Want To Join Our Team?
Client Onboarding & Automation VA – GHL, CRM & Lead Tracking (Part-Time)
This role is ideal for a sharp, detail-oriented Virtual Assistant who can take ownership of client onboarding, CRM updates, and workflow support inside GoHighLevel. You’ll help manage the full flow of business funding clients—ensuring no lead gets left behind and every task moves smoothly through the system.
Key Responsibilities:
Manage onboarding tasks: send, track, and follow up on contracts
Verify client info: prequalification forms, credit reports, logins
Update lead and client progress inside the CRM (pipeline management)
Support business funding workflows through form handling and tagging
Perform light funnel QA and reporting inside GoHighLevel
Assist with Zapier automation tasks (form connections, task flows)
Monitor and organize client documents (property docs, financials)
Track payment status and coordinate with partners (credit repair, referrals)
Ensure timely communication with leads and clients via GHL or SMS
Tools & Platforms:
GoHighLevel (CRM, workflows, funnels)
Zapier (for connecting apps and automating steps)
Google Workspace or Microsoft Office for tracking
Internal forms, SMS tools, and other client-specific systems
Qualifications:
At least 1 year of experience in CRM management, admin workflows, or GHL automation
Strong attention to detail and excellent follow-through
Familiarity with client lifecycle workflows (bonus if in credit/funding space)
Comfortable updating pipeline stages and organizing multiple client records
Experience using tags, automations, and forms in GHL
Familiar with Zapier or similar integration tools
Available Monday–Friday, 30 hours per week, with occasional flexible time
Willing to work Eastern Time hours
Preferred Personality Traits:
Organized and results-driven
Strong communicator and quick to respond
Detail-oriented and systematic thinker
Proactive and accountable team player
Technical Requirements:
Laptop/PC with minimum i5 processor and 8GB RAM
Internet speed of at least 10 Mbps download / 5 Mbps upload
Backup internet source (mobile data or pocket WiFi)
Headset with mic and webcam
Quiet and professional home workspace
Apply now if you're ready to take control of onboarding, automations, and backend systems that keep a business running.
