For companies:
For professionals:
For everyone:
For developers:
Responsibilities
About the Company
We're a U.S.-based firm that helps construction, automotive, and specialty trades businesses find overlooked R&D tax credits that lower their tax bill and free up cash flow. We work on a success-based model, so clients pay nothing unless we find credits. We're a lean, fast-growing team, and this role will be central to how we manage leads, data, and reporting.
The Role
We're looking for a detail-oriented operations specialist who is strong in GoHighLevel and spreadsheets. You'll keep our lead pipeline organized, make sure leads flow correctly between our tools, build the reports leadership relies on, and research prospects in our target industries. This role combines CRM administration, data management, and research. It is not a sales role.
What You'll Do
Manage and maintain our GoHighLevel CRM, including contacts, pipelines, opportunities, tags, and custom fields
Set up and troubleshoot lead integrations so leads from forms, funnels, ads, and outside sources route correctly into GHL
Build and maintain GHL workflows and automations for lead follow-up, pipeline movement, and internal notifications
Create and update reports in Google Sheets and Excel covering lead volume, pipeline status, conversion rates, and campaign performance
Clean, organize, and deduplicate lead data, and keep GHL and our spreadsheets in sync
Research prospective clients in construction, HVAC, automotive, and specialty trades, and build targeted lead lists
Identify gaps or broken steps in our lead flow and recommend fixes
Requirements
1+ year of hands-on GoHighLevel experience (workflows, pipelines, forms, integrations)
Strong Google Sheets and Excel skills, including formulas, VLOOKUP/XLOOKUP, pivot tables, filters, and basic dashboards
Experience moving lead data between systems (CSV imports/exports, Zapier, webhooks, or native GHL integrations)
Solid online research skills and the ability to build accurate prospect lists
Strong written English
Reliable internet, a quiet workspace, and availability during U.S. Pacific business hours
A self-starter who owns tasks, meets deadlines, and communicates proactively
Nice to Have
Experience with Zapier, Make, or similar automation tools
Background supporting a U.S. B2B or financial services company
Familiarity with lead generation tools such as Apollo, ZoomInfo, or LinkedIn prospecting
Knowledge of the construction or trades industries
Closes in:
0
days
0
hours
0
min
0
sec
tune NOT FOR YOU? IMPROVE YOUR RESULTS