Marketing Specialist - CRM & Funnel Systems
Position Overview
As the Marketing Specialist - CRM & Funnel Systems you will be the in-house expert running our white-labeled GoHighLevel platform (OMNI). Your job is to keep every OMNI sub-account for 10X Business Coaches ready to launch—complete with proven funnels, CRM workflows, and automations—while providing fast, friendly support that helps coaches turn OMNI on and get results with minimal setup.
What You’ll Own
Sub-Account Build & Maintenance
- Build and maintain a library of high-converting funnel templates, automations, and CRM pipelines tailored for 10X Business Coaches.
- Package and update account snapshots for one-click deployment and easy cloning.
- Standardize settings (domains, email/SMS, calendars, pipelines, forms, triggers) for consistent, reliable launches.
Customer Support & Enablement
- Serve as the primary point of contact for all OMNI technical/configuration questions.
- Host the weekly OMNI support call every Wednesday at 10:30 AM EST (group onboarding + live Q&A).
- Offer optional 1:1 onboarding/setup sessions for coaches who need extra help.
- Provide responsive support via email/tickets and jump on quick live troubleshooting calls when needed.
- Track issues, resolutions, and patterns to prevent repeat problems (create fixes or SOPs).
Platform Administration & Billing
- Oversee the OMNI GHL Agency backend (provisioning, permissions, sub-account hygiene).
- Ensure billing, payment collection, and account provisioning work end-to-end.
- Monitor agency health metrics (email deliverability, domain/auth status, phone/SMS usage, API limits, pipeline integrity).
Training, Docs & SOPs
- Keep all OMNI tutorials, quick-start guides, and knowledge base articles current and simple.
- Deliver internal updates to Licensee/Sales as features evolve or best practices change.
- Document clear SOPs for recurring tasks (both internal and client-facing).
Collaboration & Improvements
- Partner with the Director of Business Development to streamline onboarding flows and reduce time-to-value.
- Stay current on GHL releases and community best practices; propose improvements that enhance OMNI’s value (integrations, templates, small utilities).
What You Bring
- Proven GoHighLevel expertise (agency or white-label admin experience a big plus; GHL Certified preferred).
- Deep understanding of CRM design, automations, and funnel mechanics.
- Excellent communicator who can teach, de-jargonize, and keep users calm under pressure.
- Highly organized and process-driven; you love clean snapshots, tidy sub-accounts, and clear SOPs.
- Comfortable running Zoom trainings, hosting live calls, and supporting multiple clients at once.
How We’ll Measure Success (KPIs)
- Time-to-Launch: Average time from sub-account creation to first campaign live.
- First-Week Activation Rate: % of new coaches who complete the guided setup and send first campaign.
- Support SLAs: First response & resolution times, CSAT after tickets/calls.
- Snapshot Quality: Defect rate, rollback frequency, and version adoption.
- Deliverability Health: Domain auth (SPF/DKIM/DMARC) pass rate, email reputation metrics.
Nice-to-Have Tools/Experience
- GoHighLevel Agency Admin, Twilio/Wazzap/telephony setup, domain/DNS/auth (SPF/DKIM/DMARC), Stripe/Chargebee, Loom, Helpdesk/Ticketing (Zendesk/Help Scout), basic HTML/CSS for emails, Zapier/Make for light integrations.