Client Migration Specialist

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Experience with CRM platforms, particularly Go High Level., Strong attention to detail and organizational skills., Ability to communicate effectively and proactively with team members and clients., Familiarity with migration processes and procedures..

Key responsibilities:

  • Execute client account migrations within the CRM platform following standardized procedures.
  • Configure account settings and organize workflows and assets for each client.
  • Ensure accuracy and consistency in the migrated systems.
  • Collaborate with team members to address any migration blockers or client-specific issues.

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Penbrothers SME http://www.penbrothers.com/
201 - 500 Employees
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Job description

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growingcompanies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

Our client is on a mission to empower fitness business owners with beautifully designed, easy-to-use software. Their Grow product—an advanced CRM built specifically for gyms and studios—is undergoing a transformational upgrade. As part of this rollout, they're migrating existing clients onto the newly rebuilt Grow CRM experience, and they’re looking for sharp, detail-oriented contractors to help them make it happen smoothly.

About the Role

Our client is looking for a Client Migration Specialist to join the Grow team on a 3-month contract to execute client account migrations within their CRM platform. This role involves

following a clearly documented set of migration procedures using Go High Level, ensuring each client's system is clean, structured, and ready for success on the new Grow platform.

 You’ll be working within a team, but this is a hands-on, task-oriented role that requires you to take ownership of your queue and deliver consistently high-quality setup work.


What you’ll do

● Perform full CRM migration for each assigned client based on standardized steps.

● Configure account settings, organize forms, workflows, and assets in Go High Level.

● Ensure accuracy and consistency in every migrated system.

● Communicate clearly and proactively if migration blockers arise.

● Collaborate with internal team members to escalate edge cases or client-specific questions.

● Stay aligned with our


Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Detail Oriented
  • Problem Solving

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