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Onboarding Specialist
Level Up • Tiempo parcial
May 2025 - Present • 1 yr
CRM Maintenance: Provided daily support for insurance agents within GoHighLevel, managing user access, basic pipeline updates, and troubleshooting navigation issues. ● Onboarding Support: Guided new clients through the initial setup process and conducted system walkthroughs to ensure a smooth transition into the program. ● Documentation: Maintained and updated SOPs to ensure all team members followed consistent onboarding procedures.