We're looking for a Salesforce Developer / Architect to support a variety of client projects focused on custom development, integrations, automation, and revenue operations workflows. This role is ideal for someone who enjoys working directly with stakeholders, owning technical solutions end-to-end, and helping clients optimize their Salesforce ecosystem. Responsibilities: • Apex development, triggers, batch jobs, and Lightning Web Components (LWC) • Build and maintain Salesforce integrations with third-party platforms • Design scalable automation using Flows and Salesforce best practices • Support data migrations, data quality, and system optimization initiatives • Implement and enhance CPQ, Revenue Cloud, and quote-to-cash workflows • Collaborate with client stakeholders to gather requirements and deliver solutions Preferred Experience: • Salesforce CPQ and/or Revenue Cloud • Billing and payment platform integrations (Chargebee, Stripe, Zuora, etc.) • Salesforce ↔ HubSpot integrations • REST/SOAP APIs and middleware platforms • AI or automation experience is a plus Requirements: • 5+ years of Salesforce development experience • Strong Apex and LWC expertise • Experience with complex integrations and data migrations • Excellent communication and client-facing skills • US-based preferred/ No Agencies Side note: Please do not contact Joe or the hiring manager directly by email or phone regarding this role, as those outreach attempts will be treated as spam. All applications should go through the proper application process only.

We're a 30-year, family-owned home improvement company in Michigan. We run a modern but disconnected software stack and we're looking for a developer to connect the pieces, automate manual work, and build reporting that actually gets used. This is project-based contract work to start, with steady ongoing work for the right person. Not a full-time role. What you'd be working on: Our tools don't talk to each other and too much still runs on manual data entry and spreadsheets. We want someone who can look at a workflow, find the bottleneck, and build the fix. Examples of projects on our list: Replace an antiquated Google Sheets scheduling system with something modern and connected Build and maintain integrations between our core tools (CRM, call tracking, phone, accounting) Build BI and reporting dashboards that pull from multiple sources into one clear view Automate manual data entry, lead routing, and reporting tasks Set up AI-assisted tooling where it makes sense (call summaries, automated reporting, data cleanup) Our stack: JobNimbus (CRM, system of record) CallRail (call tracking, ~50 numbers) RingCentral (phone) Rilla (sales conversation analysis) QuickBooks (accounting) Google Ads and Facebook Ads Google Sheets / Google Workspace You should have: Strong experience with API integrations and connecting SaaS tools (Zapier/Make is fine for some of it, but we want someone who can write custom code when the no-code tools fall short) Experience building reporting dashboards or BI tools Comfort with one or more CRM platforms (JobNimbus experience is a big plus) Ability to scope a problem, propose a solution, and ship it without heavy hand-holding Clear written communication and the ability to explain technical work to non-technical people Nice to have: Experience with JobNimbus, CallRail, RingCentral, or QuickBooks specifically Experience building AI-assisted workflows (LLM-based summaries, data extraction, etc.) Experience in home services, construction, or contracting businesses

We’re looking for a HubSpot CRM expert who can design the overall CRM architecture, build automation, and implement integrations—not just configure basic fields and views. You will own the HubSpot setup end-to-end, from data structure and workflows to integrations with Google products and our third‑party website. Key Responsibilities Audit and optimize our existing HubSpot portal, including objects, pipelines, lifecycle stages, properties, lists, and permissions. Design and implement automated client updates (emails, tasks, notifications) driven by HubSpot workflows and clearly defined triggers (e.g., deal stage changes, form submissions). Build and maintain integrations between HubSpot and: Google Sheets for two-way data sync and operational reporting. Google Docs and Drive for structured storage and easy access to client documents from within HubSpot records. Connect HubSpot to our 3rd‑party website: Implement form capture and tracking. Send events and data from the website into HubSpot. Expose HubSpot data back to the site as needed (e.g., client portal / logged-in experiences). Use native integrations, marketplace apps, and/or no-code tools (Zapier, Make, n8n, etc.) to orchestrate data flows where appropriate. Work with APIs (HubSpot, Google, and website backend) to implement and document custom integrations when off‑the‑shelf tools aren’t sufficient. Set up dashboards and reports to give leadership and operations clear visibility into the client lifecycle and pipeline. Document the architecture, integrations, and workflows so they can be maintained and extended over time.

KlientBoost is looking for a part-time freelance Conversion Tracking Specialist to help with the hands-on implementation and QA of online and offline conversion tracking across our client accounts. This is a focused, individual-contributor engagement with no people management, ideal for a tracking expert who can move quickly, work independently, and get measurement set up correctly the first time. You'll plug into our paid media and account teams to scope, build, and troubleshoot conversion tracking across Google Ads, Meta, LinkedIn, Microsoft Ads, and other channels, including CRM-to-platform pipelines for offline conversions. Responsibilities Implement and QA online conversion tracking across Google Ads, Meta, LinkedIn, Microsoft Ads, and other paid channels Set up and maintain offline conversion tracking, including CRM-to-ad-platform data flows via tools like HubSpot, Salesforce, and Zapier (CSV uploads and API-based ingestion) Build and manage GTM containers, custom triggers/variables, and consent mode configurations Troubleshoot tracking discrepancies and validate data accuracy end-to-end before handoff Required Skills & Expertise Conversion tracking: end-to-end implementation and QA across major ad platforms (Google, Meta, Microsoft, LinkedIn) Offline conversion tracking: CSV uploads, API-based data ingestion, and CRM-to-platform pipelines Google Tag Manager: container management, custom triggers/variables, consent mode HubSpot: CRM integration, lead tracking, and ad platform sync Zapier (or equivalent workflow automation tools)

The Part-Time Technical Operations Manager is responsible for making sure the company's technology, platforms, automations, and communication systems work together properly and support the day-to-day needs of the business. This person serves as the primary technical resource for the company and is responsible for resolving technical issues, maintaining systems and automations, managing platform enhancements, and coordinating with outside developers and vendors. This role ensures the company's platforms, workflows, and technical processes are operating properly and supporting the needs of the business. This role requires someone who is organized, detail-oriented, and comfortable working across multiple systems. The successful candidate must be able to troubleshoot issues, manage technical projects, coordinate with vendors and developers, and follow projects through to completion. Responsibilities *Ensure the company's marketing, sales, and customer systems are working together properly *Manage and maintain the systems that support lead generation, customer communication, purchases, and fulfillment *Troubleshoot issues involving email, SMS, voicemail drops, forms, automations, payments, and customer access *Ensure leads, customers, and members are receiving the correct communications and access at the right time *Support membership platforms, customer portals, and internal business applications *Manage user access, permissions, and account-related requests *Build, maintain, and troubleshoot automations and workflows *Identify and resolve issues involving system integrations and data flow between platforms *Respond to internal technical support requests and resolve system-related issues *Coordinate with developers and vendors on bug fixes, enhancements, and platform improvements *Test new functionality and verify issues have been resolved before release *Support reporting accuracy and troubleshoot data-related issues *Identify opportunities to improve workflows, reduce manual work, and increase operational efficiency *Help implement new systems, tools, and automations as the company grows Preferred Experience GoHighLevel HubSpot Clickfunnels Zapier WordPress Elementor BuddyBoss Spiffy Membership or community platforms Custom web applications Marketing automation systems Working with outside developers and technical vendors HTML and CSS Online education, coaching, membership, or digital product businesses Success in This Role A successful candidate will take ownership of the company's technical operations, automations, communications, payments, platform functionality, and customer access systems, ensuring systems are functioning properly, issues are resolved quickly, and technology continues to support the company's growth and day-to-day operations.

Project Overview Building an end-to-end sales pipeline integration. Every prospect tracked from first identification through closed deal. HubSpot CRM is the system of record. Activity from LinkedIn outreach, Sales Navigator, and Microsoft 365 (email + calendar) must flow automatically into HubSpot against the correct contact and deal. Stack to integrate Waalaxy (LinkedIn outreach automation) LinkedIn Sales Navigator HubSpot — currently evaluating Sales Hub Starter; Phase 1 deliverable confirms correct tier Microsoft 365 — email and calendar via Graph API Engagement structure — phased, fixed-price per phase Phase 1 — Discovery & Feasibility (paid, 3–5 business days) Interview us on sales process, current tools, and objectives Deliverable: written feasibility memo stating what's possible, what isn't, required HubSpot tier, and a fixed-price quote for Phases 2–5 We decide whether to proceed. If not, we owe only the Phase 1 fee. Phase 2 — Architecture + one integration working end-to-end in sandbox Phase 3 — Full build, all connectors live in production Phase 4 — Pipeline stages, dashboards, automation rules Phase 5 — Documentation, training, 30-day warranty period Timeline: 2 weeks from kickoff. Phase 1 due within 5 business days of award. Full build and handoff within 10 business days of Phase 1 sign-off. Do not bid if you cannot start within 5 business days of award. Required 3+ years HubSpot development/admin (certified preferred) Shipped integrations with a LinkedIn automation tool (Waalaxy, HeyReach, Lemlist, Dripify, or equivalent) Microsoft Graph / Office 365 integration experience Built end-to-end sales pipelines — not just point integrations Out of scope (for now) Lead enrichment (Clay, Apollo, etc.) AI-based scoring or routing Historical data migration To apply, address in your proposal Worst integration you shipped and what you learned (one sentence) Recommended Waalaxy → HubSpot sync architecture (native, Zapier/Make, or custom — and why) How you'd handle Sales Navigator given LinkedIn has no public API Fixed-price quote for Phase 1 only Order-of-magnitude estimate for Phases 2–5 (final quote delivered in Phase 1 memo) Engagement terms Fixed price per phase, milestone-based payment NDA executed before any environment specifics shared All work-for-hire; IP assigned to client at each milestone Posted under personal account; client identity disclosed post-NDA

AI Integration & Automation Specialist (OpenAI / ChatGPT): We’re an advertising agency looking for an experienced AI specialist to help build an AI-powered business infrastructure. Your role will be to integrate ChatGPT/OpenAI with the software we use every day, automate workflows, and help us identify opportunities to improve efficiency across the business. Responsibilities: * Integrate OpenAI with our existing software stack * Build custom workflows using APIs and automation platforms * Connect tools such as Microsoft 365, Outlook, HubSpot, Wrike, QuickBooks, WordPress, and other business applications * Develop AI assistants for operations, sales, project management, marketing, reporting, and customer service * Recommend scalable AI solutions and best practices * Document all work for future maintenance Requirements: * Strong experience with OpenAI APIs * Experience with APIs, MCP, Zapier, Make.com, n8n, or similar automation platforms * Strong understanding of business process automation * Ability to communicate with both technical and non-technical teams * Excellent English

GoHighLevel Solutions Architect | CRM Optimization, Automations & System Design We are looking for an experienced GoHighLevel expert to help refine and expand an existing multi-account CRM ecosystem. The foundation has already been built. We're looking for someone who can think strategically, recommend best practices, and execute high-quality work while keeping the system clean, scalable, and easy to maintain. Current Tech Stack GoHighLevel BookingKoala Zapier SweetProcess Google Drive Stripe QuickBooks OpenPhone / Quo Project Scope We're looking for assistance with: Refining GoHighLevel account architecture Organizing and optimizing custom fields Standardizing tags and naming conventions Building and improving pipelines Creating forms and funnels Designing workflow automations Optimizing integrations between BookingKoala and GoHighLevel Improving customer, lead, and recruiting workflows Recommending best practices for long-term scalability Documenting systems and processes as needed Our Philosophy We believe simple systems scale. We're not looking for someone who creates unnecessary complexity. Every field, automation, tag, and workflow should have a clear business purpose. We're looking for someone who can help us build a CRM that our team will actually enjoy using. Ideal Candidate You should have strong experience with: GoHighLevel Workflow Automations Pipelines & Opportunities Forms & Funnels Custom Fields Zapier CRM Architecture Process Documentation Experience with Booking Koala is a significant advantage but is not required.

We are seeking an experienced Automation & Integration Engineer to modernize and automate our CPA firm's operations. This role will be responsible for designing, building, and maintaining AI-driven workflows and integrations centered around CCH Axcess, Additive K-1, Microsoft 365, and other business systems. The ideal candidate combines software development, API integration, workflow automation, and AI implementation experience with deep knowledge of tax and accounting technology. This is a hands-on technical position. You will build production-grade automations, not just configure software. Responsibilities Design and develop integrations between CCH Axcess, Additive K-1, CRM, document management systems, and internal databases. Build AI-powered workflows to automate tax preparation, review, document processing, and client communication. Develop API integrations using the CCH Axcess Open Integration Platform. Automate repetitive tax workflows using APIs, webhooks, scripting, and workflow platforms. Create secure data synchronization between business applications. Build custom internal applications that improve CPA productivity. Implement OCR and AI document extraction for tax source documents. Build dashboards and reporting from tax software data. Create automation monitoring, logging, and alerting. Document all integrations and maintain technical architecture. Work directly with tax professionals to identify automation opportunities. Evaluate emerging AI tools and recommend practical implementations. Required Experience 5+ years building software integrations or business automations. Strong experience with: CCH Axcess CCH Axcess APIs REST APIs OAuth Webhooks JSON/XML Experience integrating accounting or tax software. Experience with AI APIs such as: OpenAI Anthropic Google Gemini Azure OpenAI Experience with automation platforms such as: n8n Power Automate Make Zapier Strong programming skills in one or more: Python C# JavaScript/TypeScript SQL database experience. Microsoft 365 integration experience. Git version control. Cloud experience (Azure or AWS). Preferred Qualifications Additive K-1 experience. CCH API development. CPA firm experience. Tax workflow automation. OCR and intelligent document processing. Experience with AI agents. Experience with document management systems. Power BI. SharePoint. Azure Functions or AWS Lambda. Docker. Technical Skills API Development REST OAuth JSON XML Python JavaScript SQL AI Integration Prompt Engineering Workflow Automation Microsoft Graph API SharePoint APIs Microsoft 365 Administration OCR RAG LLM Integration Git CI/CD What You'll Build Examples include: Automated K-1 ingestion into CCH. AI document classification and extraction. Tax return workflow automation. Client onboarding automation. Automated tax organizer processing. AI review assistants. Internal tax knowledge search. Automated email and task generation. Client portal integrations. Document routing. Workflow dashboards. Exception monitoring and alerts. Success Metrics Within the first 6–12 months, you will: Eliminate hundreds of hours of manual tax processing. Reduce duplicate data entry across systems. Build production-ready AI workflows. Create reusable integration frameworks. Improve tax workflow visibility through reporting and dashboards. Establish a scalable automation architecture for future growth. Nice-to-Have Certifications Microsoft Azure AI Engineer Microsoft Power Platform Developer AWS Developer Python certifications AI/LLM application development CPA technology consulting experience Ideal Background Candidates who have worked at firms or software vendors using: CCH Axcess Additive K-1 Thomson Reuters products Intuit products Wolters Kluwer tax software Tax technology consulting firms CPA firms with 100+ employees Tax automation consultancies

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*