• Manage incoming support tickets, platform requests, and campaign tasks with speed and accuracy.
• Build, update, and troubleshoot automations, pipelines, workflows, triggers, and funnels inside GoHighLevel.
• Execute and schedule complex email marketing campaigns across multiple client accounts, including segmentation, tagging, dynamic fields, and deliverability optimization.
• Maintain and optimize existing client systems to ensure automations, web forms, and funnels are fully functional and aligned with capital-raising objectives.
• Oversee lead journeys—from opt-in to investment inquiry—ensuring data accuracy and seamless user experience.
• Collaborate with designers, copywriters, and project managers to launch new campaigns, webinars, and lead capture flows.
• Track and report on campaign execution progress using internal dashboards.
• Create and update SOPs as processes evolve.
• Troubleshoot and resolve issues related to automations, email flows, DNS setup, and domain configuration.
• Test and QA all workflows prior to deployment.

Preferred Experience

• Prior work within capital raising, investment marketing, or financial services environments.
• Familiarity with LeadConnector API, SMTP and DNS configuration, and custom domain management.
• Experience with automation platforms such as Zapier or Make (Integromat).
• Understanding of marketing funnels related to webinars, investor onboarding, or lead nurturing.
• Competency in analytics tools such as Google Tag Manager or conversion tracking setups.

Ideal Personality

• Systems-oriented thinker who thrives on efficiency and order.
• Enjoys completing checklists and improving operational throughput.
• Detail-obsessed, reliable, and quick to identify gaps or inconsistencies.
• Comfortable working behind the scenes to keep everything running smoothly.
• Naturally curious and proactive in solving technical problems.