Freelance hubspot manager projects online

Description

SUDHOFF is building a private Family Office Terminal for family offices with whom we have real relationships. We need a disciplined CRM operations specialist to clean and normalize records in Attio under a written rulebook and close supervision.

This is data stewardship, not lead generation. You will identify duplicates, normalize contact and company data, link people to family offices, flag missing fields, maintain batch logs, and help rationalize lists. You will not decide whether a person is a family office, infer investment mandates, delete records, merge records, or change the schema without approval.

You must be comfortable following strict evidence, privacy, access-control, and quality-assurance rules.

Responsibilities

- Audit people, family-office, company, and mandate records for duplicates and missing fields.
- Normalize names, titles, emails, phone numbers, locations, URLs, and approved classifications.
- Link records only when identity is supported by evidence.
- Prepare duplicate-merge recommendations for Diana.
- Inventory Attio lists and recommend keep, combine, archive, or investigate.
- Flag ambiguous identities, relationships, mandate facts, and classifications.
- Maintain before/after logs for every work batch.
- Produce a daily progress report and weekly quality report.
- Follow least-privilege and confidentiality requirements.

Required experience

- Hands-on CRM cleanup, migration, deduplication, or database operations.
- Strong spreadsheet/data-quality skills.
- Experience with Attio preferred; HubSpot, Salesforce, Airtable, or similar accepted if the candidate demonstrates fast learning.
- Excellent written English and clear documentation.
- Experience handling confidential contact or investor information.
- Ability to follow a field dictionary and escalate ambiguity instead of guessing.

🚀 **We’re Hiring: Lead HubSpot Solutions Architect / Expert**

CRM Experts Online is looking for a **serious HubSpot expert** who can do much more than configure fields and workflows.

We need someone who can **design the solution, configure the platform, understand the business problem, and confidently lead the client through it.**

This is a hands-on, client-facing role combining **HubSpot architecture, Sales Hub, Marketing Hub, automation, consulting, and solution design.**

You may be responsible for:

🔥 Serving as the **Lead HubSpot Architect** on client engagements
⚙️ Configuring HubSpot CRM, Sales Hub, Marketing Hub, workflows, pipelines, properties, automation, reporting, and integrations
📈 Designing sales processes that actually help sales teams sell
📣 Building and improving marketing automation, lifecycle stages, lead management, attribution, and campaigns
🧠 Translating business requirements into scalable HubSpot solutions
🎯 Running discovery sessions and recommending the right solution—not simply waiting for someone to tell you what to build
👥 Leading client meetings, demonstrations, training sessions, and solution reviews
🔍 Identifying opportunities to improve a client's CRM, sales, and marketing operations
🤝 Working with developers, project managers, sales professionals, marketers, and client leadership
🏗️ Taking ownership of the overall HubSpot architecture and helping ensure everything works together

### This role is VERY client-facing.

You will be expected to **turn your camera on, lead meetings, ask questions, explain your recommendations, challenge bad ideas when necessary, and communicate confidently with clients.**

If being on calls or leading conversations makes you uncomfortable, **please do not apply.**

We are not looking for someone who wants to sit behind the scenes waiting for tickets.

We want someone who can say:

**“I understand what you're trying to accomplish. Here's how I recommend we build it in HubSpot.”**

### The person we're looking for:

✅ Deep HubSpot experience
✅ Strong Sales Hub knowledge
✅ Strong Marketing Hub knowledge
✅ CRM architecture and solution-design experience
✅ Excellent communication skills
✅ Comfortable leading client meetings
✅ Able to understand business processes—not just HubSpot features
✅ Comfortable owning a solution from discovery through implementation
✅ Proactive, organized, and capable of working independently
✅ HubSpot certifications are strongly preferred

Experience with **AI, integrations, APIs, RevOps, Zoho, Salesforce, or other CRM platforms** is a major plus.

### 🎥 IMPORTANT — Loom Video Required

When applying, please send us a **short Loom video introducing yourself**.

Tell us:

• Who you are
• Your HubSpot experience
• The types of Sales Hub and Marketing Hub solutions you've built
• An example of a HubSpot implementation or architecture you're proud of
• Why you would be comfortable serving as the **lead architect in front of a client**

Don't worry about making the video perfect.

We want to see **how you communicate, how you think, and how you present yourself to a client.**

If you're the kind of person who loves HubSpot, loves solving business problems, and enjoys being the person in the room who can confidently say **“Here's how we should build this,”** we want to talk to you.

🚀 **Apply and send us your Loom introduction.**

#HubSpot #HubSpotJobs #HubSpotExpert #RevOps #CRM #SalesOperations #MarketingOperations #SolutionsArchitect #CRMJobs #Hiring

We are looking for a highly organized, reliable, full-time Virtual Assistant / Sales Operations Assistant to manage daily LinkedIn outbound, inbound responses, email follow-up, meeting coordination, CRM updates, and reporting across multiple client accounts.

Hours are Monday–Friday, 9:00 AM–5:00 PM Pacific Time. These hours are mandatory.

This is not a flexible-hours or project-based position. We need someone who is online, responsive, and actively working during these hours every day.

You will be responsible for keeping multiple client outbound programs moving every single day — and keeping me updated on exactly what is happening in each account.

What You Will Own

You will manage the daily outbound workflow for multiple client accounts.

Currently, this includes several active accounts, with additional accounts expected to be added over time.

For each client account, you will:

Send approximately 20–30 targeted LinkedIn connection requests per day
Follow the specific messaging/SOP provided for that client
Monitor new LinkedIn connection acceptances
Send appropriate follow-up messages
Respond to incoming LinkedIn messages
Monitor and respond to relevant incoming emails
Identify interested prospects
Continue conversations with prospects
Coordinate meeting times
Schedule meetings on the appropriate calendar
Follow up with people who have not completed scheduling
Track pending meetings
Update the appropriate CRM, spreadsheet, Airtable, Trello board, or other system
Keep prospect information accurate and organized
Flag questions, opportunities, problems, or unusual responses for me
Make sure nothing falls through the cracks

You will be trained on the specific process for each client.

Multiple Systems & CRMs

Different clients use different systems.

You must be comfortable learning new software and following different workflows depending on the account.

Systems may include:

LinkedIn
HubSpot
GoHighLevel
Airtable
Trello
Google Sheets
Google Workspace / Gmail
Calendly and other scheduling tools
Outbound email platforms
Other CRMs and sales tools

You do not need to already know every platform.

You do need to be comfortable learning software quickly and following detailed processes accurately.

Daily Reporting Is Required

Communication is a major part of this position.

I should never have to chase you to find out what happened that day.

You will provide a clear update every working day showing the status of each individual client account.

Your daily report should include:

Client A

Connection requests sent:
New responses:
Responses requiring follow-up:
Interested prospects:
Meetings pending:
Meetings scheduled:
Emails handled:
CRM updated: Yes/No
Issues/questions:

Client B

Connection requests sent:
New responses:
Responses requiring follow-up:
Interested prospects:
Meetings pending:
Meetings scheduled:
Emails handled:
CRM updated: Yes/No
Issues/questions:

…and so on for every active account.

If something is preventing you from completing a task, I expect you to communicate that during the day, not wait until the end of the day.

Expected Daily Activity

With four active accounts, you may be managing approximately:

80–120 new LinkedIn connection requests per day

plus:

New LinkedIn responses
Ongoing prospect conversations
Email replies
Meeting coordination
Scheduling
CRM updates
Follow-ups
Daily reporting

The goal is not simply to send connection requests.

The goal is to manage the entire daily outbound cycle for every account.

What We Are Looking For

You are a strong fit if you are:

Extremely reliable
Highly organized
Comfortable managing repetitive daily workflows
Detail-oriented
Good at written English
Professional when communicating with prospects
Comfortable responding to LinkedIn messages and emails
Able to follow different instructions for different clients
Comfortable switching between multiple accounts and systems
Able to learn CRMs and new software quickly
Proactive about asking questions
Good at keeping records updated
Comfortable working independently
Consistent about reporting your work
Able to handle multiple conversations without losing track of people
Comfortable being accountable to daily activity numbers

Most importantly, I need someone who communicates consistently and takes ownership of their work.

If you finish something, update me.

If something is stuck, tell me.

If a prospect needs attention, flag it.

If you are unsure how to respond, ask.

I do not want to have to repeatedly check whether the daily work was completed.

Schedule — Please Read Carefully

Monday–Friday
9:00 AM–5:00 PM Pacific Time
40 hours per week

You must be able to consistently work these hours.

Please do not apply if you are only available for a few hours during this window or if you are balancing another full-time position during these hours.

We are looking for someone who can make this position a primary work commitment.

Long-Term Opportunity

This is intended to become a long-term position.

As the company grows, the number of accounts, systems, and responsibilities may grow as well.

Someone who performs well in this role could eventually take on greater responsibility within our outbound and sales operations function.

How to Apply

Please start your proposal with the words “9–5 PST” so I know you read the entire posting.

Then answer the following:

Are you available to work 9:00 AM–5:00 PM Pacific Time, Monday through Friday, consistently?
Do you currently have another job or client commitment that overlaps with these hours?
Tell me about a role where you managed LinkedIn outreach, sales follow-up, inboxes, CRM updates, or appointment scheduling.
Which CRMs or sales tools have you used?
If you were managing four client accounts, how would you organize your day so that no messages, follow-ups, or meetings were missed?
Please give me an example of the daily report you would send me at the end of your shift.
If a prospect responds with a question and you are unsure how to answer it, what would you do?

About Us
Grove Elevation Agency is a growth partner for service businesses. We help owners fill their
calendars and grow revenue through structured outreach, disciplined follow-up, and a sales
process built on trust. Our team is performance-driven, remote-first, and focused on doing right by
the clients we work with.

The Role
We are hiring Appointment Setters to be the first point of contact with our prospects. You will reach
out to leads, start real conversations, qualify fit, and book high-quality appointments for our closing
team. This is a front-line revenue role. If you like the phone, handle rejection well, and want to be
paid for results, this is for you.

Responsibilities
• Make high-volume outbound calls, texts, and emails to warm and cold leads
• Respond quickly to inbound inquiries and follow up with every lead until resolved
• Qualify prospects and book qualified calls onto closers' calendars
• Confirm booked appointments and reduce no-shows through reminders and follow-up
• Log every interaction accurately in the CRM and keep pipeline stages up to date
• Hit daily and weekly targets for dials, conversations, booked appointments, and show rate
• Work from call scripts and objection frameworks while adapting naturally to each conversation
• Share prospect feedback and objection trends with the sales team
• Participate in team huddles, call reviews, and ongoing training

Requirements
• 1+ year of experience in appointment setting, inside sales, SDR/BDR, or call center work
• Clear, confident, and professional English communication, both spoken and written
• Strong listening skills and the ability to build rapport quickly with busy business owners
• Resilience and a positive attitude when handling objections and rejection
• Comfort with CRMs, dialers, and calendar tools (GoHighLevel, HubSpot, or similar)
• Self-motivated, organized, and accountable to metrics
• Reliable high-speed internet, a quiet workspace, a computer, and a quality headset
• Availability during North American business hours

Nice to Have
• Experience setting appointments in an agency or B2B environment
• Understanding of how small service businesses operate day to day
• A track record of exceeding booking or show-rate targets

What We Offer
• Compensation: $3/hr, and $15 per sat appointment and 3% of closed revenue per appointment you set
• Fully remote position
• Proven scripts, lead flow, and hands-on sales training
• Growth path into closing, team lead, and sales management roles

How to Apply
Send the following:
1. Your resume
2. A 2-minute video introduction (attach the file or include a Loom, YouTube, or Google Drive
link)
In your video, tell us who you are, your sales or setting experience, and why you would be a great
fit for this role.

Applications missing either the resume or the video introduction will not be considered

We need help setting up HubSpot for our B2B software company. Our sales team of five currently uses a shared spreadsheet, and we want a more reliable system to track deals and reduce missed follow-ups. The project includes migrating existing contacts, creating sales stages that match our current process, setting up automatic follow-up reminders, and delivering a training session so the team can use the CRM effectively. We’re looking for someone who can configure the system and help us improve sales tracking and team efficiency.

We need help setting up HubSpot for our B2B software company. Our sales team of five currently uses a shared spreadsheet, and we want a more reliable system to track deals and reduce missed follow-ups. The project includes migrating existing contacts, creating sales stages that match our current process, setting up automatic follow-up reminders, and delivering a training session so the team can use the CRM effectively. We’re looking for someone who can configure the system and help us improve sales tracking and team efficiency.

Titre du poste : Setter Outbound LinkedIn – Sourcing de leads qualifiés (horaires France)

Agence marketing qui accompagne des coachs, formateurs et entrepreneurs. On cherche un(e) setter pour aller chercher les prospects sur LinkedIn et alimenter nos closers en leads qualifiés. Tu ne closes pas, tu ne bookes pas : tu identifies, tu contactes en premier, tu qualifies, et tu transmets.

CE QUE TU VAS FAIRE

– Repérer les prospects à partir des publications engagées : likes, commentaires, partages sur les posts de notre niche (nos posts, ceux des concurrents, ceux des influenceurs du secteur)
– Envoyer les demandes de connexion LinkedIn avec la note d'accroche fournie
– Suivre les nouveaux abonnés et les personnes qui interagissent sur Linkedin
– Extraire et filtrer des leads depuis notre base de données.
– Vérifier chaque profil avant de l'ajouter : est-ce que la personne correspond vraiment à notre client idéal ?
– Ouvrir la conversation en DM et faire les premières relances pour créer l'ouverture
– Enrichir la fiche de chaque lead (nom, entreprise, poste, lien du profil, contexte de l'accroche, historique des messages)
– Transmettre les leads qualifiés au closer dans le CRM (GoHighLevel), prêts à être contactés
– Tenir un suivi quotidien : volume de connexions envoyées, taux d'acceptation, réponses obtenues, leads transmis

CE QUE TU NE FERAS PAS

– Pas de prise de rendez-vous : c'est le closer qui prend le relais
– Pas d'appels de vente ni de présentation d'offre
– Pas de création de contenu ni de gestion de page

PROFIL RECHERCHÉ

– Expérience en prospection outbound LinkedIn
– Français natif ou parfaitement maîtrisé à l'écrit : zéro faute, ton naturel, pas de copier-coller robotique
– Méthodique et endurant : le job, c'est du volume propre et constant, tous les jours
– Connaissance d'un CRM (GoHighLevel, HubSpot, Close...) – un atout
– Compte LinkedIn actif et crédible

HORAIRES

Disponibilité sur le fuseau horaire français (CET/CEST), du lundi au vendredi, environ 20 à 30 h par semaine. Les demandes et les messages doivent partir aux heures où les prospects sont actifs en France.

CONDITIONS

Commission sur les leads qualifiés transmis et sur les ventes conclues par le closer. Période d'essai de 2 semaines, puis collaboration long terme selon les résultats.

POUR POSTULER

Commence ta candidature par le mot OUTBOUND. Envoie-nous :

1. Ton volume habituel : nombre de demandes de connexion par jour, taux d'acceptation, nombre de leads qualifiés transmis par semaine
2. Les outils de prospection et de scraping que tu maîtrises
3. Comment tu décides qu'un prospect est qualifié ou non – explique ta méthode en 3 lignes
4. Un exemple de note de connexion et de premier message pour un coach business qui vient de commenter un post de notre niche
5. Tes disponibilités en heure française

Les candidatures sans exemple de message ne seront pas regardées.

We're a growing AI agency building automation systems for businesses in the
health & wellness space — voice AI agents, chat widgets, booking flows, and
custom dashboards. We're looking for ONE person to work full-time, exclusively
with us, as our core technical builder.

This is not a one-off project. We want someone who wants to grow with a company
long-term, take ownership of our tech stack, and become the person who knows it
better than anyone else on the team.

**What you'll work on:**

Building and maintaining automation workflows in GoHighLevel (CRM, funnels,
  missed-call text-back, booking flows)

Configuring and refining voice AI agents (Retell AI)
Building internal dashboards and client-facing tools (React, or similar)
Wiring integrations via Make.com / Zapier / APIs
General "figure it out and build it" full-stack work as we grow


**Must-have:**

Strong experience with at least ONE CRM/automation platform (GoHighLevel,
  HubSpot, ActiveCampaign, or similar) — GHL specifically is a big plus

Comfortable with APIs, webhooks, and connecting third-party tools
Working knowledge of JavaScript/React (or willingness to learn fast)
Excellent written English — you'll be communicating async with a US team
  daily via Slack

Available for full-time hours with real overlap into US Pacific time
  (at least 3-4 hours/day)

**Nice-to-have:**

Experience with any voice AI / conversational AI platform (Retell, Vapi,
  Bland, Twilio)

Dashboard/front-end design sense — you make things look clean, not just
  functional

Prior agency or startup experience (fast-moving, ambiguous scope)


**What we offer:**

Full-time, exclusive engagement — $1,000–$2,000/month depending on
  experience, with room to grow as the company grows (we mean this — we're
  scaling and want to bring the right person up with us)

Direct daily contact with the founder — you'll learn the business side too,
  not just take tickets

Real ownership: this isn't ticket-taking, it's building a company's core
  systems from early stage

**To apply, answer these two questions in your cover letter (applications
without answers will not be reviewed):**

Describe a GoHighLevel or CRM automation you built — what problem did it
   solve, and what would you do differently now?

In one paragraph, how would you set up a missed-call text-back workflow
   that also books a calendar slot?

---

## Screening process (before you interview anyone)

**Step 1 — Filter (5 min per candidate)**
Reject immediately if:

Cover letter is generic / doesn't answer the two questions
No verifiable GHL, CRM, or automation work in portfolio/history
Low English fluency in the written application


**Step 2 — Paid test task ($25–50 flat, NOT free work)**
Give a small real task, e.g.: "Build a Make.com scenario that takes a form
submission and sends a text message + creates a GHL contact." This tells you
more than any interview — you'll see how they think, how clean their build is,
and how they communicate blockers.

**Step 3 — Live video call (20-30 min)**

Screen-share and have them walk through something they built
Ask: "Tell me about a time a client/automation broke in production — what
  did you do?"

Gauge communication speed/clarity, not just technical answers


**Step 4 — Trial period**
Start with a 2-week paid trial before committing to "exclusive full-time."
Give them a real but bounded task (e.g., take over one piece of what Kevin's
doing, or build one dashboard) and see how it goes before deciding on
overlap/structure with Kevin.

Hi,

We have a website right now with one theme that is light-colored. We are moving to a newer theme (primary dark theme, with light alternative) and need help temporarily making the older website pages look as similar to the new theme as possible. The changes should be limited to font, colors, icon design, and background images, without making structural changes to the modules and layout. A second priority is to update other images used in blogs etc,

We need someone who is familiar with HubSpot CMS and theme design to help us make these changes over the next 2.5 days, until Sunday, September 13.

What we have in mind is modifying our current theme to a light version of our new theme.

Weekly Base Stipend $200 + Commissions:
--) $50 for scheduled sales meeting with qualified prospect
--) Plus RECURRING COMMISSIONS for meetings that turn into sales
--) Plus $300 monthly bonus if you hit your sales/meeting goals


Calcium is seeking an experienced remote B2B sales professional to help convert qualified healthcare leads into meetings, product demos, pilot opportunities and/or sales closings for the Calcium Digital Health platform.

We are looking for someone who understands the U.S. healthcare market, knows how to sell technology to healthcare treament provider organizations (practices, clinics and hospitals), and can confidently engage prospects such as hospitals, specialty practices, physician groups, ambulatory surgery centers, concierge medicine practices, direct primary care practices, and other healthcare organizations.

This role is ideal for a sales professional with strong SaaS experience, healthcare industry knowledge, CRM discipline, and a proven ability to turn interest into action.

Experience selling to healthcare providers is a major plus. Experience with HubSpot CRM is strongly preferred.


ABOUT CALCIUM HEALTH
Calcium is a modern digital health platform built to help healthcare providers deliver more connected, proactive, and data-driven care.

The platform combines digital care pathways, patient engagement tools, health data aggregation, EHR access, wearable and device integrations, care coordination capabilities, and AI-powered insights to help providers support patients before, between, and after visits.

For healthcare organizations, Calcium is not just another patient app or engagement tool. It functions as digital care infrastructure that helps providers standardize workflows, improve patient adherence, surface risk earlier, and extend care beyond the clinic or hospital setting.

Calcium is especially relevant for organizations focused on:

* Surgical care pathways, pre-op readiness, and post-op recovery
* Membership medicine, concierge medicine, and direct primary care
* Value-based care and preventive care management
* Employer-sponsored clinics and employee health programs
* Personalized medicine, longevity, and lifestyle medicine
* Chronic condition management and remote monitoring

In surgical care, Calcium supports configurable pre-op and post-op pathways, cross-system patient data continuity, and AI-powered surgical risk and recovery intelligence. Calcium’s surgical positioning emphasizes full-episode orchestration, unified patient data, and AI-driven insights that reduce risk, improve outcomes, and increase operational efficiency.

For regional hospitals and health systems, Calcium is positioned as an operational infrastructure layer that can support surgical episode standardization, predictive risk modeling, automated patient engagement, population health activation, and workforce efficiency.

For membership-based practices, Calcium helps support longitudinal, relationship-based care models where providers need better patient insight, proactive care workflows, operational leverage, and visible membership value.

We need a sales professional who can help communicate this value clearly to healthcare decision-makers and move prospects toward meetings, demos, pilots, and purchasing conversations.


WHAT YOU'LL DO

You will help Calcium turn B2B healthcare leads into qualified sales opportunities. Responsibilities may include:

* Contacting inbound and outbound B2B healthcare leads right away
* Qualifying prospects based on organization type, use case, budget, authority, need, and timing
* Booking discovery calls, demos, and sales meetings with healthcare decision-makers
* Following up with leads through email, phone, LinkedIn, and other channels
* Managing prospect activity and pipeline stages in HubSpot CRM
* Helping refine outreach scripts, email sequences, and objection-handling language
* Communicating Calcium’s value proposition to different healthcare segments
* Identifying buyer pain points and matching them to Calcium platform capabilities
* Supporting lead nurturing for longer healthcare sales cycles
* Providing feedback on prospect objections, market signals, and sales messaging
* Helping prioritize high-fit opportunities based on Calcium’s target segments


TARGET PROSPECTS

You may be selling or booking meetings with organizations such as:

* Hospitals and regional health systems
* Ambulatory surgery centers
* Specialty practices
* Surgical practices
* Concierge medicine practices
* Direct primary care practices
* Functional medicine and lifestyle medicine practices
* Executive health and personalized medicine practices
* Employer-sponsored clinics
* Value-based care organizations
* Physician groups and provider networks

Potential buyer personas may include:

* CEOs, COOs, CMOs, CIOs, and CFOs
* Practice owners and physician founders
* Hospital service line leaders
* Population health leaders
* Digital health and innovation leaders
* Clinical operations leaders
* ASC administrators
* Practice administrators
* Care management leaders
* Employer clinic operators


IDEAL CANDIDATE
We are looking for someone who has:

* Proven success in B2B sales, preferably in SaaS, healthcare technology, digital health, health IT, or medical services
* Experience selling to or booking meetings with U.S. healthcare providers
* Strong understanding of healthcare buyers, provider workflows, and healthcare sales cycles
* Ability to speak credibly with clinical, operational, and executive stakeholders
* Experience converting leads into meetings, demos, and sales opportunities
* Excellent written and verbal communication skills
* Strong follow-up discipline and pipeline management habits
* Experience using CRMs, preferably HubSpot
* Comfort working independently in a remote environment
* Ability to learn complex healthcare technology and communicate it clearly
* Persistence, professionalism, and strong attention to detail


Healthcare Sales Experience That Would Be a Strong Plus

We are especially interested in candidates with experience selling to:

* Hospitals or health systems
* Physician practices
* Surgical practices or ASCs
* Concierge medicine or DPC practices
* Population health or value-based care organizations
* Employer-sponsored clinics
* Digital health, remote patient monitoring, patient engagement, EHR, interoperability, or healthcare SaaS buyers

Experience with longer B2B healthcare sales cycles is valuable, but the immediate focus of this role is lead conversion, qualification, meeting setting, and pipeline development.


REQUIRED SKILLS
Please apply only if you have strong experience with most of the following:

* B2B sales
* SaaS sales
* Healthcare sales or healthcare technology sales
* Lead qualification
* Appointment setting
* Cold outreach and warm lead follow-up
* Phone-based sales conversations
* LinkedIn prospecting
* CRM management
* HubSpot CRM preferred
* Pipeline development
* Sales copy refinement
* Objection handling
* Remote work communication


Preferred Tools Experience

* HubSpot CRM
* LinkedIn Sales Navigator
* Microsoft Teams
* Sales engagement tools or email sequencing platforms

---

WHAT SUCCESS LOOKS LIKE
Success in this role means:

* Qualified healthcare leads are contacted quickly and professionally
* Prospects understand Calcium’s value clearly
* More meetings and demos are booked with high-fit healthcare organizations
* HubSpot CRM is kept clean, accurate, and up to date
* Follow-up is consistent and well documented
* Sales messaging improves based on market feedback
* Calcium gains a more predictable B2B sales pipeline


ENGAGEMENT TYPE
This is a remote contract opportunity through Upwork.

We are open to discussing structure based on experience, including:

* Hourly sales support
* Part-time ongoing engagement
* Meeting-setting role
* Sales development role
* Performance-based incentives for qualified meetings or closed opportunities
* Longer-term sales partnership for the right candidate

---

HOW TO APPLY
Please include the following in your proposal:

1. A brief summary of your B2B sales experience
2. Any healthcare, digital health, SaaS, or health IT sales experience
3. Examples of the types of healthcare buyers or organizations you have sold to
4. Your experience with HubSpot or other CRMs
5. Your approach to converting leads into qualified meetings
6. Any metrics you can share, such as meetings booked, conversion rates, quota performance, or industries served
7. Your availability and preferred working arrangement

Please also include a short sample of how you would introduce Calcium to a healthcare provider prospect in an email or call opening.

We are an industrial manufacturer running HubSpot as our CRM system of record and Epicor as our ERP. Both systems carry duplicate customer/company records, and the two are linked by Epicor customer number. We need a specialist (or a small team) to deduplicate both platforms concurrently, so that the surviving record in Epicor and the surviving record in HubSpot are the same customer, and all quotes, orders, deals, and contacts land on the survivor.

The analysis phase is complete: a Python-based matching pipeline has identified duplicate groups, assigned keeper records, and flagged edge cases. What we need now is careful, accountable execution in both systems, coordinated so neither side drifts from the other.

This is a two-system job. Applicants must have hands-on experience with both Epicor customer maintenance (including quote reassignment) and HubSpot bulk data operations. If you have one but not the other, please say so and describe who you'd partner with.

Scope of work

Epicor

Reassign open and historical quotes and related records from duplicate customer records to the designated surviving CustNum, preserving ship-to addresses, contacts, pricing, terms, and sales rep assignments.

Deactivate [or delete — see note] duplicate customer records once reassignment is verified, using DMT or your recommended method. Hard deletion of records with transaction history should be avoided; propose your approach.

Validate that no surviving customer record appears on our existing Epicor inactive-account deletion list, and flag any conflicts before proceeding.

HubSpot

Execute company record deletions from a validated delete list (~640 straightforward duplicates), verifying before each batch that no record carries deals, contacts, or open activity that would be orphaned.

Merge duplicate groups where records carry different Epicor customer numbers (~280 groups). The surviving HubSpot record must carry the surviving Epicor CustNum and retain the richest firmographic data and all associations.

Review the manual-review queue (~415 deal-bearing or transitively matched groups) and recommend a resolution for each, with rationale, before action.

Coordination and documentation

Maintain a single crosswalk log: for every duplicate group, the surviving CustNum, the surviving HubSpot Record ID, the retired IDs on each side, what was reassigned, and the date executed. Delivered as an Excel workbook.

Sequence the work so the Epicor survivor is settled before the corresponding HubSpot merge, and the HubSpot CustNum property is updated before sync runs.

Document the process so it can be repeated for future duplicates.

[Optional / Phase 2] Help design a weekly reconciliation workflow comparing Epicor quote/order data to HubSpot deals once bidirectional ID fields are live.

Inputs we will provide

HubSpot company export (~30K records) and the dedup analysis workbook (Summary, All Duplicates, Delete Candidates, Manual Review, Multi-CustNum Groups; color-coded keeper / duplicate / review)
Matching methodology and keeper rule (lowest Epicor CustNum wins, then oldest create date, then lowest Record ID)

Epicor customer, quote, and order exports; the existing inactive-account list

HubSpot portal access [specify level] and Epicor access [specify: sandbox first, then production; DMT license if applicable]

Required experience

Epicor (Kinetic or 10.x): customer master maintenance, quote and order header reassignment, DMT or equivalent bulk tooling, understanding of downstream impacts (AR, ship-to, price lists, rep assignment)

HubSpot data operations: bulk merges and deletes, association integrity, property mapping, import/export
CRM–ERP reconciliation on a linked-key system

Strong Excel skills across multi-tab workbooks with tens of thousands of rows

Ability to explain reasoning on ambiguous records rather than defaulting to the rule

Nice to have: Python/pandas to rerun or extend the existing pipeline

How we'll work

Batched execution with approval checkpoints on both systems; nothing is merged, deleted, deactivated, or reassigned in production without batch sign-off

Epicor changes tested in sandbox first where possible

Weekly check-ins; async otherwise

Estimated effort: [X hours / X weeks]

Budget: [fixed price / hourly range]

To apply

Describe one Epicor customer consolidation you've done (how you moved quotes/orders and what broke or nearly broke) and one HubSpot dedup you've done (dataset size, how you handled records with associated deals). If you've done both on a linked system, say so. Applications that skip either question will not be considered.

Lead AI/Automation Engineer (n8n, Python, Shopify, Local LLMs) to Build Hyper-Lean E-commerce Architecture

Please Note: This job is posted via our established 'Curated Wellness' Upwork account, but you will be building the infrastructure for our new sister company, Pro AVT.

Project Overview:
We are the founders behind Curated Wellness, and we are currently building out our next venture: Pro AVT. Pro AVT is a B2B/B2C professional audio-visual distribution company operating on a 100% direct-ship, zero-inventory model. To be ultra-competitive in a low-margin industry, we are automating 85% of our daily operations.

We are currently working with a senior AI/Context Engineer who is mapping our final architectural blueprint over the next 3-4 weeks. We are looking to hire a lead automation developer now to review this blueprint as it's finalized, team up with our internal Technical Lead, and execute the heavy lifting of the actual build-out starting in mid-to-late October.

The Tech Stack:

The Hub: A dedicated on-premise Legion PC (located securely in the United States) acting as the local server.

Workflow Automation: n8n (self-hosted).

Scripting: Python (for data transformation, FTP/CSV parsing, and margin calculations).

E-commerce: Shopify Advanced (via GraphQL Admin API) + B2B Portal plugins.

Database/CRM: Airtable or HubSpot.

AI/LLMs: Claude 3.5 Sonnet / OpenAI APIs, plus local RAG setups for processing PDF manuals/specs.

Customer Support & Outreach: Gorgias/Intercom, Apollo.io/Lemlist.

Key Responsibilities:

Server Setup: Configure the Legion PC for secure remote access, static IP routing, and robust self-hosted n8n/Python environments.

Inventory & Pricing Sync: Build automated pipelines to fetch daily manufacturer data drops (via FTP, SFTP, REST APIs, or email attachments), calculate tiered pricing margins via Python, and push live updates to Shopify to prevent overselling.

Order Routing Automation: Catch Shopify webhooks to split multi-vendor orders, generate PDF Purchase Orders, and automatically dispatch them to manufacturers via API or email.

AI Support Agents: Build autonomous Tier-1 support workflows (using AI + RAG) to handle basic tech specs, RMA processing, and order tracking inquiries via Gorgias/Intercom.

CRM Integration: Connect our Airtable/HubSpot database to our email outreach platforms (Apollo) and use AI APIs to dynamically draft contextual B2B sales emails.

Who You Are:

You are an expert in n8n and Python.
You have deep experience working with the Shopify Admin API / GraphQL.
You understand how to build secure, locally-hosted automation environments.
You have practical experience deploying AI APIs and RAG (Retrieval-Augmented Generation) for real-world business use cases.
You are a self-starter who can take an architectural blueprint, identify technical blind spots, and execute flawlessly.

How We Work:
You will report directly to our internal Head of Technology and collaborate with our external AI Systems Architect. You will not have to guess at the business logic; you will be handed a detailed process flow document. Your job is to build it.

To Apply:

Please respond with:
Examples of complex n8n workflows you have built from scratch.
Your experience automating inventory/pricing syncs for e-commerce platforms.
Your experience working with local servers or self-hosting automation tools.

Lead generator to find local businesses with no website, weak websites, or outdated websites.

Help a web design agency find businesses through google search which have good reviews but do not have websites, or websites are old and outdated.

Create a list and export data into a free or low cost crm that can used by our sales team.

Process
Lead data & verification -
CRM Data Entry
Sales Pitch & Proposal (Call, WhatsApp & Email)
- Follow up (Customer info & design brief)
-Web Designer First Preview
-Sales team (Deposit (50%) Invoice, Email & Arrange appointment for first call review
- Feedback to Web Designer
- Sales Team (Final Invoice, Email, & Arrange final review call
-Feedback to Web Designer (Final Updates & Website Live)
-Website Completion Email confirmation (Site live, Aftersales Website CARE & SEO plan)

We are hiring a Dynamic ABM & Marketing Operations Lead to run both the conversion craft and the operational backbone of our account-based outbound engine. This is a lead role, not an assistant role.

IMPORTANT: IF YOU REACH OUT VIA ANY MEANS OTHER THAN THIS PLATFORM, YOU WILL BE BLOCKED AND NOT CONSIDERED!

You will own our ABM motion end to end — copywriting personalized outreach, developing lead magnets, designing and running A/B tests, and diagnosing conversion gaps — AND you will own the HubSpot environment that the whole engine runs on. You keep our reporting current without being asked and make the motion run cleanly week over week. The right person never needs to be reminded of protocol and never costs leadership time on repetitive number-chasing.

You will work from “The List” — our curated ICP framework of high-quality experiential-industry leads — inside a documented operating playbook, and you will be measured on reliability, accuracy, and conversion precision rather than volume.


The Role at a Glance
•Type: Part-time contract, with potential to scale up into a leadership role based on performance and skill.
•Hours: 10–20 hours/week, scaling range — lower for the HubSpot operations core, higher as you carry the full ABM execution load.
• Pay: Hourly, with monthly performance bonuses tied to outcomes.
• Commitment: Minimum 6 months.
• Incentive Bonus: Hit the monthly standard and the next month locks in 30 guaranteed hrs/week at $7.50/hr
- That is an extra $975+ per quarter over the 20-hour baseline — the 10 additional guaranteed hours/week × $7.50 × 13 weeks.
• Availability: Must overlap CST business hours (Austin, Texas). Reliability and responsiveness are non-negotiable.
• Reporting line: Reports to the CEO on strategy; day-to-day accountability and weekly audit sit with our Business Success Manager (BSM).


What You Will Own — Core (Always)
This is the role. These are non-negotiable from day one.

• ABM execution and copywriting — all outbound personalized outreach across LinkedIn and email. Every message passes our 4-Variable checklist (Message Quality, Personalization Depth, Entry Angle, • Timing & Channel) before it goes out. No sequenced outreach to Tier 1 accounts — relationship-driven, manual cadence.
• Lead magnet and asset development — insight reports, vendor checklists, and other assets tied to specific ICP pain points. Iterate based on engagement data and feedback signal.
• A/B test design and execution — pre-registered hypotheses, sample design, kill criteria, and usable-feedback capture. Identify which stage of the funnel is underperforming and apply the documented corrective action.
• Meaningful conversation logging — own the log: not just counts, but a named list of who, what qualified the conversation, and the next step.
• HubSpot operations and configuration — dashboards and conversion-based reporting views built per our playbook (not vanity/volume metrics), Deals, Analytics, and easy-to-read reporting for our weekly diagnostic and biweekly audit.
• CRM hygiene — contact records, deal stages, tier assignments, and properties kept clean and accurate.
• Executor function — sending approved outreach messages and logging them in the trackers at send.
• Sequence scheduling and health monitoring — managing paused/active states, watching deliverability and sequence health, and protecting Tier 1 accounts (Tier 1 is never touched by sequenced outreach).
• Reporting views and exports — built and maintained so the weekly diagnostic and the biweekly random audit can run without friction.
• Workflow troubleshooting and integration debugging — you fix it when something breaks, and you flag root causes, not just symptoms.
• Keeping the numbers current — without prompting. Scoreboard, weekly numbers, and trackers stay up to date on cadence. Nobody should have to ask you to update them, and you do not pull leadership attention on repetitive data entry.
• Reporting cadence — bi-weekly tracker entries (Tuesday + Thursday), weekly 1:1 with the BSM for compliance audit, and clean folder organization so anyone can find the latest version.


Non-Negotiables
These apply to whoever fills this role. They are not topics for negotiation.

• Tech standard is binary. This is a hiring filter, not a discussion (see below). We verify on the first call.
• Cadence is fixed. Bi-weekly tracker entries (Tuesday + Thursday), weekly 1:1s, 4-Variable compliance on every message, and reporting on time. Missed reviews escalate the same day.
• The BSM is the day-to-day accountability holder. You have a weekly 1:1 with her, she audits your work, and she tracks compliance. Anyone who wants a relationship structured around “only deal with the CEO” is declining the supervision model — that is not a fit here.
• Scope changes happen at the monthly review, in writing — not via documents shared mid-cycle. Stable scope is how we keep the engine moving.


How Success Is Measured
Operational standards (always)

• Trackers, scoreboard, and weekly numbers are current on cadence — without reminders.
• Reporting views and exports are ready for the weekly diagnostic and biweekly audit on time.
• HubSpot and Google Drive stay clean and functional; issues are caught and fixed proactively.

Conversion-precision targets

• Conversation → Meeting rate: 50–70% (our #1 lever).
• Meaningful Conversations: 9–11 per week minimum.
• Project Need Disclosed / Proposal Requested: 4 per week.
• Message compliance on outreach: 100%, every message.
• Tier 1 account active nurture: 80% minimum coverage.

Hiring Filter — Tech Standard (Binary)
To be considered, you must have:

• Strong, reliable, high-speed internet capable of professional video calls without dropout.
• A dedicated, quiet home office that is professional on camera.
• Professional-grade camera, microphone, and lighting — clear audio, no background noise, clean background.
• A functional laptop or desktop that runs HubSpot, Google Workspace, Fathom, and ChatGPT without lag.

If your setup does not meet this standard, please do not apply. We verify on the first call. This filter exists because client-facing meetings begin within your first 30 days.


Requirements
• HubSpot certifications — Inbound, Marketing Hub, and Sales Hub at minimum.
• 3+ years hands-on HubSpot operations experience.
• Copywriting — able to draft and ship conversion-focused B2B outbound copy, not just open-rate copy.
• Outbound execution experience — LinkedIn DM, email sequencing, B2B ABM.
• Communication — fluent English; strong, prompt async written communication; comfortable with a weekly 30-minute sync.
• Availability — 10–20 hrs/week with overlap into CST business hours.


Who This Role Is For
You will likely succeed here if you:

• Have proven experience in ABM, conversion-focused outbound, or relationship-driven sales operations — not just generic marketing ops or list admin.
• Run HubSpot operations cleanly and proactively, and never need to be reminded of protocol.
• Write outbound copy that performs at conversion stages, not just open stages.
• Keep numbers, trackers, and reports current on your own initiative — without pulling leadership time on repetitive updates.
• Are reliable, with stable internet and dependable availability.
• Show up to deliver against the time requirement with real ownership — you complete what you start.
• Collaborate well and operate as a team player committed to execution, not a solo contractor in their own lane.
• Hit deadlines, every time, and welcome supervision and audit as a quality structure, not an obstacle.
• Show up to weekly 1:1s and work with your manager as a partner.
• Are organized — folders, versions, and source-of-truth files are clean and findable.
• Communicate clearly and consistently, both internally and in campaign-facing work.

This role is not a fit if you:
• Are juggling too many other jobs to prioritize this one.
• Want a role where you only interact with the CEO and not the broader team.
• Cannot have your work audited weekly by a Business Success Manager.
• Cannot deliver copywriting, lead magnet development, or A/B testing.
• Need repeated instruction, or treat reporting cadence (bi-weekly tracker, weekly 1:1) as optional.
• Miss deadlines or fail to produce measurable results within 30 days.


Tools You Will Use
- HubSpot
- Trello
- Google Workspace (Docs, Drive, Sheets, Calendar)
- WA
- LinkedIn
- LastPass
- Time and task tracking tools (Clockify or similar)
- Fathom & Loom (for async video updates and lead magnet creation)


What We Offer
• A lead role with clear ownership and AFTER performance shown, the autonomy that comes with it.
• Performance-based bonuses tied to conversion outcomes.
• A documented operating playbook so you know exactly what success looks like every week.
• A professional, growth-oriented environment that values craft over volume.


Our Values
• Courage — We grow through feedback.
• Ownership — We deliver without excuses.
• Tenacity — We complete what we start.
• Excellence — We deliver work we are proud of.


How to Apply
IMPORTANT: IF YOU REACH OUT VIA ANY MEANS OTHER THAN THIS PLATFORM, YOU WILL BE BLOCKED AND NOT CONSIDERED.
• Submit a brief proposal.
• Answer the screening questions thoughtfully and specifically.
• Do not use ChatGPT or any AI tools for your application. If you use AI, your application will be rejected.

• Include this exact sentence in your response:
I DID NOT USE AI AT ALL FOR MY RESPONSES.


About IBA
Imperial Branding Agency is an experiential marketing and strategy firm based in Austin, Texas. We help media and lifestyle brands execute live activations with clarity, precision, and peace of mind — so our clients can lead confidently while we own execution.

ClimateDoor runs go-to-market campaigns for climate and energy companies: commercial solar installers, utility software, industrial B2B.

We build the target lists and the scripts. We are looking for one strong cold caller to work the phones on behalf of our clients and book qualified meetings.

This starts as a two-week paid trial with a clear target. Hit it and we extend with more hours.

What you'll do
- 70-90 outbound dials per day into pre-built, researched lists
- Reach facility managers, operations leads, and business owners across North America
- Work from our script and objection guide, and adapt it live
- Qualify against a short checklist and book meetings into the client's calendar
- Log every call in HubSpot the same day and send a short end-of-day summary
- Two 20-minute coaching calls per week with call recordings reviewed

What we need
- 2+ years outbound B2B cold calling or appointment setting into North America
- Clear, neutral spoken English, prospects should never ask you to repeat yourself
- Real numbers you can share: dials per day, meetings per week, what you sold, who you called
- Available 9:00 AM to 2:00 PM Pacific
- Quiet room, headset, reliable high-speed internet
- CRM experience (HubSpot preferred; Salesforce, Pipedrive, or Zoho fine)
- Comfortable with all calls being recorded and reviewed

Bonus: experience calling into energy, solar, utilities, construction, or industrial B2B; power dialer experience (Aircall, JustCall, Orum); agency or client-side appointment setting.

The two-week trial
- 10 working days, every hour paid at your agreed rate
- We provide the list, script, objection guide, HubSpot, and dialer
- Target: 5 qualified meetings booked, at least 3 held
- You'll see your numbers daily. No surprises at the end

To apply
- Your proposal must include a 60-90 second voice recording (Loom, Vocaroo, or audio file).

On it please answer the following questions:
- Years of outbound B2B cold calling into North America?
- What did you sell and what job titles did you call?
- Best month: dials per day and meetings booked per week?
- Have you called on behalf of a client or agency before?
- Which CRMs and dialers have you used?
- A prospect says "just send me an email." What do you say?
- Can you work 9am-2pm Pacific? Earliest start date?

Proposals without a voice sample will not be reviewed. Generic proposals will be skipped.

About the Role

We’re hiring a high-performing, results-driven Dynamic Virtual Assistant to support our growing experiential marketing agency. Part-time, long-term (12-month intent).

We are hiring a reliable, high-performing A-player VA to deliver results drive consistent execution across admin, sales support, and operations. This is not a task-taker role. We want someone who takes ownership, works proactively, and communicates clearly without being chased.

IF YOU REACH OUT VIA ANY OTHER MEANS BESIDES UPWORK YOU WILL BE BLOCKED AND NOT CONSIDERED!

We are a fast-moving company with high standards. In return for reliability, consistency, and strong performance, we offer long-term stability, performance bonuses, and growth opportunities.

Availability
- Minimum 80% of hours during US Central Time (CST) business hours
- Fluent, professional English, written and verbal

Role Type & Commitment:
•Part-time contract: 10–20 hours/week (paid at hourly rate over one year)
•Hourly pay + monthly performance bonuses
•Start: $6.50/hr at 10 to 20 hrs/week with back log payed after trial period
- Hit the monthly standard and the next month locks in 30 guaranteed hrs/week at $7.50/hr
- That is an extra $975+ per quarter over the 20-hour baseline — the 10 additional guaranteed hours/week × $7.50 × 13 weeks.
- Full-performance contract value: up to $11,700/year
- Structured as a long-term project with real room to grow
•Must be available during CST - Austin, TX USA business hours.
•Reliability and responsiveness are non-negotiable

Who This Role Is For

What You Will Own
- Admin and project ownership, start to finish, no hand-holding
- Keep trackers and boards accurate, organized, and up to date
- Prepare and manage Google Docs, Sheets, Slides, and Drive
- Lead tracking, CRM updates, and follow-ups (HubSpot a plus)
- Daily operations support and process documentation

You’ll succeed if you:
•Are highly organized, proactive, and detail-oriented
•Take ownership of tasks and projects without hand-holding
•Communicate clearly, promptly, and professionally
•Can manage multiple priorities while maintaining quality
•Thrive in a fast-paced environment with shifting priorities

This role is NOT a fit if you:
•Are juggling many other jobs and can’t prioritize this role
•Miss deadlines
•Require repetition and hand holding
•Fail to provide results

Key Responsibilities
•Administrative & Project Ownership
- Own tasks and small projects from start to finish
- Keep Trackers, tasks, and project boards accurate, organized, and up to date

•Operations Support
- Support daily operational workflows
- Assist with process improvement and documentation

•Client Delivery Support (Google Suite)
- Prepare and manage Google Docs, Sheets, Slides, and Drive
- Ensure deliverables are clean, accurate, and well-organized

•Sales & Lead Support
- Support lead tracking, CRM updates, and follow-ups
- Bonus if experienced with HubSpot and Trello

•General Administrative Support
- Handle ad-hoc tasks that support company execution and goals

What Success Looks Like
•Tasks are completed on time, within allotted hours, and with excellence
•Data, documents, and systems are clean and organized
•The CEO is freed up to focus on sales, strategy, and leadership
•Weekly updates are clear, proactive, and accurate
•The team can rely on you without micromanagement

Tools You’ll Use
-Trello
-Google Drive (Docs, Sheets, Calendar)
-WA
-LinkedIn & Instagram (posting only — no content creation)
-LastPass
-Time and task tracking tools (Clockify or similar)

What We Offer
•Long-term role with room to grow
•Performance-based bonuses
•Clear expectations and autonomy
•A professional, growth-oriented work environment

Our Values
Courage – We grow through feedback
Ownership – We deliver without excuses
Tenacity – We complete what we start
Excellence - We deliver work we are proud of
Clarity & Care – We communicate with precision and respect

How to Apply (IMPORTANT)
1. Submit a brief proposal
2. Answer the Upwork screening questions thoughtfully
3. DO NOT use ChatGPT or AI tools for your application
If you use AI, your application will be rejected.
Include this exact sentence in your response:
“I DID NOT USE CHATGPT AT ALL FOR MY RESPONSES.”
4.ONLY reach out via Upwork, if you message on other channels you will not be considered

About IBA
Imperial Branding Agency (IBA) is an experiential marketing and strategy firm based in Austin, Texas. We help media and lifestyle brands execute live activations with clarity, precision, and peace of mind—so our clients can lead confidently while we own execution.

We’re looking for a hands-on B2B outbound operator to generate qualified meetings.

Our outbound infrastructure is already in place: HubSpot, Instantly, HeyReach, n8n, warmed inboxes, LinkedIn profiles, lead lists, and active campaigns. We need someone to improve performance, not rebuild our stack.

You will:
- Refine our ICP, targeting, offers, and messaging
- Build and validate account/contact lists
- Run email and LinkedIn campaigns
- Manage deliverability, replies, and campaign testing
- Book qualified meetings directly onto our calendars
- Track activity and results accurately in HubSpot

A qualified meeting must come from your outbound efforts, match our agreed company and role criteria, and be attended by the prospect.

We strongly prefer performance-based compensation,

When applying, please share relevant case studies, your proposed approach, who will perform the work, and your pricing structure.

We have a HubSpot Marketing Hub Professional account. We're looking into options related to marketing email send records that appear on contact timelines.

HubSpot support has confirmed via ticket that:

• Marketing email send records on the contact timeline cannot be deleted via API or backend, even by HubSpot's own support team
• The marketing-email API scope requires Marketing Hub Enterprise, which we don't currently have

What we need: A HubSpot API expert to independently verify this and explore any alternative approach — including third-party tools, workarounds, or creative technical solutions — related to how these records display or can be managed, either for specific contacts or account-wide.

Important: Please only apply if you have hands-on HubSpot API experience and can honestly assess feasibility before starting — we've already had this confirmed as not possible through official channels, so we need someone who will tell us clearly and quickly if there's genuinely no path, rather than taking the project without being able to deliver.

As an Operations Manager at Aethelix Agency, you will lead our fast-paced remote agency infrastructure, supervise high-performing outreach specialists across LinkedIn, cold email, and cold calling, and ensure we consistently hit our target of 30 daily clients. You will hold Super Admin access across HubSpot, Slack, and our Google Drive Master Hub, acting as the primary linchpin between our remote teams, financial tracking, and client delivery.
​Your core responsibilities will include:
​Team Supervision & Daily Management: Maintain active daily engagement on Slack, monitor outreach worker activity, verify daily metrics, and compile performance analysis reports directly for the founder.
​Financial & Contract Administration: Issue agency contracts to qualified prospects, handle company bank account details to secure upfront client payments, enforce the strict 3-day window for final payment collection, and oversee weekly outreach payroll contingent on team quota success.
​The 24-Hour Candidate Sourcing & Placement Protocol: Upon receipt of client upfront payments, initiate our mandatory 24-hour countdown timer. Immediately source, post job listings, review proposals, vet recent projects, conduct face-to-face Zoom interviews, execute candidate contracts, secure introduction fees ($1,000–$3,000), and deliver top-tier remote talent profiles to clients within 24 hours.
​Quality Assurance & Compliance: Manage candidate performance during the 14-day evaluation period, handle client feedback or performance issues alongside the founder, and enforce strict disciplinary measures backed by evidence.
​Strategic Alignment: Attend and actively participate in all mandatory weekly Sunday alignment meetings.

🚫 Please do not contact our company directly, although you can check us out at www.o8.agency. All applications must go through Upwork. Messages sent outside of Upwork will be ignored and your application will be rejected. ‼️ 🚫

🕐 Time Zone Requirement
Remote. Nearshore/LatAm preferred. You must provide at least four hours of reliable overlap with U.S. Central Time each workday and be available for scheduled client strategy calls.

📋 About the Role
O8 is a Minneapolis digital agency seeking a fractional Senior Marketing Strategist who can turn client goals and performance data into clear, prioritized marketing plans. You will own strategy deliverables across multiple B2B and service-based clients, join selected client calls as a strategic voice, and quality-check strategy-dependent work before it reaches the client.

This is not a channel-operator role and not a fractional CMO title without delivery responsibility. The right person is comfortable moving from positioning and messaging to SEO/content architecture, landing-page and campaign briefs, and practical measurement recommendations — then directing specialists and writers against that strategy.

🔑 Key Responsibilities
- Own client strategy deliverables end to end, including positioning and messaging, content and topic-cluster strategy, website and landing-page recommendations, campaign briefs, and quarterly roadmaps.
- Join selected client strategy calls, translate business goals into prioritized measurable plans, and communicate recommendations in plain English to director- and VP-level stakeholders.
- Turn GA4, Google Search Console, keyword, AI-search visibility, competitive, and CRM evidence into insights, decisions, and next actions.
- Review articles, briefs, landing-page copy, and campaign plans for alignment with the agreed strategy, buyer journey, and scope before client delivery.
- Work visibly and reliably across ClickUp, Notion, Slack, and Missive, responding to assigned review requests within one business day and coordinating specialists without becoming the execution bottleneck.

✨ We're looking for someone who:
- Has 6+ years of B2B marketing strategy experience, including at least 3 years in an agency or multi-client consulting environment.
- Has led client-facing strategy conversations with director-, VP-, or founder-level stakeholders and can provide specific examples with measurable outcomes.
- Is strong across positioning, SEO/content strategy, and website or landing-page conversion fundamentals, with working knowledge of paid media and AI search visibility.
- Writes clearly, gives actionable direction to writers and specialists, and can separate strategic priorities from a long list of tactics.
- Can commit 15–25 hours per week with dependable U.S. Central Time overlap and disciplined communication across multiple accounts.

💡 Nice-to-haves:
- Experience in healthcare, higher education, professional services, industrial B2B, or B2B technology.
- GoHighLevel, HubSpot, or similar CRM familiarity.
- AEO/GEO and AI-search visibility experience.
- Prior fractional marketing director or senior agency strategist engagements.
- Experience working with AI-supported delivery systems while retaining human judgment and client accountability.

🌎 Why Join O8?
- Own meaningful strategy work with a collaborative team of account, project, channel, and AI specialists.
- Work in a flexible, remote environment that values clear thinking, measurable outcomes, transparency, diversity, cultural exploration, and being a good human.
- Help shape a modern agency delivery model where strong strategists spend more time on judgment, direction, and client impact.

🤝 Equal Opportunity Employer
At O8, we celebrate diversity and are committed to creating an inclusive environment for all employees and contractors.

🚫 Please do not contact our company directly. All applications must go through Upwork. Messages sent outside of Upwork will be ignored and your application will be rejected. ‼️ 🚫

n8n Automation & AI Agent Developer for Business Workflow Integration

Project Summary

We are looking for an experienced automation developer to design, build, and optimize reliable business workflows using n8n.

The ideal candidate should be comfortable connecting CRMs, lead-generation platforms, communication tools, databases, and AI services through APIs and webhooks. The work may include lead management, automated follow-ups, AI agents, appointment booking, data enrichment, reporting, and internal business operations.

We need someone who understands both the technical side of automation and the business processes behind it. You should be able to analyze an existing workflow, identify inefficiencies, recommend improvements, and implement a dependable solution.

Possible Responsibilities

Build and maintain automation workflows in n8n
Develop AI-powered agents and multi-step workflows
Integrate platforms through REST APIs and webhooks
Connect CRMs such as GoHighLevel, HubSpot, Salesforce, or Pipedrive
Automate lead capture, validation, enrichment, qualification, and routing
Create automated email, SMS, or CRM follow-up sequences
Integrate tools such as Airtable, Google Sheets, Notion, Gmail, Slack, Telegram, Clay, Apollo, and Smartlead
Configure appointment-booking and notification workflows
Troubleshoot failed executions, incorrect data mapping, and webhook issues
Implement retries, error handling, logging, duplicate prevention, and failure alerts
Document the completed system and provide a clear handover

Required Experience

Strong hands-on experience with n8n
Experience integrating APIs, webhooks, CRMs, and third-party platforms
Understanding of AI agents, LLMs, and OpenAI integrations
Ability to work with JSON and JavaScript or TypeScript
Experience debugging complex, multi-step workflows
Ability to build reliable and maintainable production workflows
Clear communication and strong problem-solving skills

Experience with Make.com, Zapier, Docker, self-hosted n8n, AWS, or Cloudflare Workers would be an advantage.

Expected Deliverables

Fully functional and tested automation workflows
Proper error handling, retries, logging, and failure notifications
Protection against duplicate records and repeated webhook events
Secure handling of API keys and credentials
Documentation explaining the workflow and integrations
Final walkthrough and handover

To Apply

Please include:

A brief description of your n8n and AI automation experience.
Two or three relevant workflows you have built.
The CRMs and external APIs you have worked with.
How you handle errors, retries, and duplicate executions.
A link to your portfolio or previous work.
Your availability and estimated rate.

About Us
Catering Brand is an online catering platform that makes feeding groups effortless. We partner with local franchise outlets to deliver fresh subs and salads directly to offices and events. We handle orders of any size, dietary need, or budget—and we’re scaling aggressively across the Eastern U.S.
________________________________________
The Role
We’re looking for a marketing automation specialist to join our lean, high-impact team. You’ll design, build, and optimize automated marketing workflows that nurture leads, drive conversions, and keep our customers engaged.
Key Responsibilities
• Email Campaign Automation—Build multi-step email sequences for lead nurturing, customer onboarding, re-engagement, and upsells using our existing tools (b2brocket, Salesmate CRM)
• Workflow Design — Create automated customer journeys that trigger based on behavior, segment, or lifecycle stage
• Lead Scoring & Segmentation — Develop criteria to score and segment leads by industry, company size, and intent; sync with our CRM
• Integration & Optimization — Connect marketing tools (email, CRM, analytics) to streamline data flow and eliminate manual work
• Performance Tracking — Monitor campaign metrics (open rates, click-through rates, conversion rates, lead velocity) and recommend improvements
• Compliance & Best Practices — Ensure all campaigns meet email marketing standards (CAN-SPAM, GDPR) and maintain list hygiene
• Cross-Functional Support — Work with sales and content teams to align messaging, timing, and targeting
Must-Have Skills
• Email Platform Expertise — Hands-on experience with platforms like Mailchimp, HubSpot, ActiveCampaign, Klaviyo, or similar (bonus if familiar with b2brocket)
• CRM Integration — Experience integrating email tools with CRM systems like Salesforce, Pipedrive, or Salesmate
• Marketing Automation — Strong understanding of lead nurturing funnels, segmentation, and behavioral triggers
• Data Analysis — Ability to interpret metrics, identify bottlenecks, and recommend data-driven improvements
• HTML/CSS Basics — Basic email template editing or ability to work with developers (not required but a plus)
• Project Management — Self-directed, organized, able to juggle multiple campaigns and meet deadlines
Nice-to-Have Skills
• Experience with B2B SaaS or subscription-based businesses
• Familiarity with Google Analytics, UTM tracking, or attribution modeling
• Basic knowledge of APIs and webhooks
• Experience with lead qualification or sales development workflows
• Exposure to e-commerce or group ordering platforms
________________________________________
What Success Looks Like
• 50 qualified leads/month generated and tracked by 4 AI lead-generation agents
• Reduce manual data entry by 50%+ through intelligent automation
• Increase email campaign open rates and click-through rates month-over-month
• Set up 3–5 high-performing nurture sequences within the first 90 days
• Deliver weekly/monthly performance reports with actionable insights
• Create scalable workflows that grow with our customer base
________________________________________
The Team & Culture
• Lean Team—You'll work closely with 2–3 team members; autonomy + collaboration
• Fast-Paced—We move quickly and iterate based on data; your recommendations will be implemented fast
• Remote-Friendly—Flexible work environment; async communication preferred
• Growth-Minded—We're scaling from $0–1k/month to $500k annually; your work directly impacts that trajectory
________________________________________
Scope & Timeline
• Initial Engagement—Start with a 4-week pilot to set up foundational workflows and measure impact
• Expected Hours — 10–15 hours/week (flexible; can scale up or down based on campaign volume)
• Duration—Ongoing engagement with potential for extension or expansion as we grow
• Start Date—ASAP
________________________________________
Deliverables & Milestones
Weeks 1–2
• Audit current email workflows and CRM setup
• Identify automation gaps and quick wins
• Propose initial automation strategy (workflows, segmentation, triggers)
Weeks 3–4
• Build and deploy the first 2–3 nurture sequences
• Set up lead scoring and segmentation
• Configure CRM email sync and reporting
Ongoing
• Monitor performance and optimize weekly
• Expand to new workflows as needed
• Monthly strategy reviews and recommendations
________________________________________
Compensation & Budget
• Budget—$15–30/hour, depending on experience and complexity
• Flexibility — Open to project-based, hourly, or retainer models
________________________________________
How to Apply
Please share:
1. Your experience—Examples of email campaigns or automation workflows you’ve built (links or screenshots preferred)
2. Platforms—Which automation platforms do you know best?
3. Availability—Confirmation you’re available during EST business hours, hours/week, and start date
4. Questions—Any questions about the role or catering brand
We’ll move quickly—expect a response within 1–2 business days.
________________________________________
About Catering Brand
• Industry—Drop-off catering, group ordering, e-commerce
• Customers—Corporate offices, call centers, law firms, coworking spaces, government agencies
• Geographic Focus—Eastern U.S. (NC, SC, NJ, VA, DC, MD, MA prioritized)
• Stage—Post-product fit, scaling revenue, and market reach
• Website — www.cateringbrand.com
________________________________________
Questions? Reach out—we’re here to chat about the role and what you’re looking for.

I’m not going to lie to you. I did my best with the time, energy and information I could gather from Hubspot and other sources. The truth is, the speed for which Hubspot is moving is too much for a solopreneur like myself. My GDPR privacy settings are messed up, segments are clunky, and I’m sure there are solutions I could tap into that I don’t even know exist!

Your role is to make it all make sense AND make it simple & fun to use. That is what success will look like at the end of the project. Are you up for that?!

I'm looking for a HubSpot Certified freelancer to:

1) Audit my current HubSpot setup (contacts, properties, pipelines, workflows, forms, lists, and any existing automation) and identify what's working, what's redundant, what's missing, and most importantly, what needs to be scrapped!
2) Propose a reconfigured structure that aligns with GtF's revised service offering and supports a clear lead generation and nurture process, from first website visit through to proposal or contract.
3) Implement the agreed-upon changes, including any necessary integrations with the new website (currently in development).
4) Document the new setup clearly enough that I can maintain it myself day to day, since I'm a solopreneur without in-house marketing or ops support.

Important constraint: Starter Plan only
I am currently on HubSpot's Starter Plan and have no intention of upgrading to Professional or Enterprise tiers. The cost is way too prohibitive for my small consulting business. This is not up for discussion, so proposals must work entirely within Starter Plan functionality and limits. I will not consider recommendations that depend on a paid tier upgrade.

I am open to exploring external tools to fill functionality gaps, such as Zapier or others you may recommend, so feel free to propose these as part of your solution where relevant.

Shopify Store Builder — AI-Powered for High-Volume Store Development

Summary
We're looking for an experienced Shopify store builder who uses AI to support high-volume output and brain mapping across projects. This role is ideal for someone who has integrated AI into their development workflow to dramatically increase output without sacrificing quality.

Required AI Tools & Tech Stack:

* Fable 5.1
* Codex Astra
* Kimi K3
* DeepSeek v4 Flash
* Shopify Toolkit
* GraphQL
* Shopify CLI
* ChatGPT ImageGen 2.5
* Higgs Field / Kling Seedance

Core Responsibilities:

* Build custom, high-quality Liquid sections and full Shopify stores at scale
* Organize and map all work into an Obsidian-style Markdown knowledge base
* Document all completed work in a project management system (e.g., Linear or HubSpot) using a structured table format
* Use AI to handle SEO/AEO/GEO, meta tags, and collection setup

Animation & Front-End Requirements:

* Custom components
* GSAP scroll animations
* Parallax effects
* 21st.dev component integration

Project Model:
This is a dropshipping-based build. Every product will be modeled after a competitor's brand — you'll be responsible for sourcing, researching, and repurposing assets accordingly. You're free to choose your own infrastructure approach (single-store or general-store model).

Compensation: $30 per completed store, which must include:

* Automatic A/B testing
* Bundles
* Upsells
* Cross-sells
* All required apps installed
* Post-purchase flow setup

I will not accept any AI-written proposals. You will first confirm the compensation, which is $30 per completed store. We're expecting between 50 and 60 a month, maybe more if you're able to handle that volume. The upside potential is huge! This will be a full-time role. Finally, to let me know you've read the job description, you will tell me which AI tools you have access to and that you have a subscription for them. Then, finally, link three websites that show your design skills and the exact methodology you used to build it, including how you sourced your assets, came up with the copy, etc.
Lastly please confirm a demo product page build which you will be asked to do to assess skillset.

Arratech builds the infrastructure behind global e-invoicing and e-reporting - Peppol-as-a-Service, API-based document exchange, and regulatory connectivity for software vendors, ERP providers, fintechs, and service providers.

European e-invoicing mandates are expanding fast, and we're looking for a French-speaking SDR to build our commercial pipeline.

What you'll do:

- Build targeted prospect lists across Europe (software vendors, ERPs, accounting platforms, fintechs)
- Run structured outbound via LinkedIn, email, and phone
- Personalise outreach around company profile, buyer persona, and regulatory triggers
- Book qualified meetings for the commercial team and keep HubSpot records accurate
- Track performance and improve conversion together with the Head of Commercial

Must-haves:

- 2+ years as an SDR, BDR, or inside sales rep
- Native or business-level French, plus fluent written and spoken English
- Comfortable cold calling, with disciplined follow-up habits
- Able to explain technical products in simple, commercial terms
- Experience with HubSpot, Salesforce, or a similar CRM

Nice to have: German, experience in e-invoicing / Peppol / VAT compliance, fintech or ERP, or selling into France, DACH, Benelux, the UK, or Scandinavia.

About us

Vibe GTM builds and runs outbound programs for B2B companies, mostly in the $1M to $30M revenue range. We handle the full engine for our clients: ICP and list building in Clay, email campaigns in Instantly and Smartlead, LinkedIn outreach through HeyReach, and CRM work in HubSpot and Salesforce. Most engagements run 90 days or longer on a fixed monthly fee.

Right now the founders own both the client relationships and the delivery tracking. We're hiring someone to take both over so we can focus on strategy and new clients.

What you'd own

Client communication. You'll be the day-to-day contact for every active outbound client. That means running weekly check-in calls, sending status updates, answering questions, and collecting what we need from clients to keep moving (copy approvals, domain access, CRM logins, target account lists). When a timeline moves, you tell the client early and explain why. The goal is that no client ever has to email us asking where things stand.

Internal project tracking. You'll keep a live board for every engagement in Monday.com and make sure each task has an owner and a due date. When something slips, you should know before the client does and already have a plan for who needs to unblock it. Our build team works across several time zones, so a lot of this is async follow-up in Slack.

Reporting. Each week you'll pull campaign numbers (sends, replies, positive replies, meetings booked) and turn them into a short update a client can read in two minutes. Once a month you'll prepare the performance review with our strategy lead.

A typical week
Monday: review every client board, flag anything at risk, and send the team a priority list for the week
Weekly 30-minute calls with each client
Chasing open items with clients and with our build team
Friday: status emails to each client with metrics and next week's plan
What we're looking for
3+ years in client success, account management, or project management, ideally at an agency or B2B services firm
You've managed 8 or more client accounts at the same time and kept them on track
Enough comfort with outbound terms (sequences, deliverability, reply rates, domain warm-up) to explain results to a client without sending every question to us. You won't be building campaigns yourself.
Excellent written English. Most of the job happens over email and Slack, and our clients are mostly US-based executives.
At least 4 hours of daily overlap with US Eastern time for client calls
Experience with Monday.com, Asana, or ClickUp. HubSpot or Salesforce experience is a plus.

Bonus if you've worked with Clay, Instantly, Smartlead, or HeyReach.

Engagement details
Ongoing contract starting at roughly [XX] hours per week, with more hours as we add clients
Open to hourly or a fixed monthly retainer
We start with a 2-week paid trial on 2 to 3 client accounts before moving to a longer commitment
How to apply

Please answer the four questions below in your proposal. We skip generic proposals.

Tell us about a client project that fell behind schedule. What did you say to the client, and what did you do internally to fix it?
What's the most client accounts you've managed at once, and how did you keep track of them?
What goes into a good weekly client status update? Share a sample if you have one, with identifying details removed.
What time zone are you in, and which hours can you reliably overlap with US Eastern?

Start your proposal with the word "pipeline" so we know you read the whole post.

Are you obsessed with building sales systems that actually work at scale?

Are you a HubSpot expert who can take complete ownership of CRM architecture, automation, data quality and integrations, rather than simply using the platform?

Are you the type of operator who sees a broken process, bad data or inefficient workflow and immediately wants to fix the system behind it?

We are My Derma Dream! A nearly 9-figure Skin Care brand in the United States founded in 2022.

BUT…

We are building a much bigger sales organisation, and the systems behind that organisation need to scale with it.

We are looking for a Sales Operations Manager to become the operational owner of the infrastructure powering our Sales Team.

You will own HubSpot, sales workflows, automation, integrations, lead routing, reporting, data integrity, documentation and sales operations processes.

This is not a role where you simply produce reports for leadership.

We want someone who can build the machine behind the sales team.

If you love turning messy processes into scalable systems…

If you can move comfortably between Sales Leadership, CRM architecture, data and automation…

If you believe almost every repetitive operational problem can be solved through better process, technology or AI…

Then APPLY NOW!



===========
Results:
95%+ data accuracy across individual team, department reporting
Maintain key workflow error rate below 5%
99% Uptime across tech Stack - Hubspot, Monday, CheckoutChamp
Maintaining accurate SOPs & Playbooks
Successful onboarding / offboarding team members within 24 hours

===========
Responsibilities:
Own HubSpot administration across the Sales organisation, including pipelines, stages, properties, workflows, permissions and ongoing CRM changes.
Own Monday.com sales workflows, ensuring processes, ownership, handoffs and accountability are clear and consistently followed.
Define and maintain pipeline governance, including stage definitions, entry/exit criteria and rules for how the process evolves.
Build and optimise HubSpot + Monday.com automations, reducing manual work and improving speed, accuracy and process adherence.
Own lead routing and assignment logic across HubSpot and Monday.com, including connect-rate dependent workflows.
Maintain CRM data hygiene, including required fields, deduplication, missing data and accurate record management.
Monitor and maintain integrations across HubSpot, Monday.com, Aircall, Shopify, Checkout Champ and Zapier.
Own onboarding and offboarding of Sales Reps across the complete technology stack.
Own Sales data within Supabase, or whichever platform becomes the long-term source of truth.
Proactively monitor data quality, identifying and resolving issues before they impact reporting or Sales performance.
Identify broken workflows, bottlenecks and process gaps, then take ownership of fixing them.
Use AI and workflow optimisation to improve automation, call analysis, reporting and day-to-day Sales Operations.
Drive process adherence, project management and accountability across Sales systems.
Maintain clear documentation covering major sales systems, configurations, workflows and operational decisions.

===========
Requirements:
Expert-level HubSpot administration experience
HubSpot certification strongly preferred
Experience building HubSpot workflows, properties, permissions and CRM architecture
Passion for using AI + automation to improve Sales Operations
Work 6 days/week
Work 10 hours/day
Read 2 books/month

===========
Reward:
$2500-$4000 + bonus
This is an opportunity to take ownership of the operational infrastructure behind a rapidly scaling Sales organisation.
You won't just inherit a CRM.
You will have the opportunity to design, automate and continuously improve the machine that the Sales Team runs on.
If you are looking for the ride of a lifetime, then APPLY NOW!

We're looking for a rockstar appointment setter who can confidently handle inbound and outbound conversations, qualify leads, book strategy calls, and eventually take ownership of our lead management process.

This is not a cold sales role. Our team generates leads daily through paid ads, social media, YouTube, and organic marketing. Your job is to engage prospects, build rapport, qualify them, and get them booked with our strategy team.

If you're organized, competitive, love talking to people, and enjoy helping prospects take action, we'd love to meet you.

What You'll Do
Respond to inbound leads quickly
Follow up with existing leads via Instagram, Facebook, SMS, and email
Qualify prospects using our scripts and framework
Book qualified strategy calls
Keep CRM updated with accurate notes
Follow up with no-shows and nurture leads that aren't ready yet
Work closely with our sales team to maximize show rate and conversions
Eventually help manage lead flow and improve our follow-up systems
Requirements
Excellent written and spoken English
Previous appointment setting or lead management experience
Comfortable communicating through text, voice notes, and occasional calls
Strong organization and attention to detail
Reliable internet and quiet workspace
Available during U.S. business hours
Experience with CRMs such as GoHighLevel, HubSpot, or similar is a plus
Real estate or high-ticket coaching experience is a big bonus
What We Offer
Long-term opportunity with room to grow
Base monthly pay plus performance bonuses
Training, scripts, and SOPs provided
Positive, fast-moving team culture
Opportunity to advance into leadership as we continue to scale
To Apply

Please answer the following:

Tell us about your appointment setting experience.
What industries have you worked in?
What CRM systems have you used?
How many appointments were you averaging per month in your last role?
Have you worked with real estate investors or coaching businesses before?
What time zone are you in, and what hours are you available?
Record a 60-90 second video introducing yourself and explaining why you'd be a great fit.
Include the word collective at the beginning of your proposal so we know you read the entire post.

We're looking for someone who wants to become part of our team for the long haul—not just another freelancer.

We are seeking an experienced AI automation expert to build an AI-powered sales and operations ecosystem for our premium wealth management company. The role includes analyzing current workflows, optimizing Pipedrive, implementing AI automations with n8n or similar tools, and building AI agents for lead qualification, follow-ups, meeting summaries, and task management. You will also automate our Style Quiz lead funnel from website enquiry to sales pipeline and connect tools like Pipedrive, Gmail, Google Calendar, Swissquote, Webflow, OpenAI, and WhatsApp. The goal is to reduce manual administrative work by at least 50% within 60 days, create a reliable AI sales assistant, improve lead qualification and follow-up consistency, and build a scalable automation architecture.

KWALL is seeking a motivated Sales Outreach Coordinator to join our team. This role is focused on proactive prospecting, converting cold and warm leads into qualified appointments, and supporting our sales team through the quoting process, helping fuel KWALL's growth across Higher Education, Government, and Enterprise clients.

Responsibilities
- Conduct outbound prospecting via various channels (e.g. email, phone, and LinkedIn) to identify and engage potential clients
- Research prospective sales opportunities and build targeted outreach lists
- Qualify leads and schedule discovery calls and appointments for the sales team
- Run organized, multi-touch outreach cadences/sequences (e.g., via HubSpot sequence, Apollo, etc.)
- Maintain, analyze CRM data and update CRM records with outreach activity, lead status, and follow ups
- Coordinate consistent follow up communication to keep prospects engaged
- Support quote/proposal preparation for self-sourced leads, pulling together scope basics, pricing templates, and draft estimates for sales/leadership to finalize
- Assist with follow-up and lead tracking from industry conferences and events
- Track and report on outreach activity, response rates, and appointments booked against weekly/monthly targets
- Coordinate sales-related emails and support scheduling for pitches and presentations

Qualifications
- Experience in sales outreach, appointment setting, SDR/BDR, or a similar prospecting role
- Comfortable with outbound communication across calls, email, and LinkedIn
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills, able to manage a pipeline of contacts and follow ups
- Experience with CRM systems (HubSpot preferred) and outreach/sequencing tools
- Comfortable with basic pricing/estimating or reading scope documents to support quote drafting
- Self motivated, able to work independently and hit outreach targets
- Preferred: familiarity with digital agency services and general understanding of CMS’
- Preferred: experience with proposal/quoting tools (e.g., PandaDoc, Google Docs templates)

Company Overview

KWALL has been a strategic digital agency since 2007, helping higher education institutions, government entities, and large-scale enterprises simplify the complex, making enterprise-level digital platforms more intuitive, scalable, and accessible. Over 19 years, our fully remote team of 30+ strategists, designers, developers, and project leaders has launched more than 800 websites nationwide. We specialize in content management systems, Drupal, WordPress, and SaaS-based digital platforms, and are known for building lasting partnerships that grow with our clients' needs. Learn more at www.kwallcompany.com.

Position Details
- Job Type: Full-time or Part-time
- Pay: $25-$35/hour, based on experience
- Location: Remote, U.S. based only

The Role

We are looking for someone who treats HubSpot like an instrument, not a checkbox. You will own the marketing technology stack end to end, connect the dots between sales and marketing, and turn raw campaign data into decisions that move pipeline. This is not a support seat. This is the engine room.

Within 90 days, you will have audited and optimized our HubSpot instance, stood up at least one new automated nurture or lead-scoring workflow, and delivered a reporting dashboard the team actually checks every week.


What You’ll Do

You’ll hit the ground running. Here’s what that looks like:

Own and optimize the marketing technology stack, including HubSpot architecture and integrations
Build, manage, and scale marketing automation workflows aligned to revenue goals
Execute email marketing campaigns across platforms with a focus on deliverability and performance
Lead integration of marketing automation tools with CRM systems for seamless handoff to sales
Design and maintain performance dashboards that track the metrics leadership actually cares about
Build and refine lead scoring and nurture programs that lift conversion ratesRun market research and competitive analysis to sharpen marketing strategy
Optimize landing pages and funnels, identifying and fixing the conversion points that leak



What You Bring

Must-Haves

4+ years in marketing operations or a related field
Deep hands-on proficiency in HubSpot
Proven experience with marketing automation platforms and CRM integration
Strong analytical skills with experience in data visualization and reporting tools

Great to Have

Experience evaluating and rolling out new marketing technologies
Background improving customer experience across multi-channel touchpoints


You’re a Fit If You…

Thrive in a fast-paced environment and treat ambiguity as an opportunity, not a roadblock.
Hold yourself to a high standard and then raise it.
Own your results. No excuses, no hand-holding, just solutions.
Operate with integrity in everything you do, even when no one is watching.
Show up consistently, follow through on every commitment, and do it well.
Push yourself and the people around you to be better and mean it.
Take feedback as fuel, not criticism. You’re always learning.
You get genuine satisfaction from a clean, well-architected HubSpot instance and you can spot a broken workflow from a mile away.


Our Hiring Process

Here’s how our process typically runs. Steps may vary depending on the role.

Pre-Screening

Screening

Assessments (Cultural fit and a skills assessment)

Interview

Interview

Offer



Ready? Let’s Go.