Offer summary

Qualifications:

Strong communication skills, both written and verbal., Familiarity with digital marketing tools and CRM systems, especially ClickUp and Go High Level., Detail-oriented and process-focused with a proactive approach to problem-solving., Experience with marketing automation and basic DNS/email setup is preferred..

Key responsibilities:

Manage and execute marketing-related tasks using ClickUp.

Support client onboarding processes within the CRM, including client calls and technical assistance.

Coordinate with external technical support and escalate tasks as needed.

Monitor and categorize user support requests, processing simple ones and escalating complex issues.

Job description

This is a remote position.

Schedule:

20 hours per week, 9:00 am - 1:00 pm
Client TimeZone: AZ Time - MDT

Overview

Seeking a highly organized, process-driven Marketing & CRM Assistant to support our marketing operations and CRM onboarding workflows. This role is ideal for someone with strong communication skills, attention to detail, and familiarity with digital marketing tools and CRM systems (specifically ClickUp, Go High Level and WordPress).This is a part time remote position, 20 hours per week with the potential to growth to full time within 30 days within a fast-paced, tech enables marketing company focused on serving the financial services industry.

Primary Responsibilities

Manage and execute marketing-related tasks outlined in ClickUp
Taking detailed SOP's documentation and recording videos + posting to support portal
Coordinate with our external technical support team by escalating defined tasks as needed (we have access to GHL experts, funnel builders, custom css/developers).
Support client onboarding inside our CRM, including repeatable, process-based activities
Conduct structured, client-facing calls with financial professionals (mainly insurance agents)
Assist clients with syncing their social media accounts with the CRM
Assist clients in uploading contact lists (CSV files), setting up custom domains, and connecting email accounts
Monitor user support requests, categorising and processing simple requests, identifying more complex requests and escalating.
Summarize pre-appointment setup work and streamline onboarding meetings (to begin with the VA could start with pre-appointment work + attend calls with our support person and then transition to holding their own short technical onboarding calls).

Requirements

Proficient in CRM processed (Previous Go High Level experience preferred but not required), WordPress, and basic DNS/email setup
Experience working with marketing automation and CRM systems
Excellent English communication skills, both written and verbal
Detail-oriented, process-focused, and proactive in problem-solving
Comfortable with client interaction and tech onboarding

Independent Contractor Perks