Employment type: Full-time (09am - 6pm EST)
Level: Mid-level specialist. This is not an entry-level role.
About the Company
ACE CPAs is a US accounting and advisory firm built for construction contractors. We handle bookkeeping, job costing, tax, and fractional CFO work for builders and subcontractors across the United States, and we run a transaction advisory practice doing Quality of Earnings engagements for buyers and sellers of lower middle market businesses. We run paid ads, cold email, outbound dialing, and a permit data pipeline, all feeding a team of appointment setters and closers. Every one of those leads lands in GoHighLevel. Right now, too many of them die there.
About the Role
Our CRM has become a place where leads are recorded rather than managed. Opportunities sit in stages they left months ago. Missed appointments never get moved, so the rebook automation never fires. Duplicate contacts appear across pipelines. Our last contact dates are keyed to stage changes instead of actual conversations, so nobody can trust them. Automations that used to work quietly broke and nobody noticed. We are not looking for a one-time cleanup. We are hiring the person who owns this permanently, fixes the underlying causes rather than the symptoms, and makes sure a qualified lead never falls through a crack again.
This is a hands-on operations and automation role. You will not sell, and you will not manage the sales team. You will own the CRM and the machinery around it.
Responsibilities
Pipeline hygiene and stage discipline
- Own the daily and weekly hygiene routine across all of our pipelines, roughly eight of them spanning inbound paid ads, outbound construction permit leads, appointment-setter pipelines, and buy-side and sell-side M&A.
- Audit stage accuracy and correct records that are misfiled, stale, or duplicated.
- Keep the missed-appointment and reschedule stages worked to zero backlog, so recovery sequences actually trigger.
- Enforce the rule that every open opportunity has an owner and a dated next step.
- Hold setters and closers accountable for updating their own records, and escalating when they do not.
Data integrity and lead routing
- Deduplicate contacts across pipelines and build the rules that stop duplicates recurring.
- Make sure every opportunity carries accurate lead source, campaign, and owner from creation, so attribution reporting is possible.
- Build and maintain a reliable last-contact field that reflects real activity, calls, emails, and texts, not the date somebody dragged a card.
- Route leads to the right pipeline, the right setter, and the right calendar automatically.
- Maintain the do-not-contact list and the state exclusion filters, in every system, not just one.
Automation build and maintenance
- Build, test, and maintain GHL workflows: speed-to-lead alerts, appointment reminders and confirmations, no-show recovery, stale-opportunity nudges, long-term nurture, and reactivation of dormant leads.
- Own the integrations that feed GHL: PhoneBurner dialer dispositions mapping cleanly to pipeline stages, Instantly replies routing correctly, Apollo and permit data imports, Meta and Google lead forms, Slack notifications, and Zoom call summaries writing back to the contact record.
- Audit existing automations on a schedule and catch silent failures before they cost us a month of leads.
- Standardize automations across pipelines, so a rule that works in one pipeline exists in all of them.
Reporting, tracking, and attribution
- Produce the weekly sales reporting pack: pipeline movement, stage-to-stage conversion, stuck deals, hot deals, activity by rep, and lead source health.
- Build the views the team is missing today: stale leads by stage and pipeline, appointments booked versus showed versus closed, and closed-deal visibility back to the setter who sourced the lead.
- Partner with our automation engineers on dashboards. You define what has to be true and what has to be shown. They build the plumbing. You own the numbers being right.
- Make cost per showed sales call reportable by channel without anyone assembling it by hand.
Conversion rate optimization
- Find where leads die between stages and fix the cause, whether that is a follow-up cadence, a reminder sequence, a form field, or a routing delay.
- Run structured tests on cadence, timing, messaging, and reminders, and report results with numbers, not impressions.
- Drive down speed to lead on paid form fills, and drive up show rate and rebook rate.
- Systematically resurface dormant and disqualified records worth another look.
Qualifications
- At least 3 years hands-on inside GoHighLevel. Not "I have used a CRM." We mean pipelines, opportunities, custom fields, workflows, triggers, calendars, subaccounts, and the parts of GHL that do not behave the way the documentation says.
- Demonstrated experience cleaning up and then holding together a messy CRM at real volume, over a thousand records.
- Fluency with dialer and email tooling in a sales stack: PhoneBurner, Instantly, Apollo, Smartlead, or close equivalents.
- Comfort building automations across tools with Make, Zapier, n8n, or native webhooks.
- Strong reporting instincts. You can look at a funnel and say which number is lying and why.
- Excellent written English and the confidence to tell a salesperson their pipeline is out of date.
- Reliable hardware and internet for sustained high-volume CRM work, plus a quiet workspace.
- No other concurrent jobs or client commitments.
Preferred
- Email deliverability knowledge: SPF, DKIM, DMARC, domain warmup, inbox rotation, list hygiene.
- SQL, advanced Google Sheets, or Looker Studio.
- Exposure to construction, accounting, or professional services.
This role is not
- A closer or business development role. You will not be selling.
- A marketing role. Our paid media is covered.
- An entry point to learn GoHighLevel. You must already be an expert.
How you will be measured
- 100 percent of open opportunities carry an owner and a dated next step.
- Under 5 percent of open opportunities sit with no activity for 21 days or more.
- Speed to lead on paid form fills held under [target] minutes.
- Show rate and rebook rate trend up quarter over quarter.
- Zero silent automation failures. Every workflow is audited on schedule and fixed before it costs leads.
- Every opportunity carries accurate lead source, campaign, and owner from creation, so attribution ties out.
- The weekly reporting pack lands on time with every figure sourced.