Best Salesforce sales cloud freelance jobs

At Apex Growth (apexgrowth.co), accurate data is the foundation of everything we do for paid marketing and our clients.

We’re looking for a Senior Tracking & Attribution Lead to own tracking, pixel, and platform setup across our client portfolio, from browser-side tags to server-side infrastructure to CRM connection points. This person ensures every channel setup is pristine: conversion tracking fires correctly, attribution settings are configured intentionally, B2B lead data flows cleanly from form fill to CRM to ad platforms, and clients can trust the numbers in every report.

You’ll report to the Chief Growth Officer and work closely with our CEO who owns client relationships, and all growth team members to make sure their channels are measured correctly.

The Ideal Candidate:
- Treats tracking as infrastructure, not a checklist: builds scalable, accurate, privacy-compliant setups that hold up as clients grow.
- Is obsessive about data integrity and QA. You debug until the numbers reconcile, and you document what you build.
- Understands the B2B funnel deeply: form fills, MQL/SQL progression, CRM sync, and feeding qualified lead data back to ad platforms for optimization.
- Communicates clearly with non-technical stakeholders, translating tracking decisions into business impact.
- Stays current in a constantly changing landscape: privacy regulation, consent requirements, cookie deprecation, and platform API changes.

What You'll Drive
- Tracking audits and implementations across new and existing clients: full-stack reviews of tags, pixels, conversion events, and attribution settings, with prioritized fix lists.
- Google Tag Manager (web and server): installations, upgrades, dataLayer planning and implementation, custom event configuration, and server-side tagging via GTM Server containers
- GA4 ownership: implementations, enhanced e-commerce tracking, custom definitions, cross-domain tracking, data filters and internal traffic exclusions, server-side GA4, and ongoing debugging and data integrity checks.
- Multi-platform conversion tracking: Meta Pixel and Conversions API (CAPI), Google Ads Enhanced Conversions and offline conversion imports, Microsoft Ads, LinkedIn Insight Tag and conversion events, TikTok, Pinterest, and Reddit.
- B2B and CRM connection points: connect form fills and lead data to CRMs (HubSpot, Salesforce, or similar), configure closed-loop reporting, and pass qualified lead stages back to ad platforms via offline conversions and CAPI.
- Attribution configuration: set and document attribution settings across GA4 and ad platforms intentionally, and be able to explain the tradeoffs to clients and internal teams.
- Privacy and consent: cookie consent solutions, Google Consent Mode v2, and GDPR/CCPA-compliant tracking design.
- Dashboards and reporting support: Looker Studio dashboard builds and troubleshooting, blended data sources, and connector integrations (e.g., Supermetrics).
- QA and monitoring: establish testing processes for every launch, monitor for tracking breakage, and catch data issues before clients do.
- Documentation and training: maintain clear measurement documentation per client and train internal team members on tracking best practices.

Café Taíno is a premium specialty coffee brand expanding our direct-trade sourcing model. We are looking for a proactive, highly organized Supply Chain & Sourcing Specialist to help us identify, contact, and secure supply contracts with premium coffee farms and agricultural cooperatives in Puerto Rico.This is a contract role starting with a 1-week paid trial project. If the trial is successful, this will transition into a long-term retainer as we scale our supply chain.What You Will Do:Farm Scouting & Pipeline Building: Research and build a structured database of premium green coffee bean farms, estates, and cooperatives across Puerto Rico's coffee regions (e.g., Yauco, Adjuntas, Jayuya).B2B Sourcing Outreach: Conduct cold and warm outreach (via phone and email) to farm owners and cooperative managers to gauge interest in direct-trade partnerships.Relationship & Communication Management: Serve as our local representative, building trust with farmers and managing high-level communications.Contract Facilitation: Gather pricing structures, minimum order quantities (MOQs), shipping logistics, and quality specs to help us negotiate and finalize supply contracts.Proactive Daily Reporting: Provide clear, structured daily updates on pipeline status and outreach responses.Required Qualifications:Bilingual (Native or Fluent Spanish & English): Exceptional written and verbal communication skills in both languages are mandatory to successfully navigate local agricultural networks.Sourcing or Procurement Experience: Proven track record in B2B account management, supply chain sourcing, or vendor management. Experience in agriculture or the coffee industry is a massive plus.CRM & Data Proficiency: Highly organized with the ability to maintain clean tracking pipelines (using Excel, Google Sheets, or CRMs like Salesforce).Self-Driven & Resourceful: Able to operate autonomously, dig up unlisted contact information, and navigate traditional/local business practices.Project Type:1-Week Paid Trial to start.How to Apply:Please submit a brief proposal explaining your experience with B2B sourcing or vendor management. Bonus points: Mention if you have any existing connections to the Puerto Rican agricultural sector or the coffee industry

Project overview

I need a DaVinci Resolve editor to take one interview episode from a business/leadership podcast and turn it into polished, sales-ready video assets — a full episode edit, a highlight reel, and short social clips — while also building a reusable project template so a volunteer editor can maintain the same quality on future episodes without starting from scratch each time.

This is scoped as a single-episode project to start. If it goes well, there's very likely follow-on work, including a second, more involved episode.

What this episode is

A conversation between a meditation teacher/corporate speaker and a Salesforce EVP, discussing leadership, meditation, and AI. The tone is warm, credible, and business-relevant — think executive thought-leadership content, not casual vlog or entertainment editing.

Deliverables
A DaVinci Resolve project template (.drp) with organized bins (Footage / Audio / Graphics / Final Timelines), built to be reused on future episodes.
Shared Power Bins & Fusion macros, including a chapter-card title macro (a starting version will be provided), clean lower-thirds for guest name/title, and a call-to-action overlay (e.g., "Visit our website to learn more").
Two timeline formats: landscape (16:9) for website embedding, and vertical (9:16) for LinkedIn/Shorts, each with clean caption styling — professional, not "gamer style" captions.
One fully edited episode, following brand specs provided (color palette, typography, transition rules).
One 60–90 second highlight/proof reel — built to persuade a business audience, not a generic trailer.
3–5 short clips (15–30 seconds each) for social media.
A short screen-recorded walkthrough (Loom or similar) showing how to use the template — import footage, apply presets, export — so a non-professional volunteer editor can maintain it going forward.
What we're looking for
Strong DaVinci Resolve skills, specifically with Fusion macros, Power Bins, and reusable project templates — not just general video cutting.
A portfolio that includes corporate, B2B, or executive/thought-leadership video content.
Comfort building both the reusable system and the final polished cuts.
Clean, professional visual sensibility — sleek captions and titles, not high-energy/gaming-style editing.
Brand specs (starting point — open to your recommendations)
Typography: Lexend
Colors: blue
#2C90F0, purple
#9510AC, secondary green
#51AD1A, accent gold/orange used sparingly
An existing transition system for interludes (details shared with brief)

These are our current guidelines, not fixed rules — if you see an opportunity to sharpen the visual system (typography pairing, color application, transition choices) based on what actually works for this kind of corporate/B2B content, we want to hear it. Please note any recommended changes in your proposal or once you're in.

Suggested starting clips (open to your picks too)

We've flagged a few moments we think are strong (the "boardroom" story, a leadership-values list, an AI-and-soul exchange, among others) — happy to share the full transcript so you can identify your own top picks as well. We'll make the final selections together, but we want your professional read on what actually lands, not just ours.

To apply

Please include:

1–2 examples of a project template, macro system, or Power Bin setup you've built (not just a finished edit)
1–2 examples of corporate/B2B or executive-interview style editing
Your estimated timeline and rate for the scope above
Budget & timeline

Open to proposals — please quote based on the scope above. No hard deadline; quality and a genuinely reusable template matter more than speed.

Avenor Professional Group is looking for an experienced Salesforce Solutions Architect for ongoing client engagements.

Typical work may include Salesforce architecture and implementation, Sales Cloud and Service Cloud, CRM migrations, Salesforce Flow and automation, data architecture and migration, API and third-party integrations, reporting, troubleshooting, and optimization of existing Salesforce environments.

We are looking for someone who can work directly with business clients, lead discovery and requirements discussions, recommend the right solution, and take engagements from architecture through implementation.

This is intended as a long-term, non-exclusive relationship. Avenor supports client acquisition, qualification, sales, and engagement coordination while you provide the specialist Salesforce expertise and delivery.

Please include your Salesforce certifications, primary areas of expertise, Upwork history, availability, and typical hourly range for ongoing partnership work.

We need a strong Salesforce administrator to help transition away from Salesforce and extract data. The work includes assisting Phillips in reducing the Salesforce environment to one active user by deactivating remaining Sales Cloud users and removing applicable Salesforce Maps licenses. The ideal freelancer should be comfortable managing user access, handling license changes, and supporting a smooth transition while ensuring data is preserved and organized for the next phase.

Expected engagement (1-3 days)

We’re hiring a part-time B2B Business Development Representative for HRGOATS, a growing HR consulting firm serving small and mid-sized businesses. We want someone with strong outbound B2B sales experience, ideally from the staffing, recruiting, HR services, or professional services industry. This person will work an existing prospect list, conduct cold calls, email and LinkedIn outreach, follow up consistently, qualify opportunities, book discovery meetings, and keep activity updated in Salesforce. We’re looking for a true hunter who is comfortable reaching business owners, HR leaders, and operations leaders and who can independently create new business opportunities rather than rely on inbound leads. The role will start at approximately 5–10 hours per week on an hourly contract, with potential to grow based on performance. Strong communication, persistence, CRM discipline, and a proven history of originating B2B accounts are important. Staffing-agency business development experience is strongly preferred.

We're a small consultancy (7 people) building Airtable-based systems, integrations and AI workflows for enterprise clients in the UK and the Nordics. We're looking for one Solutions Consultant to sit between our clients and our build team.

What the role actually is

You're in front of the client. You run the discovery conversation, understand what they're really trying to solve, scope the solution, demo it, and tell them honestly when the thing they've asked for is the wrong approach.

Because we work with low-code and no-code, you build things yourself. Configuring a base, wiring up an automation, putting a working prototype in front of a client the same week they described the problem. When something gets genuinely complex, our technical team takes it from there, so you're never stuck alone with a hard engineering problem.

You're the person who makes sure we build the right thing, and who the client trusts to tell them the truth.

A normal week: client calls, scoping workshops, writing up what was agreed, demoing progress, working with our developers on what's feasible, and keeping the commercial conversation moving.

The commercial side

You're not just the technical voice in the room while someone else sells. You're part of winning the work: shaping the proposal, talking about scope and price, handling the objections that come up, and helping get to a signed yes. Once a client is with us, you're the one who spots where we could be doing more for them.

We're seven people, so nobody hands you qualified leads and waits outside. If you like being close to the deal and seeing your own work turn into signed business, that's the job.

What we need from you
Experience in a client-facing technical role — solutions consultant, sales engineer, presales consultant, technical account manager, or similar
You've run demos and discovery calls with real business buyers, not just internal stakeholders
You can hold a technical conversation and a commercial one in the same meeting

You've been close to deals closing — proposals, pricing discussions, objection handling — and you want to be closer still
You're comfortable saying "that won't work, here's what I'd do instead"
You enjoy building in low-code tools yourself, not just specifying what someone else should build
Excellent spoken English (see below — this matters more than usual)
Four things to know before you apply

1. This is a full-time position — we need your full attention. Not a side project alongside other Upwork contracts, not something you fit around an existing job. If you have other ongoing commitments, tell us now and tell us honestly what you'd do about them. We'd much rather know up front than find out three months in when a client is waiting.

Upwork only shows hourly rates, so in your proposal please tell us the monthly figure you'd expect for full-time work. Be direct about it — we'd rather find out now than after three conversations.

2. You'll need to travel to Sweden. Not often — a couple of times a year for team time and occasional client meetings. Please confirm you can do this, including that you can get the necessary travel documents.

3. We need to hear you. Record a short audio clip — 60 seconds is plenty — telling us about a project or deal you're proud of. This role is almost entirely spoken conversation with UK and Nordic clients, so reading your proposal isn't enough. Applications without audio won't be reviewed.

A short video is an even bigger plus. Start a Zoom or Loom recording and walk us through something you've built or sold, screen-share style. Rough and unedited is completely fine. We're interested in how you explain things, not your production values.

Put the link in your opening line (see below), not as an attachment.

4. Airtable experience is a clear bonus. If you don't have it, tell us which comparable tools you've worked with — Smartsheet, Monday.com, Notion, ClickUp, Make, Zapier, Retool, Power Platform, Salesforce, HubSpot, or similar low-code and SaaS platforms. Be specific about what you actually built or configured.

How to apply

Upwork only shows us the first part of your proposal in the list view. So put the important things first — it's the difference between being read and being scrolled past.

Your opening line, exactly like this:

HARBOUR — [link to your audio or video] — [your expected monthly pay]

Host the audio or video wherever is easiest for you: Loom, Google Drive, Dropbox, YouTube unlisted. Just make sure the link actually opens without us having to request access.

Then, below that, briefly:

Your current availability — are you free to start full-time, and do you have other ongoing commitments?
Whether you can travel to Sweden a few times a year, and whether you can get the travel documents for it
One example of a time you told a client their approach was wrong, and what happened
One deal you helped win, and what your part in it actually was
Which platforms you've worked with (Airtable or comparable)

We read every application that follows these instructions. We don't read the ones that don't.

We are looking for a detail-oriented Intake Department Auditor to review the accuracy, consistency, and completion of our intake pipeline for an ABA / behavioral health organization.

This role is not just basic data entry. We need someone who can audit intake records, identify missing steps, catch documentation gaps, verify that follow-ups are happening, and help management understand where clients are getting delayed in the intake process.

The ideal candidate has experience in healthcare administration, ABA services, insurance verification, intake coordination, authorization tracking, compliance support, or operations auditing.

Main Responsibilities:

Review intake pipeline records for completeness, accuracy, and status consistency.
Audit whether each family/client file has the correct intake documentation.
Check that required follow-ups, assessments, approvals, authorizations, and handoffs are properly tracked.
Identify missing information, delayed cases, duplicate records, and process breakdowns.
Compare records across systems, trackers, spreadsheets, CRMs, or task management platforms.
Prepare simple daily or weekly audit reports showing:
Number of files reviewed
Missing items
Delayed cases
Risk areas
Recommended corrections
Help ensure intake staff are following SOPs and required workflows.
Flag urgent issues to management, especially cases stuck due to missing information or poor follow-up.
Maintain confidentiality and follow HIPAA/privacy standards.

Ideal Qualifications:

Experience in healthcare, behavioral health, ABA, home health, medical office administration, insurance, or intake operations.
Strong attention to detail and ability to catch inconsistencies.
Comfortable reviewing spreadsheets, CRM records, task boards, and documentation.
Able to create clear audit summaries for management.
Strong written English.
Organized, reliable, and able to work independently.
Familiarity with HIPAA, PHI, insurance authorizations, or clinical intake is strongly preferred.
Experience with tools like Google Sheets, Excel, ClickUp, Monday, CentralReach, Salesforce, HubSpot, or similar systems is a plus.

Important Requirements:

Must be comfortable handling confidential healthcare-related information.
Must follow company-approved systems only.
No client/patient information may be stored on personal devices.
No PHI should be shared through Upwork messages.
Must be willing to sign a confidentiality agreement if selected.
Must be able to provide structured audit notes, not vague feedback.

---

Deliverables:

Intake audit tracker
List of missing documentation or incomplete steps
Weekly audit summary
Escalation list for delayed or high-priority cases
Recommendations for process improvement

Who This Role Is Best For:
This role is best for someone who has worked inside a healthcare office, ABA company, insurance department, intake department, or operations/admin team and understands that accuracy, follow-up, and documentation are critical.

To Apply, Please Answer These Questions:

What healthcare, ABA, insurance, or intake-related experience do you have?
Have you ever audited records, files, pipelines, or internal processes before?
What systems have you used for tracking clients, tasks, or documentation?
How would you identify whether an intake case is stuck or incomplete?
Are you comfortable working with confidential healthcare-related information?
What is your weekly availability?

Build a Fully Automated High-Intent UK SMB Prospecting & Salesforce Sales Engine

Project overview

I am a UK SMB Account Executive selling Revolut Business.

My role is currently extremely outbound and 360: I have to find companies, research them, identify decision-makers, find contact details, check whether I am allowed to prospect the account, create the account/contact in Salesforce, send emails, manage cadences, follow up, call, qualify and close.

I want to eliminate as much of the non-revenue-generating work as possible.

My strengths are calling prospects, communicating with decision-makers and closing.

I want a system that handles almost everything else.

The desired end state is:

The system prospects.
The system researches.
The system enriches.
The system qualifies.
The system checks Salesforce.
The system claims accounts.
The system creates contacts.
The system sends personalised emails.
The system runs follow-up cadences.
I call, reply and close.

My objective is to make my current outbound role feel as close as possible to an inbound sales role.

Core business objective

The system should continuously identify net-new UK SMB businesses that are highly likely to need Revolut Business and are relatively quick/easy to close.

I do NOT want a system designed to generate thousands of generic leads.

Quality is significantly more important than quantity.

My manager expects approximately five closed deals per week, so the system must optimise for:

Speed-to-close

Strong Revolut Business ICP fit

Evidence of likely buying need

Reachability of the relevant decision-maker

Low wasted prospecting time

High likelihood that the account is available for me to prospect

Strong email response potential

Strong calling opportunities

Reasonable GP potential

Fully automated execution wherever possible

The primary success metric is not “number of leads generated”.

The primary success metric is:

Does this system help me close more deals, faster?

Ideal daily experience

Every working morning, I want to receive an email containing 20 high-quality, sales-ready UK businesses.

The email should contain two sections.

Section A — 10 newly incorporated companies

These should be newly incorporated UK companies that:

fit Revolut Business ICP criteria;

appear commercially legitimate and likely to become active businesses;

have an identifiable decision-maker;

have usable contact information;

are eligible to be prospected;

are not already owned by another Account Executive in Salesforce;

have a credible reason why Revolut Business may be useful;

can potentially be closed quickly.

These are primarily optimised for speed-to-close.

Because newly incorporated businesses are often claimed quickly by other salespeople, I also want a real-time or near-real-time alert system.

If an especially strong newly incorporated company becomes available during the day, I want to be alerted immediately rather than waiting for the next morning.

Preferred alert channel:

Email

SMS or WhatsApp if practical and approved

Section B — 10 established companies

These should be established UK SMB businesses with annual turnover/revenue of up to approximately £30 million.

The system should prioritise companies showing strong Revolut Business fit and likely buying need, including signals such as:

heavy importing;

heavy exporting;

significant FX exposure;

international suppliers;

international customers;

multiple currencies;

international payments;

expanding into new countries;

entering new markets;

international hiring;

ecommerce;

marketplace selling;

overseas contractors;

business travel;

cross-border operations;

multiple subsidiaries;

international logistics;

strong growth;

other evidence that Revolut Business could solve a genuine business problem.

Speed-to-close is more important than maximising theoretical GP.

A company with moderate GP potential that can realistically close quickly should rank above a very high-GP account that appears likely to take months.

Target industries

The engine should search broadly across UK SMBs, but particularly prioritise businesses such as:

Ecommerce

Import/export companies

Wholesalers

Manufacturers

Logistics businesses

Travel businesses

Recruitment agencies

SaaS companies

Marketplaces

International service businesses

Companies with significant overseas suppliers/customers

Other strong Revolut Business ICPs discovered through data

This should not be a rigid industry-only filter.

The system should ultimately rank businesses based on likelihood of needing Revolut Business and likelihood of closing quickly.

Hard exclusions

The following should normally be filtered out before they reach me:

Dormant companies

Dissolved/non-trading businesses

Companies with no credible Revolut Business use case

Weak ICP-fit businesses

Companies where no relevant decision-maker can be contacted

Businesses already owned by another Account Executive

Businesses outside my permitted UK SMB segment

Companies likely to be ineligible for Revolut Business

Restricted/high-risk sectors based on approved internal eligibility rules

Mining companies

Banks

Financial institutions

Duplicate accounts

Suppressed/do-not-contact prospects

Other businesses that cannot realistically be onboarded

Eligibility rules should be configurable rather than hard-coded permanently.

Data sources

I want the freelancer to use a mixture of free/public sources and carefully chosen paid sources.

Potential sources include:

Public/free

Companies House

Companies House newly incorporated company data/API

Companies House director/officer information

UK Trade Info

Company websites

Google/search data

Public news

Public hiring/job information

Public international expansion announcements

Other legitimate UK company datasets

Public ecommerce/technology signals where useful

Existing tools

I already have access to:

Salesforce Lightning

LinkedIn Sales Navigator

Revolut Gmail integrated with Salesforce

The system can use Sales Navigator data where this is technically and contractually permitted.

Paid enrichment

I am willing to use a paid provider if necessary for:

decision-maker identification;

direct business email;

email verification;

direct mobile numbers;

company information;

buying/intent signals.

Possible tools may include Apollo, Lusha, Hunter or other suitable providers.

The freelancer should recommend the best option.

Total ongoing external software cost should ideally remain under £100/month.

Do not recommend an unnecessarily expensive stack.

Salesforce integration

This is a core part of the project.

I have already received approval to automate Salesforce functionality including:

checking whether a business is already owned;

determining whether I can prospect it;

claiming available businesses;

creating business/account records;

creating contacts;

adding contact information;

enrolling leads/contacts into approved cadences.

The freelancer should therefore design this using official Salesforce functionality/APIs/integration methods, not browser hacking.

The system should use Salesforce Lightning / official Salesforce APIs, Flow or other approved functionality as appropriate.

Critical Salesforce ownership check

A lead is useless to me if another Account Executive already owns the company.

Therefore the system must:

Discover a prospect.

Research/enrich the prospect.

Search Salesforce for the business.

Determine whether it is already owned.

Discard the prospect if another AE owns it.

If available, claim the account in my name.

Continue searching until the required number of available leads is achieved.

For example:

If the system finds 20 strong established companies but 8 are already owned, it should not send me 12 leads.

It should continue searching until it has found 10 high-quality established companies that are actually available to me.

The same rule applies to newly incorporated companies.

Automatic claiming

system should:automatically claim an available account for me as soon as it passes all filters.

This is particularly important for newly incorporated companies because speed matters and other Account Executives may be targeting the same businesses.

If automatic claiming is not technically possible for a particular workflow, the system should alert me immediately so I can claim the business manually.

Decision-maker identification

The primary decision-maker pool should begin with Companies House directors/officers.

Preferred personas include:

Founder

Owner

CEO

Managing Director

CFO

Finance Director

Head of Finance

Other relevant registered director

Where a director cannot be reached, the system should attempt to find another appropriate senior decision-maker such as:

Finance Manager

COO

Head of Operations

Procurement Director

Head of Procurement

Ecommerce Director

Other senior commercial/financial decision-maker relevant to the use case

The system should not throw away an excellent company simply because a Companies House director cannot be directly contacted.

Contact enrichment

For each company, I ideally want:

Company name

Companies House number

Industry

Decision-maker full name

Job title

Direct business email

Direct mobile number where available

Office number as fallback

Evidence/source for contact data

Contact-data confidence

Email-verification status

Direct mobile and direct email are preferred.

However, an otherwise excellent lead should not necessarily be discarded just because only an office number is available.

Information I want for every prospect

Every lead should arrive sales-ready.

For each prospect I want:

Basic details

Company name

Companies House number

Decision-maker

Name

Job title

Email

Direct mobile preferably

Office phone fallback

Sales intelligence

Why this company fits Revolut Business

Why this company may have buying intent

Likely pain point

Likely Revolut Business use case

Estimated FX exposure where reasonably inferable

Import/export activity

International activity

International expansion signals

Other relevant buying signals

Closeability

A one-line explanation:

“Why this company should be relatively quick/easy to close.”

Example:

Expanding into Germany, recurring imports, strong FX exposure, owner-led company and direct MD mobile found.

This explanation should be evidence-based.

Lead scoring

Every account should receive a configurable score.

The score should optimise primarily for:

1. Speed-to-close

Highest weighting.

Signals may include:

obvious immediate need;

strong Revolut use case;

owner-led business;

reachable senior decision-maker;

direct mobile/email available;

simple company structure;

credible urgency/trigger;

recently incorporated;

international expansion;

straightforward onboarding profile.

2. Revolut Business ICP fit

Including:

international activity;

FX;

import/export;

multiple currencies;

ecommerce;

business travel;

cards/spend;

international supplier/customer payments;

other monetisable Revolut Business use cases.

3. Buying-intent evidence

Including:

international expansion;

hiring;

growth;

new markets;

strong cross-border requirements;

relevant public intent data;

other legitimate intent indicators.

Signal recency should help the score but should not dominate it.

An older signal is acceptable if the company remains highly relevant and appears likely to buy.

4. Contactability

Including:

relevant senior person found;

direct email;

direct mobile;

verified email;

confidence in identity.

5. Expected GP

This should influence ranking but should NOT override speed-to-close.

Important scoring principle

The ranking should answer:

“Who should I call first if my goal is to close as many appropriate Revolut Business deals as possible this week?”

It should NOT simply answer:

“Which company looks biggest or most impressive?”

AI research

AI can be used to research and summarise businesses.

For each lead, AI should create a concise sales briefing containing:

Company summary

What the company does.

Why Revolut Business is relevant

Evidence-based reasons only.

Likely pain point

For example:

FX costs

supplier payments

multiple currencies

international collections

business cards

travel spend

ecommerce settlement

international expansion

Why now

Relevant trigger or buying-intent signal.

Suggested call opener

Short, natural and specific.

Suggested email

High-quality outbound email personalised using the company information.

Unknowns

Anything the AI could not verify.

The system must not hallucinate.

If information is unknown, it should say unknown rather than inventing an answer.

Email automation

Outbound emails must be sent through:

Salesforce using my Revolut Gmail account.

Do not build a completely separate cold-email platform.

The system should:

Claim the prospect.

Create the relevant Salesforce contact.

Select the correct cadence.

Generate/personalise the first email.

Send the first email automatically.

Run follow-up emails automatically.

Stop the cadence immediately when the prospect replies.

Allow me to take over manually after the reply.

The cadence should continue until the prospect replies.

Email opens/clicks alone should not stop the cadence.

Cadence strategy

I want a short, aggressive but professional cadence designed to get a response within approximately one week.

Likely structure:

3–4 emails

Call steps during the week

5–7 business days

Immediate stop on reply

The freelancer should help design the actual cadence strategy.

I want different cadences for different prospect categories rather than one generic sequence.

Examples:

Newly incorporated company cadence

Messaging focused on:

setting up business finances correctly;

getting business banking/payment infrastructure in place;

business cards;

domestic/international payments;

avoiding unnecessary banking friction early.

Import/export cadence

Messaging focused on:

FX;

international supplier/customer payments;

multiple currencies;

reducing international payment friction.

International-expansion cadence

Messaging focused on:

new markets;

foreign currencies;

cross-border operations;

employee/card requirements;

international payments.

Ecommerce/marketplace cadence

Messaging focused on:

merchant/payment flows;

international collections;

FX;

supplier payments;

cards/spend.

Additional cadences should be created where data supports them.

Email quality requirement

I do not want generic templated emails.

The goal of the messaging is:

get replies → start conversations → book meetings if necessary → close deals.

A hybrid approach is preferred:

a small number of excellent proven frameworks;

automatically personalised using the company’s situation;

relevant intent/fit signals;

role/persona;

likely pain point.

The system should avoid unnecessary long emails or obviously AI-written copy.

Morning email

Every morning I should receive one email containing two clearly separated tables.

Table 1 — Newly incorporated

10 companies.

Suggested columns:

Rank

Company

Incorporation date

Director / decision-maker

Title

Mobile

Email

Revolut-fit reason

Closeability reason

Suggested opener

Salesforce status

Cadence status

Table 2 — Established high-intent businesses

10 companies.

Suggested columns:

Rank

Company

Revenue/size

Decision-maker

Title

Mobile

Email

Key buying signal

FX/import/export evidence

Likely pain

Closeability reason

Suggested opener

Salesforce status

Cadence status

The email should be concise enough that I can open it and start calling immediately.

Real-time newly incorporated alerts

Newly incorporated businesses are competitive internally.

Therefore I want a faster process:

New company detected → qualifying filters → director enrichment → Salesforce ownership check → automatic claim if available → contact creation → first email → alert me to call.

The goal is to reach strong new incorporations before another Account Executive claims them.

Feedback / learning loop

The system should improve over time.

At minimum, I reliably track:

Closed Won

Closed Lost

The workflow should store enough information about every prospect to analyse which profiles convert.

For example:

lead source;

new vs established;

industry;

company size;

age;

import/export signal;

FX signal;

international activity;

decision-maker role;

direct mobile available;

direct email available;

initial lead score;

cadence used;

primary use case;

Closed Won / Closed Lost.

Over time the scoring should prioritise more companies resembling the leads I actually close.

This does not need to begin as an advanced machine-learning model.

A transparent rules-based optimisation process is sufficient initially.

Automation requirement

Once the system is live, I want minimal manual involvement before the sales conversation.

For qualifying prospects, the ideal workflow is:

Discover company

↓

Research company

↓

Resolve company identity

↓

Check eligibility

↓

Identify decision-maker

↓

Enrich email/mobile

↓

Score fit + buying need + closeability

↓

Check Salesforce ownership

↓

Discard if already owned

↓

Automatically claim if available

↓

Create Salesforce contact

↓

Select appropriate cadence

↓

Generate personalised email

↓

Send first email automatically

↓

Continue cadence automatically

↓

Morning list / real-time alert tells me who to call

↓

Prospect replies

↓

Cadence stops immediately

↓

I take over, call/reply and close

What I do NOT need automated

I am happy to:

dial phone numbers myself;

conduct sales conversations;

qualify prospects;

respond to prospects;

negotiate;

close;

handle unusual/complex prospects manually.

Do not waste development budget building a power dialler unless it becomes clearly necessary later.

Security / compliance requirements

The project must use authorised/approved access.

Salesforce integration has been approved.

Use official APIs/integration mechanisms wherever possible.

Technical requirements

The system should include appropriate handling for:

API authentication

Pagination

Rate limiting

Retries

Error handling

Idempotency

Duplicate prevention

Salesforce matching

Failed-record handling

Logging

Data freshness

Source provenance

Confidence scoring

Email verification

Workflow monitoring

Configurable filters

Configurable score weights

Configurable excluded industries

Configurable cadence assignment

Re-running the system must not repeatedly create the same account/contact or repeatedly enrol the same person into a cadence.

Preferred technology philosophy

I am not attached to any particular technology.

Possible tools include:

Salesforce APIs

Salesforce Flow

Companies House APIs

UK Trade Info

Python

n8n

Make

Clay

Apollo

Hunter

Lusha

Airtable

Google Sheets

PostgreSQL/Supabase

serverless functions

LLM APIs

However:

do not build a complicated stack just because you can.

The system should be:

reliable;

fast;

cheap to operate;

understandable;

maintainable;

easy to hand over.

Ongoing external software cost should ideally remain under £100/month.

Budget

I want the freelancer to optimise scope around the highest-impact functionality.

If everything cannot be completed within this budget, prioritise:

external lead discovery;

decision-maker enrichment;

Salesforce availability check;

automatic claiming;

Salesforce contact creation;

lead scoring;

morning email;

automatic cadence enrolment;

personalised email generation;

learning/optimisation layer.

Timeline

I want a usable system live as soon as reasonably possible.

My sales targets are urgent.

I would strongly prefer the freelancer to build this incrementally rather than disappearing for several weeks.

Suggested approach:

Phase 1 — Working MVP

Get the first functioning prospect engine operating quickly.

It should already:

discover companies;

enrich them;

check Salesforce;

provide usable leads.

Phase 2 — Salesforce automation

Add:

claiming;

contact creation;

cadence enrolment;

automatic emails.

Phase 3 — Optimisation

Improve:

scoring;

copy;

data sources;

conversion feedback;

error handling;

speed.

I would rather have useful automation operating early and improve it than wait for a perfect final system.

Suggested milestones

Milestone 1 — Architecture + proof of concept

Deliver:

architecture diagram;

data-source plan;

Salesforce integration approach;

sample output;

proof that Companies House/company discovery works;

proof that Salesforce availability can be checked.

Milestone 2 — Lead engine

Deliver:

new-company discovery;

established-company discovery;

enrichment;

decision-maker identification;

contact data;

scoring;

hard exclusions.

Milestone 3 — Salesforce automation

Deliver:

ownership check;

automatic account claiming;

contact creation;

deduplication;

cadence enrolment.

Milestone 4 — Messaging

Deliver:

personalised email generation;

multiple cadence strategies;

automatic first-email send;

follow-up sequence;

stop-on-reply logic.

Milestone 5 — Delivery + optimisation

Deliver:

morning email;

real-time new-company alerts;

Closed Won/Closed Lost feedback loop;

monitoring;

documentation;

handover.

Ownership and handover

This is non-negotiable.

At the end of the project I must receive:

all source code;

all automation workflows;

all prompts;

all scoring logic;

all configuration;

all schemas;

all API documentation;

setup instructions;

operating instructions;

troubleshooting instructions;

architecture diagram;

credentials/configuration handover process;

list of ongoing subscriptions;

list of external dependencies.

Where practical, the system should be built inside accounts/workspaces that I or the company control.

I do not want to remain permanently dependent on the freelancer.

A recorded handover session/walkthrough should be included.

Please include a short post-launch bug-fix period.

Definition of success

I will consider this project successful if my working day changes from:

search for company → research → find director → find email → find number → check Salesforce → claim → create contact → write email → send email → follow up → call

to:

open morning email → see ranked sales-ready companies → call decision-maker → reply → close.

The system should make the role significantly less 360/outbound.

The ideal outcome is that I wake up every day with:

10 strong newly incorporated businesses;

10 strong established businesses;

all available for me to prospect;

relevant decision-maker identified;

email/mobile enriched;

Salesforce account already claimed where possible;

contact already created;

personalised first email already sent;

follow-up cadence already running;

clear explanation of why each company is worth calling;

clear suggested opener.

Ideal freelancer profile

I am looking for a strong:

RevOps / GTM Automation Engineer

or

Salesforce + GTM Systems Engineer

Experience should ideally include:

Salesforce APIs

Salesforce Lightning

Salesforce Flow

CRM automation

B2B enrichment

company identity matching

Companies House

REST APIs

lead scoring

sales automation

outbound cadences

email personalisation

n8n / Make / similar

Python/API development

LLM structured outputs

error handling

idempotency

sales operations

A generic AI chatbot developer is not what I am looking for.

Application questions

Please answer all of the following.

1.

Describe the closest system you have previously built to this.

What did it automate?

2.

How would you automatically identify newly incorporated UK businesses as quickly as possible?

3.

How would you find established UK companies showing strong cross-border, FX, import/export or international activity?

4.

What data sources would you use while keeping ongoing software cost under £100/month?

5.

How would you identify and enrich the relevant decision-maker?

6.

How would you prevent the system from creating duplicate Salesforce accounts/contacts?

7.

How would you check Salesforce ownership before claiming an account?

8.

How would you make the claiming process idempotent and safe if two processes run simultaneously?

9.

How would you automatically enrol a prospect into the appropriate Salesforce cadence?

10.

How would you personalise emails without allowing an LLM to hallucinate company information?

11.

How would you stop a cadence immediately when a prospect replies?

12.

How would you design the scoring model to prioritise speed-to-close, rather than simply company size?

13.

How would you handle API errors, rate limits and partial workflow failures?

14.

What would you build first if I told you I needed useful results as quickly as possible?

15.

What parts of this project do you believe are unrealistic or should NOT be automated?

I particularly value candidates who challenge bad assumptions rather than simply saying yes to everything.

Red flags

I will not hire someone who:

recommends browser bots as the main Salesforce solution;

asks for my password;

cannot explain API authentication;

cannot explain idempotency;

cannot explain duplicate prevention;

cannot explain Salesforce Account/Contact relationships;

wants to scrape LinkedIn aggressively;

relies entirely on generic ChatGPT prompts;

cannot explain how data sources will be verified;

wants to spend hundreds per month on unnecessary tools;

promises that every generated lead will definitely close;

cannot explain failure handling;

cannot provide documentation;

wants to retain control of the finished system.

Final project goal

I am not hiring someone to “generate leads”.

I am hiring someone to build a sales-ready opportunity engine.

I want the system to perform the repetitive outbound prospecting work so that the Account Executive can focus almost entirely on:

CALL → CONVERSE → QUALIFY → REPLY → CLOSE.

Overview

I'm hiring a detail-oriented job application assistant to help me apply to full-time roles across San Francisco and the greater Bay Area. My background is in sales, marketing, and CRM, and I'm targeting early-career roles (listed below). You'll find relevant openings, tailor my materials to each one, submit applications on my behalf, and keep everything organized in a shared tracker.
This is an ongoing engagement with room to continue based on results. I also reward outcomes: if your work leads to a job offer I accept, you'll earn a sizeable bonus on top of your base rate (details under Budget & timeline).
About the candidate
• Early-career sales & marketing professional based in San Francisco.
• 2.5 years hands-on experience in CRM management (Salesforce, HubSpot), lead generation, outbound prospecting, and multi-channel marketing campaigns.
• B.S. in Management Information Systems, San Jose State University.
• Comfortable with analytics/reporting tools (Excel, SQL, Tableau) and modern AI/marketing tools (HubSpot, Canva, NotebookLM, etc.).
• Resume and LinkedIn will be sent.

Target roles (all in scope - apply to any that fit)

1. Sales Development Rep (SDR) / Business Development Rep (BDR)
2. Marketing Coordinator / Marketing Associate
3. Customer Success Associate / Client Success Coordinator
4. Sales Operations / Revenue Operations Analyst entry / Analyst-I level only
5. Junior Salesforce Administrator / CRM Analyst
6. Adjacent early-career roles: growth marketing, demand generation, account coordinator

Location: San Francisco / greater Bay Area. Remote, hybrid, and onsite all acceptable.

Compensation: Minimum $80k

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 an experienced motion designer to create a small set of polished, professional intro and outro animations for SmartSeed, a Salesforce application used for securely transferring and creating representative test data across Salesforce environments.

These animations will be used consistently across our SmartSeed product tutorials and educational video content.

Deliverables

We need three short animations:

1. Standard SmartSeed Tutorial Intro
A short branded introduction for regular SmartSeed product tutorials.

2. SmartSeed Digital Series Intro
A second introduction for a separate educational series. It should feel distinct from the standard tutorial intro while still clearly belonging to the same SmartSeed visual identity.

3. Reusable SmartSeed Outro
One outro that can be used at the end of both types of videos. It may include the SmartSeed logo, website address and a simple call to action.

Creative direction

The animations should feel:

* Modern and professional
* Clean and polished
* Appropriate for a B2B SaaS and Salesforce audience
* Technically sophisticated without feeling cold or overly corporate
* Consistent with the existing SmartSeed brand

We are not looking for a generic logo-animation template with our logo inserted into it. The result should feel intentionally designed for SmartSeed.

Duration

* Approximately 4–6 seconds for each intro
* Approximately 5–8 seconds for the outro
* No animation should exceed 10 seconds

We will provide

* SmartSeed logo files and brand assets
* Brand colours
* Website address
* Any required wording
* Examples of the tutorials in which the animations will be used
* Additional product context and creative feedback

Required final files

* Finished video files in MP4 format
* Full HD 1920 × 1080, suitable for YouTube and tutorial videos
* High-quality versions with and without audio
* Transparent-background versions where technically appropriate
* All editable source files, including linked assets and fonts
* Any music or sound effects used must be properly licensed for ongoing commercial use

The project should include at least two revision rounds.

What to include in your proposal

Please provide:

* Examples of short logo animations, SaaS video intros or similar motion-design work
* A brief explanation of how you would create two distinct but visually connected intros
* The software you use
* Your expected turnaround time
* Confirmation that editable source files and commercial usage rights are included

Please begin your proposal with the words “SmartSeed Motion” so we know you have read the complete description.

This is a fixed-price project. If the initial work is successful, there may be opportunities to create additional product videos and branded motion assets for SmartSeed and our other Salesforce applications.

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.

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.

We’re seeking a reliable support specialist to assist our distribution sales teams with day-to-day operational needs. This role will help manage sales processes, coordinate internal communications, and support team efficiency. You should be comfortable working in Salesforce and Agile platforms, organizing workflows, and keeping information accurate and up to date. The ideal candidate is proactive, detail-oriented, and able to support a fast-moving sales environment with strong follow-through and clear communication.

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.

We are looking for an experienced Salesforce developer/integration specialist to build and connect a CRM and subscriber-management system.

The project involves Salesforce, Google Sheets, WordPress, Stripe, and analytics/reporting.
Main Responsibilities
Configure Salesforce CRM for contacts, organizations, campaigns, leads, trials, subscriptions, payments, consent, renewals, and churn.
Migrate and synchronize existing Google Sheets data with Salesforce.
Integrate WordPress forms with Salesforce.
Preserve campaign/source attribution from form submission through conversion.
Set up email verification, consent, unsubscribe, and suppression workflows.
Automate a six-month free trial lifecycle, including activation, expiration reminders, and conversion tracking.
Integrate Stripe subscriptions and payment status with Salesforce.
Track publication/delivery activity and subscriber engagement.
Build dashboards for acquisition, trials, conversions, revenue, retention, churn, and operational issues.
Implement error handling, duplicate prevention, reconciliation, backups, and basic security controls.
Provide documentation and handoff after completion.
Required Experience

You should have strong hands-on experience with:

Salesforce CRM architecture and configuration
Salesforce Flow, reports, dashboards, APIs, OAuth, webhooks, and preferably Apex
Google Sheets API / Apps Script / integration tools
Data migration, synchronization, deduplication, and reconciliation
WordPress integrations
Stripe Billing, Checkout, subscriptions, and webhooks
Analytics and reporting
Security, permissions, and credential management

Experience with Salesforce CRM Analytics, Tableau, Looker Studio, or Power BI is a plus.

Deliverables

We expect:

Salesforce architecture and implementation plan
Configured Salesforce CRM
Google Sheets migration and synchronization
WordPress → Salesforce lead/trial workflow
Stripe → Salesforce payment/subscription integration
Automated trial and subscriber lifecycle
Management dashboards
Testing, documentation, and handoff

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.

## iOS/iPad Application Developer — React, AWS, Okta, and Salesforce

We are seeking an experienced iOS/iPad Application Developer to convert an existing React-based web application into a secure, production-ready iPad application. The developer will integrate the application with an existing AWS backend, implement Okta authentication, and connect with Salesforce APIs.

### Key Responsibilities

* Evaluate the existing React application and recommend the best iPad architecture, such as React Native, Capacitor, or native Swift/SwiftUI.
* Reuse applicable React components, TypeScript logic, API clients, and business rules.
* Build a responsive, touch-friendly application optimized for different iPad screen sizes and orientations.
* Integrate the application with REST or GraphQL services hosted in AWS.
* Implement secure Okta authentication using OAuth 2.0, OpenID Connect, PKCE, token refresh, and session management.
* Integrate with Salesforce APIs for retrieving and updating customer, account, case, contact, or other business data.
* Safely store authentication tokens and sensitive application data using the iOS Keychain.
* Implement error handling, logging, network retry, timeout, and offline or limited-connectivity behavior.
* Configure development, testing, staging, and production environments.
* Create automated unit, integration, and user-interface tests.
* Troubleshoot application, authentication, API, and performance issues.
* Prepare the application for deployment through Apple Business Manager, enterprise mobile-device management, or the Apple App Store.
* Produce technical documentation and support knowledge transfer to the internal development team.

### Required Qualifications

* Five or more years of professional mobile or front-end development experience.
* Strong experience developing iPhone and iPad applications.
* Demonstrated experience converting React web applications into mobile applications.
* Strong skills in React, React Native, TypeScript, JavaScript, HTML, and CSS.
* Experience with Swift, SwiftUI, Objective-C, or native iOS integration.
* Experience integrating mobile applications with AWS-hosted APIs and services.
* Strong understanding of REST APIs, JSON, HTTPS, and asynchronous programming.
* Hands-on Okta experience, including OAuth 2.0, OpenID Connect, PKCE, access tokens, refresh tokens, and multifactor authentication.
* Experience integrating with Salesforce REST, Composite, or GraphQL APIs.
* Knowledge of Salesforce Connected Apps, OAuth scopes, permission sets, and API security.
* Familiarity with secure credential storage, encryption, certificate management, and mobile security practices.
* Experience with Xcode, iOS SDKs, Git, CI/CD pipelines, application signing, provisioning profiles, and App Store deployment.
* Strong troubleshooting, communication, and technical-documentation skills.

### Preferred Qualifications

* Experience with AWS API Gateway, Lambda, Cognito, AppSync, CloudWatch, S3, and CloudFront.
* Experience with Salesforce Health Cloud, Service Cloud, or Sales Cloud.
* Experience distributing private business applications through Apple Business Manager and mobile-device-management platforms.
* Familiarity with HIPAA, SOC 2, regulated healthcare, or other security-sensitive environments.
* Experience implementing offline synchronization, push notifications, analytics, and crash reporting.
* Knowledge of mobile accessibility requirements and Apple Human Interface Guidelines.
* Experience with automated build and release tools such as GitHub Actions, Azure DevOps, Bitrise, or Fastlane.

### Expected Deliverables

* Production-ready iPad application based on the existing React application.
* Secure Okta login and logout workflows, including MFA where required.
* AWS backend connectivity across development, test, and production environments.
* Salesforce API integration with appropriate authorization and error handling.
* Automated test coverage and documented test results.
* Deployment and release documentation.
* Architecture, configuration, security, and operational-support documentation.

### Ideal Candidate

The ideal candidate combines strong React and iOS development skills with practical cloud and enterprise-integration experience. They can determine which existing web components can be reused, identify where native iPad functionality is necessary, and deliver a secure, maintainable application that integrates reliably with AWS, Okta, and Salesforce.

Seeking an experienced appointment setter with excellent communication skills, both written and verbal. Looking for someone with experience in appointment setting, client outreach and B2B communication, bonus if familiar with restaurant industry/tech. This role is needed to help us with our goal of better understanding the unique needs and preferences of our clients. To achieve this, we are embarking on a series of client interviews to gather in-depth product feedback and insights. These interviews will be instrumental in shaping our product development strategies and ensuring that our solutions align closely with our clients’ needs. This role is needed to set these interviews on behalf of our product team.

This role will need to navigate conversations with restaurant owners with confidence and professionalism and be able to handle rejection with grace if the client is not interested. This role will need to approach each call with active listening, an understanding of the unique needs of each client and the ability to articulate the value of meeting with the product team to provide feedback.

Responsibilities:

1. Scheduling Meetings: Efficiently coordinating and scheduling client interviews, ensuring they align with both client and Product Manager availability. This includes following up with the client in advance of upcoming meetings to confirm their availability and attendance
2. Communication: Acting as the primary point of contact between clients and Product Managers, facilitating smooth communication and ensuring all necessary meeting details are conveyed.
3. Documentation: Preparing pre-work for the product managers on any history or previous interactions the client has had with SpotOn and entering the meeting in Salesforce once it has been completed.
4. Follow-up: Assisting in follow-up activities, such as sending thank-you notes, additional information requests, or scheduling subsequent meetings as needed.
5. Logistics: Handling meeting logistics, including setting up virtual meetings, ensuring clients have the necessary meeting materials, and resolving any technical issues that may arise.

Qualifications:

- Excellent communication skills, both written and verbal.
- Strong organizational and time management abilities.
- Proficiency in scheduling tools and software (e.g., Google Calendar, Microsoft Outlook, Zoom).
- Attention to detail and the ability to capture and summarize key information accurately.
- Professionalism and the ability to represent our company in client interactions.
- Experience in client coordination or administrative role
- Experience in restaurant tech/hospitality industry is a plus

Website redevelopment
- Audit the current site: structure, user journeys, page performance, mobile experience and conversion points.
Propose a new site map and page structure covering the masterbrand, service lines (off-plan, secondary, commercial), listings, areas, insights, team and contact.

- Design wireframes and high-fidelity page designs for all core templates: home, service line pages, listing index and listing detail, area pages, project or launch pages, team and agent profiles, insights, contact and lead capture.

- Build the approved designs in WordPress using Elementor, with reusable templates, global styles and a component library so the marketing team can build new pages without a designer.

- Integrate listings, lead forms and tracking as specified by the marketing team, including Salesforce lead capture, GA4, Google Tag Manager and Meta pixel.

- Deliver a fast, mobile-first site that passes Core Web Vitals, with clean on-page SEO structure and correct redirects from every existing URL.

/turkey section
- Design and build a dedicated section of the site at /turkey for the Istanbul office and Turkish investors, presenting Equity, the Dubai investment case and the Istanbul team.
- Build it as a bilingual section (English and Turkish) using a WordPress multilingual set-up such as WPML or Polylang, with a structure that can be replicated for future international offices.
- Include lead capture routed to the Istanbul team, localised contact details and any market-specific content pages the marketing team specifies.

Handover
- Provide documentation covering the template system, global styles, how to build a page, how to add a listing or agent, and how to update the /turkey section.
- Run a handover session with the marketing team.
- Provide a 30-day post-launch support window for fixes.

Deliverables
1. Site audit and recommended site map
Wireframes and approved designs for all templates (desktop and mobile)
2. Built and tested WordPress site on Elementor, launched on the live domain
3. Built and tested /turkey section, bilingual
4. Redirect map, SEO set-up and tracking implementation confirmed
5. Documentation and handover session

Timeline
- The /turkey section is required within 4 weeks to support the Istanbul office launch. The full site redevelopment is to be completed within 8 weeks. We are open to phasing, with /turkey delivered first on the existing site if that is the faster route.

What we're looking for
- A portfolio of live WordPress sites built in Elementor, ideally including real estate, property, hospitality or luxury brands.
- Strong UX and UI skills. You design the journey and the page, not just the layout.
- Proven experience building multilingual WordPress sites.
- Experience integrating CRM lead forms (Salesforce preferred), GA4, Tag Manager and property listing feeds or plugins.
- Experience delivering a full site redesign end to end, including migration and redirects, without losing search rankings.
- Available to start immediately and to work Dubai hours for reviews and check-ins.

Need someone that I can offload work to that can read and understand english very well.

Primary focus is Salesforce but will also need you to be able to handle 3rd party apps as well and be able to 'figure it out'

Work will be very light at first as I will be using you to help me work out my systems to assign and manage tasks, expect 2-5 hours a week.

I don't expect work to be done right away but I do expect reply to come fairly quickly.

A lot of your job will be to QA your own work as I imagine you will be heavily AI augmented.

Website Performance, SEO & AI Search Optimization Needed

We are seeking an experienced SEO and website optimization to improve the performance of our established self-storage website, www.aaaaselfstorage.com (AAAA Self Storage Website).

The site is fully functional, mobile-friendly, and conversion-focused, but we believe it has significant opportunities for improvement in:

- Technical SEO
- Core Web Vitals and page speed
- AI Search / Answer Engine Optimization (AEO)
- Structured data/schema implementation
- Content architecture and topical authority
- Local SEO across multiple locations
- Organic search visibility

We are looking for someone who can improve the following (not a consultation):

- Perform a comprehensive SEO and technical audit
- Identify and resolve page speed bottlenecks
- Improve Core Web Vitals scores
- Implement structured data (Schema.org / JSON-LD)
- Optimize for AI-powered search engines and answer engine
- Improve internal linking and crawlability
- Identify duplicate content issues
- Improve metadata, headings and page hierarchy
- Fix Technical SEO Issues
- FAQ schema
- Organization schema
- Local Business schema
- Self Storage schema (where appropriate)
- Breadcrumb schema
- XML sitemap review / optimize
- robots.txt review / optimize
- Indexation analysis / optimize
- Canonicalization review / optimize
- Image optimization
- AI-readable content recommendations / optimize

Preferred Qualifications:
Proven SEO success with multi-location businesses
Experience with Core Web Vitals optimization
Familiarity with Google Search Console, GA4, Bing Webmaster Tools
Experience implementing Schema.org structured data
Understanding of AI search platforms (Google AI Overview, ChatGPT, Perplexity, Bing Copilot, etc.)
Ability to communicate findings in plain English

To Apply, please provide:

Examples of similar SEO projects
Before-and-after performance results
Your recommended audit tools
Brief explanation of how you approach AI Search / AEO optimization
Estimated project scope and pricing

Important: We are not looking for a website redesign and we are not interested in moving off of Salesforce. The site already functions well and converts very well. Our primary objective is improving search visibility, AI discoverability, technical performance, and organic traffic growth.

While we are not looking to hire on fulltime, we do have other projects that will be available - all within Salesforce. If this project goes well, it can lead to many more projects.

Job Summary

Research Assistant: As a UniversalGiving® Research Assistant, you’ll work on important, diverse research projects as needed by the Operations Team.

UniversalGiving® is an award-winning nonprofit allowing people to donate and volunteer with top-performing, vetted organizations all over the world. 100% goes directly to the cause. All partner organizations are vetted with our proprietary Quality Model®. UniversalGiving® has been featured on the homepage of Bloomberg, Oprah.com, CBS, The Wall Street Journal, and The New York Times. UniversalGiving® also has been featured in more than 16 books, including the new edition Harvard Business Review Book, HBR Guide to Delivering Effective Feedback, Arianna Huffington’s Thrive, and Laura Arrillaga-Andreessen’s Giving 2.0. We have also been acknowledged six times on Great Nonprofits’ annual Top Nonprofits lists and are highlighted in Huffington Post's list of best volunteering matching websites. We continue to gain momentum, with dozens of articles in the Christian Science Monitor and monthly contributions on Forbes. To date, we have matched more than 22,000 volunteers worth $31 million dollars’ of volunteer hours.

Responsibilities:

Research high net-worth potential and existing donors, foundations, corporations
Research journalists, universities, and celebrities to develop marketing partnerships
Research Tech for Good companies
Research Product Development Tools
Record, update and manage data in spreadsheets and Salesforce
With proven success & a positive attitude, take on special projects and new responsibilities

Qualifications:
Excellent written and verbal communication skills
Meticulous attention to detail
Ability to thrive in a fast-paced environment
High proficiency in Google Workspace tools (some training provided)
Willingness to learn new technologies

Benefits
Part-time, flexible remote positions
Opportunity to work with a diverse, global team representing over 25 cultures
Gain experience with a Tech for Good nonprofit

We are an award-winning nonprofit allowing people to donate and volunteer with top-performing, vetted organizations all over the world. 100% goes directly to the cause. We have been featured on the homepage of Bloomberg, Oprah.com, CBS, The Wall Street Journal, and The New York Times. Our CEO is a winner of the Jefferson Award (the Nobel Prize in Community Service) on CBS.

Work Scope:

The Salesforce Data Entry position will provide data entry support. Tasks include:
- Entering contact information in the Salesforce database; updating fundraising, corporate and marketing contact databases; and researching and inputting mailing addresses in Salesforce databases.
-Input business contacts in the Salesforce relationship database.
-Update Salesforce contact databases.

Skill Requirements:
-Strong competence with data entry.
-Meticulous attention to detail.
-Ability to thrive in a deadline-oriented environment.
-Competence in Salesforce and a willingness to learn new technologies.
-Seeking someone who is organized, detailed, flexible, and committed to confidentiality.
-Efficient data entry; strong research; and exceptional time management skills are required.

Executive Assistant: Global/Remote - Help Change the World!
Business Unit: Office of the CEO Reports to: Operations Associate

Job Summary
Executive Assistant will provide administrative support to the top leadership at our organization on day-to-day tasks. These tasks may include research, transcribing voicemails, updating Excel spreadsheets and PowerPoint and updating the Salesforce
database. This is a critical position assumed by someone who is organized, detail-oriented, well-versed in Excel and PowerPoint, and committed to confidentiality.

We are an award-winning nonprofit allowing people to donate and volunteer with top-performing, vetted organizations all over the world. 100% goes directly to the cause. All partner organizations are vetted with our proprietary Quality Model®. We have been featured on the homepage of Bloomberg, Oprah.com, CBS, The Wall Street Journal, and The New York Times. We have also has been featured in more than 16 books, including the new edition Harvard Business Review Book, HBR Guide to Delivering Effective Feedback, Arianna Huffington’s Thrive, and Laura Arrillaga-Andreessen’s Giving 2.0. We have also been acknowledged six times on Great Nonprofits’ annual Top Nonprofits lists and are highlighted in Huffington Post's list of best volunteering matching websites. We continue to gain momentum, with dozens of articles in the Christian Science Monitor and monthly contributions on Forbes. To date, we have matched more than 22,000 volunteers worth $31 million dollars’ of volunteer hours.

Responsibilities:
● Update Salesforce contact databases
● Research information on new areas of business
● Voicemail transcriptions for blogs and emails
● Inputting calendar entries into Google Calendar
● Social media management
● Creating and updating Google Workspace tools
● With proven success & a positive attitude, take on special projects and new responsibilities

Qualifications
● Strong data entry Salesforce experience
● Must have order and organization skills
● Excellent written/verbal communication skills
● Meticulous attention to detail
● Excellence in Google Workspace tools
● Ability to work in a fast-paced, deadline-oriented environment
● Willingness to learn new technologies

Benefits
● Part-time, flexible, remote positions
● Opportunity to work with a diverse, global team representing over 25 cultures
● Gain experience with a Tech for Good nonprofit

Duration and Location
● The position is available part-time (5-20 hours per week)
● Minimum 6 months commitment

We’re looking for an experienced CRM Manager / Marketing Automation Specialist to support the initial setup, ongoing management, and campaign execution within Aesthetix CRM and similar CRM platforms.

The ideal candidate is comfortable taking a CRM from initial setup through implementation—organizing customer and lead data, creating segments, building automations and workflows, and ensuring the system is structured correctly for ongoing marketing efforts.

Following the initial setup, this person will provide ongoing CRM management, maintenance, optimization, and campaign support as needed.

Experience with Aesthetix CRM is highly preferred, but we’re also open to candidates with strong experience in comparable CRM and marketing automation platforms such as PatientNow, GoHighLevel, HubSpot, ActiveCampaign, Klaviyo, Salesforce Marketing Cloud, or similar systems.

Responsibilities
Lead the initial setup and organization of the CRM
Configure lists, segments, tags, lead stages, triggers, forms, and other CRM infrastructure
Build and implement core automated email and SMS flows
Create lead nurture, appointment follow-up, rebooking, reactivation, promotional, and other customer lifecycle automations
Set up templates and systems that can be easily used for future campaigns
Build, schedule, test, and launch email and SMS campaigns as needed
Create targeted customer and lead segments for individual campaigns
Manage promotional campaigns, announcements, offers, events, and other marketing communications
Maintain and update existing automations and workflows
Monitor CRM performance and identify opportunities for optimization
Review campaign performance, including opens, clicks, conversions, bookings, engagement, and other relevant KPIs
Perform A/B testing and make recommendations based on campaign results
Maintain database organization, list hygiene, tagging, and data accuracy
Troubleshoot CRM, automation, deliverability, and integration issues
Perform QA before campaigns and automations go live
Coordinate with the marketing and creative teams on campaign messaging, assets, offers, and timing
Ensure email and SMS communications follow applicable consent and opt-out requirements
Provide recommendations for additional automations, campaigns, or CRM improvements as opportunities arise
Qualifications
3+ years of experience with CRM management, email/SMS marketing, marketing automation, or lifecycle marketing
Hands-on Aesthetix CRM experience highly preferred
Experience with PatientNow, GoHighLevel, HubSpot, ActiveCampaign, Klaviyo, Salesforce Marketing Cloud, or comparable platforms is also valuable
Experience setting up and structuring CRM systems—not just managing existing campaigns
Strong understanding of email and SMS automation, segmentation, triggers, workflows, and customer journeys
Experience creating and executing both automated and one-off campaigns
Comfortable analyzing campaign performance and making optimization recommendations
Strong attention to detail and QA
Able to work independently and manage projects from setup through launch
Experience with medical aesthetics, med spas, healthcare, wellness, beauty, or other appointment-based businesses is a strong plus
Scope of the Role

This role will begin with a heavier focus on CRM setup and implementation, including establishing the proper structure, automations, customer journeys, segmentation, and foundational campaigns.

Once the initial setup is complete, the role will transition into ongoing CRM management and campaign support as needed, including creating new campaigns, maintaining and optimizing automations, updating customer segments, troubleshooting issues, and identifying opportunities to improve CRM performance.

We’re looking for someone who can build the foundation correctly and then serve as the go-to CRM resource as ongoing needs arise.

Position Summary:
The Student Development Representative (SDR) plays a critical role in helping prospective students take the next step in their educational journey. As a key member of our call center team, the SDR is responsible for calling and engaging prospective, admitted, and stop-out students to assess interest, qualify leads, and schedule next steps in the enrollment process. This position requires strong communication skills, attention to detail, and proficiency with CRM systems.

Key Responsibilities:
Conduct high-volume outbound calls to prospective and returning students using call center technology and scripts

Qualify and assess student readiness, interest, and eligibility to move forward in the enrollment process

Accurately document and update all student interactions in the institution's CRM (e.g., Slate, Salesforce, Ellucian, etc.)

Set up appointments, transfer warm leads, and escalate high-potential students to Enrollment Counselors or Advisors

Follow up with students via phone, text, or email to nurture interest and maintain engagement

Maintain daily productivity targets and meet or exceed performance KPIs (e.g., calls made, contact rate, conversion rate)

Collaborate with the Enrollment and Marketing teams to optimize outreach strategies

Provide exceptional service and a student-centered experience in every interaction

Qualifications:
High school diploma or equivalent required; associate or bachelor’s degree preferred

Previous experience in customer service, sales, or a call center environment strongly preferred

Must be fluent in English, both written and spoken

Familiarity with CRM systems (Slate, Salesforce, etc.) and the ability to learn new technology quickly

Excellent verbal and written communication skills

Goal-oriented mindset with a passion for education and student success

Bilingual skills a plus

Work Environment & Schedule:
This position operates in a fast-paced call center environment

Must be available to work from 6:00 AM to 3:00 PM Pacific Time (PST)

Flexible scheduling may include occasional evenings or weekends based on outreach needs

May offer remote or hybrid work opportunities depending on institutional policies