CRM Onboarding Specialist

hace 2 días

Bogotá Cundinamarca, Colombia Little Giant Marketing A tiempo completo

CRM Onboarding Specialist

Little Giant Marketing

Little Giant Marketing is a fast-growing CRM and automation company built specifically for insurance agencies. We combine powerful technology inside GoHighLevel, a full phone system, AI tools, and proven sales workflows to help insurance agents generate more quotes, follow up with leads automatically, and grow their agencies with less effort. We're known for our hands-on support, advanced automation setups, and the ability to get new clients fully launched and working their leads quickly.

Working at Little Giant means joining a Colombian team that moves fast, values great people, and gives you clear processes to succeed and grow.

Little Giant Marketing is expanding fast, and we're looking for a Client Launch Specialist who loves building systems, configuring software, and making sure everything works smoothly before a client goes live.

In this role, you will prepare new client accounts inside GoHighLevel (GHL) using established checklists and processes. You'll work closely with our Account Success Managers to ensure each client's CRM is clean, organized, and fully functional before their onboarding call.

If you enjoy structured work, tech tools, CRM setup, and the satisfaction of checking items off a list — you'll love this role and thrive at Little Giant.

Responsibilities

  • Build and configure new client CRM accounts inside GoHighLevel
  • Add users
  • Phone numbers and routing
  • Organize and import excel sheets
  • Schedule marketing campaigns
  • Prepare accounts to be "Onboarding Ready" before client meetings
  • Assist ASMs with small customizations and last-minute adjustments
  • Maintain internal onboarding documentation and follow SOPs precisely
  • Communicate clearly with the ASM about blockers or missing client info

Requirements

  • GoHighLevel experience (required)
  • Excel/Google Sheets proficiency (required)
  • Strong attention to detail — you notice small mistakes
  • Strong organization skills — you enjoy checklists and structured tasks
  • Tech-savvy and comfortable learning new tools quickly
  • Ability to follow SOPs step-by-step without missing items
  • Good written communication for internal updates
  • Ability to work independently without constant supervision

Compensation & Growth

  • Starts at $5/hr USD
  • Quarterly raises during the first 6 months
  • Performance-based renegotiation after 6 months
  • Clear path to grow into:

Account Success Manager (ASM)

Senior Success Manager (SSM)

Higher pay + commissions

s)

Job Types: Full-time, Permanent

Expected hours: 40 per week

Application Question(s):

  • Do you have hands-on experience using GoHighLevel (GHL)? If yes, explain a recent project or task.
  • How many years have you been familiar with GoHighLevel?
  • How would you rate your English skills (reading, writing, and understanding instructions) on a scale of being the highest)?

Work Location: Remote

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