You are the person clients call when something is not working. You are also the person who notices a problem before the client does and quietly handles it. That combination is rare.

This role sits at the intersection of client success, platform operations, and AI-assisted work. You will help clients navigate their dashboards, configure their automations, troubleshoot connection issues, and build simple campaign workflows from AI-generated blueprints.

The best people in this role are not necessarily the most technical. They are the most client-present. They think ahead for the person they are helping. They communicate clearly under pressure. They take responsibility when something goes wrong and document it so it does not happen again.

We use GHL as our core platform. Familiarity with HubSpot, Zapier, Make, or similar automation tools transfers well. If you can think in workflows and you care about the people you work with, you will thrive here.

This assessment has three scored sections (situational judgment, platform knowledge, personality) and two sections that go directly to the hiring lead for personal review. Be genuine.