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Location: Remote (United States)
Schedule: Must be available during U.S. Eastern 9AM-6PM ET
Employment Type: Full-Time
Who we are
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.
Why this role exists
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.
What you will own
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 to updating their own records, and escalate
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, 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, Zoom call summaries
writing back to the contact record
Audit existing automations on a schedule and catch the 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, 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 are dying between stages and fix it, 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 rather than impressions
Drive down speed to lead on paid form fills and drive up show rate and rebook rate
Systematically resurface dormant and disqualified records that are worth another
look
What we need from you
Required
Two or more years hands on inside GoHighLevel. Not I have used a CRM. We mean
pipelines, opportunities, custom fields, workflows, triggers, calendars, sub
accounts, and the parts of GHL that do not work the way the documentation says
they do.
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 should be able to 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 capable of sustained high volume CRM work, plus a
quiet workspace
No other concurrent jobs or client commitments
Email deliverability knowledge: SPF, DKIM, DMARC, domain warmup, inbox rotation,
list hygiene
Experience with a US B2B sales motion selling recurring services at $2,000 per
month or more
SQL, Google Sheets at an advanced level, or Looker Studio
Any exposure to construction, accounting, or professional services
We are not looking for
A closer or business development person. You will not be selling.
A marketer who wants to run campaigns. Our paid media is covered.
Someone who needs to be trained on GoHighLevel from zero.
How you will be measured
100 percent of open opportunities carry an owner and a dated next step
Under 5 percent of open opportunities with no contact in over 7 days
95 percent or better stage accuracy on random weekly audits
Under 1 percent duplicate contact rate
Median speed to lead under 5 minutes on paid form fills
Weekly reporting pack delivered every Monday by 9am ET
Measurable improvement in show rate, rebook rate, and stage to stage conversion
Compensation
Competitive and based on experience, with a performance component tied to the
scorecard above. Full time, remote, long term.
How to apply
Send your resume plus a short written answer to this question. Applications without the
answer will not be reviewed.
In GoHighLevel, the last activity date on an opportunity often reflects the last stage
change rather than the last real conversation with the lead, and calls placed through a
connected dialer frequently do not write back to the contact record at all. In under
300 words: how would you build a field the sales team could actually trust to answer
when did we last talk to this person
Job ID: 151818227