Operations Workflow Specialist

Our US-based clients are dynamic and innovative companies at the forefront of digital marketing and sales automation. They specialize in leveraging advanced technology to revolutionize how businesses reach and engage their target audience.
We are looking for a highly skilled professional to optimize both marketing and sales strategies, integrate advanced workflows, and enhance reporting capabilities for a diverse range of clients.

Location:

• Fully Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities:

• Workflow Automation & Integration:

  • Design, implement, and integrate workflows for both marketing and sales operations with CRM systems and other platforms.

  • Roll out automation workflows across multiple client accounts to ensure efficiency and smooth execution.

  • Utilize tools like Zapier to automate routine tasks, streamline lead management, and improve operational efficiency for both sales and marketing.

  • Set up calendar integrations to enhance appointment scheduling and synchronize activities across teams.

• API & System Integration:

  • Utilize APIs to connect GoHighLevel, HubSpot, and other external platforms to integrate CRM, marketing, and sales tools.

  • Develop custom integration solutions to enhance system functionality and data flow, supporting both sales and marketing processes.

• Reporting & Dashboard Management:

  • Build and maintain dashboards for internal performance optimization and client reporting using tools like Metabase.

  • Provide actionable insights for both marketing and sales teams, ensuring data-driven decision-making.

  • Create comprehensive reports to monitor CRM activities, campaign performance, and overall success metrics.

• General Marketing Operations:

  • Manage marketing automation in GoHighLevel, ensuring data accuracy and optimizing campaign performance.

  • Execute general marketing campaigns to nurture and convert leads effectively.

  • Collaborate closely with sales, project management, and content teams for seamless marketing and sales operations.

• General Sales Operations:

  • Manage generic sales tasks, including CRM management, lead qualification, and pipeline optimization.

  • Collaborate with marketing to align outreach and engagement strategies.

What Success Looks Like:

• Enhanced Performance:

  • Effective monitoring and optimization of sales and marketing workflows, driving increased efficiency and results.

• Seamless Automation & Efficiency:

  • Successful rollout of new workflows across client accounts, resulting in streamlined operations and reduced manual workload.

• Data-Driven Insights:

  • Accurate and insightful reporting with dashboards, providing clients with clear visibility into both marketing and sales performance.

Qualifications:

• Experience:

  • 2-3+ years of experience in marketing or sales automation, operations, or related fields. Prior experience with GoHighLevel, Zapier, and CRM management (e.g., HubSpot) preferred.

• Technical Skills:

  • Proficiency in API management, UTM tracking, and working knowledge of integration platforms like Zapier and Metabase.

• Analytical Skills:

  • Ability to analyze data from marketing and sales platforms to identify opportunities for optimization.

• Communication:

  • Excellent verbal and written communication skills, with an ability to explain technical concepts clearly.

• Adaptability:

  • Thrive in a fast-paced environment and effectively manage multiple projects.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets