaching & Consulting:

• Lead CRM strategy sessions with clients to design high-converting sales.
• Translate business goals into CRM workflows (pipelines, automations, lead routing, calendars).
• Educate clients on CRM best practices across sales, marketing, and operations.

CRM Implementation & Optimization:

• Build and optimize systems in HighLevel, including pipelines and opportunity stages.
• Audit and improve existing CRM setups to eliminate inefficiencies and errors.
• Ensure all builds are scalable, simple, and aligned with company standards.

Technical Escalations & Internal Support:

• Act as the escalation point for complex CRM and automation issues.
• Troubleshoot integrations, workflows, and data flow problems.
• Support and mentor junior team members.