CRM Specialist

About So Shall We:

We partner with mid‑market owners and executives in the US to drive bottom‑line growth with mutual upside. A rare combination of consulting, full-stack execution and aligned incentives to eliminate what is wrong with the agency model.

We are what remains. We make growth feel easy.

Because your growth is our business.

The Mission

We're looking for someone who lives at the intersection of strategy and execution. You think like a growth marketer — obsessing over where leads are dropping off and why — but you build like an engineer, wiring up the CRM, automations, and integrations that make the fix actually happen.

This is not a pure ops role. We need someone who can diagnose a broken funnel, design a multi-touch lifecycle strategy, then roll up their sleeves and implement every workflow, sequence, and webhook required to bring it to life.

We’re Looking for Someone Who Can

• Audit funnels across multiple clients and identify the highest-leverage conversion gaps at every stage

• Design lifecycle marketing strategies — structured around email, SMS, and iMessage — that move leads from first touch to closed deal with minimal friction

• Build and maintain the CRM automations that execute those strategies: sequences, lead scoring models, pipeline triggers, and internal alerts that keep salespeople in the right conversation at the right moment

• Integrate platforms and data sources using webhooks, Zapier, and n8n so nothing falls through the cracks between systems

• Define and document CRM best practices, naming conventions, and playbooks that the whole team can follow

• Analyze campaign performance — open rates, conversion rates, deal velocity — then iterate and improve relentlessly

What You Can Do

Strategy

• Map full customer lifecycle across acquisition, nurture, and retention

• Identify funnel drop-off points and design conversion plays

• Define segmentation logic, messaging cadences, and channel mix

• Run structured A/B tests on sequences and report on results

• Translate business goals into automation specs a team can build from

Execution

• Build workflows in GoHighLevel (GHL), HubSpot, Zoho, or ActiveCampaign

• Set up email, SMS, and iMessage sequences with smart branching logic

• Wire integrations via REST APIs, webhooks, Zapier, and n8n

• Read and write JSON; trace webhook payloads and debug broken flows

• Audit CRM logs and surface root causes fast

TOOLS & STACK

• CRM: GoHighLevel (preferred), HubSpot, Zoho, ActiveCampaign, or Salesforce — solid fundamentals matter more than the specific platform

• Automation middleware: n8n, Zapier, native webhooks

• Channels: Email, SMS, iMessage (Apple Messages for Business or equivalent

• integrations)

• Ads & attribution: Meta, Google Ads — understanding how leads enter the funnel and how to close the loop matters

• Scripting & data: JSON, basic SQL, and comfort digging through API docs (not mandatory)

Who You Are

• You've worked hands-on with a CRM for at least 2 years and have real results to show for it

• You think in systems — if a salesperson is missing follow-ups, you're already sketching the automation that fixes it

• You're comfortable talking to a CEO about strategy and a developer about an API payload in the same afternoon

• You own your work end-to-end: scoping, building, testing, documenting, training

• You have a background in Systems Engineering, Computer Science, Marketing Technology, or equivalent hands-on experience

• You're methodical — you document what you build, define naming conventions, and leave things better than you found them

What Success Looks Like (First 3–6 Months)

1. FUNNEL AUDIT: Full lifecycle audit of 2–3 client funnels with documented gaps and a prioritized improvement roadmap
   

2. AUTOMATION DEPLOYMENT: At least 5 high-impact workflows live — lead scoring, re-engagement, post-call follow-up, no-show recovery — driving ≥10% conversion lift
   

3. PLAYBOOK BUILT: Reusable lifecycle playbook: naming conventions, integration patterns, sequence templates, and troubleshooting steps

Why Join Us

• Great salary.

• Work with a superstar team of amazing humans

• Your personal development will be done directly with the CEO

• A creative, supportive, and growth-oriented environment

• Amazing office space in Palermo Hollywood with drinks and games

• Multiple opportunities for career development and professional growth

• A collaborative team that thrives on making a real impact

• Unlimited PTO.