Sales Operations Specialist (CRM & Lead Conversion – Go High Level CRM)
关于团队方块：我们是一家专注于与全球组织联系出杰出的远程人才的团队增强公司。工作简介：我们正在寻找一个细节化和主动的销售运营专业人员，拥有 Go 高水平 (GHL) CRM 和数字领先转换流程方面的专业知识。这个角色涉及管理从头到尾的查询生命周期，从领先捕获到咨询安排，报告和持续优化。你将作为操作背骨确保 CRM 流顺利集成与广告活动管理 Practina 等外部平台。你的工作将直接支持客户收购，服务提供和业务可扩展性。责任：· 使用 Go High Level (GHL) 来管理和优化 CRM 流程，包括自动化，标签以及与 Practina 等平台的集成。·创建和分发两周报纸并培养对历史领袖的沟通。·执行手动向未预订咨询的领袖进行接触，评估潜在适合性和鼓励预订。·管理和分配 AI 计划的咨询给适当团队成员，确保跟踪和结果报告。·监测，识别和解决 CRM 工作流中的错误；与 GHL 支持或第三方提供商合作，以及时解决问题。· 追踪和报告线索挖掘指标，直到咨询和案例转换，提供可操作的见解和确定优化机会。· 支持新团队成员加入 CRM 工作流程和协商过程。要求。· 使用 Go High Level (GHL) CRM 和 CRM 自动化工具的经验证明。·熟悉 Practina 或类似数字广告管理工具最好。·强烈了解引领转换道和基于 CRM 的 CRM 咨询预订工作流程。·卓越的分析和报告技能，特别是在使用仪表板和电子表格式表。· 专业的书面和口头沟通技能，既适用于客户端，也适用于内部通信。· 高组织性，自动化，并且能够在远程设置中独立工作。· 在服务业务 （法律，咨询，医疗保健等）上有事先经验是额外的奖励。· 至少2~3年的 CRM 运营，销售运营或数字营销支持角色经验。·在配置 CRM 工作流程，标签，自动化的经验以及集成方面实践经验。
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This is a remote position.
About Teams Squared:
We are a team augmentation company dedicated to connecting exceptional remote talent with global organizations.
Job Description:
We are seeking a detail-oriented and proactive Sales Operations Specialist with expertise in Go High Level (GHL) CRM and digital lead conversion processes. This role involves managing the end-to-end lifecycle of enquiries from lead capture through consultation scheduling, reporting, and continuous optimization. You will act as the operational backbone ensuring CRM flows smoothly integrate with external platforms like Practina for ad campaign management. Your work will directly support client acquisition, service delivery, and business scalability.
Responsibilities:
· Manage and optimize CRM processes using Go High Level (GHL) including custom workflows, automation, tagging, and integrations with platforms such as Practina (Facebook and Google ads).
- Create and distribute bi-weekly newsletters and nurture communications to historical leads.
- Perform manual outreach to leads that have not booked consultations, assessing potential fit and encouraging booking.
- Manage and distribute AI-scheduled consultations to appropriate team members, ensuring tracking and outcome reporting.
- Monitor, identify, and troubleshoot bugs in CRM workflows; collaborate with GHL support or third-party providers for timely resolution.
- Track and report lead generation metrics through to consultation and case conversion, providing actionable insights and identifying optimization opportunities.
- Support onboarding of new team members to CRM workflows and consultation processes.
Requirements
- Proven experience with Go High Level (GHL) CRM and CRM automation tools.
- Familiarity with Practina or similar digital ad management tools preferred.
- Strong understanding of lead conversion funnels and CRM-based consult booking workflows.
- Excellent analytical and reporting skills, especially using CRM dashboards and spreadsheets.
- Exceptional written and verbal communication skills for both client and internal communications.
- Highly organized, self-driven, and able to work independently in a remote setup.
- Prior experience in a service-based business (legal, consulting, healthcare, etc.) is a bonus.
- Minimum 2–3 years of experience in a CRM operations, sales operations, or digital marketing support role.
- Hands-on experience in configuring CRM workflows, tags, automation, and integrations.
- Strong project management mindset with the ability to manage and prioritize multiple tasks.
- Comfortable with client-facing outreach (email, SMS, possibly calls).
- Ability to create concise reports and communicate findings to both technical and non-technical stakeholders.
Benefits
- Fully remote work
- Competitive pay in AUD
- Access to industry-leading CRM and automation tools
- Continuous training and upskilling in sales ops and automation best practices
- Opportunity to grow with high-performing remote teams across multiple client sector
If you are passionate about leveraging your operational and CRM expertise to optimize client engagement and improve conversion, we want to hear from you!
Note: Only shortlisted candidates will be contacted for further discussions.
Teams Squared is an equal opportunity employer, valuing diversity and inclusivity.
Originally posted on Himalayas