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Customer Engagement & Operations Manager (with GHL experience)
<p style="margin-top:0px"><b>Customer Engagement & Operations Manager</b><br></p><p style="margin-top:0px"><br></p><div><b>Industry Focus:</b> Strategy, Culture, Leadership, Organizational Transformation, Executive Coaching, Corporate Psychology, Mental Agility, and Team Transformation<br></div><div><b>Client Type:</b> Personal Brand-Led Consultancy serving C-suite executives, boards, and senior leaders<br></div><div><b>Location:</b> Australia<br></div><div><b>Target Start:</b> To be confirmed after discussion with Brand Manager<br></div><div><b>Hours Needed:</b> Approximately 10 hours/week initially (estimated 2 hours/day, 5 days/week)<br></div><div><b>Schedule:</b> Flexible; no strict timezone requirement<br></div><p><br></p><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Position Overview<br></p><p style="margin-top:0px">We are seeking a highly proactive, systems-oriented, and organized Customer Engagement & Operations Manager to support the day-to-day operational flow of a fast-moving global consulting practice.<br></p><p style="margin-top:0px">This role combines Executive Operations, CRM Management, Workflow Coordination, and Lead System Support into one integrated position to ensure seamless business operations, client engagement tracking, and workflow automation.<br></p><p style="margin-top:0px">Rather than separating Executive Assistance and CRM management into different roles, this position is intentionally designed as a combined function. The client believes the business operates more efficiently when one person oversees operational coordination, CRM structure, workflow visibility, automation, and project management together — particularly within Go High Level and related systems.<br></p><p style="margin-top:0px">The ideal candidate is not simply task-focused, but someone who thinks operationally, creates structure, improves systems, and proactively keeps projects, workflows, and client engagement moving forward.<br></p><p style="margin-top:0px">This role requires someone who can independently manage details, maintain visibility across multiple moving priorities, and help reduce operational bottlenecks through strong organization and proactive communication.<br></p><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Core Responsibilities<br></p><p style="margin-top:0px">Operations & Workflow Coordination<br></p><ul style="margin-top:0cm"><li style="">Track active projects, deliverables, and operational priorities<br></li><li style="">Build and maintain project trackers, dashboards, and workflow systems<br></li><li style="">Monitor deadlines and proactively follow up on pending tasks<br></li><li style="">Ensure visibility across all ongoing business activities<br></li><li style="">Identify workflow gaps, overdue items, and operational inefficiencies<br></li><li style="">Coordinate outsourced work and monitor progress<br></li><li style="">Help create scalable operational systems and processes<br></li><li style="">Improve organization and accessibility of files, assets, and internal resources<br></li></ul><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">CRM Management & Automation (Go High Level)<br></p><ul style="margin-top:0cm"><li style="">Manage and optimize the Go High Level (GHL) CRM system<br></li><li style="">Maintain organized pipelines, databases, and workflows<br></li><li style="">Build and improve CRM automations and task flows<br></li><li style="">Ensure lead tracking, follow-ups, and workflows remain organized and functional<br></li><li style="">Troubleshoot and improve inefficient CRM structures<br></li><li style="">Support integration between operational workflows and customer engagement systems<br></li></ul><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Lead Generation & Customer Engagement Support<br></p><ul style="margin-top:0cm"><li style="">Build and organize LinkedIn-based lead lists and databases<br></li><li style="">Assist in organizing media and speaking engagement contacts<br></li><li style="">Segment contacts for campaigns and outreach initiatives<br></li><li style="">Support outreach tracking and follow-up systems<br></li><li style="">Help maintain customer engagement workflows and communication organization<br></li></ul><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Executive & Administrative Support (Light Support Only)<br></p><ul style="margin-top:0cm"><li style="">Provide proactive reminders and follow-ups<br></li><li style="">Keep Vanessa updated on operational and project progress<br></li><li style="">Assist with occasional meeting coordination or scheduling if needed<br></li><li style="">Support light executive administration tasks when required<br></li></ul><p style="margin-top:0px">Note: This role is not heavily focused on diary or calendar management. The primary focus is operational coordination, CRM management, workflow organization, and customer engagement systems.<br></p><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Required Skills & Experience<br></p><ul style="margin-top:0cm"><li style="">Strong experience in Executive Operations, Project Coordination, or Operations Management<br></li><li style="">Proven Go High Level (GHL) CRM experience<br></li><li style="">CRM workflow setup, automation, and pipeline management experience<br></li><li style="">Strong organizational and systems-thinking ability<br></li><li style="">Experience managing multiple workflows and priorities independently<br></li><li style="">LinkedIn lead generation and contact management experience<br></li><li style="">Excellent communication and proactive follow-through<br></li><li style="">Ability to identify inefficiencies and improve operational systems<br></li><li style="">Comfortable working with senior executives, consultants, and leadership teams<br></li></ul><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Preferred Tools & Platforms<br></p><ul style="margin-top:0cm"><li style="">Go High Level (GHL)<br></li><li style="">LinkedIn<br></li><li style="">Google Workspace<br></li><li style="">Project management platforms (ClickUp, Asana, Trello, Notion, etc.)<br></li><li style="">Email marketing and automation tools<br></li></ul><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Ideal Personality & Work Style<br></p><p style="margin-top:0px">The ideal candidate is:<br></p><ul style="margin-top:0cm"><li style="">Highly proactive and self-managing<br></li><li style="">Systems-oriented and process-driven<br></li><li style="">Organized, detail-focused, and dependable<br></li><li style="">A fast executor with strong follow-through<br></li><li style="">Comfortable working independently with minimal supervision<br></li><li style="">Calm under pressure and adaptable to changing priorities<br></li><li style="">Professional, discreet, and trustworthy<br></li><li style="">Naturally inclined to create order, structure, and operational clarity<br></li></ul><div style="text-align:center" align="center"><hr style="width:375.95pt"><br></div><p style="margin-top:0px">Success Indicators<br></p><p style="margin-top:0px">Success in this role will be measured by:<br></p><ul style="margin-top:0cm"><li style="">Improved operational visibility and organization<br></li><li style="">Well-maintained CRM systems and workflows<br></li><li style="">Consistent project follow-through and accountability<br></li><li style="">Organized and trackable customer engagement systems<br></li><li style="">Reduced operational bottlenecks and missed tasks<br></li><li style="">Proactive communication and minimal need for supervision<br></li><li style="">Increased overall efficiency across operations and client engagement workflows<br></li></ul><p style="margin-top:0px"> <br></p><div><br></div><br>
