Sales Operations Specialist (CRM & Lead Conversion – Go High Level CRM)
About this role
This is a remote position.
About Teams Squared:
We are a team augmentation company dedicated to connecting exceptional remote talent with global organizations.
Job Description:
We are seeking a detail-oriented and proactive Sales Operations Specialist with expertise in Go High Level (GHL) CRM and digital lead conversion processes. This role involves managing the end-to-end lifecycle of enquiries from lead capture through consultation scheduling, reporting, and continuous optimization. You will act as the operational backbone ensuring CRM flows smoothly integrate with external platforms like Practina for ad campaign management. Your work will directly support client acquisition, service delivery, and business scalability.
Responsibilities:
Manage and optimize CRM processes using Go High Level (GHL) including custom workflows, automation, tagging, and integrations with platforms such as Practina (Facebook and Google ads).
Create and distribute bi-weekly newsletters and nurture communications to historical leads.
Perform manual outreach to leads that have not booked consultations, assessing potential fit and encouraging booking.
Manage and distribute AI-scheduled consultations to appropriate team members, ensuring tracking and outcome reporting.
Monitor, identify, and troubleshoot bugs in CRM workflows; collaborate with GHL support or third-party providers for timely resolution.
Track and report lead generation metrics through to consultation and case conversion, providing actionable insights and identifying optimization opportunities.
Support onboarding of new team members to CRM workflows and consultation processes.
Manage and optimize CRM processes using Go High Level (GHL) including custom workflows, automation, tagging, and integrations with platforms such as Practina (Facebook and Google ads).
Create and distribute bi-weekly newsletters and nurture communications to historical leads.
Perform manual outreach to leads that have not booked consultations, assessing potential fit and encouraging booking.
Manage and distribute AI-scheduled consultations to appropriate team members, ensuring tracking and outcome reporting.
Monitor, identify, and troubleshoot bugs in CRM workflows; collaborate with GHL support or third-party providers for timely resolution.
Track and report lead generation metrics through to consultation and case conversion, providing actionable insights and identifying optimization opportunities.
Support onboarding of new team members to CRM workflows and consultation processes.
Requirements
Proven experience with Go High Level (GHL) CRM and CRM automation tools.
Familiarity with Practina or similar digital ad management tools preferred.
Strong understanding of lead conversion funnels and CRM-based consult booking workflows.
Excellent analytical and reporting skills, especially using CRM dashboards and spreadsheets.
Exceptional written and verbal communication skills for both client and internal communications.
Highly organized, self-driven, and able to work independently in a remote setup.
Prior experience in a service-based business (legal, consulting, healthcare, etc.) is a bonus.
Minimum 2–3 years of experience in a CRM operations, sales operations, or digital marketing support role.
Hands-on experience in configuring CRM workflows, tags, automation, and integrations.
Strong project management mindset with the ability to manage and prioritize multiple tasks.
Comfortable with client-facing outreach (email, SMS, possibly calls).
Ability to create concise reports and communicate findings to both technical and non-technical stakeholders.
Benefits
Fully remote work
Competitive pay in AUD
Access to industry-leading CRM and automation tools
Continuous training and upskilling in sales ops and automation best practices
Opportunity to grow with high-performing remote teams across multiple client sector
If you are passionate about leveraging your operational and CRM expertise to optimize client engagement and improve conversion, we want to hear from you!
Note: Only shortlisted candidates will be contacted for further discussions.
Teams Squared is an equal opportunity employer, valuing diversity and inclusivity.
Originally posted on Himalayas
