CRM Manager

We're looking for a detail-oriented CRM Coordinator to manage contact records and appointment workflows inside our partner's GoHighLevel (GHL) CRM. This role is critical to keeping our sales pipeline clean, accurate, and actionable — every booked appointment needs to be properly reflected in the system so the sales and success teams can act on it without delay. Responsibilities Log into the partner's GoHighLevel account daily and review newly booked appointments Move contacts through the CRM pipeline to reflect their correct stage/status once an appointment is booked Apply accurate tags to each contact based on appointment type, source, outcome, or other defined criteria Ensure contact records are updated consistently and match our tagging/pipeline standards (SOP provided) Flag any duplicate, incomplete, or inconsistent contact records for cleanup Communicate with the setting/sales team if appointment details are missing or unclear Maintain a daily log or summary of contacts processed Escalate any CRM issues, bugs, or access problems promptly Requirements Prior experience with GoHighLevel (or similar CRMs like HubSpot, Salesforce, Pipedrive) strongly preferred Strong attention to detail — this role is about accuracy, not speed alone Comfortable following documented processes/SOPs precisely Basic understanding of sales pipelines and appointment-setting workflows Reliable, self-directed, and able to complete recurring daily tasks without heavy oversight Good written communication for flagging issues or coordinating with the team Nice to Have Experience working with an agency, venture studio, or sales-as-a-service environment Familiarity with tagging/segmentation strategy for marketing or sales automation