CRM SpecialistCoach
Aventura, FL - USA
Job Summary
The CRM Specialist & Coach teaches CRM architecture workflows and automation for a portfolio of fractional revenue clients and personally coaches client teams on how to use their CRM to run their business. This is a hands-on build role and a client-facing advisory role in the same person.
- Design build and maintain CRM setups (pipelines stages fields workflows and automations) tailored to each clients sales process.
- Audit existing client CRMs to identify data hygiene issues broken automations and workflow gaps then remediate them.
- Lead recurring client office hours and 1:1 sessions coaching client teams on CRM usage adoption and best practices.
- Document standard operating procedures and quick-reference guides clients can use.
- Stay current on major CRM platforms (e.g. HubSpot GoHighLevel Salesforce Pipedrive) relevant to the client base.
- 3 years hands-on CRM administration/implementation experience across at least one major platform.
- Demonstrated experience training or coaching non-technical users not just building for technical ones.
- Strong grasp of sales pipeline logic lead scoring and marketing/sales handoff.
- Excellent written and verbal communication; comfortable leading a live client session.
- Experience across multiple CRM platforms.
- Background in an agency or consulting environment serving multiple clients concurrently.
- CRM platform certifications (HubSpot GoHighLevel etc.).
- Think Bigger Mindset approaches every client problem by asking what would 10x better look like rather than settling for marginal fixes.
- Service-Minded treats every client interaction as a chance to build trust; follows through without being chased.
- Clear Communicator translates technical or strategic detail into language a business owner can act on in writing and live sessionsCoach Not Just Doer comfortable teaching a client how to run a process by doing it alongside the client and not for them.
Required Experience:
IC
About Company
Grant Cardone is a businessman, real estate investor managing over $4.7B assets, equity fund manager, and co-founder/investor in 16 successful businesses.