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Project title: CRM Consultant Needed UK based (Part-Time, Remote Role)
Posted by: External project from PeoplePerHour
Started: 17-Nov-2025 13:30 GMT
Description: We are seeking an experienced Full Stack Developer with expertise in CRM workflow automation, particularly HighLevel (GENIE AI), to join our team for a long-term collaboration. This role requires a technical professional with strong business acumen who can independently manage client relationships and deliver complex automation and integration solutions. As a key member of our team, you will guide clients through strategic conversations, diagnose technical challenges, and oversee the implementation of solutions across various tech stacks.

Key Responsibilities:

CRM Workflow Management: Design, build, and troubleshoot workflows using HighLevel, Zapier, and Make.com/N8N.

Client Communication: Lead discovery calls, troubleshoot issues, and offer solutions directly with business owners.

Integration & Automation: Work on multi-system integrations, including CRM, ERP, and service management software.

Business Process Analysis: Map existing manual processes, identify automation opportunities, and create SOPs.

Project Management: Coordinate multiple client projects simultaneously, track progress, and ensure timely delivery.

Data Management & Cleanup: Handle data migration, deduplication, and integrity management.

Training & Documentation: Create process documentation and provide client training as necessary.

Required Skills:

HighLevel/GENIE AI Expertise: Deep knowledge of workflows, automations, custom objects, and integrations. Ability to troubleshoot bugs and platform limitations.

Automation Tools: Advanced skills in Zapier, Make.com/N8N for creating complex workflows and automations.

API Integration: Experience with third-party API integrations and webhooks.

Business Process Analysis: Strong ability to translate business requirements into technical solutions, and optimize client operations.

Project Management: Proficient in Asana, Trello, or similar tools for task and client management.

CRM/ERP/Service Management Integration: Experience with platforms like Xero, QuickBooks, and service tools like Service Mate, Scoro, and others.

Email Marketing & Deliverability: Understanding of DKIM, SPF, DMARC setup, email sequence building, and warming strategies.

Data Migration & Cleanup: Expertise in importing/exporting data and managing system migrations.

Technical Writing: Ability to write clear SOPs and client documentation.

Highly Desired Skills (Bonus):

JavaScript/Custom Code: Experience with basic code snippets for HighLevel and HTML/CSS for custom templates.

E-commerce & Payment Integration: Experience with Shopify and payment gateways like GoCardless, Stripe.

Teaching & Training: Ability to create training materials and walk clients through technical concepts.

Consultative Selling: Experience with identifying client needs, upselling, and managing client expectations.

Ideal Candidate:

Experience: 3+ years in marketing automation or CRM consulting with a proven track record in business analysis, CRM, and integrations.

Skills: HighLevel/GENIE AI, Zapier, Make.com/N8N, API integration, JavaScript, project management tools.

Client-Facing Experience: Comfortable leading client meetings, explaining technical concepts to non-technical clients, and troubleshooting complex issues.

Availability: Flexible working hours with availability during UK timezone for client calls.

Location: Must be based in the United Kingdom.

Client Scenarios:

Example 1: Complex Multi-System Integration – Help an interior design company integrate their CRM (HighLevel) with Asana, Service Mate, and Xero, improving data flow and resolving issues with broken workflows.

Example 2: Workflow Automation & Lead Nurture – Set up automated lead tracking, nurture sequences, and a digital customer portal for a bathroom renovation company.

Example 3: Process Mapping & System Selection – Work with an accounting firm to standardize workflows and implement GENIE AI or another automation tool.

Example 4: Platform Setup & Configuration – Help a training academy implement a multi-day course booking system, custom objects for equipment management, and integration with Shopify.

How to Apply:
Please include the following in your application:

General Info: Brief summary of your HighLevel/GENIE AI experience, including specific workflows you've built or integrations you've managed.

Portfolio/Examples: Screenshots of workflows, case studies, or videos demonstrating your work with HighLevel or similar platforms.

References: At least one client reference who can speak to your technical and client communication abilities.

Location: United Kingdom (Remote)
Job Type: Part-time (18-20 hours per week)
Benefits: Flexitime, Work from Home
Project ID: 3458463
Project category:
Project budget:
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