CRM, AI Automation & Digital Operations Specialist

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: TYPE OF WORK

Any

: SALARY

5/hour

: HOURS PER WEEK

-20

: DATE UPDATED

Sep 17, 2026

JOB OVERVIEW

We are looking for an experienced CRM, AI Automation & Digital Operations Specialist to help build and automate the systems for our tax preparation education and tax software business.

The right person should have strong experience with GoHighLevel (GHL), AI automations, Skool, Telegram, Jotform, online courses, sales funnels, social media marketing, and software sales systems.

AI Automation Responsibilities

You will help us identify repetitive tasks in the business and replace them with smart, reliable automations.

This may include:

- Build AI-powered workflows and business automations
- Connect GoHighLevel, Skool, Telegram, Jotform and other platforms
- Create AI chatbots for lead qualification and customer questions
- Build automated SMS and email conversations
- Automate lead follow-up and appointment booking
- Automatically route and tag leads based on their interests
- Create AI-assisted sales follow-up for tax software prospects
- Automate student enrollment and onboarding
- Automate reminders for classes, webinars, appointments, and deadlines
- Build workflows for abandoned registrations and incomplete applications
- Create automated customer support and FAQ systems
- Automate review and referral requests
- Build internal notifications and task assignments
- Use AI to assist with social media content and marketing workflows
- Create reporting dashboards and automated performance reports
- Document all automations so our team understands how they work

Platforms & Skills

Strong experience with several of the following is preferred:

GoHighLevel (GHL), ChatGPT/OpenAI, Make, Zapier, n8n, Skool, Telegram, Jotform, webhooks, APIs, email/SMS automation, AI agents, CRM pipelines, funnels, calendars, payment integrations and reporting.

Examples of Automations We Want

Tax Course Funnel:
Social Media → Landing Page → Jotform/Application → GHL → AI Follow-Up → Payment → Skool Enrollment → Welcome Messages → Class Reminders

Tax Software Funnel:
Ad/Social Media → Software Lead → GHL → AI Qualification → Demo/Appointment → Automated Follow-Up → Purchase → Customer Onboarding → Training → Support

Lead Nurturing:
New Lead → AI/SMS Response → Qualification → CRM Tag → Personalized Follow-Up → Appointment → Sales Pipeline → Follow-Up Until Converted

Important

We are not looking for someone who only knows how to create basic Zapier connections. We want someone who understands business processes, CRM architecture, AI automation, sales funnels and customer journeys and can recommend ways to make our operation more efficient.

Experience in tax preparation, financial services, SaaS/software sales, online education, or digital marketing is a major plus.

SKILL REQUIREMENT

Tax Preparation Social Media Marketing GoHighLevel

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CRM, AI Automation & Digital Operations Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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