I am a Revenue Operations and Salesforce consultant looking for a hands-on mentor to teach me how to build AI-powered business workflows. I am not looking for someone to simply build the solution for me. I want to learn while building real projects together. My background includes Salesforce administration, RevOps, Commercial Operations, Forecasting, Customer Success, and GTM systems. Initial project: Gemini call recordings and transcripts AI-generated summaries AI-generated next steps Salesforce task creation Salesforce opportunity updates Human review and approval workflows Technologies of interest: Salesforce n8n Claude Gemini APIs Workflow automation Looking for: Weekly coaching sessions Screen-sharing and hands-on instruction Someone who can explain architecture and best practices Experience with Salesforce integrations Please include examples of similar workflows you have built.

We are seeking a highly reliable, accurate, and detail-oriented assistant with experience in project management, data entry, client coordination, and Salesforce. Responsibilities: Coordinate with clients and team members Track project timelines, meetings, and tasks Enter and maintain accurate data in Salesforce Learn Salesforce processes and train users on specific apps and workflows Prepare reports and support administrative tasks Requirements: Project management experience Basic Salesforce experience (preferred) Strong communication and organizational skills Proficiency in Excel and Word Government or medical organization experience is a plus To apply, please send a two-minute video introducing yourself, explaining your background, and why you are a good fit.

Data & Administrative Coordinator About the Role: The Data & Administrative Coordinator will play a critical role in ensuring accurate and timely data entry across various systems and workflows. This is an entry-level position ideal for someone who is highly organized, dependable, and comfortable working with spreadsheets and databases. ________________________________________ Key Responsibilities: • Input and update data across internal systems with a high degree of accuracy • Review and verify data for discrepancies or errors and correct them when needed • Maintain organized digital records and documentation • Assist with compiling reports, tracking project data, and supporting administrative tasks • Communicate with team members to ensure data completeness and consistency • Support ad hoc data-related tasks as needed • Data collection for external partners ________________________________________ Qualifications: • High school diploma or equivalent required; associate or bachelor’s degree preferred • Strong attention to detail and commitment to accuracy • Proficiency with Excel or Google Sheets • Ability to manage repetitive tasks efficiently and reliably • Good written and verbal communication skills • Ability to work independently and manage time effectively • Support other asset management processes as needed ________________________________________ Preferred (Not Required): Familiarity with CRM platforms such as Salesforce Familiarity with Microsoft Excel and Google Sheets

We are seeking an experienced Pardot Marketing Automation Specialist to support the design, optimization, and ongoing management of our Salesforce Account Engagement (Pardot) instance. This role is responsible for building scalable lead management processes, ensuring data integrity between Pardot and Salesforce, and developing marketing automation programs that improve lead quality and conversion. Key Responsibilities Lead Scoring & Grading * Build, maintain, and optimize Pardot lead scoring models based on prospect engagement and behavior. * Configure and refine profile grading criteria aligned with ideal customer profiles. * Develop scoring thresholds that support marketing qualification and sales handoff. * Monitor scoring performance and recommend ongoing improvements. Lead Source Tracking * Design and maintain UTM tracking standards across marketing campaigns. * Configure source attribution within Pardot and Salesforce. * Ensure accurate mapping of lead sources from first touch through opportunity creation. * Troubleshoot attribution and campaign tracking issues. Campaign Architecture * Develop and maintain a scalable campaign structure within Pardot and Salesforce. * Establish and enforce naming conventions, folder organization, and campaign hierarchy. * Configure and manage Connected Campaigns. * Maintain campaign governance and documentation. Pardot & Salesforce Administration * Manage the Pardot-Salesforce connector and synchronization processes. * Configure and maintain field mappings between platforms. * Understand record creation, sync behavior, and automation dependencies. * Troubleshoot sync errors and data integrity issues. Engagement Studio * Build, test, and optimize Engagement Studio nurture programs. * Design automated nurture journeys triggered by lead behavior and scoring thresholds. * Audit existing nurture programs for performance, efficiency, and best practices. * Recommend improvements based on campaign analytics and business objectives. Qualifications * 3+ years of hands-on experience with Salesforce Account Engagement (Pardot). * Strong understanding of Salesforce CRM and Pardot integration. * Experience implementing lead scoring, grading, and marketing automation best practices. * Knowledge of UTM parameters, campaign attribution, and marketing analytics. * Experience building and managing Engagement Studio programs. * Strong attention to detail with excellent troubleshooting and documentation skills. * Ability to collaborate with marketing, sales, and RevOps teams. Preferred Qualifications * Salesforce Account Engagement (Pardot) Specialist certification. * Salesforce Administrator certification. * Experience with B2B SaaS organizations. * Familiarity with marketing operations, revenue operations, and demand generation best practices.

HubSpot:Salesforce Admin (Immediate Need) We're looking for an experienced HubSpot and Salesforce expert who specializes in the native HubSpot-Salesforce connector. Our team is experiencing ongoing sync issues, data discrepancies, and connector health challenges. We need someone who can quickly assess the current state, resolve issues, and recommend improvements to ensure long-term stability. What You'll Do Audit our existing HubSpot-Salesforce connector Identify and resolve sync errors and data issues Review field mappings, workflows, and automation impacting syncs Recommend process and configuration improvements Establish best practices for maintaining connector health Document findings and key recommendations What We're Looking For Proven experience managing the native HubSpot-Salesforce connector Strong Salesforce Admin and HubSpot Admin experience Track record troubleshooting complex sync and data integrity issues Ability to work independently and provide actionable recommendations Engagement Details Immediate start preferred Short-term project (4–6 weeks) Flexible hours When Applying Please share: Your experience with the HubSpot-Salesforce native connector Examples of similar projects you've completed Your availability to start and weekly capacity

We are seeking a Salesforce Admin / Assistant with basic Salesforce admin skills and strong communication abilities. The ideal candidate should be organized, reliable, and able to support basic Salesforce tasks, client follow-ups, meeting notes, documentation, and coordination with the internal team. Good communication skills and the ability to work directly with clients are required.

I’m looking for a Salesforce admin/consultant to help with a nonprofit CRM cleanup and workflow setup. I need help with Contact field cleanup, page layout cleanup, creating a handful of custom fields, mapping a Google Sheet donor/member meeting tracker into Salesforce, setting up a simple import/update process, and building a few reports. This is mostly admin/configuration work in Salesforce Lightning, not a large development project. My goal is to get one clean, practical process working first and then build from there.

We’re looking for a Salesforce Admin / RevOps freelancer to help us build a clean outbound lead management workflow inside Salesforce. This is not a cold email strategy role — we already have direction. We need someone to set up Salesforce as the system of record for outbound campaigns, lead stages, and reporting. ✅ Nice to Have Salesforce outbound workflows Familiarity with integration tools like Smartlead, Instantly, Zapier, or Make etc. Experience building RevOps systems for lead tracking ⚠️ Important We are NOT looking for: Cold email copywriting Domain/deliverability setup Outbound strategy design This role is strictly Salesforce architecture and workflow setup. ✅ To Apply, Please Include: Examples of similar Salesforce projects Your experience with Flows, Campaigns, and reporting Estimated hours for an MVP build Hourly rate *See scope of work*

iBusiness.ai Position: HubSpot Enterprise Security & Optimization Consultant (Independent Contractor) About iBusiness.ai: iBusiness.ai is a leading financial technology company helping banks, credit unions, and lenders modernize lending operations through secure AI, automation, and enterprise software. In the last decade the company's platforms have grown into supporting more than 50 financial institutions and have facilitated over $11 billion in lending volume. As a pioneer in secure AI, automation, and AI software development, we build infrastructure and platforms that empower teams to modernize processes and work more efficiently without sacrificing compliance or security. Our workflow, verticalized, and point solutions enable seamless digital transformation, giving organizations of all sizes the tools they need to compete, innovate, and grow.  Join us and be part of a team that’s building solutions designed to help businesses thrive! Position Description: We are seeking an experienced HubSpot Enterprise Security & Optimization Consultant to assess, optimize, and strengthen our HubSpot Enterprise environment. This engagement includes reviewing platform security, CRM governance, user access controls, data quality, Salesforce integrations, automation, and overall platform configuration. The consultant will provide actionable recommendations and implement approved improvements to ensure the platform aligns with security, governance, and operational best practices. Major Areas of Responsibility: Conduct a comprehensive security and governance assessment of the HubSpot Enterprise environment. Review user roles, permissions, teams, and administrative access controls. Identify security risks, excessive permissions, and configuration issues. Evaluate CRM structure, data quality, duplicate management, and reporting readiness. Assess HubSpot and Salesforce integration configuration, synchronization settings, and field mappings. Review email synchronization settings, governance, and visibility controls. Evaluate automation, workflows, reporting, and overall platform utilization. Recommend practical improvements that enhance usability, security, and maintainability. Implement approved configuration changes and remediation activities. Document findings, recommendations, implemented changes, and future optimization opportunities. Required Knowledge, Skills, and Abilities: 5+ years of hands-on HubSpot administration experience. Demonstrated experience administering HubSpot Enterprise. Strong knowledge of HubSpot security, permissions, roles, teams, and governance. Experience conducting HubSpot security and governance assessments. Experience supporting Salesforce and HubSpot integrations. Strong understanding of CRM data governance and data quality best practices. Experience designing, implementing, and optimizing HubSpot workflows and automation. Excellent analytical, documentation, and communication skills. Ability to work independently in a secure remote Cloud PC environment. Reliable internet connectivity and ability to comply with company security requirements. Optional Nice to Haves: HubSpot certifications. Experience working within regulated or compliance-focused industries. Previous experience performing CRM optimization or assessment engagements. Experience developing CRM governance frameworks and best practices. Financial services or fintech industry experience. Contract Details: Contract Type: Independent Contractor (Remote) Estimated Engagement: 40 to 50 hours Work Environment: Work will be performed through a company-provided Cloud PC. No software installation on personal devices is required. Conclusion This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, or working conditions associated with the position. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information, or any other characteristic protected by law.

Sales Enablement Coordinator (Salesforce & Contract Support) Hi! We’re looking for a reliable, detail-oriented Sales Enablement Coordinator to help support our sales team and keep our CRM and contract processes running smoothly. What You’ll Be Responsible For CRM & Pipeline Management (Salesforce) -Input and maintain accurate client data in Salesforce -Create contacts and opportunities -Update pipeline stages and log detailed notes -Ensure data accuracy and organization Contract & Document Coordination -Draft and revise contracts based on provided templates -Prepare redlined versions for review -Send agreements via DocuSign and track signatures -Follow up to ensure timely completion Client & Internal Communication -Monitor shared inboxes and respond professionally to client inquiries -Categorize and assign incoming emails -Escalate urgent matters to the appropriate team -Prepare documents/materials for sales meetings Revenue Support -Track outstanding invoices -Follow up on payments with clients and internal teams What We’re Looking For -Strong experience with Salesforce (required) -Experience using DocuSign (required) -Background in sales operations, sales enablement, or admin support -Excellent written and verbal communication -Highly organized with strong attention to detail -Ability to manage multiple tasks in a fast-paced environment How We Work -Collaborative and team-oriented -Clear communication is important to us -We value proactive updates and problem-solving -You’ll work closely with sales, operations, and finance -We’re open to someone who can work independently but isn’t afraid to ask questions Project Details -Estimated 40 hours per week -Potential for long-term work -Preference for availability during standard business hours