Website:
unlimitr.com
Job details:
CRM Executive — Sales OperationsCompany: Unlimitr Function: Sales & Revenue Operations Reports to: Director – Sales & Operations Location: [Remote / Hybrid] Experience: 2–5 years in a hands-on CRM administration or RevOps role Employment type: Full-time
About the roleWe run a health and wellness coaching business across India and the USA.
We are currently on Freshworks (Freshsales) and will migrate to GoHighLevel in phases. We are hiring a CRM Executive to own that transition end to end and then run GHL as the operating system of the sales floor.
This is a builder's role, not a maintenance one. You will be configuring pipelines, automations, and dashboards from a blank slate — not inheriting a finished system. If you have only used a CRM as an end user, this will not be the right fit.
What you will ownCRM administration- Own day-to-day administration of Freshsales today and GoHighLevel post-migration: users, roles, permissions, pipelines, lead statuses, custom fields, and layouts.
- Maintain data hygiene — deduplication rules, mandatory-field enforcement, stage-entry criteria, and periodic audits of stale or misrouted leads.
- Manage integrations across the stack: telephony/dialler, WhatsApp, email, payment links, calendar/booking, and the marketing channels feeding leads in.
Migration to GoHighLevel- Build the GHL instance from scratch: sub-accounts, pipelines, custom fields and objects, calendars, forms, and user hierarchy.
- Plan and execute phased data migration — field mapping, deduplication, historical activity, and validation against the source system.
- Rebuild existing Freshsales workflows, lead scoring, and the booking module inside GHL without losing functionality, and run both systems in parallel through cutover.
- Document the new configuration and run training for Pre-Sales Qualifiers, Counsellors, and team leads.
Automation and workflows- Build and maintain lead assignment and round-robin logic, SLA timers, follow-up cadences, escalation triggers, and no-show / drop-off recovery journeys.
- Configure multi-channel campaigns and drip sequences across WhatsApp, SMS, and email, including template management and compliance with channel policies.
- Own the lead scoring model and refine it as source-level conversion data comes in.
Reporting and analytics- Build and maintain dashboards for pipeline health, funnel conversion by stage, source-wise lead quality, counsellor productivity, and revenue.
- Reconcile CRM data against paid-media and finance numbers so leadership works off one version of the truth.
- Flag anomalies proactively — attribution gaps, sudden drops in source quality, stages where leads pile up.
Support to the sales floor- Be the first line of support for CRM issues raised by the sales team, with defined turnaround expectations.
- Translate process changes from Sales Ops into CRM configuration quickly and accurately.
- Keep SOPs and configuration documentation current.
What we are looking forMust-have- 2–5 years of hands-on CRM ownership — you have personally built and configured a CRM, not just used one or coordinated with a vendor who did.
- Demonstrated from-scratch setup experience. You have taken at least one CRM instance from empty to production, including pipelines, automations, and reporting.
- Working experience with GoHighLevel and/or Freshworks/Freshsales. Direct GHL experience is a strong preference; experience migrating between CRMs is equally valued.
- Practical understanding of a high-velocity inbound sales funnel — lead-to-consultation flows, appointment setting, follow-up cadences, and speed-to-lead.
- Strong spreadsheet skills (pivot tables, lookups, data cleanup) and comfort working with large exports.
- Clear written documentation habit and the ability to train non-technical users.
- Attention to detail. A misconfigured workflow in this role silently costs revenue.
Good to have- Experience running a CRM migration with live sales teams working through the cutover.
- Familiarity with API/webhook-based integrations, Zapier/Make, or similar middleware.
- Exposure to paid-media lead flow (Google Ads, Meta) and source attribution.
- Experience supporting teams across Indian and US time zones.
- Background in health and wellness, edtech, or another consultative D2C sales environment.
First 90 daysPhase
Focus
Outcome
Days 1–30
Learn the current system
Full audit of the existing Freshsales setup — workflows, fields, scoring, and reporting — with a documented gap list.
Days 31–60
Build
GHL instance configured and tested, field mapping signed off, migration plan agreed with a defined cutover sequence.
Days 61–90
Migrate and stabilise
First phase of the team live on GHL, dashboards rebuilt and reconciling, team trained, support turnaround stabilised.
How to applySend your CV to hr@healthclickaway.com with the subject line "CRM Executive — [Your Name]".
Along with your CV, please answer these three questions in a short note:
- Describe a CRM instance you set up from scratch. What was the stack, what did you configure, and how many users were on it?
- Walk us through one automation or workflow you built that measurably improved a sales metric.
- If you have done a CRM migration: what broke, and how did you catch it?
Applications with these answers will be prioritised.
Click on Apply to know more.
