About Us: We are a Charlotte, NC based agency that is a hands on partner for small to medium sized businesses covering project management, operations management, creative, and technical execution. What You’ll Do: - Collaborate with designers, clients, and stakeholders to transform concepts and designs into engaging Shopify experiences. - Develop custom Shopify stores from the ground up, including theme setup, product and collection configuration, navigation, checkout customization, and launch preparation. - Customize Shopify themes using Liquid, HTML, CSS, JavaScript, and modern front-end frameworks, ensuring pixel-perfect implementation from design files. - Create and maintain custom Shopify applications, API integrations, webhooks, and third-party platform connections. - Continuously research, evaluate, and integrate new tools, libraries, and development workflows to improve performance and efficiency. - Troubleshoot and resolve issues related to themes, applications, APIs, integrations, hosting environments, and website performance. - Diagnose bugs, oversee website deployments, and manage hosting, DNS, domain, and email configurations. - Conduct comprehensive QA testing to ensure functionality, responsiveness, accessibility, and cross-browser compatibility. - Review code submissions and pull requests from freelancers and contractors, ensuring quality standards and project requirements are met. - Support ongoing conversion rate optimization (CRO) initiatives through testing, analysis, and implementation of performance improvements. What We’re Looking For: - 5+ years of professional Shopify development experience across multiple live stores. - Deep expertise in Liquid, plus strong HTML, CSS, and modern JavaScript. - Hands-on experience with the Shopify Admin API, Storefront API, webhooks, and building custom apps. - Experience with Shopify Plus, checkout customization, and Online Store 2.0 architecture. - A track record of performance optimization and improving store conversion. - Comfortable working with Git and modern front-end tooling. - Self-directed, reliable communicator who can scope work and hit deadlines without close supervision. Nice to Have: - WordPress - Webflow - JavaScript (React, Next.js, or similar frameworks) Key Details: This is a contract engagement to start, scoped around specific deliverables, with strong potential for ongoing or retainer work for the right person. Please share your typical availability, and a portfolio or links to Shopify stores you’ve built or worked on. Role: Ongoing web development projects starting with part-time hours, with potential for full-time work. Availability: Must be available to support Pacific Time Zone business hours. Work Environment: Flexible, remote work with a focus on delivering quality results while maintaining a healthy work-life balance. Personality Fit: We value kind-hearted individuals with a strong work ethic, excellent communication, and a good sense of humor. A strong work ethic means honoring commitments and respecting everyone, not working excessive hours. Why Join Us? We encourage autonomy, collaboration, and innovation. This is a great opportunity for someone who enjoys solving unique challenges, thrives in a flexible environment, and wants consistent work that fits their schedule. To Apply: If this sounds like a good fit, start your application with the word "code" to show that you’ve read the entire post. We look forward to working with someone who shares our values and passion for delivering excellent work. No agencies please.

Senior Technical Project Manager, Healthcare Remote, U.S. (Los Angeles preferred) About the role We are looking for a technical project manager with product aspirations to join Sidebench, an LA-based digital product studio that designs and builds custom software, with a focus on healthcare and mission-driven work. This is not a ticket-running PM seat and it is not an IT delivery role. You will own the hard part of our engagements: running discovery well enough that the build is de-risked before a line of code is written. You will sit between our clients, our design team, and our engineering team (including offshore partners), shape what gets built, and stay accountable for shipping it. You will run 2 to 4 concurrent engagements at any time and be the named person in the client room, not a voice behind a PMO. If you want variety, autonomy, and real ownership of outcomes, this is built for that. If you want a single-product, governance-heavy, predictable seat, this is not it. What you will do Lead product discovery: stakeholder and user research, problem framing, and turning ambiguity into a clear, scoped plan. Facilitate client workshops and working sessions, not just status meetings. Own scoping and estimation: turn a discovery into a realistic plan, budget, and timeline. Drive delivery: budget and timeline ownership, risk management with proposed mitigations, and coordination across design and engineering, including offshore teams across a timezone gap. Make and chase technical decisions with healthy diligence. You will not have to write the code, but you will need to know enough to be dangerous and to push back when something does not add up. Use AI to make the delivery process better, not just to produce individual deliverables. Improving how we work is part of the job. What we are looking for 5+ years running software projects, with a track record of shipping custom software (designed and built for the client), not configuring or implementing a vendor platform. A genuine interest in healthcare and/or social-impact work, with at least some exposure to it. Deep healthcare experience is a plus, not a requirement. Real product instinct: you have run discovery, shaped solutions, and influenced what got built. You think in user problems, not just scope and dates. Technical fluency: you understand the technical tradeoffs well enough to facilitate them and to keep a team honest. Client-facing maturity: you can lead a room, manage stakeholders, deliver hard news early, and push back appropriately. Comfort running multiple concurrent engagements and coordinating cross-functional and offshore teams. Dealbreakers (please read before applying) A background that is purely IT (infrastructure, ITSM/helpdesk, ERP or EHR configuration, vendor implementations) with no custom software design and development experience is not a fit for this role. This is a hands-on, accountable seat. If your experience is primarily PMO governance or program oversight without ownership of what shipped, this will not be the right match. Application Include a short portfolio or 2 to 3 project examples, and a few sentences on why this role interests you. We read these. Total Compensation Sidebench offers rapid career advancement and significant ownership of both product and business initiatives for high-achieving individuals. Total Comp Range: $120,000–$200,000

# Overview We're a healthcare analytics company with an internal web portal (built in **Next.js 16 / React 19 / TypeScript / Tailwind CSS v4**) that embeds Power BI reports for our partners. The app works, but it was built quickly and needs to be brought up to a **production-quality standard**. It's a small, focused codebase (~2,400 lines), so this is a high-impact, well-scoped engagement — not a sprawling legacy rescue. We're looking for a senior frontend engineer to either **refactor the existingcode or rebuild it from a clean foundation** (your call — we want your recommendation), and to leave us with a maintainable, tested, polished application. # What you'll be working on A single Next.js App Router application that: - Renders a landing/navigation experience and a set of dashboard pages. - Embeds Power BI reports via `powerbi-client-react` ("App Owns Data"). - Reads a small amount of data from Postgres for user settings. **Authentication is fully handled upstream (SSO) and is OUT OF SCOPE.** You will never need credentials, secrets, or access to our production environment. (See "How we work" below.) # Scope of work 1. **Code quality & structure** — Establish a clean, consistent architecture: sensible component structure, strict TypeScript, and tooling (ESLint + Prettier). The repo currently has no linting or formatting setup. 2. **Testing & CI** — Add a testing setup (unit + a few integration/e2e tests for critical paths) and GitHub Actions CI gates (lint, typecheck, test on PR). There are currently **no tests** — establishing this foundation is a core deliverable. 3. **UI / UX polish** — Implement to our provided design direction: responsive layout, proper loading/error/empty states, and a polished feel around the (heavy) Power BI embeds. **We will provide the design/branding** — you implement it well, you don't need to invent the visual identity. 4. **Recommendation up front** — In an early milestone, give us a short written assessment: refactor vs. rebuild, and your proposed approach. **Out of scope:** authentication/SSO, SEO (the app is private and login-gated), backend/Power BI infrastructure, and anything touching production data. # Required skills - Deep, demonstrable experience with **Next.js (App Router)**, **React 19**, and **TypeScript** (strict mode). - **Tailwind CSS** proficiency and a strong eye for implementing designs faithfully. - Experience setting up **testing (e.g. Vitest/Jest + Playwright)** and **CI pipelines (GitHub Actions)** for frontend apps. - A track record of taking quick-build apps to **maintainable, production-grade** quality. ### Nice to have - Prior **Power BI embedding** experience (`powerbi-client-react`, "App Owns Data") - Accessibility (WCAG AA) and frontend performance optimization experience. # How we work (please read) - We operate in a regulated healthcare environment. You will work against a **sanitized copy of the repository** — no real report IDs, secrets, customer data, or production access. All data is mock/synthetic. - **Hourly engagement** via Upwork's tracker, with a cap. We estimate **~40–100 hours**; we'll set a weekly cap and review progress in milestones. - We value clear communication, small reviewable PRs, and your honest technical judgment over just "doing what's asked."

Senior Technical Project Manager, Healthcare Remote, U.S. (Los Angeles preferred) About the role We are looking for a technical project manager with product aspirations to join Sidebench, an LA-based digital product studio that designs and builds custom software, with a focus on healthcare and mission-driven work. This is not a ticket-running PM seat and it is not an IT delivery role. You will own the hard part of our engagements: running discovery well enough that the build is de-risked before a line of code is written. You will sit between our clients, our design team, and our engineering team (including offshore partners), shape what gets built, and stay accountable for shipping it. You will run 2 to 4 concurrent engagements at any time and be the named person in the client room, not a voice behind a PMO. If you want variety, autonomy, and real ownership of outcomes, this is built for that. If you want a single-product, governance-heavy, predictable seat, this is not it. What you will do -Lead product discovery: stakeholder and user research, problem framing, and turning ambiguity into a clear, scoped plan. -Facilitate client workshops and working sessions, not just status meetings. -Own scoping and estimation: turn a discovery into a realistic plan, budget, and timeline. -Drive delivery: budget and timeline ownership, risk management with proposed mitigations, and coordination across design and engineering, including offshore teams across a timezone gap. -Make and chase technical decisions with healthy diligence. You will not have to write the code, but you will need to know enough to be dangerous and to push back when something does not add up. -Use AI to make the delivery process better, not just to produce individual deliverables. Improving how we work is part of the job. What we are looking for -5+ years running software projects, with a track record of shipping custom software (designed and built for the client), not configuring or implementing a vendor platform. -A genuine interest in healthcare and/or social-impact work, with at least some exposure to it. Deep healthcare experience is a plus, not a requirement. -Real product instinct: you have run discovery, shaped solutions, and influenced what got built. You think in user problems, not just scope and dates. -Technical fluency: you understand the technical tradeoffs well enough to facilitate them and to keep a team honest. -Client-facing maturity: you can lead a room, manage stakeholders, deliver hard news early, and push back appropriately. -Comfort running multiple concurrent engagements and coordinating cross-functional and offshore teams. Dealbreakers (please read before applying) -A background that is purely IT (infrastructure, ITSM/helpdesk, ERP or EHR configuration, vendor implementations) with no custom software design and development experience is not a fit for this role. -This is a hands-on, accountable seat. If your experience is primarily PMO governance or program oversight without ownership of what shipped, this will not be the right match. Application Include a short portfolio or 2 to 3 project examples, and a few sentences on why this role interests you. We read these. Total Compensation Sidebench offers rapid career advancement and significant ownership of both product and business initiatives for high-achieving individuals. Total comp: $120,000–$200,000

# US Startup Attorney Needed to Draft NDA, IP Assignment & Business Legal Agreements ## Project Overview We are an early-stage US consumer hardware startup developing proprietary electromechanical products and are looking for an experienced **US attorney** to create a complete legal document package that will serve as the legal foundation for our business. We are **not** looking for generic templates. We need professionally drafted agreements customized for a technology startup developing proprietary hardware products and intellectual property. We are looking to establish a long-term relationship with an attorney who can support us as the business grows. --- # Scope of Work We are looking for professionally drafted, reusable legal agreements including: ### 1. Engineering Consulting Agreement This agreement should include, at a minimum: * Independent Contractor Terms * Confidentiality * Mutual or One-Way NDA (as appropriate) * Intellectual Property Assignment * Work Made for Hire * Patent Assignment * Copyright Assignment * Ownership of Engineering Work * Ownership of CAD Files * Ownership of Mechanical Designs * Ownership of PCB Layouts * Ownership of Firmware * Ownership of Source Code * Ownership of Product Improvements * Trade Secret Protection * Non-Disclosure * Non-Use * Reverse Engineering Restrictions * Return or Destruction of Confidential Information * Injunctive Relief * Governing Law * Dispute Resolution * Signature Pages --- ### 2. Mutual Non-Disclosure Agreement (NDA) Suitable for: * Engineering consultants * Product designers * Electronics engineers * Firmware developers * Business partners * Investors (when appropriate) * Potential collaborators --- ### 3. Independent Contractor Agreement Reusable agreement for hiring freelancers and consultants. --- ### 4. Manufacturing Agreement Agreement for domestic and overseas manufacturers covering: * Intellectual Property Ownership * Ownership of Tooling * Ownership of Molds * Ownership of Manufacturing Files * Confidentiality * Manufacturing Restrictions * No Unauthorized Production * No Sale to Third Parties * Quality Standards * Product Ownership * Termination --- ### 5. Supplier NDA Reusable agreement for component suppliers and manufacturing vendors. --- ### 6. Product Development Agreement Agreement for engineering firms, industrial designers, and product development consultants. --- ### 7. Statement of Work (SOW) Template A reusable template for future consulting engagements. --- ### 8. Intellectual Property Assignment Agreement Standalone agreement assigning all inventions, discoveries, improvements, software, firmware, mechanical designs, CAD files, documentation, prototypes, engineering work, and derivative works to the company. --- # Ideal Candidate We are looking for an attorney with experience in: * US Startup Law * Intellectual Property * Technology Transactions * Consumer Hardware * Product Development * Manufacturing Agreements * Engineering Consulting Agreements * Software & Hardware IP * Commercial Contracts Experience working with startups and hardware companies is highly preferred. --- # Deliverables Final deliverables should include professionally drafted Microsoft Word documents that are reusable and can be customized for future consultants, manufacturers, suppliers, contractors, and partners. The agreements should be comprehensive, commercially practical, and written to provide strong intellectual property protection for a growing technology company. ---

Core Architectural Workflow 1. Client Intake & Data Collection The customer visits the Porkbun-hosted website and completes a secure, multi-step intake form. The form dynamically captures customer details, the specified number of signers, and handles secure multi-file document uploads. 2. Asynchronous API Triggering Blue Notary API: The website backend instantly delivers an API payload to Blue Notary to establish the live signing session container, pushing the customer data and uploaded document streams directly into the digital meeting room. QuickBooks Online API: Simultaneously, the backend contacts QuickBooks to check for an existing client record or generate a new Customer Profile. 3. Credit Card Tokenization (Vaulting) To maintain absolute data security and avoid PCI-compliance liabilities, the developer will embed the QuickBooks Web Payments SDK directly into the booking page. When the client clicks "Book," the secure iframe captures and tokenizes the credit card information with QuickBooks Payments, returning a secure payment token (paymentMethodToken). The website backend securely maps this token to the customer profile for later use; no actual credit card numbers are ever stored on our servers. 4. Post-Session Admin Portal & Dynamic Billing Because RON platforms track identity verification but do not consistently pass live, rolling digital stamp/seal counts to external billing systems in real time, the developer will construct a secure, password-protected administrative interface on our domain (e.g., /admin/billing). Upon logging out of a completed Blue Notary session, the admin opens this dashboard, selects the client, and types in the Actual Signers and Actual Seals Placed. Automated Billing Logic Formula Upon submitting the administrative form, the server executes the programmatic pricing formula: Total Invoice = Base Session Fee + (Additional Signers × Signer Rate) + (Additional Seals × Seal Rate) The backend automatically executes these final steps via the QuickBooks API: Generates a professional line-item invoice reflecting the base fee and exact volume variables. Commands QuickBooks Payments to immediately process the charge using the vaulted credit card token. Locks in the clean processing rate (e.g., flat 2.99% invoiced rate) with zero added per-transaction service fees or third-party overhead. Triggers the automated delivery of the official QuickBooks paid receipt directly to the client's inbox. Developer Job Posting Copy Project Overview: Looking for a talented full-stack developer to redesign/update a website hosted on Porkbun, build a custom multi-signer intake form with secure document upload, and integrate direct, custom backend automations with Blue Notary and QuickBooks Online. No third-party automation tools (Zapier/Make) are permitted. Key Deliverables: Frontend Intake Form: Clean, mobile-responsive design allowing secure file uploads and dynamic forms based on input signer counts. Direct Blue Notary Integration: Connect to Blue Notary’s REST API to instantly initiate a session and pass files upon customer submission. QuickBooks Payments SDK Integration: Implement secure credit card vaulting/tokenization at intake using the official QuickBooks Web Payments SDK. Admin Post-Session Billing Tool: Create a lightweight, secure internal portal where the admin inputs final signer and seal counts. Automated Invoicing Engine: Calculate the final pricing via code on admin submission, generate a line-item invoice in QuickBooks, charge the vaulted card token automatically, and trigger the receipt. Technical Requirements: Proven experience with backend languages (Node.js, Python, PHP, or Go). Deep familiarity with QuickBooks Online Accounting & Payments APIs (specifically tokenized card charges and invoice generation). Strong understanding of REST APIs, webhooks, JSON payloads, and secure file handling over HTTPS. Ability to deliver clean, documented, standalone code without external platform dependencies.

We are a digital marketing SaaS startup called Twelve Tribe. Our platform connects small business clients to Meta, Google, TikTok, and LinkedIn ad accounts with zero-touch onboarding. The software is built and ready to go — we just need the final platform approvals to unlock ad creation for our clients. You will not write any code. This is a 100% administrative task — filling out forms, recording a brief screencast, and tracking approval status across four platforms. WHAT YOU WILL DO: 1. Meta (Facebook / Instagram Ads) • Submit our app for App Review • Request permissions: ads_management, ads_read, business_management, pages_show_list, pages_read_engagement • Record a 2-minute screencast showing our platform in action • Submit Business Verification documents • Monitor approval status and respond to any platform requests 2. Google Ads • Apply for Basic Access to the Google Ads API • Fill out the API use case form • Link our developer token to the correct Google Ads Manager account • Monitor for approval 3. TikTok for Business • Apply for Marketing API access (separate from Login Kit, which we already have) • Provide our app description and intended use case • Monitor for developer approval 4. LinkedIn Marketing Solutions • Apply for Marketing Developer Platform (MDP) access • Submit our app for review with the correct use case • Monitor for approval (typically 10–14 days) -------------------------------------------------- WHAT YOU NEED: • A clear, professional writing style for filling out platform forms • Basic screen recording ability (Loom or similar) • Patience — most approvals take a few business days, some up to 2 weeks • Comfort reading platform documentation and following exact instructions • A Gmail account and basic familiarity with Google services NO CODING REQUIRED. NO DESIGN REQUIRED. -------------------------------------------------- WHAT WE WILL PROVIDE: • Step-by-step checklist for every platform with exact links • Privacy Policy and Terms of Service URLs ready to paste • Screencast script and talking points • Direct answers to any questions within 24 hours • Access credentials to the relevant platform dashboards

Overview: I am a Project Manager and UX Designer looking for a talented No-Code Automation Engineer / Integration Specialist to architect the backend data pipeline for a SaaS-style platform launch. The front-end website (WordPress) and the custom scoring backend (built by a third-party developer) are already handling their respective duties. Your job is to act as the "connective tissue"—wiring the data flows, handling webhooks, mapping API payloads, and setting up an internal Airtable CRM. We are using OttoKit (or Zapier) as our middleware. This project has an immediate start, with a phased rollout through mid-October. Scope of Work & Deliverables: Phase 1 (Immediate - Target Sept 15): * Catch webhook triggers from SureCart on WordPress upon product purchase. Map data and authentication tokens to pass to a third-party legacy REST API (Endpoints: addCompany, addUser). WordPress will generate the master Company_ID and pass it along. Capture response payloads (including custom test URLs) and route them into a master Airtable Base (acting as our internal operational CRM). Pass customer data and custom tags into Flodesk to trigger automated email nurture/upsell sequences. Handle inbound webhooks from the third-party server (checkupCompleted) when an assessment is finished, saving generated PDF URLs back into the correct Airtable customer record. Phase 2 (Target Oct 1): Configure a secure, filtered view or dashboard layout (using Airtable Interfaces or a simple WP portal embed) so authenticated WordPress users can see only their specific company's report history. Required Skills: Expert-level knowledge of webhooks, JSON payloads, and REST API integration. Deep experience with automation middleware (OttoKit experience is a massive plus; Zapier/Make experts who can adapt quickly are welcome). Advanced Airtable architecture skills (relational databases, formulas, filtered views, interfaces). Familiarity with WordPress e-commerce metadata (specifically SureCart webhooks and user creation). Strong debugging and troubleshooting skills when handling multi-platform data loops. Project Type: Part-time / Short-term project (Estimated 10–20 hours total across a staggered 6-week timeline). How to Apply: Please respond with a brief summary of a similar multi-platform integration project you have successfully built. To prove you have read this entire description, please begin your proposal with the word "AUTOMATE" in all caps.

## Project at a Glance - Project stage: Partially built; bootstrapped project where efficiency, speed, cost, and lean execution matter. - Expected project duration: Approximately 1 to 2 months. - Engagement type: Independent contractor / hourly engagement only. - Scale target: The app should be architected with future growth in mind, including a target capacity of 80,000+ monthly active users with reasonable headroom to scale without avoidable rework, security degradation, or performance issues. - Security posture: SOC 2 readiness should be considered from day one; certification may occur later. - Meetings: One weekly video sync of up to 60 minutes may be scheduled by mutual agreement and should be accounted for in the contractor’s proposed budget. ## Overview We are building a production-grade, multi-tenant SaaS web application designed for enterprise-level scale, security, and reliability. The application may handle employee data and is being built with SOC 2 readiness in mind from day one. This is a bootstrapped project. Speed and lean execution are critical, and every decision should balance quality with pragmatism. The product is being designed to last, scale, and withstand technical, security, and operational scrutiny. We are seeking a U.S.-based individual senior full-stack engineer who can personally lead the web app development scope through production-ready implementation, end to end. No outsourcing outside the U.S. No agencies. ## Technology Stack - Front-end: Next.js App Router, TypeScript, Tailwind CSS - Backend / API: Next.js API Routes, Supabase Edge Functions, FastAPI / Python - Database: Supabase PostgreSQL - Authentication: Supabase Auth, OAuth, SSO, MFA - Authorization: RLS / Row-Level Security, RBAC - Realtime: Supabase Realtime - LLM / AI: OpenAI / Anthropic / Gemini-compatible LLMs - Billing: Polar.sh - HRIS Integration: Unified third-party connector - Email Delivery: Resend - Analytics: PostHog - Error Monitoring: Sentry - Infrastructure: Vercel + Supabase - CI/CD: GitHub Actions - Testing: Vitest / Jest, Playwright - AI Agents: Agentic workflows, tool use, and related architecture - MCP Integrations: MCPs for ChatGPT, Claude, Gemini, or similar environments - Additional technologies may be used. ## What We Are Looking For - Experienced full-stack SaaS product engineer with a strong, verifiable portfolio - Deep expertise in Next.js and TypeScript - Production-grade Supabase experience, including RLS, Realtime, and Edge Functions - Python back-end development experience with LLM integration, including RAG pipelines, memory, or fine-tuning workflows - Experience implementing subscription lifecycle flows and seat-based access control end to end - A genuine standard for clean, well-organized, maintainable code - Demonstrated ability to design systems that can scale horizontally without structural rework - Demonstrated ability to work efficiently in a lean, bootstrapped environment - Security-first development practices, especially when handling sensitive or regulated data - Clear, prompt professional communication - Experience building AI agents or agentic workflows - Experience building MCP integrations for ChatGPT, Claude, Gemini, or similar platforms - Experience designing hierarchical multi-tenant account structures with seat-based access control ## Strongly Preferred - Hands-on experience building RAG pipelines and LLM fine-tuning workflows in production - Experience handling employee or HR data, including PII access controls, audit trails, and data residency considerations - Experience building toward SOC 2 readiness in a prior engagement - HRIS or enterprise HR system integration experience - Familiarity with OWASP, NIST CSF, or CIS Controls ## This application is being built to last and may handle sensitive employee data. We are looking for an engineer who takes code quality, data responsibility, lean execution, and long-term system health seriously. ## Please answer all 5 screening questions in your response. ## Communication - Contractor should identify normal availability windows and provide timely responses, generally within one business day during those agreed availability windows. - Day-to-day communication will generally be async through the applicable platform or contract workroom. - One weekly video sync of up to 60 minutes may be scheduled by mutual agreement for status updates, completed-work summaries, blockers, and upcoming priorities. Contractor should account for this meeting time in the proposed hourly rate or budget. - Pre-engagement sales, proposal, or introductory scoping discussions are not billable. ## Confidentiality and IP Project details are shared only after the client’s NDA is executed. If both parties decide to move forward, a separate IP Assignment Agreement is required before any offer is accepted or substantive work begins. This is an independent contractor / hourly engagement only and does not include full-time employment, salary, benefits, equity, revenue share, product ownership, or any ongoing engagement beyond the agreed scope.

About Us We're a U.S.-based B2B technology services company (low-voltage / network infrastructure integrator — Wi-Fi, structured cabling, AV, DAS, managed services). We're scaling and need to formalize our sales commission system in HubSpot Enterprise. Important: The architecture is already fully designed. We have a 40-page developer-grade build specification (v3.1) ready to hand off after contract signing + NDA. You're executing against a spec, not designing one. If you prefer greenfield architecture work, this isn't the right gig. What's Being Built A three-object commission tracking system: 1. Deal (existing) — sales-side commission setup at quote stage 2. Project (existing) — execution-side tracking 3. Commission Record (new custom object) — individual commission events with associations to both Deal and Project Concrete Scope - ~48 new properties across the three objects (15 on Deal, ~33 on Project, 21 on the new Commission Record object) - 8 new HubSpot workflows (1 existing workflow stays untouched — you'll extend, not modify) - 5 calculated properties with specific formulas defined in the spec - A bidirectional sync pattern (Project execution data mirrors back to Deal as read-only fields) - 16 reports across 4 role-based dashboards (Sales Rep, Finance/Owner, Quote Accuracy, Sales Engineer) - 7 written test scenarios with expected outcomes Workflows Include - Lock commission baseline at Closed-Won (Deal → Project sync) - Mirror-back execution data (Project → Deal) - Commission Record creation at invoice events (with native Deal Splits handling — Operations Hub Custom Code required) - Variance check + branching at final invoice - Quote Review resolution (4 outcome branches) - Scheduled annual ARR renewal workflow - SE technical close spiff workflow - Clawback workflow for unpaid invoices Must-Have Experience - HubSpot Enterprise — Sales Hub + Operations Hub. Do not apply if you have not worked in Enterprise tier with custom objects. - Custom Object creation and configuration — properties, associations (primary/secondary), pipelines, field-level permissions - HubSpot Workflows with branching logic, scheduled triggers, multi-object enrollment, re-enrollment configuration - Operations Hub Custom Code Actions (JavaScript) — needed to iterate native Deal Splits and create N commission records per split. This is non-negotiable. - HubSpot Calculated Properties including handling nested conditional logic limitations - HubSpot Reports & Dashboards — custom report builder, multi-object reports - Native HubSpot Deal Splits feature Nice-to-Have - QuickBooks Online + HubSpot integration experience (Phase 2 work, August 2026 — separate contract if mutual fit) - Sales operations or commission accounting domain knowledge - B2B services industry context What We Provide - Full 40-page build specification post-contract (covers property inventory, workflow specs with triggers/filters/actions/branches, pipeline-specific logic for 5 delivery pipelines, calculated property formulas, 7 test scenarios, phased implementation sequence) - Existing foundation: 21 commission-related Deal properties already built and validated - Super Admin HubSpot access for the build - Direct access to operator (single decision-maker, no committee) — questions answered within 24 hours - Pre-validated technical decisions on 8 open architecture items Communication Expectations - Daily async standup (teams or email — your preference) - Weekly 30-minute video demo to operator - Architectural questions logged in shared doc