ABOUT THE ROLE My company operates at the intersection of content, real estate, education, and investing. We generate leads from YouTube, LinkedIn, Facebook, lead magnets, webinars, referrals, real estate deals, and live events.
I am not looking for a technician. I am looking for a CRM Architect who can design systems that turn attention into appointments, sales, and long-term clients.
CORE RESPONSIBILITIES
1. CRM ARCHITECTURE AND ORGANIZATION Design a single source of truth CRM Eliminate broken workflows Implement a clean, scalable tagging system Ensure every lead has a clear next action
2. TAGGING AND SEGMENTATION Create and maintain a tagging system using this logic: [Source] – [Avatar] – [Interest] – [Action] – [Status]
3. AUTOMATIONS AND WORKFLOWS Build automated workflows for sellers, buyers, investors, course buyers, webinar registrants, and high-ticket clients Assign tasks automatically Trigger follow-ups, reminders, and sequences Ensure zero leads fall through the cracks
4. FUNNEL AND REVENUE INTEGRATION Connect funnels to the CRM including opt-ins, sales, and bookings Ensure lead magnets deliver correctly Ensure payments trigger onboarding Ensure upsells and nurtures are automated Track conversions from lead to call to sale
5. PIPELINE MANAGEMENT Build visual pipelines for: Consulting Clients Free lead to nurture to booked call Course to upsell to consulting Investors to deal-ready
6. STRATEGIC SUPPORT Suggest improvements proactively Spot bottlenecks before leadership does Simplify systems as the company scales Think in revenue and efficiency, not just tasks Document SOPs as systems are built
HOW SUCCESS IS MEASURED Leads are organized and correctly tagged No missed follow-ups Automations run without errors A clear daily call list exists Funnels convert consistently Calendar stays full Revenue tracking improves Team operations feel lighter and more efficient
LONG-TERM VISION This system must support nationwide real estate expansion, coaching and digital products, creative finance and co-living mentorship, underwriting, webinars and summits, community growth, and global expansion.
This is a long-term opportunity for the right person.
IDEAL CANDIDATE Thinks like a systems architect Obsessed with clarity and automation Understands funnels and buyer journeys Comfortable suggesting improvements Can explain why systems are built a certain way Values documentation and scalability
TO APPLY - Please include:
1. CRM platforms you have built in 2. An example of a tagging system you designed 3. An example of a workflow you are proud of 4. How you think about lead to revenue flow 5. Any GoHighLevel experience (screenshots welcome)
FINAL NOTE If you can build systems that organize chaos, create clarity, and drive revenue, you will become a key operator in this company.
