Marketing & CRM Assistant (ZR_24272_JOB)
Marketing & CRM Assistant (ZR_24272_JOB)
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USD 5 - 5
1 Vacancy
Job Description
This is a remote position.
- 20 hours per week 9:00 am - 1:00 pm
- Client TimeZone: AZ Time - MDT
Primary Responsibilities
- Manage and execute marketing-related tasks outlined in ClickUp
- Taking detailed SOPs 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
- HMO Coverage for eligible locations
- Permanent work-from-home
- Immediate hiring
.
Employment Type
Full Time
