In this role, you will be responsible for designing, building, optimizing, and maintaining advanced automations, CRM pipelines, and communication workflows within Go High Level to support lending-related operational processes.

This position requires a strong technical understanding of GHL, CRM logic, and automation strategy, as well as the ability to work independently and manage multiple projects

Responsibilities

• Design and implement automation workflows within Go High Level to support lending-related pipelines and processes.

• Develop and manage CRM configurations, including pipelines, custom fields, tags, triggers, and segmentation.

• Create automated communication sequences (e.g., email, SMS, voicemail, chatbot) tailored to lending workflows and compliance requirements.

• Streamline lead intake, qualification, follow-up, and nurturing through advanced GHL automations.

• Maintain and improve integrations between GHL and third-party tools (loan origination systems, form builders, calendars, marketing platforms).

• Monitor system performance, troubleshoot automation issues, and implement proactive solutions.

• Audit existing workflows to identify inefficiencies, errors, or opportunities for optimization.

• Ensure accurate data mapping and data cleanliness across the CRM and connected systems.

• Collaborate with internal teams to understand operational needs and translate them into effective technical solutions.

• Produce documentation for workflows, processes, and automations for internal reference and future use.

Requirements

• Proven, hands-on experience using Go High Level (GHL) to build pipelines, workflows, automations, and communication sequences.

• Strong understanding of sales, CRM logic, and lead management processes (experience in lending or financial services is a plus).

• Experience integrating GHL with third-party tools via APIs, Zapier, or Make.

• Excellent problem-solving skills and the ability to troubleshoot workflow or automation issues quickly.

• Strong attention to detail, ensuring clean data, accurate mapping, and reliable automation performance.

• Ability to work independently, manage multiple projects, and meet deadlines without supervision.

• Excellent verbal and written communication skills, with the ability to translate operational needs into effective automation solutions.

• Experience creating dashboards, reports, or analytics inside CRM systems (preferred).

• Familiarity with email/SMS automation, tagging systems, segmentation, and pipeline optimization.

• Highly organized, proactive, and comfortable working in a remote, fast-paced environment.