Customer Engagement & Operations Manager

• Track active projects, deliverables, and operational priorities
• Build and maintain project trackers, dashboards, and workflow systems
• Monitor deadlines and follow up on pending tasks
• Ensure visibility across ongoing business activities
• Identify workflow gaps, overdue items, and operational inefficiencies
• Coordinate outsourced work and monitor progress
• Create scalable operational systems and processes
• Improve organization and accessibility of files, assets, and internal resources
• Manage and optimize the Go High Level CRM system
• Maintain organized pipelines, databases, and workflows
• Build and improve CRM automations and task flows
• Ensure lead tracking, follow-ups, and workflows remain organized and functional
• Troubleshoot and improve inefficient CRM structures
• Support integration between operational workflows and customer engagement systems
• Build and organize LinkedIn-based lead lists and databases
• Organize media and speaking engagement contacts
• Segment contacts for campaigns and outreach initiatives
• Support outreach tracking and follow-up systems
• Maintain customer engagement workflows and communication organization
• Provide proactive reminders and follow-ups
• Keep Vanessa updated on operational and project progress
• Assist with occasional meeting coordination or scheduling
• Support light executive administration tasks when required

• Strong experience in Executive Operations, Project Coordination, or Operations Management
• Proven Go High Level (GHL) CRM experience
• CRM workflow setup, automation, and pipeline management experience
• Strong organizational and systems-thinking ability
• Experience managing multiple workflows and priorities independently
• LinkedIn lead generation and contact management experience
• Excellent communication and proactive follow-through
• Ability to identify inefficiencies and improve operational systems
• Comfortable working with senior executives, consultants, and leadership teams
• Experience with Go High Level (GHL), LinkedIn, Google Workspace, project management platforms, and email marketing and automation tools

• Flexible schedule with no strict timezone requirement
• Remote work arrangement