GoHighLevel/CRM Specialist

Here’s a quick video sharing why you may want to work with us! ----------

Role Overview:
I’m looking for a highly organized, reliable, and resourceful GoHighLevel Virtual Assistant to help me with client management, scheduling, CRM organization, case tracking, and light marketing/outreach.

This role blends administrative support, CRM management, client service, and social media/outreach assistance. If you’re detail-oriented, tech-savvy, and love helping things run smoothly behind the scenes, you’ll be a perfect fit.

Requirements:
*Must be able to work 8am-12pm/1pm Central Time (US)
*Must be able to work 20 hours weekly
*Must have experience with administrative assistance or any similar role
*Must have experience with GoHighLevel or any other CRM platforms
*Must have EXCELLENT written and verbal communication skills
*Must have EXCELLENT attention to detail
*Must be tech-savvy and willing to learn new tools
*Must be reliable, proactive, and resourceful
*Must be super organized
*Detail-oriented with a commitment to quality control

Tools We Use:
*GoHighLevel CRM
*Outlook
*Shopify
*WordPress
*Social Media
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What You’ll Do:
Outreach and Social Media Management
*Research and schedule local speaking events, networking opportunities, and business groups
*Call venues or organizers to inquire about and book speaking opportunities
*Coordinate with referral partners and maintain a referral tracking system
*Check in with referral partners and send thank-you cards or gift certificates as needed
*Manage outbound messaging to leads using pre-built email/SMS templates
*Follow up with inbound and outbound leads using GoHighLevel
*Assist with light social media support and marketing mailers

Client & Appointment Management
*Schedule appointments and send intake forms using tools like Calendly
*Organize client data and update CRM with intake form details and meeting notes
*Transcribe notes from recordings and input into CRM
*Receive voice-to-text meeting recaps via email and enter them into GoHighLevel
*Create new GoHighLevel sub-accounts when onboarding new agents

Case Management Support
*Track applications in progress using a visual pipeline board (GoHighLevel)
*Follow up with carriers or case managers for outstanding documentation
*Prepare draft messages for client updates and monitor case status

Client Service & Retention
*Monitor voicemail inbox and triage service requests using a structured intake format
*Retrieve policy details and documents from carrier portals
*Draft client responses for review and manage annual review reminders
*Call clients to check in and ensure client satisfaction
*Respond to questions from current, on-the-books clients

Ready to Apply?
1. Message me with the subject “I am excited to work with you, Micah!”
2. Add a link to your resume
3. Indicate your contact email address

If this doesn’t sound perfect but you love hard work and learning, reach out anyway—there’s likely another chance to join my team!