HighLevel Automation and Integrations Specialist

A women-owned and women-led marketing agency specializing in the HighLevel (GoHighLevel) platform is seeking a HighLevel Automation and Integrations Specialist to join its operations team. The agency supports a diverse and expanding client base across industries such as real estate, mortgage, home services, and moving companies. This technical operations role requires more than just executing predefined tasks; the ideal candidate will analyze business processes, ask insightful discovery questions, and translate complex requirements into clear technical specifications and build plans. They will then develop these solutions within HighLevel and connected platforms, ensuring thorough documentation for seamless team maintenance. Collaboration with the Director of Operations and a Philippines-based delivery team is essential, with clear documentation being a critical deliverable.

Key Responsibilities
- Translate business goals into technical systems by asking the right discovery questions before starting any build.
- Map business processes into workflows including triggers, conditions, branches, actions, waits, exit criteria, data requirements, and integrations.
- Identify missing information, dependencies, conflicting requirements, edge cases, and potential failure points prior to implementation.
- Define necessary data elements, their sources, storage methods, and record matching or deduplication strategies.
- Create clear, detailed technical specifications and build plans that enable other team members to understand, test, and maintain the solutions.
- Recommend the simplest reliable solutions rather than defaulting to complex tools.
- Plan for testing, error handling, monitoring, and handoff, considering all possible scenarios beyond the expected path.
- Work closely with the Director of Operations and delivery team to ensure smooth project execution and documentation standards.

Required Qualifications
- Minimum of 2 years hands-on experience with HighLevel at the agency level, managing multiple client sub-accounts rather than a single business account.
- Proven ability to translate business processes into technical build plans, not just execute predefined workflows.
- Strong written and verbal English communication skills, with experience documenting integrations and automations clearly for team handoff.
- Expertise in HighLevel features including workflows, triggers, pipelines, custom fields, snapshots, sub-account management, email templates, forms, surveys, funnels, calendars, and domain connections.
- Proficient with API integration concepts such as REST APIs, authentication methods (API keys, OAuth), webhooks, JSON payloads, pagination, and rate limits.
- Experience designing integrations that prevent duplicate records by using external IDs and upserting techniques.
- Advanced skills with no-code automation tools like Zapier and Make (Integromat), including multi-step scenarios, filters, paths, and error handling.
- Working knowledge of Python and/or JavaScript (Node.js) for scripting and automation, including data transformation and API usage (Google Sheets, Asana).
- Familiarity with AI tools and Model Context Protocol (MCP), including setting up MCP servers and using AI assistants for operational tasks.
- Understanding of email deliverability infrastructure, including DNS records (A, CNAME, TXT, MX), SPF, DKIM, DMARC, and experience with sending services like Mailgun.
- Reliable high-speed internet and a professional, quiet home workspace.

Preferred Qualifications and Benefits
- Prior experience working in a marketing agency or with clients in real estate or mortgage industries.
- HighLevel certification or experience with white-label and SaaS mode configurations.
- Familiarity with Follow Up Boss, field-service software, or other industry-specific CRM platforms.
- Basic HTML and CSS skills for email templates and landing pages.
- Comfortable working independently across time zones, managing tasks in Asana, and proactively communicating blockers.
- Strong systems thinker who builds reusable solutions rather than one-off fixes.
- Excellent documentation skills, producing clear specifications, SOPs, diagrams, and handoff notes.
- Practical approach to shipping temporary workarounds when necessary to meet client deadlines.
- Proficient with daily tools including HighLevel, Zapier, Claude, ChatGPT, Google Sheets and Docs, Smartsheet, Asana, Slack, and Canva.

This is a full-time, 100% remote position offering up to $10 per hour.