CRM Specialist

About So Shall We:

We partner with mid‑market owners and executives in the US to drive bottom‑line growth with mutual upside. A rare combination of consulting, full-stack execution and aligned incentives to eliminate what is wrong with the agency model.

We are what remains. We make growth feel easy.

Because your growth is our business.

The Mission

We're looking for someone who lives at the intersection of strategy and execution. You think like a growth marketer — obsessing over where leads are dropping off and why — but you build like an engineer, wiring up the CRM, automations, and integrations that make the fix actually happen.

This is not a pure ops role. We need someone who can diagnose a broken funnel, design a multi-touch lifecycle strategy, then roll up their sleeves and implement every workflow, sequence, and webhook required to bring it to life.

We’re Looking for Someone Who Can

Audit funnels across multiple clients and identify the highest-leverage conversion gaps at every stage

Design lifecycle marketing strategies — structured around email, SMS, and iMessage — that move leads from first touch to closed deal with minimal friction

Build and maintain the CRM automations that execute those strategies: sequences, lead scoring models, pipeline triggers, and internal alerts that keep salespeople in the right conversation at the right moment

Integrate platforms and data sources using webhooks, Zapier, and n8n so nothing falls through the cracks between systems

Define and document CRM best practices, naming conventions, and playbooks that the whole team can follow

Analyze campaign performance — open rates, conversion rates, deal velocity — then iterate and improve relentlessly

What You Can Do

Strategy

Map full customer lifecycle across acquisition, nurture, and retention

Identify funnel drop-off points and design conversion plays

Define segmentation logic, messaging cadences, and channel mix

Run structured A/B tests on sequences and report on results

Translate business goals into automation specs a team can build from

Execution

Build workflows in GoHighLevel (GHL), HubSpot, Zoho, or ActiveCampaign

Set up email, SMS, and iMessage sequences with smart branching logic

Wire integrations via REST APIs, webhooks, Zapier, and n8n

Read and write JSON; trace webhook payloads and debug broken flows

Audit CRM logs and surface root causes fast

TOOLS & STACK

CRM: GoHighLevel (preferred), HubSpot, Zoho, ActiveCampaign, or Salesforce — solid fundamentals matter more than the specific platform

Automation middleware: n8n, Zapier, native webhooks

Channels: Email, SMS, iMessage (Apple Messages for Business or equivalent

integrations)

Ads & attribution: Meta, Google Ads — understanding how leads enter the funnel and how to close the loop matters

Scripting & data: JSON, basic SQL, and comfort digging through API docs (not mandatory)

Who You Are

You've worked hands-on with a CRM for at least 2 years and have real results to show for it

You think in systems — if a salesperson is missing follow-ups, you're already sketching the automation that fixes it

You're comfortable talking to a CEO about strategy and a developer about an API payload in the same afternoon

You own your work end-to-end: scoping, building, testing, documenting, training

You have a background in Systems Engineering, Computer Science, Marketing Technology, or equivalent hands-on experience

You're methodical — you document what you build, define naming conventions, and leave things better than you found them

What Success Looks Like (First 3–6 Months)

FUNNEL AUDIT: Full lifecycle audit of 2–3 client funnels with documented gaps and a prioritized improvement roadmap

AUTOMATION DEPLOYMENT: At least 5 high-impact workflows live — lead scoring, re-engagement, post-call follow-up, no-show recovery — driving ≥10% conversion lift

PLAYBOOK BUILT: Reusable lifecycle playbook: naming conventions, integration patterns, sequence templates, and troubleshooting steps

Why Join Us

Great salary.

Work with a superstar team of amazing humans

Your personal development will be done directly with the CEO

A creative, supportive, and growth-oriented environment

Amazing office space in Palermo Hollywood with drinks and games

Multiple opportunities for career development and professional growth

A collaborative team that thrives on making a real impact

Unlimited PTO.