CRM Specialist/Coach

Grant Cardone Enterprises; Florida; On-site; USD 70,000 - 100,000; Full time

Job summary

Grant Cardone Enterprises seeks a CRM Specialist & Coach to design, build, and optimize CRM architectures, workflows, and automations for a portfolio of fractional revenue clients. You will coach client teams in how to use their CRM to run their business, combining hands-on development with advisory support.

In this role you will stay current on major CRM platforms (HubSpot, GoHighLevel, Salesforce, Pipedrive) and lead client sessions, documenting SOPs and quick-reference guides to ensure

Qualifications

• Hands-on CRM administration across at least one major platform.
• Experience training or coaching non-technical users.
• Strong understanding of sales pipeline logic and handoffs.

Responsibilities

• Design, build, and maintain CRM setups (pipelines, stages, fields, workflows, automations).
• Audit client CRMs for data hygiene, broken automations, and gaps; remediate them.
• Lead client office hours and 1:1 coaching sessions on CRM usage and adoption.
• Document SOPs and quick-reference guides for clients.
• Stay current on major CRM platforms relevant to the client base.

Skills

CRM administration

Client coaching

Sales pipeline logic

Clear communication

Tools

HubSpot

Salesforce

GoHighLevel

Pipedrive

Job description

The CRM Specialist & Coach teaches CRM architecture, workflows, and automation for a portfolio of fractional revenue clients, and personally coaches client teams on how to use their CRM to run their business. This is a hands-on build role and a client-facing advisory role in the same person.

Position Overview

The CRM Specialist & Coach teaches CRM architecture, workflows, and automation for a portfolio of fractional revenue clients, and personally coaches client teams on how to use their CRM to run their business. This is a hands-on build role and a client-facing advisory role in the same person.

Key Responsibilities

• Design, build, and maintain CRM setups (pipelines, stages, fields, workflows, and automations) tailored to each client's sales process.
• Audit existing client CRMs to identify data hygiene issues, broken automations, and workflow gaps, then remediate them.
• Lead recurring client office hours and 1:1 sessions coaching client teams on CRM usage, adoption, and best practices.
• Document standard operating procedures and quick-reference guides clients can use.
• Stay current on major CRM platforms (e.g., HubSpot, GoHighLevel, Salesforce, Pipedrive) relevant to the client base.

Required Qualifications

• 3+ years hands-on CRM administration/implementation experience across at least one major platform.
• Demonstrated experience training or coaching non-technical users, not just building for technical ones.
• Strong grasp of sales pipeline logic, lead scoring, and marketing/sales handoff.
• Excellent written and verbal communication; comfortable leading a live client session.

Preferred Qualifications

• Experience across multiple CRM platforms.
• Background in an agency or consulting environment serving multiple clients concurrently.
• CRM platform certifications (HubSpot, GoHighLevel, etc.).

What We Look For in Every Client-Facing Expert

• Think Bigger Mindset - approaches every client problem by asking 'what would 10x better look like?' rather than settling for marginal fixes.
• Service-Minded - treats every client interaction as a chance to build trust; follows through without being chased.
• Clear Communicator - translates technical or strategic detail into language a business owner can act on, in writing and live sessions,Coach, Not Just Doer - comfortable teaching a client how to run a process by doing it alongside the client and not for them.

Page Break