Client Training Specialist (CRM & Automation)

Little Giant Marketing is a fast-growing insurance CRM and automation company looking for a tech-savvy Client Training Specialist to work directly with insurance agencies on training, CRM customization, workflows, automation, and operational strategy.

This is not a basic customer support role.

This position is ideal for someone who enjoys:

• helping clients improve processes
• training teams
• building workflows
• solving problems live on calls
• thinking strategically
• working directly with business owners

What You’ll Do

You will meet directly with insurance agencies on Google Meet and Zoom calls to:

• train clients on CRM workflows and lead processes
• help customize pipelines and automation
• answer questions about AI tools and CRM features
• guide agencies on best practices for working leads
• help improve accountability and team processes
• assist with custom build requests and operational ideas
• work with high-value and VIP clients
• help clients implement and optimize their systems

This role is hands-on. You may build workflows, adjust automations, or help configure systems live during client calls.

You’ll also work closely with our support, onboarding, and account management teams to help clients move projects forward efficiently., * Have you ever worked for or with an insurance agency? If yes, please describe your role and responsibilities.

• Which CRM or sales management systems have you used before? What tasks did you handle inside them?
• How comfortable are you leading meetings and training calls with insurance agency owners and their teams?

Do you have experience in Upselling?, * Strong communication and presentation skills

• Tech-savvy and comfortable learning software quickly
• Experience with GoHighLevel or similar CRM platforms preferred
• Ability to build workflows and automations
• Comfortable troubleshooting live during client calls
• Organized and process-oriented
• Strong problem-solving skills
• Experience training clients, teams, or customers preferred

Preferred Experience

• GoHighLevel
• CRM onboarding and customization
• Workflow automation
• Customer training
• Insurance industry experience
• Operational/process consulting

$50,000 - $70,000 a year - Full-time, * $50,000 Base Salary

• Commission opportunities through upselling additional products and features to clients
• Remote position
• Opportunity for growth within a fast-growing company

About Little Giant

Little Giant helps insurance agencies grow through CRM automation, AI tools, advanced reporting, operational strategy, and proven lead management systems.

We are looking for someone who enjoys helping businesses improve and wants to become a major part of a growing company.

Pay: $50,000.00 - $70,000.00 per year