Schedule:

• Monday to Friday, 9:00 AM – 6:00 PM Eastern

Role Overview:

We are seeking a highly capable and professional Proposal Manager / High-Ticket Setter. This position supports a high-ticket consulting and advisory business and requires strong CRM expertise, excellent English communication skills, and the ability to manage both operational and sales-facing responsibilities.

This role will evolve over time. In addition to managing proposals, CRM systems, and communications, the right candidate will eventually conduct discovery calls with prospects and play a direct role in the sales process. With performance-based bonuses.

Key Responsibilities:

Sales Support & Client Communication

• Communicate professionally with prospective clients via text, email, and CRM messaging
• Manage follow-ups and nurture leads throughout the sales pipeline
• Support and eventually conduct discovery calls with qualified prospects
• Maintain a high standard of professionalism in all client interactions

Calendar & Scheduling Management

• Manage calendars for consultations, discovery calls, and internal meetings
• Coordinate Zoom meetings and scheduling changes
• Ensure accurate confirmations and reminders

CRM Management & Automations

• Own Go High Level (GHL) CRM management end-to-end
• Build, manage, and optimize CRM automations, workflows, pipelines, and configurations
• Maintain accurate lead tracking, tagging, and lifecycle stages
• Continuously improve CRM efficiency and automation performance

Data, Reporting & Tools

• Perform accurate data entry and data management
• Use Excel confidently, including running or generating Pivot Tables (manually or with AI assistance)
• Leverage AI tools to improve efficiency, reporting, analysis, and workflows
• Maintain organized documentation and CRM records

Administrative & Operational Support

• Provide general administrative support as needed
• Organize proposals, internal documents, and client records
• Support day-to-day operational needs in a fast-paced environment

Required Qualifications:

• Very strong and fluent English (spoken and written)
• 1–2+ years of experience as a Setter, Proposal Manager, or VA supporting a high-ticket coach or consultant
• Strong hands-on experience with Go High Level CRM
• Solid understanding of CRM automations, workflows, and configurations
• Comfortable working with: Slack, Zoom, Google Suite, Office 365, Excel (including Pivot Tables or AI-assisted analysis)
• Comfortable using AI tools in daily work
• Willing and able to grow into a discovery call/setting role
• Able to work full-time EST hours

Preferred Experience:

• High-ticket coaching or consulting experience in the US or Canada
• Prior involvement in proposal management or sales operations
• Experience handling client-facing conversations independently

Key Traits:

• Highly organized and detail-oriented
• Able to manage a high volume of tasks
• Professional, confident, and reliable
• Comfortable in a fast-paced environment
• Growth-minded and open to taking on sales responsibilities

Deliverables:

• Manage calendars and client communications
• Build and maintain CRM automations and configurations
• Provide administrative and operational support
• Perform accurate data entry and reporting
• Support and conduct discovery calls as the role evolves

Independent Contractor Perks:

• Health Insurance Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring