Our client is a mission-driven company dedicated to helping individuals and organizations unlock their full potential through transformative coaching and consulting programs. They are focused on streamlining operations, leveraging automation, and making data-driven decisions to improve efficiency and scalability.
They are looking for a highly technical and proactive Operations Specialist to serve as the backbone of automation, data tracking, and workflow optimization. This role requires someone who can build and maintain automated workflows, create data dashboards, troubleshoot technical issues, and optimize operational processes.
If you have experience with automation tools, CRM workflows, API integrations, and data visualization, this is an exciting opportunity to make a significant impact by improving business efficiency and supporting company growth.
Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST
Automation & Workflow Management
Design and implement automated workflows using Zapier, webhooks, and API integrations to improve efficiency.
Maintain and optimize existing automations to ensure seamless functionality.
Data Capture & Visualization
Develop and implement data tracking solutions across marketing, sales, and fulfillment teams.
Assist in creating and maintaining real-time dashboards that provide visibility into key metrics using tools like Databox, Tableau, or Power BI.
Technical Troubleshooting & System Support
Act as the first point of contact for technical challenges, resolving 90% of issues within 24 hours.
Build and maintain an internal knowledge base to document solutions for recurring issues.
Process Optimization
Identify workflow inefficiencies and propose data-driven solutions to improve performance.
Research and integrate new tools or technologies to streamline operations and increase productivity.
Collaboration, Leadership & Reporting
Work closely with the Head of Operations to align automation and process improvements with company growth initiatives.
Prepare and present weekly reports on automation efficiency, data insights, and technical solutions.
Collaborate with the sales team to develop and implement cold-calling strategies.
Achieve daily, weekly, and monthly call quotas and conversion targets.
Stay updated on product knowledge and industry trends to tailor pitches effectively.
Report on sales progress and outcomes to management.
Technical Expertise:
Strong experience with GoHighLevel CRM, with the ability to troubleshoot and optimize workflows.
Familiarity with HubSpot CRM (or willingness to learn and transition as the company migrates to it).
Advanced proficiency in Zapier, Google Sheets/Excel, and data visualization tools like Databox.
Basic knowledge of API integrations and webhooks.
Problem-Solving Skills:
Ability to identify inefficiencies and develop scalable solutions.
Detail-oriented with strong troubleshooting skills to resolve issues quickly.
Strategic & Process-Oriented Thinking:
Ability to align technical solutions with broader business goals.
Proactive in spotting opportunities for improvement and taking ownership of initiatives.
Communication & Collaboration:
Strong interpersonal skills to work closely with leadership and cross-functional teams.
Ability to work autonomously, with clear, actionable updates on progress.
Adaptability & Ownership:
A "figure it out" mentality, willing to learn and implement new tools or systems as needed.
Ability to manage multiple projects simultaneously and prioritize tasks effectively.
Automated Efficiency: Build and deploy at least 10 automated workflows within 3 months, saving 15+ hours per week across the team.
Real-Time Dashboards: Assist in the development of company-wide dashboards integrating key data from all departments within 90 days.
Accurate Data Capture: Ensure 100% accuracy and compliance in data tracking across marketing, sales, and fulfillment.
Tech Issue Resolution: Resolve 90% of technical issues within 24 hours, reducing downtime by 30%.
Process Innovation: Identify and implement at least two new tools, technologies, or workflows to improve efficiency within 6 months.
This is an exciting opportunity for a highly technical, data-driven problem solver to play a critical role in optimizing business operations. If you love automation, analytics, and process improvement, we’d love to hear from you!
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