Client Onboarding and CRM Setup:
- Manage and oversee the onboarding process for new clients across various regions (US and AU).
-Set up and configure CRM systems for new clients, including lead integration and account setup.
-Conduct regular reviews of onboarding and CRM setups to ensure accuracy and completeness.
-Coordinate with the operations team and other departments to resolve any onboarding issues.

Technical Support and Troubleshooting:
-Provide technical support for CRM systems, including troubleshooting and fixing integration issues (e.g., Zapier, Mindbody, Fitgro, GHL).
-Resolve errors in workflows, lead integrations, and other tech-related issues.
-Investigate and resolve issues related to AI integrations, SMS notifications, and other communication tools.
-Handle technical inquiries and issues raised by clients through the support inbox and tech inbox.

Lead Management and Integration:
-Monitor and ensure correct lead integration from various platforms (Meta, IG, etc.) into the CRM and lead trackers.
-Perform lead integration fixes and transfers (e.g., Zapier LR transfers) as needed.
-Review and audit lead data regularly to ensure it appears correctly in the CRM systems and lead trackers.

Operations and Process Management:
-Collaborate with the operations team to review and update onboarding processes, CRM migration, and other operational workflows.
-Participate in team huddles and meetings to discuss and resolve workflow errors and other operational issues.
-Work on playbook updates and process documentation to standardize tech support procedures.

Communication and Coordination:
-Coordinate with internal teams (e.g., AE, GHL) and external vendors to resolve ongoing technical issues (e.g., Adedance Mobile Issues, FB Outage reimbursement).
-Communicate with clients regarding technical issues, onboarding processes, and CRM setups.
-Provide updates and feedback to the management team on the status of client setups, technical issues, and operational tasks.

Client Training and Support:
-Conduct CRM training sessions for clients to familiarize them with new layouts and functionalities.
-Create and share instructional content (e.g., Loom videos) to guide clients and internal teams on various technical processes.
-Offer personalized support to clients to ensure smooth onboarding and effective use of CRM and other systems.

System Monitoring and Maintenance:
-Monitor and manage system integrations and configurations for various clients.
-Ensure proper functioning of all integrations, including AI setups, CRM integrations, and data synchronization.
-Review and address any system outages or disruptions, coordinating with relevant teams to implement fixes.

Reporting and Documentation:
-Prepare and submit end-of-day (EOD) reports summarizing wins, issues resolved, and pending tasks.
-Maintain accurate records of all technical support activities, client interactions, and issue resolutions in the CRM and other tracking systems.
-Document all processes, workflows, and standard operating procedures (SOPs) for future reference and training.

Experience and Proficiency:
Good English communication skills (written and verbal)
Go high level and zapier, with some operatins exaperience.
Advanced in Go-High-Level and Zapier Software: You should have a minimum of 2-3 years of experience.
Proactive Problem-Solver: Deeply understand technical systems and love solving complex issues.
Experienced: You've worked in technical support or related fields.
Excellent Communicator: Ability to explain technical concepts clearly and effectively.
Patient and Dedicated: You're committed to resolving customer issues with patience and focus.
Team Player and Independent: Excel in a team environment but can also drive projects forward on your own.
Skilled in Project Management: Intermediate experience with Monday.com.
Agency Model Savvy: Familiarity with how the agency model operates.
Tech-Ready: Must have a stable internet connection.