GoHighLevel Lead Import Specialist | CRM Automation & Data Integration

Posted 2 hours ago

Worldwide

Summary

# GoHighLevel Lead Import Specialist (Merchant Cash Advance) ## About Us Priority Capital Group is a growing Merchant Cash Advance brokerage looking for an experienced GoHighLevel specialist to manage our lead imports and CRM organization. We purchase high-quality MCA lead files that include merchant information along with supporting documents. We need someone who can efficiently organize these leads inside GoHighLevel so our brokers can immediately begin working them. This is a long-term opportunity for the right person. ## What You'll Be Doing Our lead vendors typically send us: * An Excel or CSV file containing merchant information * A ZIP file or Google Drive folder containing each merchant's documents Each merchant package usually includes: * A signed merchant application (PDF) * The last four months of business bank statements (PDF) Your job is to import these leads into GoHighLevel and make sure every merchant's documents are matched to the correct contact. When our brokers open a contact, they should immediately see the merchant's application and bank statements without having to search for anything. ## Responsibilities * Import lead files into GoHighLevel * Match every merchant application to the correct contact * Match every bank statement to the correct contact * Organize contacts inside our CRM * Remove duplicate records when necessary * Ensure imported leads are clean, accurate, and ready for our sales team * Help maintain an organized CRM as new lead files arrive We purchase lead files regularly, so we're looking for someone who can build an efficient process that can handle larger volumes as we continue to grow. ## Requirements * Experience using GoHighLevel * Experience importing contacts into a CRM * Strong attention to detail * Experience organizing large amounts of data * Fluent English (written and spoken) * Reliable communication * Ability to work independently and solve problems ### Preferred * Merchant Cash Advance experience * Experience working with PDF documents * Experience managing large lead imports ## To Apply Please answer these questions: 1. How much experience do you have with GoHighLevel? 2. Have you imported large lead lists before? 3. Have you ever matched documents (such as PDFs) to CRM contacts? 4. Tell us about a similar project you've completed. 5. Are you comfortable working with large lead files containing hundreds of merchants? We're looking for someone who has done this type of work before and can keep our CRM organized as we continue to scale.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • $4.00

    -

    $15.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Lead Management Automation
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:1 hour ago
  • Interviewing:
    8
  • Invites sent:
    11
  • Unanswered invites:
    3
About the client
Member since Jul 27, 2026
  • USA
    Delray Beach 5:20 PM
  • $184 total spent
    1 hire, 1 active
  • 49 hours

Explore similar jobs on Upwork

Zoho CRM
Zoho Creator
Customer Relationship Management
Communications
Email Automation
Marketing Automation Strategy
Marketing Campaign Setup & Implementation
Marketing Automation
HighLevel

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo