Systeme.io Specialist for Training Portal & CRM

ROSS & ASSOCIATES TAX OFFICE is seeking an experienced Systeme.io Training Portal Developer and CRM Automation Specialist to help build a professional onboarding and training ecosystem for our growing tax preparation company.

IMPORTANT:
We are already using Systeme.io as our main platform, so experience with Systeme.io membership areas, automations, funnels, course creation, and user access levels is REQUIRED.

PROJECT OVERVIEW:
We are building a private training and onboarding portal for:

* Tax preparers
* Affiliates
* Office staff
* Contractors
* Future partners

This will NOT be public-only training.
Some training areas will be:

* Free for internal workers and affiliates
* Paid for public users and future students

We already have approximately 20 training and software videos ready to upload, and additional content will continue to be added over time.

WHAT WE NEED BUILT:

TRAINING PORTAL / LMS

* Build structured training modules
* Upload and organize videos
* Create lesson progression
* Setup quizzes and assessments
* Setup certificates of completion
* Create student dashboards
* Organize beginner to advanced learning levels
* Setup member access permissions
* Build onboarding portal for new workers
* Create protected membership areas
* Connect payment systems for paid public access
* Setup automation workflows
* Setup user progress tracking

CRM & AUTOMATION SIDE

* Automated onboarding workflows
* Internal worker pipelines
* Client onboarding stages
* Email automation
* SMS automation (future phase)
* Login/account automation
* Internal notifications
* Task progression systems

IMPORTANT FEATURES:

* Different training levels and permissions
* Separate access for affiliates, workers, and paid students
* Ability to continue adding new modules later
* Clean professional dashboard layout
* Mobile-friendly design
* Easy backend management

PLATFORMS & TOOLS:

* Systeme.io (Main Platform)
* Canva
* Google Drive
* Loom videos
* Future CRM integrations

PLEASE APPLY ONLY IF YOU HAVE EXPERIENCE WITH:

* Systeme.io
* Membership portals
* LMS / course systems
* Automation workflows
* Funnel building
* Online training systems
* User role permissions
* CRM onboarding systems

BONUS IF YOU HAVE EXPERIENCE WITH:

* Tax industry systems
* Contractor onboarding
* White-label training systems
* Affiliate systems
* Certification programs

When applying, please provide:

1. Examples of Systeme.io work
2. Membership or LMS portals you have built
3. Automation examples
4. Estimated timeline
5. Recommended structure for scaling later

This is a long-term project with future expansion opportunities across multiple divisions under Ross & Associates MBSP LLC.