Soshallwe
CRM Specialist
4mo ago
LATAMRemotecrmemail marketingsms marketingzapierautomationwebhooks
Responsible for diagnosing conversion gaps, designing lifecycle marketing strategies, and building CRM automations to optimize lead management and growth for clients.
Requirements
- You've worked hands-on with a CRM for at least 2 years and have real results to show for it
- You think in systems — if a salesperson is missing follow-ups, you're already sketching the automation that fixes it
- You're comfortable talking to a CEO about strategy and a developer about an API payload in the same afternoon
- You own your work end-to-end: scoping, building, testing, documenting, training
- You have a background in Systems Engineering, Computer Science, Marketing Technology, or equivalent hands-on experience
- You're methodical — you document what you build, define naming conventions, and leave things better than you found them
Conditions
- Great salary.
- Work with a superstar team of amazing humans
- Your personal development will be done directly with the CEO
- A creative, supportive, and growth-oriented environment
- Amazing office space in Palermo Hollywood with drinks and games
- Multiple opportunities for career development and professional growth
- A collaborative team that thrives on making a real impact
- Unlimited PTO.
Other
- We partner with mid‑market owners and executives in the US to drive bottom‑line growth with mutual upside. A rare combination of consulting, full-stack execution and aligned incentives to eliminate what is wrong with the agency model.
- We are what remains. We make growth feel easy.
- Because your growth is our business.
- We're looking for someone who lives at the intersection of strategy and execution. You think like a growth marketer — obsessing over where leads are dropping off and why — but you build like an engineer, wiring up the CRM, automations, and integrations that make the fix actually happen.
- This is not a pure ops role. We need someone who can diagnose a broken funnel, design a multi-touch lifecycle strategy, then roll up their sleeves and implement every workflow, sequence, and webhook required to bring it to life.
- Audit funnels across multiple clients and identify the highest-leverage conversion gaps at every stage
- Design lifecycle marketing strategies — structured around email, SMS, and iMessage — that move leads from first touch to closed deal with minimal friction
- Build and maintain the CRM automations that execute those strategies: sequences, lead scoring models, pipeline triggers, and internal alerts that keep salespeople in the right conversation at the right moment
- Integrate platforms and data sources using webhooks, Zapier, and n8n so nothing falls through the cracks between systems
- Define and document CRM best practices, naming conventions, and playbooks that the whole team can follow
- Analyze campaign performance — open rates, conversion rates, deal velocity — then iterate and improve relentlessly
- Strategy
- Map full customer lifecycle across acquisition, nurture, and retention
- Identify funnel drop-off points and design conversion plays
- Define segmentation logic, messaging cadences, and channel mix
- Run structured A/B tests on sequences and report on results
- Translate business goals into automation specs a team can build from
- Execution
- Build workflows in GoHighLevel (GHL), HubSpot, Zoho, or ActiveCampaign
- Set up email, SMS, and iMessage sequences with smart branching logic
- Wire integrations via REST APIs, webhooks, Zapier, and n8n
- Read and write JSON; trace webhook payloads and debug broken flows
- Audit CRM logs and surface root causes fast
- TOOLS & STACK
- CRM: GoHighLevel (preferred), HubSpot, Zoho, ActiveCampaign, or Salesforce — solid fundamentals matter more than the specific platform
- Automation middleware: n8n, Zapier, native webhooks
- Channels: Email, SMS, iMessage (Apple Messages for Business or equivalent
- integrations)
- Ads & attribution: Meta, Google Ads — understanding how leads enter the funnel and how to close the loop matters
- Scripting & data: JSON, basic SQL, and comfort digging through API docs (not mandatory)
- FUNNEL AUDIT: Full lifecycle audit of 2–3 client funnels with documented gaps and a prioritized improvement roadmap
- AUTOMATION DEPLOYMENT: At least 5 high-impact workflows live — lead scoring, re-engagement, post-call follow-up, no-show recovery — driving ≥10% conversion lift
- PLAYBOOK BUILT: Reusable lifecycle playbook: naming conventions, integration patterns, sequence templates, and troubleshooting steps