Sales – Funnel Management Specialist

Job Description:

• Monitor all incoming leads via Zoho CRM, ClickFunnels, website forms, surveys, webinars, and direct inquiries.
• Assign leads to the appropriate team member (sales, success coach, or automation workflow) based on defined criteria.
• Ensure timely, accurate follow-up so no opportunity is missed.
• Track lead status across the funnel and conduct regular audits to prevent lead leakage.
• Build, maintain, and optimize automations using Zoho Campaigns, ClickFunnels, and Zapier.
• Provide regular reporting on lead activity, conversion rates, velocity, and drop-off points.

Requirements:

• Minimum of 3+ years in CRM, sales coordination, or funnel management roles.
• Deep familiarity with CRM management and related tools (Zoho Campaigns, Forms, etc.).
• Experience using ClickFunnels, Zapier, and other funnel or automation tools.
• Strong attention to detail and organizational skills.
• Excellent written and verbal English communication skills, with the ability to write clear, human, sales-supportive messaging.
• Highly tech-savvy and confident managing data, automations, and process flows.
• Ability to work full-time during U.S. business hours (Eastern or Central Time).
• Prior experience in a digital marketing, consulting, or online education environment is a plus.

Benefits:

• Be part of a passionate, high-performing team on a global mission.
• Work from anywhere with a flexible schedule.
• Gain direct access to visionary leadership and professional growth opportunities.
• Help ensure high-value prospects are nurtured and never missed—making a real IMPACT.