Any
VARIES ON SKILL SET
TBD
Jul 3, 2026
Evolving Financial Solutions (EFS) is a rapidly growing financial education company helping clients build wealth through credit, funding, business education, tax strategy, and real estate. We're building a company that operates with world-class systems and automation, allowing us to scale while delivering an exceptional client experience.
We're looking for someone who enjoys solving problems, building systems, and making businesses more efficient.
Your Mission
Build the technology infrastructure that powers Evolving Financial Solutions.
You won't simply manage GoHighLevel—you'll architect a scalable client journey from the first lead through long-ter
What You'll Build
CRM Architecture
Complete GoHighLevel setup
Pipelines
Opportunity stages
Tags
Smart Lists
Calendars
Dashboards
Client Experience
Build automations for:
New leads
Missed calls
Appointment booking
Appointment reminders
Onboarding
Payment reminders
Membership access
Graduation workflows
Client check-ins
AI & Automation
You'll integrate:
Zapier
OpenAI
AI Voice
AI Chat
AI Appointment Booking
AI Follow-Up
Marketing Automation
Create:
Email
SMS campaigns
Lead nurturing
Webinar funnels
Sales funnels
Review requests
Re-engagement campaigns
Membership
Integrate
Skool
Course access
Community onboarding
Progress tracking
Membership automations
Documentation
Every system you build must include:
SOP
Loom video
Process documentation
Nothing should live only inside your head.
Requirements
? Expert in GoHighLevel
? 3+ years building automations
? Fluent English
? Excellent communication
? Experience building CRMs
? Experience integrating APIs
? Strong understanding of AI automation
? Detail-oriented
? Self-managed
Bonus Points
Experience with:
Skool
Stripe
Calendly
Zapier
Make
Slack
Airtable
Notion
ClickUp
KPIs
Within 90 days:
95% of repetitive tasks automated
Complete client onboarding system
Membership fully automated
All funnels connected
SOP library created
Success Looks Like
You eliminate manual work so the CEO can focus on growth instead of operations.