Freelance hubspot manager projects online

Role Overview
We are looking for an experienced Odoo CRM Developer to lead the technical design, customization, and implementation of our customer relationship management workflows. In this role, you will tailor core Odoo CRM and Sales applications, build custom modules, integrate external marketing and sales tools, and optimize system performance to support lead-to-revenue operations.

Key Responsibilities
Custom Module Development: Design, build, test, and maintain custom Odoo modules primarily centered around CRM, Sales, Lead Generation, Marketing Automation, and Helpdesk workflows.

Architecture & Business Logic: Extend Odoo’s ORM models, views (XML/QWeb), controllers, and automated actions to match business-specific lead scoring, routing, opportunity pipelines, and SLA management.

Third-Party Integrations: Connect Odoo CRM with external systems (telephony/VoIP, lead capture forms, email marketing tools, payment gateways, and third-party SaaS platforms) using RESTful APIs, XML-RPC, and webhooks.

Data Migration & ETL: Plan and execute data migration strategies from legacy CRMs, spreadsheets, or external databases into Odoo with zero data loss and clean validation.

Performance Tuning: Optimize PostgreSQL database queries, background cron jobs, and application-level logic to ensure responsiveness across high-volume pipelines.

Reporting & Dashboards: Configure custom analytical dashboards, QWeb PDF reports, and pipeline analytics to give sales management clear visibility into conversion rates and KPIs.

Code Quality & CI/CD: Maintain clean, PEP 8-compliant Python code, write unit/integration tests using Odoo's testing framework, and support deployment workflows via Git and Docker.

Technical Collaboration: Partner with functional consultants, business analysts, and sales leads to translate process requirements into technical specifications.

Required Technical Skills & Qualifications
Core Language & Framework: Minimum 3+ years of hands-on experience building backend solutions in Python within the Odoo Framework (versions 15, 16, 17, or 18).

Deep Odoo CRM Expertise: Proven track record customizing core CRM flows (lead scoring, automated assignments, sales pipelines, omnichannel tracking, activity schedules).

Frontend Customization: Strong working knowledge of XML, QWeb, and modern Odoo client-side architecture (OWL – Odoo Web Library, JavaScript).

Database Management: Proficient in PostgreSQL, including schema design, complex query optimization, indexing, and data integrity constraints.

APIs & Web Protocols: Demonstrated experience building and consuming REST APIs, XML-RPC, and handling webhooks.

Version Control & DevOps: Strong command of Git/GitHub/GitLab, branch workflows, and containerized development using Docker.

Education: Bachelor’s degree in Computer Science, Software Engineering, Information Technology, or equivalent practical experience.

Preferred / Nice-to-Have Qualifications
Official Odoo Certification (v15+).

Experience deploying and managing environments on Odoo.sh or self-hosted Linux servers.

Hands-on experience integrating major communications/marketing channels (WhatsApp Business API, Twilio/VoIP, HubSpot, Mailchimp).

Familiarity with adjacent Odoo modules: Invoicing, Subscriptions, Inventory, and Sign.

About ATFJ
About Time for Justice (ATFJ) advocates for and supports survivors of institutional child abuse. We're a small, fully remote team doing genuinely meaningful work all across Australia. We're looking for people who bring both careful administrative skill and a steady, respectful approach to sensitive material.

About the role
We're looking for an Administration Support team member to keep the practical side of ATFJ running smoothly. Reporting to the Team Leader, you'll work across several areas of the business, including:

- Spreadsheet import/export — accurately moving and maintaining data across our reporting spreadsheets
- Admin inbox monitoring — triaging and responding to emails in our shared inbox, and flagging anything that needs a judgement call
- HubSpot record-keeping — logging emails and documents against the right client record, updating ticket and deal status, and flagging anything that needs a closer look
- Managing missed calls — following up missed calls and voicemails promptly and professionally, and logging the details
- Managing SMS — checking and replying to client text messages promptly, including missed or unanswered messages, and escalating anything needing management input
- AI agent monitoring — reviewing and actioning our morning outgoing AI-driven client communications
- New clients — triaging new client leads
- Subpoena support — helping compile and organise client file material in response to subpoenas, following our established process
- Partnered organisations — admin work for our partnered organisations as required

Duties may evolve over time as the organisation, role and team grows.

What you'll bring
- Strong attention to detail and accuracy, especially with data and file handling
- Clear, professional written and verbal communication
- Comfortable working with sensitive and confidential material, and a calm, respectful approach to survivors and their information
- Confidence with Microsoft/Google Workspace; CRM experience (HubSpot or similar) is a plus but not essential — we'll train you on our systems
- Experience using AI tools (e.g. Claude, ChatGPT) in day-to-day work is a bonus — part of this role involves reviewing and actioning AI-generated client communications
- Ability to work independently in a remote role, with a private, confidential home workspace

Hours
This is a full-time position worked on a nine-day fortnight — a compressed schedule across Monday to Friday with a rostered day off every second week.

🎯 Tracking Engineer — GTM, sGTM/Stape, GA4, Google Ads Conversion Tracking (Google Ads Agency)

We're BERK Labs, a Google Ads agency, and we're hiring a second tracking engineer to work alongside our lead engineer. You'll build and fix conversion tracking for our clients across Google Ads, Microsoft Ads and Meta — steady, ongoing work that grows as fast as you prove yourself. We handle all client communication; you focus on the build.

💡 Who we hire: we care about engineering depth and how quickly you learn our procedures, not your Upwork history. Our lead engineer joined with a thin Upwork profile and a deep technical one. Newer profiles are welcome.

🛠️ What you'll actually do:
✅ Client-side and server-side Google Tag Manager — nearly every client runs a Stape-hosted sGTM container
✅ Google Ads conversion tracking done right: enhanced conversions, gclid/gbraid/wbraid handling, Consent Mode v2
✅ Offline conversions from CRMs back into the ad platforms — especially HighLevel (several clients run on it), plus HubSpot, Salesforce and Pipedrive
✅ Call tracking with CallRail and Google forwarding numbers, and getting calls into Google Ads as conversions
✅ GA4 events, dataLayer specs and enhanced e-commerce on Shopify, WooCommerce, WordPress, Webflow and Squarespace
✅ Meta Pixel + Conversions API; Microsoft Ads UET
✅ Monthly tracking audits — checking each client's live site against its Data Plan and fixing what drifted (clients change their sites without telling anyone)
✅ Rare, minor site code changes — never anything that touches design

🚫 What you won't do:
❌ Manage ad campaigns
❌ Build websites or landing pages
❌ Deal with clients directly

📋 What we're looking for (we'll ask for proof):
🔹 GTM + GA4 + dataLayer implementation without a developer on the client side — you'll usually be the only technical person on the project
🔹 Server-side GTM on Stape (or Cloud Run / self-hosted)
🔹 At least one end-to-end offline conversion pipeline from a CRM back into an ad platform
🔹 A real programming background — JavaScript at minimum; Python, PHP or Go a plus. You read and write code, not just click through interfaces
🔹 Strong written English — we work async in Slack and Monday, so clear writing matters more than accent

🌟 Bonus points:
✨ HighLevel / GoHighLevel attribution — UTM templates, source rules, number pools, "Add to Google Ads"
✨ Spam prevention — bot filtering in GTM, reCAPTCHA / Cloudflare Turnstile / honeypots, keeping junk form fills out of conversion data
✨ Web security — CSP for sGTM, consent management (GDPR/CCPA), cookie governance, securing API keys in tag templates
✨ Fluent use of AI coding tools (Claude, Cursor, Copilot) to ship faster and document as you go — we coach on this

👤 Who you are:
⚡ Responsive — you reply within your working day and turn most tasks around in 3–4 business days
💬 Proactive — you flag scope creep before it becomes a problem
🧹 You document your work so another engineer can read it a year from now
📈 You get better every month — we invest in coaching, and we hire people who use it

🤝 How we work:
📌 Monday.com for tasks, Slack for comms, Upwork time tracker required — no exceptions, and no work or payment outside Upwork
📌 Clear priorities, deadlines and dependencies — you'll never be guessing
📌 Work when you want — we never require weekends or holidays, but if you prefer them, that's fine with us
🎁 Hours ramp quickly for people who deliver; performance bonuses for strong communicators
🚷 Individuals only — no agencies or staffing firms, please

🪜 Hiring process:
1️⃣ Written screening (your proposal and the questions below)
2️⃣ A small paid trial task
3️⃣ Technical interview with our lead tracking engineer
4️⃣ Ongoing hourly contract

📝 To apply, include all three:
1️⃣ The word "kumquat" somewhere in your cover letter so we know you read this
2️⃣ 2–3 work samples covering this stack, with rough hours per project
3️⃣ Your answer to this scenario, taken from our real client work: A medical aesthetics clinic runs Google Ads and uses HighLevel as its CRM. Leads arrive two ways — a form on the landing page and phone calls to a CallRail tracking number. The clinic wants Google Ads to optimize toward "consultation booked" (a pipeline stage in HighLevel), not toward form fills or calls. Walk us through how you'd architect it end-to-end: click-ID capture, how the ID survives inside the CRM, how the booked-consultation event gets back into Google Ads — and what's different, or impossible, for the phone-call leads.

Looking forward to your application! 👋
~ the BERK Labs team

Description:

ABOUT US
Sanad Insurance Brokers is an insurance broker based in Amman, Jordan, established in 2011 and a member of the Jordan Insurance Brokers Association. We place personal and corporate insurance (property, marine, medical, motor, engineering, liability, travel, life) with insurers on behalf of our clients.

THE PROJECT
Our current website was built in 2011 on Drupal 6 and is outdated and not mobile-friendly. We want a complete rebuild on WordPress, in English, hosted on our GoDaddy account.

GOAL
A professional website that builds trust and generates leads, not just a brochure.

DESIGN DIRECTION
We want the look and feel of the large global brokers:
- https://www.hubinternational.com/en-us/
- https://www.bmsgroup.com/en/home
- https://www.howdengroup.com/uk-en

Use a quality, lightweight theme with a corporate starter template (Astra, Kadence or GeneratePress), customised to our brand colours: navy #00274C and blue #009DDC. We will supply the logo and all page text. You will source all images (see Images below).

HOMEPAGE SECTIONS
- Full-width image hero with headline and two buttons: "Request a Quote" and "Speak to an Advisor"
- Utility bar (phone, email, Claims link)
- Figures band (3-4 numbers)
- Personal and Corporate insurance cards
- Sector tiles
- "Why Sanad" (3 points)
- Latest news (3 posts)
- "Talk to us" call to action
- Full footer with contact details, links, legal pages and social icons

PAGES
1. Home
2. About us
3. Personal insurance: overview plus separate pages for Home, Medical, Motor, Travel, Life
4. Corporate insurance: overview plus separate pages for Property, Marine, Group Medical, Motor Fleet, Engineering (CAR/EAR), Liability, Fidelity Guarantee
5. Sectors we serve
6. Claims
7. News & insights (blog)
8. Contact: form, Google Map, phone, WhatsApp
9. Book a call-back / Request a quote
10. Privacy policy, Terms, Complaints
All service pages use one reusable template. We provide the text.

IMAGES
- Source about 20-25 high-quality, royalty-free images from Unsplash or Pexels, licensed for commercial use: the homepage hero, one per service page, sectors, About and Claims
- Professional, corporate style (offices, people, buildings, ports, construction, vehicles) in a consistent look that matches our navy and blue
- Crop, resize and compress every image (WebP) for fast loading
- Send us the image selection for approval at milestone 1
- Don't reuse our old site's images; they are low resolution

FUNCTIONALITY
- Fully responsive (mobile, tablet, desktop)
- Quote and call-back forms that email us AND save every submission in the WordPress dashboard, with anti-spam
- WhatsApp click-to-chat button and click-to-call phone number on every page (sticky on mobile)
- "Request a Quote" and "Speak to an Advisor" buttons repeated on every service page
- On-page SEO, XML sitemap, Google Analytics 4 and Search Console setup
- 301 redirects from the old site's main URLs (we will supply the list)
- SSL, security hardening, automatic backups
- Page speed: 80+ mobile score on Google PageSpeed
- Cookie/privacy notice
- We must be able to edit text, images, services and news ourselves without coding

LEAD CAPTURE, CRM AND FUTURE AI (IMPORTANT)
- All forms (quote, call-back, contact) use the same structured fields: name, company, phone, email, insurance type, personal or corporate, preferred contact time, message, and source page
- Connect the forms to a free CRM (HubSpot free CRM or Zoho CRM free edition) so every lead lands there automatically, as well as in WordPress and our email
- Add free UTM/source tracking so we can see where each lead came from (Google, social, direct)
- Install a free live-chat widget connected to the same CRM (e.g. HubSpot chat)
- Build the site so an AI chatbot can be added later without a rebuild. No AI build is required now; just keep the site clean and avoid plugins that would block it

RULES
- Free or properly licensed themes and plugins only. No nulled software.
- Any paid licences are bought in Sanad's name, and all admin and hosting access stays with us.
- Build on GoDaddy staging first, then go live.

DELIVERABLES
- Live website on our GoDaddy hosting
- A 45-minute recorded training session (Zoom)
- A handover list of logins, plugins and licences
- 30 days of post-launch bug fixing

MILESTONES
1. Homepage built on staging and approved (desktop and mobile): 25%
2. All pages, service template and blog complete: 35%
3. Forms connected to CRM, live chat, SEO, redirects and speed optimisation complete: 20%
4. Go-live, training, handover: 20%

TIMELINE: 3-4 weeks.

WHO WE'RE LOOKING FOR
- A portfolio of corporate or professional-services WordPress websites (please send links)
- Experience deploying to GoDaddy
- Clear English, with some overlap with Jordan working hours (UTC+3)

TO APPLY, ANSWER THESE:
1. Share 2-3 live corporate websites you built.
2. Which theme and plugins will you use?
3. How will you hit 80+ on mobile PageSpeed?
4. Which CRM do you recommend (HubSpot or Zoho), and have you connected WordPress forms to it before?
5. Can you deliver everything listed for $800 fixed? If not, what would you cut?

Please start your proposal with the word "Sanad" so we know you read this post.

We are looking for an experienced GoHighLevel (GHL) specialist to manage and optimize our CRM, sales funnels, and marketing automation. The ideal candidate should have hands-on experience setting up workflows, managing leads, building funnels, and automating follow-ups to improve business growth.

Responsibilities:

Set up and manage GoHighLevel CRM.
Build automated workflows, email and SMS campaigns.
Create landing pages, funnels, and forms.
Manage pipelines, calendars, and appointment bookings.
Set up lead nurturing and follow-up automation.
Integrate third-party tools and manage reporting.
Troubleshoot issues and improve existing systems.
Requirements:

Proven experience with GoHighLevel.
Strong knowledge of CRM and marketing automation.
Experience with funnels, workflows, and lead management.
Good communication and problem-solving skills.
We are looking for someone reliable who can work independently and support our long-term business growth.

Please share examples of your previous GoHighLevel projects and relevant experience when applying.

We need a specialist to build and maintain an automated social publishing workflow using n8n and AI tools. The work includes connecting social platforms, creating reliable automation flows, troubleshooting issues, and improving performance over time. You should be comfortable working independently, communicating clearly, and helping keep the system stable and efficient.
I’m looking for an experienced n8n / AI automation specialist to build an automated content creation and social publishing system.

The goal is simple:

Input → AI content creation → branded visual/video → approval → automatic publishing → performance tracking

What I need

The system should:

Accept an input such as a topic, market event, dashboard event, article or short briefing.

Use AI to create platform-specific content for:

X

LinkedIn

Telegram

Instagram

TikTok

YouTube Shorts

Create appropriate media:

Branded static images

Simple carousels where appropriate

Short faceless vertical videos with captions/voiceover where appropriate

Send the finished content to me for approval before publishing.

I run a bookkeeping agency for e-commerce businesses. I need a commission-only outbound sales person to cold call CPAs and small business owners (Shopify/Amazon/multi-channel e-commerce stores under $1M revenue).

What you do:

- Cold call CPAs to close referral partnerships

- Cold call e-commerce store owners to close monthly retainers

- Log every call in my HubSpot CRM

- Qualify and close. I handle onboarding and ongoing client relationships.

Comp: 15-25% of first-year client revenue per closed deal. No base, no draw.

Requirements:

- Must have done B2B cold calling before (not just email or LinkedIn)

- Must work from my CRM and email (I provide access)

- Must be available for a 10-min screening call next week

We are hiring a full-time, hands-on Digital Marketing & Lead Generation Specialist for a growing B2B services organization. You will own day-to-day execution across HubSpot CRM, Google Ads, GetResponse, Canva, Adobe, and sales enablement. This is an individual contributor role, not an agency or strategy-only consulting position.

Schedule: 40 hours/week, Monday–Friday, 8:00 AM–4:00 PM Pacific Time. Must be reliably available for live collaboration during these hours (including seasonal Pacific time changes). Long-term remote engagement.

Responsibilities:
• HubSpot: maintain CRM data and prospect segmentation; create forms, workflows, email sequences and dashboards; help the sales team track qualified leads and pipeline.
• Google Ads: build and optimize search campaigns, keywords, targeting, ad copy, landing pages, and conversion tracking; report spend, cost per qualified lead, and performance.
• GetResponse / email: build newsletters, automated nurture campaigns and templates; manage audiences and analyze delivery, engagement and conversions.
• Design: produce polished B2B ads, social graphics, brochures, capability statements, flyers and sales collateral with Canva and Adobe Creative Cloud.
• Lead generation: research B2B target accounts and decision-makers, organize compliant prospect lists, support sales outreach, and coordinate follow-ups.
• Content: maintain marketing/landing page content, create LinkedIn posts and support practical SEO and campaign copy.

Requirements:
• 3+ years of relevant digital marketing experience preferred.
• Demonstrated hands-on HubSpot CRM experience, Google Ads campaign management, Canva, Adobe Creative Cloud and GetResponse or comparable email platform.
• B2B lead generation experience, excellent written English and strong spreadsheet/reporting skills.
• Ability to work independently and communicate during the required Pacific schedule.

Preferred: B2B services, security, facilities management or professional-services marketing experience; LinkedIn prospecting; marketing automation and AI productivity tools.

Ongoing deliverables and review criteria:
• Maintain an accurate, usable HubSpot marketing pipeline and campaign records.
• Launch and manage approved ad/email campaigns with working tracking and share weekly performance reporting (spend, leads, qualified leads, CPL and follow-up activity where data is available).
• Deliver assigned sales collateral and campaign creative on agreed deadlines.
• Document campaign changes, next steps and blockers; collaborate with sales on lead handoffs.
• Results will be evaluated against mutually agreed campaign goals and available baselines—not a promised lead volume before budgets and baseline data are established.

To apply, include relevant campaign metrics, samples of your own design work, HubSpot workflow examples, expected hourly rate, and confirmation of 8 AM–4 PM Pacific availability.

Hi,

I'm looking for an experienced HubSpot CRM specialist to **audit, complete, optimise and test the CRM foundation for I-denty**, my personal development and reinvention platform.

We already have a HubSpot account with some initial configurations, but the previous freelancer has not completed a fully validated, operational setup. I need someone who can assess what's already there, retain what works, correct what's missing and deliver a reliable, scalable CRM foundation.

**Key expectations:**

1. **CRM audit and optimisation:** Review existing contact properties, lifecycle stages, pipelines, lists, segmentation, dashboards and configurations. Remove unnecessary duplication without losing useful data or test records.

2. **Customer lifecycle and segmentation:** Structure the CRM to support newsletter subscribers, free-trial users, paying members, cancelled subscriptions, workshop participants, individual programme clients and B2B opportunities.

3. **HubSpot and ActiveCampaign integration readiness:** Define how customer information, registration sources, consent, subscription status and relevant activity should flow from ActiveCampaign into HubSpot, with clear data ownership and no duplicate contacts.

4. **Funnel #1 tracking:** Prepare the CRM to track the complete journey from social acquisition and website signup through the free trial, paid conversion or cancellation. Include UTM/source attribution and a dedicated trial start date.

5. **Reporting:** Create practical dashboards showing leads by source, trial registrations, trial-to-paid conversions, cancellations, membership/customer status and relevant B2B opportunities.

6. **Testing and handover:** Demonstrate the configuration using retained test contacts and realistic scenarios, document the setup, and provide a clear handover so I can manage the CRM independently.

**Important:** The website and payment integration is still being developed. I expect all standalone HubSpot configuration and simulated testing to be completed now, without waiting for the website to be ready.

I'm looking for someone who can take ownership of the HubSpot architecture, work efficiently with the existing setup and provide a clear fixed-price proposal with deliverables, timeline and acceptance criteria.

Could you let me know your experience with similar HubSpot and ActiveCampaign implementations, your availability, and how quickly you could audit the existing account and complete the outstanding work?

Thank you.

Web Design Brief / Info in attachment too

Overview

wildforstem.com is currently a Wordpress site.
Our team (with no website skills) have updated and designed a new website on Squarespace over recent weeks.
The new Squarespace site has updated information and pages, but requires improved design and professional layout.
Mobile compatibility and conversion optimisation required
The existing url needs to be migrated from Wordpress to Squarespace
New site needs to be easy to update by our non technical team


About WILD for STEM

WILD for STEM is a social enterprise based in Australia. Our mission is to support the retention and advancement of women leaders in Australia’s STEM sector.

We deliver professional development programs for women leaders in science, technology, engineering and maths (STEM) designed to support their career advancement and board readiness. We connect women leaders and provide a supportive professional and national community for high performing technical women leaders.

We partner with innovation focussed organisations such as start ups, industry, universities and government. We also offer scholarships and are committed to supporting women from underrepresented backgrounds e.g. culturally diverse and rural/regional.
Our flagship program is the WILD Program. It has a been very well received by 100+ women since 2019 and is our organisations only main focus in terms of current program delivery and revenue in 2027.
Our major government funding has concluded so we are reliant on partner and sponsor income for revenue. This is why we need an updated and professional looking website. Given our themes of ‘STEM’ and ‘innovation’ we want the site to have this type of feel, as well as consistency with our own branding.

Key audiences
Women leaders in STEM
University leaders
Corporate executives
Founders
HR/ People and culture
Investors

Objectives

Build brand credibility - Position WILD as a leading organisation advancing women in STEM leadership
Communicate our value - Clearly articulate the benefits of our programs for participants and employers
Generate enquiries - Increase program and partnership enquiries
Demonstrate impact - Showcase measurable outcomes, participant stories and partnerships

Task

Update the website design for a polished, consistent and professional appearance
Improve images, headings or flow of content to ensure the site is high performing and attracts partners and enrolments.
Ensure clear messaging through out (sometimes audiences don’t quite get what we do)
Suggest clear and targeted CTA strategy for relevant pages.
Migrate URL from Wordpress.
Link enquiries to hubspot. Any other integrations as needed (cookies?).


Scope

Seeking proposals of 10-20 hours. Completion within up to 10 days from commencement (all subject to discussion).

Timezone
Work with Australian (Melb) timezone for meetings.

We’re seeking a HubSpot AEO and SEO specialist to help improve our rankings, implement technical updates, create blog content, and develop new ideas to increase discoverability. The right freelancer will support ongoing optimization efforts, identify opportunities for growth, and help strengthen our presence in search results. This is a long-term role for someone who can work independently, communicate clearly, and contribute practical strategies that drive measurable improvements over time.

# Operations & Systems Assistant – Breezeway & HubSpot

**Hospitality / Property Management / Short-Term Rentals**

**Part-Time | Up to 20 Hours/Week | Remote | Worldwide**

## About Us

We are an international furnished apartment rental and property management company operating across Canada and Latin America.

We manage a growing portfolio of furnished apartments and use various operational platforms to coordinate property management, housekeeping, maintenance, guest services, and internal procedures.

We are looking for an experienced **Operations & Systems Assistant** to help us organize, optimize, and maintain two important platforms: **Breezeway and HubSpot Knowledge Base**.

This is not a traditional virtual assistant position. We need someone comfortable working directly with operational software, building structured workflows, organizing information, and improving processes.

## 1. Breezeway – Property Operations Management

**Our main priority is to properly configure, organize, and optimize Breezeway for our property management operations.**

Responsibilities include:

- Review and organize our existing Breezeway setup.
- Create and improve housekeeping, inspection, and maintenance task templates.
- Develop standardized operational checklists for different property types.
- Organize property-specific instructions, notes, and operational information.
- Help configure recurring tasks and operational schedules.
- Review task assignments, priorities, and workflows.
- Assist with setting up task automation and operational triggers where supported.
- Standardize task naming, categories, and descriptions.
- Review how tasks are created, assigned, monitored, and completed.
- Identify missing checklists, duplicated tasks, and inefficient workflows.
- Help improve quality control and inspection procedures.
- Test configurations before implementation.
- Document procedures so our internal Operations team can maintain the system independently.

**Our goal:** Create a clean, scalable Breezeway environment that allows our Operations team to manage a large portfolio of furnished apartments efficiently and consistently.

## 2. HubSpot – Internal Knowledge Base Management

We also need someone to maintain and improve our internal HubSpot Knowledge Base and operational documentation.

Responsibilities include:

- Create, edit, and organize Knowledge Base articles.
- Structure content into logical categories and sections.
- Format operational procedures into clear, easy-to-follow instructions.
- Convert existing documentation into standardized standard operating procedures (SOPs).
- Review existing articles for outdated or duplicated information.
- Improve article titles, organization, readability, and consistency.
- Maintain clear documentation for operational processes, guest services, housekeeping, maintenance, and other departments.
- Help ensure internal teams can quickly find accurate information.
- Coordinate with department managers to obtain missing or updated procedures.
- Maintain a consistent documentation structure across the organization.

**Our goal:** Build an organized, reliable, and searchable knowledge base that our team can use to resolve operational questions and follow established procedures.

## 3. General Systems & Administrative Support

- Organize operational data and documentation.
- Follow implementation instructions and project priorities.
- Track assigned tasks and deadlines.
- Provide weekly progress updates.
- Identify problems and recommend improvements.
- Perform quality checks before marking work as completed.
- Coordinate with our Operations and Management teams.
- Support additional software configuration and administrative projects when needed.

## Required Qualifications

- Proven hands-on experience with Breezeway, preferably in vacation rentals or property management.
- Experience with HubSpot or another knowledge management or documentation platform.
- Understanding of housekeeping, maintenance, inspections, and property operations.
- Experience creating operational checklists, workflows, and SOPs.
- Excellent attention to detail.
- Strong organizational and problem-solving skills.
- Excellent written English.
- Ability to work independently and follow detailed instructions.
- Comfortable with remote collaboration and task management tools.

## Preferred Qualifications

- Previous experience with a vacation rental management company.
- Familiarity with Guesty, Hostaway, or similar property management systems.
- Experience configuring task automation and recurring operational workflows.
- Experience organizing operational systems for companies managing 50+ properties.
- Familiarity with HubSpot CRM, Basecamp, and Google Workspace.
- Experience supporting distributed housekeeping and maintenance teams.

## Work Arrangement

- Remote, worldwide.
- Up to 20 hours per week.
- Flexible working hours, with availability for scheduled team meetings.
- Hours tracked through DeskTime.
- Initial onboarding and system review, followed by ongoing configuration, optimization, and maintenance.
- Potential for a long-term working relationship.

## What Success Looks Like

Within the first 30–60 days, we expect the selected candidate to:

1. Review and document our existing Breezeway configuration.
2. Identify organizational problems and improvement opportunities.
3. Create or improve standardized housekeeping, inspection, and maintenance checklists.
4. Help organize and implement operational task workflows.
5. Review the structure of our HubSpot Knowledge Base.
6. Begin cleaning, updating, and organizing existing articles.
7. Establish a simple system for tracking completed work and outstanding improvements.

## How to Apply

Please answer the following questions:

1. How much hands-on experience do you have with Breezeway? Describe exactly what you have configured or managed.
2. Have you created housekeeping, inspection, or maintenance workflows inside Breezeway?
3. Have you worked with HubSpot Knowledge Base or other internal documentation systems?
4. Which property management systems have you used (Guesty, Hostaway, etc.)?
5. Can you share examples or screenshots of operational checklists, SOPs, or systems you have built? Please remove any confidential client information.
6. What is your hourly rate, and how many hours per week are you available?

**Important:** We are specifically looking for candidates with practical operational software experience, not general virtual assistants who only perform data entry.

We value reliability, accuracy, initiative, and the ability to improve existing systems rather than simply follow instructions.

US-based and Eastern time are required. Florida, Treasure Coast or South Florida strongly preferred.

Doctor Dredge is a marine dredging contractor on Florida's Treasure Coast. We clear canals, boat slips and marina basins for waterfront homeowners, marinas and HOAs. The owner runs the crew; you run the office side with him, remotely.

This is a long-term, part-time role, about 20 hours a week to start, growing with the business. You must be available 8:00 AM to 12:00 PM Eastern, Monday to Friday, every day.

What you will do

1. Mornings in the phone system (Quo) and HubSpot: work every inbound call and voicemail from the previous day. Complete the contact record, capture the property address, set the lead status, create the deal, and call the customer back.

2. Outbound calling from lists we give you: marinas, marine construction firms, canal-front homeowners. You book a conversation for the owner; you do not close.

3. Keep HubSpot clean: duplicates merged, spellings confirmed with the customer, every record with an address.

4. Send the owner a five-line report by text at the end of every shift, including quiet days.

5. Coordinate with the office team in Connecteam.

You are a fit if you

1. Have done appointment setting, inside sales, SDR or customer-facing phone work with affluent, busy customers. Boating, marine, real estate or home-services experience is a plus.

2. Have used HubSpot or another CRM daily. You will be tested on this.

3. Send a short update without being asked, and say so early when a deadline is at risk. This matters more to us than any tool.

4. Have a quiet workspace, reliable internet and a headset.

How we hire

1. Shortlist from applications and your answers below.

2. A paid two-hour trial task (ten messy CRM records; tell us what is wrong and what you would do first), returned within 48 hours.

3. A 20-minute video call with our operations lead and the VP of Sales.

4. Final call with the owner. Then a paid 30-day trial.

Rate: $20–$28 per hour depending on experience. Hourly contract, weekly limit set at 20 hours.

The project

We operate a booking platform for travel professionals. Hundreds of travel agents have created accounts with us, and a large share of them have never made a first booking. Not because they lost interest, but because nobody has called to walk them through what the platform can do for their clients.

We are hiring someone to work through that list and start conversations.

This is warm outreach, not cold calling. Everyone on your list already signed up and asked for access. You are calling to introduce yourself, find out what they are working on, and connect them with the right next step.

What each call is trying to accomplish. Any one of these counts as a win:

Offer to quote a trip. Ask what they are searching for right now and offer to have our team pull property options and pricing for a live client request.

Help with a booking. Walk agents through search, pricing, and checkout, and flag anything that is blocking them.

Add team members. For agents who work at an agency, offer to get their colleagues added under the same account.

Book a training session. Schedule agency teams into a dedicated platform walkthrough, or point solo agents to our recurring group training.

Scope of work

Work through a prioritized contact list, roughly 60 to 80 dials per day

Confirm each contact's details and agency affiliation, and learn about their client mix and booking volume
Offer quotes, booking help, team account setup, and training scheduling on every call

Send short follow-ups by email or text with resources, quote requests, and calendar invites

Dial through Dialpad and log every call, note, and outcome in HubSpot

Escalate technical issues and larger opportunities to our internal team lead

Send a brief weekly summary: dials, connects, outcomes, common questions, and objections you are hearing

What we're looking for
1+ years in phone-based sales, inside sales, customer success, member services, or travel agency support

A warm, professional phone presence and the ability to build rapport fast with experienced professionals
Stamina for a full day of dialing and the organization to stay on top of a long list

Clear, quick written follow-up
Comfortable working inside a CRM and a cloud phone system. We use HubSpot and Dialpad and will provide logins and a short onboarding.

Full-time availability for the length of the contract, plus reliable internet and a quiet place to call from

Customer Service / Sales & Dispatch Specialist – SUPERVISORY EXPERIENCE REQUIRED

Remote | Full-Time | $5 USD/Hour | 40 Hours/Week | Long-Term Opportunity

We are looking to hire two experienced, proactive, and highly responsible professionals to join our remote Customer Service, Sales & Dispatch team.

This is not a traditional customer service position. Our team members are responsible for actively generating sales, managing reservations, coordinating transportation services, monitoring daily operations, and ensuring that every client request is handled accurately and efficiently.

We are particularly interested in candidates with PREVIOUS SUPERVISORY experience: WHO CAN WORK INDEPENDENTLY, make decisions, and TAKE FULL OWNERSHIP OF THEIR RESPONSIBILITIES.

Our operations run across multiple shifts, including evenings, nights, and weekends (U.S. Central Time).

RELIABILITY, sound judgment, ATTENTION TO DETAIL, and ACCOUNTABILITY are essential.



Key Responsibilities

1. Sales & Reservations
-Actively sell transportation services through inbound/outbound calls, live chat, and HubSpot tickets.
-Prepare accurate quotes, follow up with leads, close reservations, and identify upselling opportunities.
-Manage bookings, modifications, cancellations, and customer requests.
-Meet individual sales goals and contribute to team performance.

2. Customer Service & HubSpot
-Use HubSpot Help Desk to manage customer inquiries, tickets, and follow-ups.
-Take full ownership of tickets, ensuring timely responses, accurate information, and proper resolution.
-Communicate professionally with clients, drivers, affiliates, and internal teams.

3. Dispatch & Operations
-Monitor and coordinate reservations, drivers, and transportation services using Limo Anywhere.
-Verify trip details, send driver reminders, and proactively prevent service issues.
-Handle last-minute changes, escalations, and unexpected situations independently.
-Ensure accurate follow-through and smooth handoffs between shifts.


**4. Independent Decision-Making & Operational Ownership**
This is one of the most important aspects of the position.
We need professionals who take initiative rather than wait for instructions.
-Manage daily responsibilities independently with minimal supervision.
-Prioritize urgent tasks and make sound decisions under pressure.
-Double-check quotes, reservations, and operational details to prevent errors.
-Identify and resolve issues proactively, escalating critical situations when necessary.
-Take responsibility for completing tasks and ensuring nothing is missed or unnecessarily passed to the next shift.
-Maintain high operational standards and accountability throughout the shift


Required Qualifications
- Previous experience as a Supervisor, Team Lead, Senior CSR, or similar role (mandatory).
- Experience in customer service, phone sales, reservations, or dispatch operations.
- Strong sales skills, including inbound/outbound calls, follow-ups, and closing bookings.
- Excellent spoken and written English.
- Ability to work independently, make decisions, and take ownership without constant supervision.
- Strong problem-solving, multitasking, organizational skills, and attention to detail.
- Comfortable using CRM systems, ticketing platforms, and reservation software.
- Reliable internet, quiet workspace, and equipment for professional calls.
- Flexible availability for overnight shifts, weekends, and holidays (U.S. Central Time).
- Verifiable professional references upon request.

Preferred Qualifications
- Experience in luxury transportation, limousine services, hospitality, or logistics.
- Familiarity with HubSpot Help Desk, Limo Anywhere, or AddOns.
- Experience working with U.S. clients, drivers, vendors, or affiliates.

Training on our internal systems and procedures will be provided.

Schedule
- 40 hours per week
- Full-time, long-term position
- Flexible scheduling based on operational needs
- Availability for evening, overnight, and weekend shifts may be required
- All shifts are scheduled according to U.S. Central Time (CT)
Candidates MUST BE EXPERIENCED working independently during shifts with limited direct management supervision.

Compensation & Benefits
- $5.00 USD per hour
- 3-month probationary period
- Eligibility for performance-based bonuses and commissions after successfully completing the first 3 months, subject to company policy
- Long-term career opportunity
- Professional training and development
- Potential for additional responsibilities and career advancement based on performance.

How to Apply
To be considered, please submit:
1. Your updated resume, including previous supervisory experience.
2. A brief description of your experience with phone sales, customer service, and/or dispatch operations.
3. Details of any CRM, ticketing, or reservation systems you have used.
4. Your availability to work U.S. Central Time shifts, including overnight and weekends.

IMPORTANT: All applications and communication must remain exclusively on Upwork. Please do not contact our company through email, phone, social media, or other external channels. Applications submitted outside Upwork will not be considered.

We’re looking for a deep dive into our current SEO performance, including:

* Technical SEO: Identify and prioritize technical issues affecting crawlability, indexing, site speed, Core Web Vitals, site architecture, and overall search performance.
* Local SEO & Google Business Profiles: Audit and optimize our Google Business Profiles across 25 clinic locations to improve visibility in local search and Google Maps.
* On-Page SEO: Review website structure, metadata, headings, internal linking, content quality, and keyword targeting.
* Keyword & Competitor Research: Identify high-value keywords and opportunities to outperform competitors in our markets.
* Website & Content Strategy: Evaluate our existing content and identify opportunities to improve rankings and attract families searching for ABA therapy and autism-related services.
* Cloudflare & Technical Infrastructure: Review Cloudflare configuration and identify any potential issues affecting SEO, site performance, crawling, or indexing.
* Multi-Location SEO Strategy: Develop a strategy for improving organic visibility across our 10-state footprint, with a focus on local search and generating qualified inquiries.
* Analytics & Conversion Tracking: Review our current tracking setup and identify opportunities to better measure organic traffic, conversions, and lead generation.

About ClearEcho

ClearEcho is a Reddit marketing and community-building agency helping startups and online businesses build trust, reach relevant communities, and generate demand through Reddit.

We work with AI startups and funded companies, helping them build meaningful community presence and turn it into a competitive advantage.

We’re looking for a sales partner who can take complete ownership of our sales process, from identifying our ideal customers to closing paying clients.

This isn’t just an appointment-setting role. You’ll own the entire sales process from A to Z.

What You’ll Be Responsible For

1. ICP Research & Sales Strategy

* Understand our services, positioning, and target market.
* Research and define our ideal customer profile (ICP).
* Identify the industries, company sizes, funding stages, and decision-makers most likely to need our services.
* Develop a focused outbound sales strategy.

2. Lead Generation & Prospecting

* Build targeted prospect lists using tools such as Apollo, Clay, LinkedIn, or similar platforms.
* Research companies and identify relevant decision-makers.
* Find prospects with a genuine need for Reddit marketing and community building.
* Continuously improve lead quality and targeting.

3. Cold Email Outreach

* Develop personalized cold email campaigns.
* Manage outreach, follow-ups, and prospect responses.
* Test messaging and value propositions to improve conversion rates.
* Generate qualified sales opportunities rather than simply maximizing email volume.

4. Sales Calls & Closing

* Conduct discovery calls with potential clients.
* Understand prospects’ business challenges and growth objectives.
* Present ClearEcho’s services in terms of business value and outcomes.
* Handle objections, negotiate pricing, and close deals.
* Follow up with prospects and manage opportunities until a decision is reached.

5. End-to-End Sales Ownership

You’ll manage the complete sales cycle:

ICP research → Lead generation → Prospect research → Cold email outreach → Meeting booking → Sales calls → Negotiation → Closing.

We want someone who can build a sales pipeline from scratch, execute independently, and take ownership of revenue generation.

Our Deal Size

Our typical engagement value ranges from $2,000 to $8,000 per client.

You’ll be selling B2B marketing services to startups and businesses that can benefit from Reddit marketing and community building.

We’re looking for someone who understands consultative selling and can communicate the business value of our services rather than simply pitching deliverables.

Compensation

Commission-only partnership. No fixed salary.

Our commission structure rewards the revenue you generate.

* 50% commission on the first $6,000 in cumulative collected revenue.
* 10% commission on cumulative collected revenue above $6,000.

Commission is calculated on revenue collected from clients you personally source and close.

Commission attribution, payment timing, and the treatment of refunds will be documented in our agreement before the engagement begins.

Who We’re Looking For

* Proven experience in B2B sales, preferably for marketing agencies, SaaS companies, or consulting businesses.
* Experience managing the complete sales cycle, from prospecting to closing.
* Strong cold email outreach and lead-generation skills.
* Ability to research ICPs and identify qualified prospects independently.
* Confidence conducting sales calls with international clients, particularly US-based founders and decision-makers.
* Excellent written and spoken English.
* Strong negotiation, follow-up, and objection-handling skills.
* Familiarity with tools such as Instantly, Apollo, Clay, Smartlead, or HubSpot.
* A self-driven, revenue-focused mindset.

Most importantly, you must be able to sell and close—not just generate leads.

This Role Is Not for You If

* You only know how to send cold emails but cannot close deals.
* You require a fixed salary regardless of performance.
* You rely on generic, mass-produced outreach without researching prospects.
* You have no experience conducting B2B sales calls.
* You expect us to provide a ready-made pipeline of qualified leads.



We value proven execution over impressive profiles.

If you can research the right market, build a pipeline from scratch, conduct sales calls, and turn prospects into paying clients, we’d like to hear from you.

I will hire a detail-oriented research assistant to take an existing list of pre-selected universities and business schools (provided in a Google Doc/Sheet) and turn it into a clean, structured Google Sheet ready for import into HubSpot. For each institution, you will verify basic details on the official website, confirm that they offer online and English-taught business/management programs, and complete a small set of columns. You are not creating a new list, only structuring, checking, and enriching my existing one. The project is fixed-price ($500), split into 10 milestones of 25 institutions each, with payment released after I review and approve each batch.

Hello,

We are **Lume CRM**, a Canadian SaaS company providing management software for service-based businesses, primarily in the construction industry.

We are looking for a **full-time, French-speaking employee (40 hours/week)** to join our team long-term.

**1. Customer Support (Email & Slack)**

Your main responsibility will be assisting our customers with their day-to-day questions and issues related to Lume CRM.

- Respond to customer inquiries in French via email and Slack.
- Help customers navigate and use the CRM effectively.
- Troubleshoot issues related to CRM features, settings, and workflows.
- Guide customers step by step when they need assistance.
- Follow up on unresolved issues and escalate technical problems when necessary.

Most of our customers are construction and service business owners, so clear communication and patience are essential.

**2. CRM Data Migration & Importation**

Whenever a new customer signs up for an annual plan, our team will assign you a data migration task.

- Transfer customer data from their previous CRM (Jobber, HubSpot, Salesforce, etc.) into Lume CRM.
- Export, clean, organize, and import data using CSV or Excel files.
- Ensure customer information is accurately transferred.
- Identify and resolve missing data, duplicates, or import errors.
- Complete each migration within the deadline assigned by our team.

**Requirements:**
- Fluent French (written and spoken) is mandatory.
- Previous experience in SaaS customer support.
- Experience migrating data between CRM platforms.
- Strong technical skills, attention to detail, and problem-solving abilities.
- Ability to work independently and consistently meet deadlines.

We are looking for a **dedicated, long-term team member**, not a project-based freelancer.

We need a freelancer to help integrate HubSpot and Salesforce.com and automate contact and opportunity creation when MQLs move from HubSpot to Salesforce. The work includes setting up the connection, configuring data mapping, testing the workflow, and ensuring records are created accurately and consistently. Significant Experience with Salesforce.com and HubSpot integrations and automation is I must have. Please share relevant examples of similar projects and indicate any gotchas that many initial integrations miss.

We use HubSpot to track our existing clients, and we need a system to communicate with them regularly by email. The staff who were looking at this for me have left.
We would like to expand this database for enquiries received, and send out newsletters etc and this hasn't been done.
We work in our in Surry Hills

-Fluent, clear spoken and written English
-Experience in sales follow-up, appointment setting or customer service for US clients
-Home services experience is a big plus
-CRM experience (Jobber, Housecall Pro, ServiceTitan, HubSpot) is a plus
-Reliable internet, a quiet workspace and a good headset
-Available during US Central Time business hours (Dallas, TX)

I need a guide to help me set up Make.com account with AI agents and Workflows for B2B enterprise clients.
Specifically I need help with setting up Claude correctly and then setting up Make.com correctly to create the scenarios/workflows (integrating with HubSpot, Google Drive, Wordpress, LinkedIn) to accomplish the following:
- Weekly Competitor Research
- Weekly Blog post + LinkedIn (social) Posts
- Wordpress blog post / web page for SEO/AEO
- HubSpot Email
- Event signups and email nurture

We're Tangle, a venture studio. Clients pay us a fixed fee, we build them an operating company, and they keep all the equity. Most people who want to own a business never get a real path to it. We built one. Show up with an idea or don't; our own in-house AI models handle the ideation, validation and modeling, then our team builds the company and takes it to market. Several hundred people applied to work with us this year and we're growing fast.

We need one person at the center of it: the person our clients know best, and the person our founders lean on to keep every build on track. This is a Swiss Army knife seat. Client relationships, project management, dashboards, onboarding, social, newsletter, events. If you want a narrow job, this isn't it.

What you'll own

Client engagement

Point of contact for every client from signature through delivery

Daily touch with active clients, weekly written status updates

Answer questions same day, route technical ones to our AI team, close the loop

Run kickoff calls and phase handoff presentations with the founders

Spot upsell openings and bring them to the CEO (you're paid commission on these)

Collect testimonials, case studies and referrals at the right moments

Project management

Own the delivery board: every deliverable has an owner, a date and a real status

Daily sync with our Chief AI Officer and fulfillment team on what's blocked, at risk, done

Quality check every deliverable before it goes out
Track scope against the signed agreement and flag creep early

Coordinate specialists and vendors on builds

Run the weekly internal delivery review

Dashboards and deliverables

Turn our research and analysis outputs into clean client-facing dashboards and visualizations
Maintain the client file database: versioned, organized, findable
Own the client portal setup for each engagement
Build deliverable templates so quality goes up and time goes down

Onboarding

Own onboarding from contract to kickoff
Build and maintain intake questionnaires (in Lovable, with our AI team), welcome packets, and short walkthrough videos
Chase completion, review answers for gaps, set expectations on timelines and cadence

Social media

Own Tangle's LinkedIn presence and build it from where it is today
Content pillars, weekly planning, daily posting and engagement
Ghostwrite founder posts in their voice
Flag warm inbound to sales same day
Simple weekly reporting

Newsletter and campaigns

Own the newsletter (Beehiiv): cadence, content, list growth, numbers
Run reactivation campaigns to past applicants and prospects
Nurture sequences in HubSpot, past-client touches, referral and testimonial asks
Weekly campaign report

Sales support and events

Sit on sales calls with the CEO as backup, own notes and follow-ups
Prep the CEO before calls, keep the CRM current, draft proposal inputs
Plan and run quarterly client dinners
Represent Tangle at conferences and trade shows when it makes sense

Founder's right hand

Take work off the founders' plates that a sharp operator should be handling
Keep process docs current, run the recurring internal cadences
Anything urgent and unowned

Requirements

Located in the United States (very ideal)

Real AI background: you use these tools daily and can talk about them credibly with smart clients

Experience owning relationships with clients paying $25K+

Project management experience with real deadlines and stakes

Can build a dashboard that makes complicated work look simple

Strong writer in a human voice (posts, updates, client emails)

Extremely personable. People like you fast and trust you faster.

Startup ready. We work six days a week and you should expect the same.

Bonus: prior venture studio experience

Compensation
We will chat on the call!

$35,000 to $60,000 base salary to start, depending on location + experience


Details
Full-time (potentially part-time to start / ramp), remote, US ideally, immediate start. Occasional travel. Reports to the CEO, works daily with the Chief AI Officer.

Moroesi Automations is a digital transformation hub. We are currently scaling our engineering bench to handle incoming B2B optimization pipelines across the e-commerce, real estate, and healthcare sectors.

We are looking for a reliable, long-term technical partner to handle backend fulfillment on a per-project milestone basis.

Scope of regular builds includes:
1. Connecting front-end chat flows (ManyChat/Voiceflow) to webhooks.
2. Parsing unstructured client data through the OpenAI API.
3. Securely mapping parameters into CRMs like HubSpot and Shopify.

Requirements:
- Strong experience with Zapier, Make.com, or custom Python data layers.
- Fully comfortable working under collaborative, white-label agency terms.
- Please share 1-2 video walkthroughs or case studies of live workflows you have deployed.

Please note: The budget listed on this post is purely a placeholder. We strictly utilize customized fixed budgets negotiated per project based on clear specifications. Please apply with your typical baseline project cost for a multi-step integration.

Only apply for this job if your English is perfect
Send a 3-4 min video of yourself explaining about your experience.
(We will not consider your offer without the video)

iOS Mobile App Developer – Twilio Voice, SMS, CRM Integration & UI/UX
We are looking for an experienced iOS Mobile App Developer with strong UI/UX design skills to build a private iPhone application for one of our clients. The app will not be published on the public App Store and will be distributed privately to authorized users.
Key Requirements:
• Develop an iPhone app supporting incoming and outgoing calls through Twilio Voice.
• Integrate Twilio SMS for two-way messaging.
• Connect to the client's CRM through APIs to retrieve and display customer information.
• Display CRM customer details during incoming and outgoing calls.
• Automatically log calls, SMS, and related activities in the CRM.
• Support incoming call notifications, including when the app is running in the background.
• Design a modern, professional, and intuitive UI/UX with smooth navigation and an excellent user experience.
• Set up private iOS app distribution without public App Store publication.
Qualifications:
• Proven experience developing iOS mobile applications.
• Strong experience with Twilio Voice, SMS, and CRM integrations.
• Excellent UI/UX design skills, including experience creating polished, user-friendly mobile interfaces.
• Experience with Salesforce, HubSpot, or similar CRMs.
• Ability to use AI development tools such as Cursor, Claude Code, or Codex to accelerate development.
• Ability to work independently and deliver within 2–3 weeks.
• Available to start immediately.
When applying, please provide:
1. Examples of iPhone apps you have developed, including screenshots demonstrating your UI/UX work.
2. Details of your Twilio Voice and SMS integration experience.
3. Your approach to private iOS app distribution.
4. Confirmation that you can complete the project within 2–3 weeks.
5. Your estimated cost and immediate availability.
We need someone who is both a strong developer and a skilled UI/UX designer, capable of delivering a polished, functional application quickly.

Harnyss.ai builds and runs automated marketing and business operations systems for its clients. This role is the technical engine behind that work. You will take client requirements from our account managers and turn them into working automation: agent workflows, tool connections, data pipelines, and scheduled jobs that run without supervision. 

Most of your time is spent building, testing, and repairing these systems - not in meetings and not in front of clients. The account manager owns the relationship and the brief; you own whether the thing actually works. On occasion, you will join a client call to answer a technical question or explain a constraint, but that is the exception, not the job.

Role Summary
* Build and maintain the automation that delivers client work.
* Translate account manager requirements into working workflows.
* Operate behind the scenes. Client contact is rare but possible.

What You Will Do

Build automation
* Create and update agent workflows and workflow templates.
* Configure datastores, schedules, and triggers.
* Write the prompts, logic, and data mappings that make a workflow run.

Connect tools
* Connect client platforms: CRM, ad platforms, analytics, CMS, chat, storage.
* Set up and test API and MCP connections.
* Fix broken authentication and failed connections.

Execute on client requirements
* Work directly with the account manager to scope each request.
* Turn a client ask into a task list, then into a working build.
* Deliver on the agreed schedule. Flag blockers early.

Maintain and troubleshoot
* Monitor scheduled runs. Find and repair failures.
* Test before release. Verify output quality against the brief.
* Keep a change log for every workflow you touch.

Client contact (occasional)
* Join a technical call when the account manager needs support.
* Explain a technical limit in plain language.
* This is less than 10% of the role.

Required Skills
* 4+ years in automation, integration, marketing ops, or a related technical role.
* Experience with workflow or automation platforms (n8n, Make, Zapier, or similar).
* Working knowledge of REST APIs, JSON, webhooks, and OAuth.
* Comfortable with prompt engineering and LLM-based tools.
* Able to read and write basic scripts (Python or JavaScript).
* Strong debugging habit. You isolate the cause before you change the code.
* Clear written communication. Async-first.

Preferred Skills
* Experience with AI agent frameworks or MCP servers.
* Familiarity with marketing platforms: HubSpot, Google Ads, GA4, LinkedIn Ads, Webflow.
* Experience in an agency or managed-services environment.
* Data work: spreadsheets, SQL, or reporting pipelines.

Logistics
* Remote. Overlap with US Pacific business hours required.
* Contract, hourly. Rate based on experience.
* Potential to grow into a larger or full-time role.

I'm trying to integrate HubSpot with CallRail and Google Ads and need a seamless integration. Please see the link video to the specific issue I'm trying to resolve. Any questions, let me know.

https://cln.sh/8f4n29xC

Pls give me a time frame and a fixed fee. I need ASAP
Thank you

We are a US cybersecurity and compliance platform built for automotive dealerships. Dealers are covered by the FTC Safeguards Rule, cyber insurance applications now ask for specific security controls, and small dealer groups rarely have anyone in-house to own it. Our entry offer is simple: a free online security assessment (17 questions, about ten minutes) and a free dealer account that includes a dark-web login exposure check and a website security scan. Your job is to get the right dealers to take it.

The program goal this quarter is 200 completed dealer assessments across all channels. You own the outbound pipeline that feeds it.

WHAT YOU WILL DO

Build and verify target lists: franchise and independent dealerships with 1 to 10 rooftops, starting in NC, SC, GA, VA and TN.

Reach the decision makers: dealer principal, general manager, controller or office manager, and the IT or compliance lead where one exists.

Run multi-touch outbound inside HubSpot: sequences, call tasks, LinkedIn touches and short personalized emails. No mass blasts.

Cold call during US Eastern business hours and get past front-desk gatekeepers. This vertical does not return generic voicemails.

Convert interest into completed assessments and booked 15-minute readout calls on our calendar.

Keep HubSpot clean: contact and company properties, lead status, deal stages, sequence enrollment and a weekly dashboard.

Report weekly: list size, sends, connects, reply rate, assessments completed, readouts held, and which hooks are working.

WHAT YOU BRING

3+ years of B2B outbound or SDR work with numbers you can show (list size, reply rate, meetings booked).

Hands-on HubSpot Sales Hub: sequences, workflows, lead scoring, custom properties and reports.

List building and enrichment with Apollo, Clay, Lusha, ZoomInfo or similar, with email verification before anything sends.

Deliverability basics: SPF, DKIM, DMARC, warm-up, volume ramp, bounce and complaint thresholds.

Compliance discipline: CAN-SPAM, TCPA and do-not-call rules for email and phone outreach.

Clear, confident spoken and written English for US phone calls.

Nice to have: automotive retail, cybersecurity, compliance, cyber insurance or managed IT background; HubSpot certifications; experience with a dialer such as Dialpad.

HOW WE WORK

You get a HubSpot seat, a company sending inbox, call scripts, email templates, objection handlers and a booking link. You work inside our systems and contact data stays in our CRM.

NDA before access. One 30-minute sync per week.

Hourly, about 20 to 30 hours per week, 3 months to start with extension likely. The first 30 days is a paid pilot with targets agreed in week one.

Performance bonus for every qualified dealer who completes the assessment and holds the readout call.

HOW TO APPLY

Start your proposal with the word "Rooftop" so we know you read this. Then include: two outbound campaigns you ran in HubSpot with their numbers, the tools you use for list building and verification, and your weekly availability in Eastern Time. Short proposals win.

We are seeking an experienced HubSpot consultant to conduct a comprehensive review of our current HubSpot setup, evaluate how we manage and nurture leads, and identify opportunities to improve our use of the platform. The consultant will assess workflows, lead scoring, lifecycle stages, and overall lead management processes, then provide actionable recommendations to optimize performance and support better lead nurturing.

Email Marketing Manager

We are a digital marketing agency building and running marketing campaigns for B2B, SaaS, and fintech clients across global markets. We are looking for an Email Marketing / Retention & Lifecycle Manager to own client email and lifecycle marketing from build through to results.

This is a production-led role. The core of it is taking a layout from Figma into Customer.io, HubSpot, or Brevo, wiring the automation behind it, launching it cleanly, and running the tests that make the next version better. You will be the person who makes sure the email renders correctly, fires at the right moment, and reaches the inbox.

Copy support is available. What matters most here is the build, the logic, and the discipline to test.

Long-term collaboration | 30–40 hours per week

Responsibilities

Campaign Production
Building email layouts from Figma designs into Customer.io, HubSpot, Brevo, and similar platforms;
Producing responsive, cross-client templates that hold up in Gmail, Outlook, and Apple Mail;
Maintaining reusable template and module libraries per client so production speeds up over time;
QA before every send, covering links, personalization tokens, rendering, and dark mode.

Automation & Lifecycle

Designing and building lifecycle flows such as onboarding, activation, reactivation, and retention;
Setting up triggers, conditions, delays, and exit rules so journeys behave the way the brief describes;
Mapping segments and audience logic against client CRM and product data;
Documenting how each flow works so the team can pick it up without reverse-engineering it.

Testing & Optimization

Running structured A/B and multivariate tests on subject lines, layouts, send timing, and offers;
Setting up tests with a clear hypothesis and enough volume to read the result;
Reporting on open, click, conversion, and cohort performance in plain language;
Feeding what worked back into templates, flows, and the next round of briefs.

Deliverability & Data

Monitoring deliverability, bounce rates, spam complaints, and sender reputation;
Maintaining list hygiene, suppression logic, and consent handling across clients;
Checking that tracking and attribution match what the analytics team sees before conclusions are drawn.

Outreach Support

Supporting compliant B2B outreach sequences in tools such as Lemlist, Instantly, Apollo, or Expandi;
Coordinating email and LinkedIn touchpoints so sequences run as one campaign;
Managing sending infrastructure, domain authentication, sender reputation, and email deliverability best practices.

Your First 90 Days

Month 1. Get access to client accounts, audit the existing templates, flows, and deliverability health, and produce a written picture of the current state.

Month 2. Build and launch your first full lifecycle flow plus a campaign calendar on at least one account, with a reusable template set behind it.

Month 3. Own the testing roadmap for your accounts, report results directly to clients, and bring at least one documented improvement to how we produce email across the agency.

Our Ideal Candidate

2–4 years building and running email programs in an agency, in-house team, or lifecycle marketing role;
Hands-on experience with at least one of Customer.io, HubSpot, Brevo, Klaviyo, or a comparable ESP;
Able to take a Figma layout and produce an email that renders correctly across major clients;
Comfortable with HTML and inline CSS for email, including where to fix things by hand;
Solid grasp of automation logic, segmentation, and triggers;
Experience running A/B tests and reading results honestly, including the inconclusive ones;
Careful with detail, since a broken link or a wrong merge tag reaches thousands of people at once;
English at Upper Intermediate or strong working level (must-have).

Nice to Have

Experience with fintech, forex, prop trading, payments, or another regulated vertical;

Familiarity with B2B outreach tools such as Lemlist, Instantly, Apollo, or Expandi;

Working knowledge of GA4, GTM, UTM governance, and server-side tracking;

Experience with webhooks, APIs, or event-triggered sends;

Understanding of SPF, DKIM, and DMARC;

Ability to write clean subject lines and body copy when needed;

Ukrainian alongside English.

What We Offer

Long-term, remote collaboration;
Consistent workload of approximately 30–40 hours per week;
Flexible schedule (results matter more than online hours);
Planned time off coordinated in advance;
Exposure to international fintech and B2B clients across multiple markets;
A supportive team and opportunities for professional growth;
Transparent communication;
Real impact on processes and outcomes.

📩 How to Apply

Please submit your proposal through Upwork and include:

A brief overview of your relevant experience;
The email marketing and automation platforms you've worked with;
Examples of email campaigns, templates, or lifecycle flows you've built;


We look forward to hearing from you!