Client Migration Specialist

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Experience with CRM platforms, preferably Go High Level., Strong attention to detail and organizational skills., Ability to follow documented procedures accurately., Good communication skills for collaboration and issue escalation..

Key responsibilities:

  • Perform full client CRM migrations following standard procedures.
  • Configure account settings, forms, workflows, and assets in the CRM.
  • Ensure accuracy and consistency in migrated systems.
  • Communicate proactively about migration issues and collaborate with team members.

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Penbrothers SME http://www.penbrothers.com/
201 - 500 Employees
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Job description

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growingcompanies in the Philippines. We provide talented Filipinos with global opportunities in highgrowth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is on a mission to empower fitness business owners with beautifully designed, easytouse software. Their Grow product—an advanced CRM built specifically for gyms and studios—is undergoing a transformational upgrade. As part of this rollout, theyre migrating existing clients onto the newly rebuilt Grow CRM experience, and they’re looking for sharp, detailoriented contractors to help them make it happen smoothly.

About the Role

Our client is looking for a Client Migration Specialist to join the Grow team on a 3month contract to execute client account migrations within their CRM platform. This role involves

following a clearly documented set of migration procedures using Go High Level, ensuring each clients system is clean, structured, and ready for success on the new Grow platform.

You’ll be working within a team, but this is a handson, taskoriented role that requires you to take ownership of your queue and deliver consistently highquality setup work.


What you’ll do

● Perform full CRM migration for each assigned client based on standardized steps.

● Configure account settings, organize forms, workflows, and assets in Go High Level.

● Ensure accuracy and consistency in every migrated system.

● Communicate clearly and proactively if migration blockers arise.

● Collaborate with internal team members to escalate edge cases or clientspecific questions.

● Stay aligned with our


Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented

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