Senior CRM Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
CRM Specialist overseeing client onboarding and GHL setup for gyms. Ensure accurate configuration, compliance, and quality assurance for optimal launch experience.
Responsibilities:
- Build and configure GHL sub-accounts for new clients from scratch, using standardized templates and SOPs — pipelines, stages, contact properties, automation triggers, and internal notification workflows all need to be set up correctly before anything else can happen
- Tailor each client's account to their specific business: their service types, lead capture flows, follow-up sequences, and staff notification logic. Standardized doesn't mean identical — you'll know which settings to adapt and which to never touch
- Set up and verify triggers, workflows, and automations so they fire accurately under real conditions — not just "saved" but actually tested before handoff
- Manage sub-account structure for multi-location clients and ensure clean account separation and consistent configuration across locations
- Register every new client for A2P 10DLC messaging compliance before any SMS campaigns go live — this step is non-negotiable and time-sensitive, and delays here block the entire launch
- Own the full brand and campaign registration process through GHL, including carrier submissions, status monitoring, and documentation
- Handle rejections head-on: diagnose the reason, correct the submission, and resubmit without waiting to be asked. You've been through this process enough times that rejections don't slow you down
- Stay current on evolving carrier rules and proactively flag changes that could affect our standard registration process
- QA your own work against a defined checklist before every handoff — every setup is reviewed against a standard before it leaves your hands, not after it gets flagged in review
- Work only moves forward when it meets the checklist. Not when you think it's probably fine
- Document issues clearly in the relevant ticket and flag anything that falls outside standard scope — the next person touching this account should be able to understand exactly what was done and why
- Follow SOPs consistently and raise gaps or outdated steps when you find them. The SOP should reflect how we actually work, not how we used to
- Stay current on GHL product releases, policy changes, and UI updates that affect how we configure and manage accounts — when something changes, you assess the impact on our standard process and flag it for the team before it becomes a client-facing issue
- Test GHL updates in a sandbox environment before they touch live client accounts — nothing goes to production until it's been verified
- Serve as the internal GHL resource — when the team has questions about how something works or why something broke, you're the first stop
- Identify patterns in recurring setup issues and bring forward SOP improvements that prevent them from happening again
- Flag any SOPs that need updating due to GHL releases, UI changes, new feature rollouts, or process shifts — outdated documentation creates real errors, and you're the person who knows when something is wrong before anyone else does
- Update existing client GHL accounts with requested new features, workflow additions, or product improvements — post-launch work is as important as the initial build, and it needs the same level of care
- Handle inbound bug tickets related to GHL: reproduce the issue, open a support case with GHL on the client's behalf, track the resolution to completion, and communicate status back to everyone who submitted a ticket — tickets don't close until the client knows it's resolved
- Manage snapshot imports and exports — creating, applying, and maintaining snapshots as part of standard account setup, client migrations, and template management
- Manage account transfers and migrations in and out of GHL — coordinating with clients and internal teams to ensure data integrity and continuity throughout the process
- Manage phone number ports in and out — initiating port requests, monitoring status, troubleshooting rejections, and keeping clients informed at every step until the port is complete
- Coordinate closely with the website build team — most new clients get both a CRM setup and a Webflow site, and clean handoffs between both tracks are essential for an on-time launch
- Communicate clearly on status, blockers, and scope changes in Linear — your teammates and your manager shouldn't have to ask where things stand
Requirements:
- Hands-on GHL experience — you've built and configured sub-accounts from scratch, not just navigated the front end. Pipelines, automations, triggers, contact workflows, integrations. This is non-negotiable, and we'll assess it directly in the interview process
- A2P / 10DLC compliance experience — you've registered brands and campaigns, dealt with carrier rejections, and understand the landscape well enough to navigate it without a guide
- Strong troubleshooting instincts — when something breaks in GHL, you isolate the problem before escalating. You don't just report "it's not working." You identify where in the workflow the failure is, why it happened, and what needs to change
- Meticulous attention to detail — a missed step in CRM configuration causes real problems for real clients at launch. You catch your own mistakes before anyone else does
- SOP discipline — you work systematically, not from memory. You follow documented processes exactly, and when a step is wrong or missing, you flag it instead of working around it
- Clear written English — your documentation, issue notes, and status updates need to be specific enough that a teammate can act on them without a follow-up call
- Experience with GHL's API, webhooks, or custom integrations
- Familiarity with Webflow — most of our new clients receive both a CRM setup and a website build, and cross-awareness of the website track is a genuine advantage
- Background working with fitness businesses, gym software, or boutique fitness operators
- Experience with PushPress or similar gym management platforms
Similar Jobs
Partner Success Manager, Science
Partner Success Manager delivering high-quality science instruction for K-8 students at Curriculum Associates. Building relationships with educators and ensuring successful program implementation.
Client Success Manager – Onboarding
Client Success Manager at Intrinsic Digital responsible for leading onboarding specialists and optimizing processes. Ensure smooth client onboarding experience in a fully remote environment.
Senior Manager, Partner Success – Strategic Accounts
Senior Manager of Partner Success at Teaching Strategies focusing on customer satisfaction and managing Partner Success Managers. Driving implementation and onboarding processes for effective client engagement.
Manager, Partner Success – Team East
Manager of Partner Success improving customer adoption and managing Partner Success Specialists. Focused on creating effective strategies to enrich the customer experience at Teaching Strategies.
Manager, Partner Success – Onboarding Team
Manager of Partner Success managing onboarding team to foster customer success at Teaching Strategies. Focusing on refining processes for small customers and ensuring customer satisfaction and retention.
Marketing Automation, CRM Manager
Marketing Automation / CRM Manager driving automated marketing processes for customer engagement and retention at Bikeleasing in Germany.
Senior Manager, Customer Success
Leads Customer Success Managers to drive retention and growth at VitalSource Technologies, enhancing customer outcomes and coordination across departments. Oversees customer lifecycle from onboarding to expansion.
Customer Success Manager
Customer Success Manager at Vendelux optimizing event marketing strategies for clients. Building relationships, improving customer satisfaction, and enhancing product value for users.
Customer Success Manager
Customer Success Manager ensuring pharmaceutical clients extract maximum value from analytics platform. Collaborating across functions and translating data into actionable recommendations.
Customer Success Manager
Customer Success Manager driving customer engagement and relationships in the biotech sector. Partnering with scientists and labs to ensure long-term success and value maximization.
Customer Success Manager
Customer Success Manager at Trovata focusing on customer engagement and support for financial solutions. Responsible for client onboarding, relationship management, and driving revenue opportunities.
Working Student, Sales Operations – Focus on CRM, Data, and Sales Performance
Werkstudent im Sales Operations zur Unterstützung der Datenqualität und Effizienz im CRM-System. Engagieren in der Analyse von Vertriebsdaten und der Implementierung neuer Tools.
Senior Customer Success Manager
(Senior) Customer Success Manager supporting the influData platform at weCreate Data GmbH. Focusing on customer satisfaction, onboarding, and collaboration with sales, marketing, and product development teams.
Senior Customer Success Manager
Customer Success Manager focusing on customer satisfaction and retention strategies in a SaaS environment. Collaborating with teams to enhance customer relationships and support utilization of data platform.
Customer Success Manager – Digital Scale Focus
Customer Success Manager developing scalable digital-first customer journeys for B2B SaaS company. Engaging customers through AI-driven tools and strategic resource development to maximize platform value.
Customer Success Manager
Customer Success Manager responsible for fostering relationships and promoting AVOW in SEA region. Collaborate with clients to ensure satisfaction and success while navigating industry-specific challenges.
Customer Success Manager, SEA
Customer Success Manager focusing on client relationships and brand visibility in the SEA region for AVOW. Managing interactions and developing marketing strategies for success.
Customer Success Manager Internship – m/f/d
Internship for a Customer Success Manager in a transformative recruiting startup. Hands-on experience with real projects and development opportunities in a modern office.
Customer Success Associate
Customer Success Associate managing high-value client relationships for an AI-powered Fintech platform. Ensuring client goals are met while enhancing their experience with the product.
Client Success Manager
Client Success Manager at Spiral, building relationships and supporting bank and credit union clients. Focusing on client performance and strategies for retention and growth while working in a remote environment.