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Automation Specialist

Role overview

Qualifications

  • Previous experience in marketing automation or similar tech-heavy role
  • Proficiency in platforms like HighLevel, ClickFunnels, Zapier, Hyros, and ClickMagick
  • Strong understanding of funnels, CRM systems, and tracking principles
  • Attention to detail and high-level organizational skills

Responsibilities

  • Set up and manage AI Chatbots using tools like HighLevel and CloseBot.ai
  • Build and manage integrations and automations in tools like HighLevel, ClickFunnels, Zapier, and more
  • Configure tracking tools like Hyros and ClickMagick for paid media performance and attribution
  • Implement tagging and segmentation systems within CRM/funnel platforms

Key facts

Hard skills

Other skills

  • Detail Oriented
  • Organizational Skills
  • Problem Solving
  • Communication

About the company

Circle of Greatness logo

Circle of Greatness

Professional Training & Coaching

Circle of Greatness is an online and in-person community created to equip and empower aspiring and new entrepreneurs with resources and connections to help them grow personally and professionally. COGA was created to help goal-driven people like yourself move from ideas to execution by providing a close-knit accountability network to help you reach your goals.

Company details

Company typeTPE
IndustryProfessional Training & Coaching
Company size2 - 10

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Job description

What You’ll Be Doing:
As our Automation & Tracking Specialist, you’ll take ownership of the systems and integrations that power our client funnels and internal workflows. You’ll help ensure everything runs smoothly—automated, tracked, and reportable.

Key Responsibilities:
-Set up and manage AI Chatbots using tools like HighLevel and CloseBot.ai
-Build and manage integrations and automations in tools like HighLevel, ClickFunnels, Zapier, and more
-Configure tracking tools like Hyros and ClickMagick for paid media performance and attribution
-Implement tagging and segmentation systems within CRM/funnel platforms
-Set up and test tracking across funnels to ensure data accuracy for marketing teams
-Build and maintain KPI dashboards and reports for internal stakeholders and client delivery
-Solve tech issues and support other miscellaneous automation/tech tasks as needed

What We’re Looking For:
-Previous experience in marketing automation or similar tech-heavy role (agency experience is a plus)
-Proficiency in platforms like:
-HighLevel
-ClickFunnels
-Zapier
-Hyros / ClickMagick
-Strong understanding of funnels, CRM systems, and tracking principles
-Attention to detail and high-level organizational skills
-Problem-solver mindset with excellent communication skills
-Must be available during EST working hours

Bonus Points If You:
-Have experience in virtual event marketing
-Understand conversion tracking & analytics deeply
-Are proactive and thrive in fast-paced remote environments

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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