GoHighLevel Automation Specialist

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: TYPE OF WORK

Gig

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

Nov 11, 2025

JOB OVERVIEW

SUMMARY OF RESPONSIBILITIES

The GoHighLevel Automation Specialist will be responsible for building and managing the company’s CRM and automation infrastructure within GoHighLevel (GHL). This role will oversee system setup, workflow creation, and process automation to support agent recruitment, member engagement, and business operations across multiple sub-accounts.

The position will play a key role in developing an automated system that handles agent onboarding, recurring billing, LC Phone and LC Email assignment, and communication workflows. The ideal candidate is highly skilled in GoHighLevel SaaS Mode, Stripe integration, and CRM automation, ensuring smooth operations, accurate data flow, and scalable growth for our agency.

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ESSENTIAL DUTIES
• Lead the setup and automation of workflows for new agent recruitment, existing agent renewals, and new member onboarding.
• Configure and manage Stripe integration for recurring billing and plan-based access (Basic, Pro, Elite).
• Automate sub-account creation within GHL when payments are received.
• Assign LC Phone and LC Email to agents based on their selected plan.
• Build and test automations for new member communications (welcome, 10/30/60/90-day, annual review, birthday).
• Develop and maintain dashboard reporting for sub-accounts, payments, and user activity.
• Ensure all workflows, triggers, and automations are functioning correctly across multiple pipelines.
• Collaborate with the business owner to improve CRM usability, reporting, and performance.
• Create a Loom video walkthrough detailing setup, logic, and automation flow.
• Stay updated on new GoHighLevel features and recommend optimizations for continuous improvement.

This summary is not all-inclusive; other duties may be assigned as needed to support business goals.

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REQUIRED EDUCATION AND EXPERIENCE
• Minimum 2 years of hands-on experience using GoHighLevel (SaaS Mode preferred).
• Proven success setting up automation workflows, sub-accounts, and Stripe payment integrations.
• Strong understanding of LC Phone, Twilio, and Mailgun setup and configuration.
• Experience managing CRM systems or agency automation environments.
• Proficiency with form triggers, conditional logic, and pipeline automation.
• Demonstrated ability to work independently and meet deadlines.
• Excellent written and verbal communication skills in English.

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REQUIRED SKILLS
• Technical Setup: Sub-account creation, permissions, and billing integration.
• Workflow Automation: Creating and testing automated triggers and actions.
• Problem Solving: Identifying and resolving issues in data flow or system logic.
• Attention to Detail: Ensuring every automation functions correctly and efficiently.
• Documentation: Ability to create clear setup guides and Loom video walkthroughs.
• Communication: Coordinating with business owner for updates, testing, and revisions.

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PREFERRED EXPERIENCE
• Prior experience supporting insurance, Medicare, or sales agency operations.
• Familiarity with GHL white labeling, domain setup, and SaaS reseller configuration.
• Understanding of CRM workflows for sales tracking, commissions, and reporting.
• Experience creating dashboards and visual performance summaries in GHL.

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WORK STYLES & BEHAVIORS
• Accountability: Takes ownership of tasks and deadlines.
• Analytical Thinking: Able to troubleshoot workflow logic and optimize system flow.
• Attention to Detail: Ensures all automations are properly configured and tested.
• Initiative: Proactively identifies opportunities to improve system performance.
• Cooperation: Works well with business owner and team for smooth implementation.
• Integrity: Maintains confidentiality and accuracy in all data and system configurations.
• Adaptability: Adjusts easily to updates in tools, workflows, and priorities.

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COMPENSATION

$600 – $800 USD (Project-Based)
Bonus for early and complete delivery

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WORK HOURS

Flexible schedule with weekly progress updates required.

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APPLICATION PROCESS

Interested applicants should submit:
1. A short cover letter highlighting GoHighLevel experience
2. 2–3 Loom examples of GoHighLevel setups you’ve completed
3. Estimated timeline for completion
4. Include your desired compensation for completing this project

SKILL REQUIREMENT

Marketing Automation GoHighLevel AI Automation

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GoHighLevel Automation 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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