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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # CRM Administrator - **Company:** VESSEL MEN'S HEALTH, LLC - **Location:** Boise, ID, United States - **Experience:** Experienced - **Salary:** $80,000.0 - **Contract:** Permanent contract - **Skills:** Application Programming Interfaces (APIs), Spreadsheets, Data Cleansing, QuickBooks (Software), Salesforce.Com, Systems Integration, Bug Reporting, Hubspot, Webhooks - **Published:** October 6, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=68772a8b0c818e47 ## About the Role * 2+ years administering GoHighLevel, HubSpot, Salesforce, or similar CRM * Experience building and fixing multi-step automations, forms, calendars, and pipelines * Strong data skills: spreadsheets, reconciliation, root-cause analysis * Clear, concise written communication * Comfortable working carefully in a live patient-facing system * High attention to detail and disciplined execution Good to Have * GoHighLevel experience (Vessel runs it under Biocanic) * Healthcare experience and HIPAA familiarity * EMR experience, ideally Cerbo * Webhooks, APIs, and system integrations * Meta lead ads and call-center workflows * Multi-location rollout experience ## Description You maintain the full lifecycle path every lead follows - from New Lead to Contacted, Scheduled, Arrived, New Member, Decision Pending, and Canceled. * Keep all clinics aligned on identical stages, rules, and triggers. * Ensure cards move automatically based on bookings, arrivals, memberships, and cancellations. * Identify stuck or mis-staged cards and fix the root cause, not just the symptom. 2. Dashboard Data & Reporting The Vessel Executive Dashboard drives decisions for owners and investors. You ensure every number is correct. * Own the definitions behind leads, bookings, shows, new members, and cancellations. * Reconcile daily and weekly figures against source systems and explain gaps clearly. * Maintain tags, cancel dates, clinic labels, and member status accuracy. * Report weekly per clinic: leads, bookings, show rate, new members, cancellations, call list size. 3. New Clinic Launches Six new clinics must be built in the CRM by Q2 2027. You turn today's 60-70 hour manual build into one repeatable process. * Set up clinic accounts, pipelines, calendars, booking forms, lead forms, phone lines, and staff logins. * Copy proven automations, retarget them to the new clinic, and test each one safely. * Connect lead ads, booking flows, payments, and the medical record. * Add the clinic to the dashboard so reporting works on day one. 4. Automations Texts, emails, reminders, onboarding, call-list steps, no-show recovery - all run through automations you manage. * Build new automations beside the live version, test, then switch over. * Test only on the designated test contact - never on real patients. * Maintain a written change log for every update. * Monitor automation run logs and catch silent failures. 5. Bug Resolution with Clinic Managers Clinic managers are the first to see when something breaks. You are their partner. * Take every report, reproduce it, diagnose it, and fix it. * Confirm fixes on the exact screen the manager uses. * Maintain one shared list of open issues to prevent duplication or missed items. 6. Data Hygiene Clean data is the backbone of accurate reporting and reliable operations. * Merge duplicate contacts, including men booked in multiple clinics. * Maintain consistent tag and segment naming across all clinics. * Keep CRM and EMR aligned on active member status. * Remove test records after every test. * Keep call lists accurate so staff only call true leads. 7. Leads * Scheduled Visits The ultimate goal: a man who asks becomes a man on the calendar. * Ensure every new lead receives a text within minutes and lands on the correct call list. * Maintain booking pages, payment flows, confirmations, reminders, and no-show recovery. * Track lead-to-booked and booked-to-show rates by clinic and source. * Surface gaps and trends to the leadership team. How Success Is Measured * 30%+ of new leads booked into a visit * 92% of booked visits show * Daily dashboard checks pass * 8 of 8 clinics ready before opening day * Same-day response to clinic manager bug reports * 0 test records left in the live system Your First 90 Days Days 1-30 * Learn both live clinics end-to-end. * Walk a test lead from first form * booked visit * member. * Read every automation and dashboard definition. * Meet each clinic manager. Days 31-60 * Take over weekly reporting and the bug list. * Write the new clinic build list. * Fix top data hygiene issues. Days 61-90 * Launch Eagle using the new build list. * Ensure its numbers report correctly on day one., * Live automations are never edited in place. * All patient-facing wording is approved before release. * Every dashboard number must be traceable to its source. Systems You'll Run * GoHighLevel (Biocanic) - leads, texts, calendars, pipelines, payments * Cerbo EMR - read and linked * Vessel Executive Dashboard * Vessel booking & payment pages * Meta lead forms * QuickBooks (read-only) for revenue reconciliation