Marketing Specialist - CRM & Funnel Systems

As the Marketing Specialist - CRM & Funnel Systems you will be the in-house expert running our white-labeled GoHighLevel platform (OMNI). Your job is to keep every OMNI sub-account for 10X Business Coaches ready to launch-complete with proven funnels, CRM workflows, and automations-while providing fast, friendly support that helps coaches turn OMNI on and get results with minimal setup. What You’ll Own Sub-Account Build & Maintenance

• Build and maintain a library of high-converting funnel templates, automations, and CRM pipelines tailored for 10X Business Coaches.
• Package and update account snapshots for one-click deployment and easy cloning.
• Standardize settings (domains, email/SMS, calendars, pipelines, forms, triggers) for consistent, reliable launches.

Customer Support & Enablement

• Serve as the primary point of contact for all OMNI technical/configuration questions.
• Host the weekly OMNI support call every Wednesday at 10:30 AM EST (group onboarding + live Q&A).
• Offer optional 1:1 onboarding/setup sessions for coaches who need extra help.
• Provide responsive support via email/tickets and jump on quick live troubleshooting calls when needed.
• Track issues, resolutions, and patterns to prevent repeat problems (create fixes or SOPs).

Platform Administration & Billing

• Oversee the OMNI GHL Agency backend (provisioning, permissions, sub-account hygiene).
• Ensure billing, payment collection, and account provisioning work end-to-end.
• Monitor agency health metrics (email deliverability, domain/auth status, phone/SMS usage, API limits, pipeline integrity).

Training, Docs & SOPs

• Keep all OMNI tutorials, quick-start guides, and knowledge base articles current and simple.
• Deliver internal updates to Licensee/Sales as features evolve or best practices change.
• Document clear SOPs for recurring tasks (both internal and client-facing).

Collaboration & Improvements

• Partner with the Director of Business Development to streamline onboarding flows and reduce time-to-value.
• Stay current on GHL releases and community best practices; propose improvements that enhance OMNI’s value (integrations, templates, small utilities).

• Proven GoHighLevel expertise (agency or white-label admin experience a big plus; GHL Certified preferred).
• Deep understanding of CRM design, automations, and funnel mechanics.
• Excellent communicator who can teach, de-jargonize, and keep users calm under pressure.
• Highly organized and process-driven; you love clean snapshots, tidy sub-accounts, and clear SOPs.
• Comfortable running Zoom trainings, hosting live calls, and supporting multiple clients at once.