Customer Journey Specialist

The Role:

Role Overview:

We need a proactive, organized, and empathetic virtual professional to own our customer journey. This person will be the first human connection (after our phone service) and will manage client communications primarily in GoHighLevel, occasionally via phone. They’ll serve as the key bridge between clients and our mold testing team (using Slack), ensuring a seamless and supported experience from start to finish.

Key Responsibilities:

Client Communication (GHL + Slack + Occasional Phone through GHL):

• Manage client communications with warmth, clarity, and professionalism
• Schedule appointments for mold testing and duct cleaning
• Follow up as needed to move clients forward and maintain trust

Customer Journey & CRM Management (GoHighLevel):

• Track client stages and ensure timely follow-ups
• Keep notes and statuses...