Votel / GoHighLevel Specialist — CRM, Funnels, Automations & Client Onboarding
Confidential employer
Full-Time | Remote | Philippines | Long-Term Opportunity
Company: Localstradegy
Position: CRM & Automation Specialist / Technical Operations VA
Schedule: Full-Time, 40 Hours Per Week | US Eastern Time Overlap Required
Compensation: Competitive Monthly Salary Based on Experience
About Localstradegy
Localstradegy is a growing US-based AI automation, marketing technology, and SaaS company serving small and medium-sized businesses, with a strong focus on home service contractors.
We help businesses capture more opportunities, automate customer communications, manage leads, improve follow-up, and streamline their operations through CRM systems, AI-powered tools, and marketing automation.
Our primary platform is Votel.ai, which provides CRM, automation, funnels, websites, AI agents, and business-management functionality.
We are expanding our technical operations team and looking for a highly experienced Votel or GoHighLevel Specialist who can take ownership of customer onboarding, account configuration, funnel development, workflow automation, integrations, and ongoing technical support.
This is NOT an entry-level virtual assistant position.
We need someone who understands how these systems work, can build independently, troubleshoot problems, and take a project from initial requirements through successful implementation.
What You'll Be Responsible For
Client Onboarding & Account Setup
- Set up and configure new customer accounts and subaccounts.
- Complete technical onboarding for new clients.
- Configure business profiles, users, permissions, and account settings.
- Set up CRM pipelines, opportunity stages, contact fields, tags, and segmentation.
- Connect calendars, appointment scheduling, forms, and lead capture systems.
- Configure phone numbers, email services, and communication settings.
- Assist with domain connections and DNS-related configuration.
- Test each account thoroughly before customer handoff.
- Maintain onboarding checklists and document completed work.
Funnel & Website Development
- Build professional landing pages and conversion-focused sales funnels.
- Create lead capture forms, surveys, booking pages, and thank-you pages.
- Connect funnels to CRM pipelines and automation workflows.
- Configure conversion tracking and lead-source attribution.
- Update existing websites and funnels as needed.
- Troubleshoot broken forms, buttons, redirects, and integrations.
- Ensure pages work correctly on desktop and mobile.
We value clean, professional, conversion-focused work—not generic templates with minimal customization.
Workflow Automation
You must be highly proficient in building and troubleshooting automated workflows.
Responsibilities include:
- Lead capture and routing
- Missed-call text-back
- Automated lead follow-up
- Appointment confirmations and reminders
- Review request automation
- Database reactivation campaigns
- Customer onboarding sequences
- Pipeline stage automations
- Internal notifications
- Conditional logic and branching
- Tags, triggers, filters, and custom fields
- Webhooks and third-party integrations
- Error handling and workflow testing
You must understand how different workflows interact and how to prevent duplicate messages, conflicting triggers, and broken customer journeys.
AI Agents & Business Automation
Help configure, test, and maintain AI-powered communication systems, including:
- AI receptionists
- Voice agents
- Conversational AI
- Appointment-setting assistants
- Lead qualification workflows
- Escalation and handoff procedures
- AI prompt configuration
- Knowledge-base setup
- Testing and troubleshooting
Prior experience with AI voice agents is highly desirable.
Integrations & Technical Troubleshooting
- Configure webhooks and supported API integrations.
- Connect external websites and forms to the CRM.
- Troubleshoot lead routing and automation issues.
- Assist with Stripe and payment integrations.
- Configure email authentication and sending domains.
- Work with SPF, DKIM, and DMARC when required.
- Diagnose account configuration problems.
- Test integrations end-to-end.
- Document issues and their resolutions.
Familiarity with Zapier, Make, Lovable, Google Workspace, and similar platforms is a strong advantage.
Ongoing Client Support
- Respond to assigned technical support requests.
- Troubleshoot customer account issues.
- Make requested updates to funnels and workflows.
- Maintain accurate records of work completed.
- Monitor automation functionality.
- Identify opportunities to improve account configuration.
- Help standardize and improve our onboarding process.
- Create internal SOPs and reusable templates.
Required Qualifications
You must have significant hands-on experience with Votel.ai or GoHighLevel.
We strongly prefer direct Votel experience, but will consider candidates with excellent GoHighLevel technical experience who can quickly adapt to Votel.
Requirements:
- At least 2 years of relevant CRM, funnel, and automation experience.
- Advanced knowledge of GoHighLevel or Votel.
- Proven ability to build complex workflows independently.
- Experience setting up and onboarding client accounts.
- Strong funnel and landing-page development skills.
- Experience with calendars, forms, pipelines, tags, and custom fields.
- Familiarity with webhooks and integrations.
- Ability to troubleshoot technical problems independently.
- Strong attention to detail.
- Excellent written English and clear communication.
- Ability to manage multiple client accounts and priorities.
- Reliable internet and a professional remote workspace.
- Ability to work independently without constant supervision.
Strongly Preferred Experience
- Direct Votel.ai experience
- GoHighLevel agency-level administration
- AI voice-agent setup and configuration
- White-label SaaS operations
- CRM migrations
- Snapshot/template development
- Stripe integrations
- Zapier or Make
- Webhook and API integrations
- DNS and email authentication
- Contractor or home service industry experience
- Lovable website integrations
- Technical documentation and SOP development
What Success Looks Like
We expect the person hired for this position to become productive quickly.
First 3 Business Days
- Become familiar with our existing account structure and service offerings.
- Review our onboarding process and technical standards.
- Demonstrate the ability to navigate Votel and complete assigned configuration tasks.
- Begin handling actual implementation work.
First 2 Weeks
- Independently configure new customer accounts.
- Build and troubleshoot workflows.
- Connect forms, funnels, calendars, and CRM pipelines.
- Complete assigned onboarding tasks with minimal supervision.
- Document configurations and testing results.
Ongoing Expectations
- Complete client onboarding accurately and efficiently.
- Maintain reliable automation systems.
- Meet agreed implementation deadlines.
- Resolve technical issues promptly.
- Reduce the amount of technical work requiring management involvement.
- Continuously improve our templates, workflows, and SOPs.
We are looking for someone who can take ownership of technical implementation—not simply follow instructions.
Compensation & Growth
We offer:
- Competitive monthly compensation based on demonstrated experience.
- Full-time, long-term opportunity.
- Consistent work with a growing US-based company.
- Direct collaboration with company leadership.
- Opportunity to develop and manage our technical operations.
- Access to relevant software and tools.
- Potential advancement into a Technical Operations Manager or Implementation Manager position.
Compensation will reflect your experience, technical capabilities, and ability to work independently.
How to Apply
Please read carefully. We will not consider generic applications.
To apply, provide the following:
1. Platform Experience
How long have you worked with Votel.ai and/or GoHighLevel?
Clearly identify which platform you have actually used and your level of experience.
2. Examples of Your Work
Provide screenshots, videos, or examples of funnels, workflows, automations, or CRM systems you've personally built.
Please remove or conceal any confidential client information.
3. Technical Experience
Describe the most complex automation or integration you've personally built.
Explain the triggers, actions, conditional logic, and systems involved.
4. Client Onboarding
Walk us through how you would onboard a new home service contractor into Votel, from account creation to final testing.
5. Troubleshooting
A customer reports that leads are entering the CRM but are not receiving automated follow-up messages.
How would you diagnose and resolve the problem?
6. Availability & Compensation
Confirm your availability, expected monthly salary, and earliest possible start date.
7. Video Introduction
Provide a short 60–90-second video introducing yourself and explaining your technical experience with Votel or GoHighLevel.
Important Application Instruction
Start your application with the exact words:
VOTEL TECH SPECIALIST
Applications that do not follow this instruction may not be considered.
Final Note
We are not looking for someone who has simply watched GoHighLevel tutorials or completed a basic online course.
We want a proven technical specialist who has built real funnels, configured real automations, onboarded real customers, and solved real implementation problems.
If you're highly skilled in Votel or GoHighLevel, enjoy building systems, and want a long-term opportunity with a growing AI automation company, we'd like to hear from you.
We are ready to hire the right person.
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