Systeme.io Developer for Training Portal

FULL PROJECT OVERVIEW — ROSS & ASSOCIATES TRAINING & ONBOARDING ECOSYSTEM ROSS & ASSOCIATES MBSP LLC is seeking an experienced [login to view URL] Training Portal Developer and CRM Automation Specialist to help build a long-term scalable training, onboarding, automation, and membership ecosystem for multiple company divisions. IMPORTANT: We are already using [login to view URL] as our primary platform, so strong experience with: * [login to view URL] * Membership portals * LMS systems * Automation workflows * Funnel building * User access permissions * CRM onboarding systems is REQUIRED. ABOUT OUR COMPANY DIVISIONS Current and future divisions include: * Ross & Associates Tax Office * R&A Pro-Tax Software Solutions * Ross & Associates Tax Academy * Ross & Associates Bookkeeping & Accounting * Ross & Associates Business Formation & Filings * Ross & Associates Notary Publics Direct PROJECT GOAL We are building a complete onboarding and training ecosystem for: * Tax preparers * Affiliates * Contractors * Office staff * Remote workers * Mobile notaries * Remote online notaries * Future partners * Public paid students Some training sections will be: * FREE for internal workers and affiliates * PAID for public users and students We already have approximately 20+ software and training videos available and will continue expanding over time. SYSTEM REQUIREMENTS TRAINING / LMS DEVELOPMENT * Build training modules * Upload and organize videos * Create lesson progression * Build quizzes and assessments * Setup certificates of completion * Create student dashboards * Setup onboarding progression * Organize beginner to advanced training levels * Build protected membership portals * Setup role-based permissions * Connect payment systems * Mobile-friendly layouts * Clean professional design * Easy backend management CRM & AUTOMATION DEVELOPMENT * Worker onboarding workflows * Client onboarding workflows * Pipeline management * Internal notifications * Automated emails * Future SMS automation * Account/login automation * Progress tracking * Task progression systems * Automation workflows * Internal dashboard organization TAX DIVISION TRAINING This section will include: * Tax office onboarding * Tax software training * CRM workflow training * Customer communication * Document collection procedures * PTIN/EFIN onboarding * Office procedures * Compliance procedures * Internal workflow systems * Affiliate onboarding NOTARY DIVISION TRAINING We also require a separate training area for: ROSS & ASSOCIATES NOTARY PUBLICS DIRECT This section will include: * Mobile Notary training * Remote Online Notary (RON) training * Nevada notary procedures * General notary compliance * Appointment procedures * Identity verification * Document handling * Client communication * Pricing setup * Service packages * Scheduling systems * Error prevention * Professional standards * Compliance reminders * Business success training FUTURE EXPANSION The system must be scalable for future: * White-label systems * Affiliate systems * Public training programs * Certification programs * Continuing education * Multi-state expansion * Additional divisions * Partner onboarding systems PLATFORMS & TOOLS Current tools include: * [login to view URL] * Canva * Google Drive * Loom videos * QuickBooks * Future CRM integrations PREFERRED EXPERIENCE Please apply ONLY if you have experience with: * [login to view URL] * LMS systems * Membership portals * Automation workflows * Funnel systems * CRM onboarding * Course progression systems * User role permissions * Online training systems BONUS EXPERIENCE * Tax industry systems * Notary industry knowledge * Remote Online Notary systems * White-label systems * Affiliate programs * Certification systems * Contractor onboarding WHEN APPLYING PLEASE PROVIDE: 1. Examples of [login to view URL] work 2. Membership portals built 3. LMS/course systems built 4. Automation workflow examples 5. CRM onboarding examples 6. Estimated timeline 7. Recommended structure for scaling later This is intended to become a long-term scalable ecosystem across multiple divisions under Ross & Associates MBSP LLC.

Project ID: 40426941