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Position Overview
The CRM Specialist & Coach teaches CRM architecture, workflows, and automation for a portfolio of fractional revenue clients, and personally coaches client teams on how to use their CRM to run their business. This is a hands-on build role and a client-facing advisory role in the same person.
Key Responsibilities
- Design, build, and maintain CRM setups (pipelines, stages, fields, workflows, and automations) tailored to each client's sales process.
- Audit existing client CRMs to identify data hygiene issues, broken automations, and workflow gaps, then remediate them.
- Lead recurring client office hours and 1:1 sessions coaching client teams on CRM usage, adoption, and best practices.
- Document standard operating procedures and quick-reference guides clients can use.
- Stay current on major CRM platforms (e.g., HubSpot, GoHighLevel, Salesforce, Pipedrive) relevant to the client base.
Required Qualifications
- 3+ years hands-on CRM administration/implementation experience across at least one major platform.
- Demonstrated experience training or coaching non-technical users, not just building for technical ones.
- Strong grasp of sales pipeline logic, lead scoring, and marketing/sales handoff.
- Excellent written and verbal communication; comfortable leading a live client session.
Preferred Qualifications
- Experience across multiple CRM platforms.
- Background in an agency or consulting environment serving multiple clients concurrently.
- CRM platform certifications (HubSpot, GoHighLevel, etc.).
What We Look For in Every Client-Facing Expert
- Think Bigger Mindset — approaches every client problem by asking 'what would 10x better look like?' rather than settling for marginal fixes.
- Service-Minded — treats every client interaction as a chance to build trust; follows through without being chased.
- Clear Communicator — translates technical or strategic detail into language a business owner can act on, in writing and live sessions, Coach, Not Just Doer — comfortable teaching a client how to run a process by doing it alongside the client and not for them.
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