GoHighLevel (GHL) Specialist

GoHighLevel (GHL) Specialist In Financial Services Remote Full-time Long-term Contract About the Role In Financial Services is building a highly automated, client-focused mortgage business powered by smart systems, streamlined workflows, and exceptional customer experiences. We are seeking a GoHighLevel (GHL) Specialist to own, build, and optimize our GoHighLevel environment, ensuring every lead, client, and referral moves seamlessly through the customer journey. This role will work closely with Australian leadership and our established offshore team in the Philippines to deliver scalable CRM solutions, automation, and operational excellence. The ideal candidate is a highly skilled GHL expert who enjoys building efficient systems, solving workflow challenges, and continuously improving customer and team experiences through automation. This is a hands-on execution role focused on CRM management, workflow automation, pipeline development, integrations, reporting, and process improvement. What Success Looks Like A lead enters the business through an online form, referral partner, social media campaign, or direct enquiry. From there:

> Contact information is accurately captured within GoHighLevel

> Leads are automatically assigned and routed to the correct team member

> SMS and email nurture campaigns are triggered based on enquiry type

> Opportunities are created and moved through predefined mortgage pipelines

> Tasks and reminders are generated automatically for brokers and processing staff

> Client documents and information requests are sent automatically

> Appointment confirmations, reminders, and follow-ups occur without manual intervention

> Reporting dashboards provide real-time visibility into pipeline performance

> Retention and annual review workflows trigger automatically post-settlement From the client's perspective, the experience feels smooth, responsive, and professional. From the team's perspective, processes are automated, organized, and scalable. Key Responsibilities GoHighLevel Platform Management

> Manage and optimize the company's GoHighLevel CRM environment

> Design and maintain sales pipelines, opportunity stages, custom fields, tags, and contact segmentation

> Build and manage calendars, forms, surveys, websites, landing pages, and funnels

> Create snapshots and templates for scalable deployment Workflow & Automation Development

> Design and implement advanced workflows using triggers, actions, conditions, and campaigns

> Build automated SMS, email, voicemail, and follow-up sequences

> Create lead nurturing journeys across various client stages

> Automate task creation, notifications, appointment reminders, and client communications

> Monitor automation performance and continuously optimize workflows Integrations & Systems >> Integrate GoHighLevel with third-party platforms using:

Zapier

Make.com

APIs

Webhooks

Google Workspace

Microsoft 365

Calendly

Stripe

Document management systems

> Troubleshoot integration issues and data-sync problems

> Ensure accurate data flow between systems Reporting & Optimization

> Build dashboards and reports for management visibility

> Monitor pipeline conversion metrics and campaign performance

> Identify bottlenecks and recommend process improvements

> Conduct testing and quality assurance on workflows and automations Documentation & Training

> Create and maintain SOPs, workflow maps, and training guides

> Document all system builds, automations, and integrations

> Provide user training and support to internal team members

> Maintain knowledge base documentation AI & Process Innovation >> Utilize AI tools such as Microsoft Copilot and ChatGPT to enhance workflows >> Implement AI-assisted processes for:

Meeting summaries

Internal notes

Client communication drafts

Workflow documentation

Quality assurance reviews Skills & Experience Essential >> Minimum 2 years' experience working with GoHighLevel (GHL) >> Strong experience building:

Pipelines

Workflows

Campaigns

Triggers

Automations

Forms

Calendars

Funnels

Landing pages

> Experience managing CRM databases and customer journeys

> Strong knowledge of automation tools including Zapier and Make.com

> Experience with API integrations and webhooks

> Excellent troubleshooting and problem-solving skills

> Strong documentation and process-mapping capabilities

> Ability to manage multiple projects simultaneously

> Excellent written and verbal English communication skills

> High attention to detail and process-driven mindset

> Previous experience working in the finance, lending, mortgage broking, banking, or financial services industry

> Previous experience working for an Australian company or in a role supporting Australian clients and stakeholders Preferred

> HighLevel Certified Administrator certification

> Experience within mortgage broking, financial services, real estate, or lending industries

> Experience working with Broker Engine or similar mortgage CRM systems

> Working knowledge of HTML and CSS

> Experience with Facebook Lead Ads integration

> Knowledge of SMS compliance and A2P registration

> Experience implementing AI-powered workflow solutions Ideal Candidate Attributes

> Highly organized and systems-oriented

> Strong ownership mindset

> Comfortable working independently in a remote environment

> Proactive problem solver

> Continuous learner who stays current with GoHighLevel updates and best practices

> Strong communicator who can explain technical concepts simply

> Passionate about automation, efficiency, and customer experience This Role Is Not

> A sales role

> A pure marketing strategist role

> A customer support-only role

> A website designer position This is a systems, CRM, automation, and operational excellence position focused on improving business processes and client outcomes through GoHighLevel. Why Join Us

> Long-term stable role with a growing Australian brokerage

> Dedicated systems and automation position

> Work alongside an established offshore team in the Philippines

> Exposure to advanced CRM, automation, and AI projects

> Opportunity to build scalable systems that directly impact business growth

> Collaborative remote culture with Australian leadership

> Continuous professional development and learning opportunities About In Financial Services With over 20 years of success, In Financial Services has built a reputation for excellence, innovation, and genuine client care. Our purpose is simple: to empower financial dreams through education, inspiration, and support. We believe great systems, intelligent automation, and great people working together create outstanding client experiences and long-term success.

Job Type: Full-time