Sales – Funnel Management Specialist

PMO Strategies Global Transformation Group

Job Location:

Fort Lauderdale, FL - USA

Monthly Salary: Not Disclosed

Experience Required: 4-5years

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

Sales Funnel Management Specialist

Company: PMO Strategies

Location: 100% Remote (Working US Hours)

Employment Type: Full-Time (average 40 hours/week) Independent Contractor

Salary: Hourly Rate Aligned with Experience

Help Us Make Sure No Lead Is Left Behind

Are you the kind of person who notices when something falls through the cracksand makes sure it *never* happens again Do you love organizing systems following up on details and making sure the right messages get to the right people at the right time

If youre nodding your head we want to talk to you.

Join our fast-growing US-based training and consulting company and help us ensure that every potential customer has a seamless professional and engaging experiencefrom the first click to a closed sale and beyond.

About PMO Strategies

At PMO Strategies our mission is to change the world through IMPACT. We help organizations deliver more business value faster through smarter strategy execution.

We support project and transformation leaders with training coaching and consulting that helps them drive measurable results. Our clients include some of the worlds most forward-thinking organizationsand were growing fast.

Learn more:

Position Overview

Were seeking a Sales Funnel Management Specialist to own manage and continuously improve our lead and sales funnel operations using Zoho CRM ClickFunnels and related tools.

This is not a cold-calling sales role.

It is a role that sits at the intersection of systems sales support and relationship-centered communication.

Youll be the first line of coordination when a new lead enters our ecosystemwhether through a form funnel opt-in webinar survey or direct inquiry. Your responsibility is to ensure every lead is:

Routed correctly

Followed up thoughtfully

Tracked accurately

Supported with the right message at the right time

This role is ideal for someone who thrives on structure loves CRM systems and understands that real sales success depends on human connectionnot just automation.

Key Responsibilities

Lead & Funnel Management

Monitor all incoming leads via Zoho CRM ClickFunnels website forms surveys webinars and direct inquiries.

Assign leads to the appropriate team member (sales success coach or automation workflow) based on defined criteria.

Ensure timely accurate follow-up so no opportunity is missed.

Track lead status across the funnel and conduct regular audits to prevent lead leakage.

Maintain clean accurate CRM data including tagging lifecycle stages and attribution.

Automation & CRM Operations

Build maintain and optimize automations using Zoho Campaigns ClickFunnels and Zapier.

Implement tagging structures to track campaign source behavior and funnel entry points.

Test and troubleshoot workflows regularly to ensure smooth transitions between funnel stages.

Maintain SOPs for lead handling hand-offs and system workflows.

Sales Support & Coordination

Maintain real-time visibility into deal and lead progression within the CRM.

Manage lead hand-off protocols to ensure warm leads are followed up within defined timeframes.

Coordinate closely with sales marketing partnerships and operations teams to support high-conversion campaigns.

Support upsell and post-purchase nurture workflows to extend customer lifetime value.

Reporting & Funnel Optimization

Provide regular reporting on lead activity conversion rates velocity and drop-off points.

Build dashboards and performance snapshots in Zoho CRM.

Identify friction points and recommend improvements to funnels sequences or hand-offs.

Monitor opt-in rates email engagement and CTA performance across funnels.

Relationship-Centered Lead Communication & Sales Support

This role carries a clear human expectation not just a technical one.

You are expected to:

Treat every lead as a real person with unique goals challenges and motivationsnot just a CRM record.

Craft thoughtful context-aware written correspondence (emails follow-ups responses) that reflects our brand voice and builds trust.

Adapt tone message and timing based on lead behavior stated needs objections and engagement signals.

Communicate directly with leads when appropriate to clarify needs answer questions or guide next stepssupporting sales conversations rather than disappearing behind automation.

Ensure the right message reaches the right person at the right moment balancing high-touch communication with scalable systems.

This role succeeds when automation supports relationshipsnot replaces them.

Qualifications

Minimum of 3 years in CRM sales coordination or funnel management roles.

Deep familiarity with CRM management and related tools (Zoho Campaigns Forms etc.).

Experience using ClickFunnels Zapier and other funnel or automation tools.

Strong attention to detail and organizational skills.

Excellent written and verbal English communication skills with the ability to write clear human sales-supportive messaging.

Highly tech-savvy and confident managing data automations and process flows.

Ability to work full-time during U.S. business hours (Eastern or Central Time).

Prior experience in a digital marketing consulting or online education environment is a plus.

Why Join PMO Strategies

Be part of a passionate high-performing team on a global mission.

Work from anywhere with a flexible schedule.

Gain direct access to visionary leadership and professional growth opportunities.

Help ensure high-value prospects are nurtured and never missedmaking a real IMPACT.

How to Apply

Are you the follow-up champion weve been looking for

Submit your resume cover letter and any examples of lead management experience (such as dashboards or SOPs youve created) in this app with the subject line Im Your Sales Funnel Management Pro.

This is a remote position.Sales Funnel Management SpecialistCompany: PMO StrategiesLocation: 100% Remote (Working US Hours)Employment Type: Full-Time (average 40 hours/week) Independent ContractorSalary: Hourly Rate Aligned with Experience Help Us Make Sure No Lead Is Left Behind Are you ...

This is a remote position.

Sales Funnel Management Specialist

Company: PMO Strategies

Location: 100% Remote (Working US Hours)

Employment Type: Full-Time (average 40 hours/week) Independent Contractor

Salary: Hourly Rate Aligned with Experience

Help Us Make Sure No Lead Is Left Behind

If youre nodding your head we want to talk to you.

About PMO Strategies

At PMO Strategies our mission is to change the world through IMPACT. We help organizations deliver more business value faster through smarter strategy execution.

Learn more:

Position Overview

Were seeking a Sales Funnel Management Specialist to own manage and continuously improve our lead and sales funnel operations using Zoho CRM ClickFunnels and related tools.

This is not a cold-calling sales role.

It is a role that sits at the intersection of systems sales support and relationship-centered communication.

Youll be the first line of coordination when a new lead enters our ecosystemwhether through a form funnel opt-in webinar survey or direct inquiry. Your responsibility is to ensure every lead is:

Routed correctly

Followed up thoughtfully

Tracked accurately

Supported with the right message at the right time

This role is ideal for someone who thrives on structure loves CRM systems and understands that real sales success depends on human connectionnot just automation.

Key Responsibilities

Lead & Funnel Management

Monitor all incoming leads via Zoho CRM ClickFunnels website forms surveys webinars and direct inquiries.

Assign leads to the appropriate team member (sales success coach or automation workflow) based on defined criteria.

Ensure timely accurate follow-up so no opportunity is missed.

Track lead status across the funnel and conduct regular audits to prevent lead leakage.

Maintain clean accurate CRM data including tagging lifecycle stages and attribution.

Automation & CRM Operations

Build maintain and optimize automations using Zoho Campaigns ClickFunnels and Zapier.

Implement tagging structures to track campaign source behavior and funnel entry points.

Test and troubleshoot workflows regularly to ensure smooth transitions between funnel stages.

Maintain SOPs for lead handling hand-offs and system workflows.

Sales Support & Coordination

Maintain real-time visibility into deal and lead progression within the CRM.

Manage lead hand-off protocols to ensure warm leads are followed up within defined timeframes.

Coordinate closely with sales marketing partnerships and operations teams to support high-conversion campaigns.

Support upsell and post-purchase nurture workflows to extend customer lifetime value.

Reporting & Funnel Optimization

Provide regular reporting on lead activity conversion rates velocity and drop-off points.

Build dashboards and performance snapshots in Zoho CRM.

Identify friction points and recommend improvements to funnels sequences or hand-offs.

Monitor opt-in rates email engagement and CTA performance across funnels.

Relationship-Centered Lead Communication & Sales Support

This role carries a clear human expectation not just a technical one.

You are expected to:

Treat every lead as a real person with unique goals challenges and motivationsnot just a CRM record.

Craft thoughtful context-aware written correspondence (emails follow-ups responses) that reflects our brand voice and builds trust.

Adapt tone message and timing based on lead behavior stated needs objections and engagement signals.

Communicate directly with leads when appropriate to clarify needs answer questions or guide next stepssupporting sales conversations rather than disappearing behind automation.

Ensure the right message reaches the right person at the right moment balancing high-touch communication with scalable systems.

This role succeeds when automation supports relationshipsnot replaces them.

Qualifications

Minimum of 3 years in CRM sales coordination or funnel management roles.

Deep familiarity with CRM management and related tools (Zoho Campaigns Forms etc.).

Experience using ClickFunnels Zapier and other funnel or automation tools.

Strong attention to detail and organizational skills.

Excellent written and verbal English communication skills with the ability to write clear human sales-supportive messaging.

Highly tech-savvy and confident managing data automations and process flows.

Ability to work full-time during U.S. business hours (Eastern or Central Time).

Prior experience in a digital marketing consulting or online education environment is a plus.

Why Join PMO Strategies

Be part of a passionate high-performing team on a global mission.

Work from anywhere with a flexible schedule.

Gain direct access to visionary leadership and professional growth opportunities.

Help ensure high-value prospects are nurtured and never missedmaking a real IMPACT.

How to Apply

Are you the follow-up champion weve been looking for

Submit your resume cover letter and any examples of lead management experience (such as dashboards or SOPs youve created) in this app with the subject line Im Your Sales Funnel Management Pro.

Company Industry

IT Services and IT Consulting

Key Skills

General Insurance
Corporate Sales
Cost Estimation
Benefits & Compensation
Heavy Equipment
AC Maintenance

Apply Now

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PMO Strategies Global Transformation Group

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Sales – Funnel Management Specialist

Fort Lauderdale, FL - USA

Job Summary

Sales Funnel Management Specialist

About PMO Strategies

Position Overview

Key Responsibilities

Qualifications

Why Join PMO Strategies

How to Apply

Sales Funnel Management Specialist

About PMO Strategies

Position Overview

Key Responsibilities

Qualifications

Why Join PMO Strategies

How to Apply

Company Industry

Key Skills

About Company

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