Revenue Go high level Operations

Role Overview We are seeking a Senior CRM Operator (RevOps Strategist) to lead CRM strategy, implementation, and escalation support across our client base. This role ensures clients actively leverage their CRM to drive revenue—not just maintain a system. This is a senior, client-facing, strategic role requiring deep expertise in revenue operations, CRM architecture, automation, and sales process design. You will act as both a consultant and technical expert, helping clients build scalable, high-converting systems within HighLevel.

Key Responsibilities Client Strategy, Coaching & Consulting

Lead CRM strategy sessions with clients to design high-converting sales and intake processes Translate business goals into CRM workflows (pipelines, automations, lead routing, calendars) Educate clients on CRM best practices across sales, marketing, and operations Act as a trusted advisor to practice owners and intake teams

CRM Implementation & Optimization

Build and optimize systems in HighLevel, including:

Pipelines and opportunity stages Automations and workflows Forms, calendars, and lead routing Email/SMS sequences Tracking, attribution, and reporting

Audit and improve existing CRM setups to eliminate inefficiencies and errors Ensure all builds are scalable, simple, and aligned with company standards Contribute to internal documentation and knowledge base

Technical Escalations & Internal Support

Act as the escalation point for complex CRM and automation issues Troubleshoot integrations, workflows, and data flow problems Support and mentor junior team members Identify recurring issues and improve SOPs and training materials

Cross-Functional Collaboration

Partner with Account Managers, Ads, Web, SEO, and Support teams Ensure CRM systems align with lead generation efforts and client journeys Maintain clear documentation and internal handoffs

Requirements

4+ years of hands-on experience with HighLevel CRM (required) 2+ years in customer support 2+ years in RevOps, Sales Ops, or Marketing Ops Strong experience building:

Sales pipelines Automation systems Lead follow-up workflows Booking/intake processes

Excellent troubleshooting and problem-solving skills Strong client-facing communication skills (fluent English) Ability to work autonomously in a fast-paced environment

 

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