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Business Intelligence Architect / Developer
Parkville, MD
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I am not looking for someone to build a CRM from scratch. My HighLevel account is already established. I need an expert to help me configure, organize, and improve what already exists. This is a collaborative, in-person project where we'll work together inside my account. I want to understand the platform while we build, so I'm looking for someone who enjoys teaching and explaining their process. Duties Review my existing HighLevel account Recommend improvements and best practices Customize pipelines and opportunity stages Build dashboards and reports Configure workflows and automations Organize custom fields, tags, and processes Connect integrations when needed Document changes Provide hands-on coaching during implementation Provide hands-on coaching during implementation. Explain technical concepts in a clear, easy-to-understand manner. Test new features and recommend ongoing improvements. Experience Advanced experience using HighLevel CRM. Experience building CRM workflows and automations. Experience creating dashboards and reporting. Strong understanding of CRM organization and implementation. Ability to analyze existing systems and recommend improvements. Excellent communication and teaching skills. Ability to work collaboratively in person. Strong problem-solving and organizational skills. If you enjoy solving problems, improving systems, and teaching as you build, I'd love to meet you. I'm looking for someone who wants to become a trusted partner—not just complete a project.