We are looking for a highly organized, proactive individual with strong project management skills to own the onboarding process for new facilities joining our program. This role is responsible for ensuring each facility moves smoothly from signed agreement to full operational kickoff. Key Responsibilities You will own the full onboarding workflow, including: Sending initial onboarding emails and welcome instructions to new facilities Distributing and tracking completion of onboarding forms Following up consistently with facilities that have not completed required onboarding steps Maintaining pipeline visibility and ensuring no facility stalls in onboarding Coordinating internal stakeholders to ensure readiness for kickoff Scheduling and running kickoff calls with facility teams Documenting key onboarding details and ensuring all required information is collected before go-live Acting as the main point of contact during the onboarding phase What Success Looks Like Facilities complete onboarding forms on time with minimal manual chasing Smooth kickoff calls with all required information ready No deals or facilities “stuck” in onboarding without visibility Clear tracking of each facility’s onboarding status at all times Ideal Candidate Strong project management or operations coordination experience Comfortable owning multiple accounts in parallel (high-volume onboarding) Excellent written and verbal communication Persistent follow-up mindset without being overly aggressive Experience in healthcare, DME, SaaS onboarding, or B2B operations is a plus Comfortable running structured kickoff or implementation calls Tools You May Use Clickup ( Project Management Tool) Email systems (Google Workspace) Scheduling tools (Calendly)

A client recently implemented DocuSign and is working to modernize our employee onboarding process. Currently, most new hire onboarding documents are completed on paper and then either filed or scanned. The goal is to move to a fully digital process using Dayforce and DocuSign for form completion, routing, and electronic signatures. Looking for a technical resource with experience in Dayforce and/or DocuSign who can assist with configuring onboarding forms and workflows. A document outlining the project requirements and objectives is included Please estimate a price for the buildout and what monlthy maintenance is needed to make this project run.

We are seeking a GoHighLevel Automation Specialist with deep expertise in GHL’s native functions. The ideal candidate will have hands-on experience designing, building, and optimizing automated workflows and strategies within the GHL platform. Responsibilities include onboarding new clients, optimizing Snapshots, developing conversation flows, integrating automation with pipelines and calendars, and ensuring smooth handoffs. Some Key Responsibilities: - Onboarding client accounts - Workflow Creation & Optimization - Review and clean up existing workflows to improve efficiency, functionality, and organization Automation & Integration - Ensure proper automation with correct triggers and actions - Integrate various tools and services within HighLevel for seamless operations Ongoing Support - Provide maintenance and updates for workflows as needed - Troubleshoot issues or bugs related to workflows and automations Requirements: Must Have: - Strong understanding of automation and CRM integration within HighLevel - Detail-oriented with proven ability to organize and optimize complex workflows - Excellent communication and proactive problem-solving skills Nice to Have: - Knowledge of advanced automation tools or API integrations in HighLevel

Zidy is hiring a Backend Client Onboarding & Growth Specialist to take full ownership of client onboarding, customer implementation, and account growth opportunities while ensuring every customer is successfully launched and fully operational. Our clients are primarily small to medium-sized local businesses including bike shops, dealerships, medspas, home service companies, and other SMBs. This is a startup environment, not enterprise/corporate. We move fast, solve problems quickly, and expect team members to operate independently without constant oversight. What You’ll Be Doing: • Take 100% ownership of clients once handed off by sales and guide them through successful onboarding and launch • Handle approximately 2–3 live transferred calls daily directly from sales representatives • Manage 4–5 scheduled onboarding/demo calls daily, often back-to-back via screen share • Make 30+ outbound follow-up calls daily to keep onboarding moving forward and chase down items needed from clients • Coordinate tasks such as collecting website access, working with customer webmasters, submitting Twilio A2P registrations, configuring integrations, and removing onboarding blockers • Identify opportunities for account growth, upsells, and additional services throughout the client lifecycle Requirements: • Minimum 1+ year experience in sales or backend customer onboarding (customer support experience alone is not sufficient) • Must be comfortable being on camera and screen sharing for much of the workday • Strong customer service and relationship management skills • Comfortable working with SaaS platforms, apps, integrations, and technical troubleshooting • Strong attention to detail with excellent note-taking and CRM discipline • Ability to manage multiple accounts while moving quickly and staying highly organized • Proven ability to work independently and push clients across the finish line without constant follow-up from management Tools We Use: • Zoho CRM (strong CRM discipline and detailed note management required) • Twilio • Slack • Daily screen sharing, calls, messaging, and customer implementation workflows Work Environment: • Full-time role: Monday–Friday, 7:00 AM – 4:00 PM Pacific Time • This is a remote position, but not a flexible schedule role • You will be actively on calls, screen shares, or customer communication throughout most of the workday • Candidates must be consistently available at their workstation during working hours and comfortable operating in a highly active communication environment Preferred Traits: • Strong sales and upselling experience preferred • Comfortable with fast-paced startup culture where priorities change quickly • Independent thinker who does not rely on micromanagement • Ambitious, performance-driven, and motivated by career growth and financial success • Highly organized, proactive, and execution-focused Compensation & Growth: This is a performance-driven role where compensation is tied to successfully getting accounts live and across the finish line — not simply activity metrics. We are looking for individuals who are motivated by earning potential, performance-based compensation, and long-term growth opportunities rather than fixed salary alone. High performers will have strong opportunities for increased compensation, advancement, and internal promotions as Zidy continues to scale. We value speed, ownership, customer experience, growth, independence, and results.

Dear Universe, Please send me someone who can automate our workflows. Someone who looks at our WordPress, WooCommerce, HubSpot, Monday, and Make stack and just... knows what needs to happen. Because God knows I've been through the manual emails, the spreadsheet hell, the constant back-and-forth with clients on onboarding, the processes that should've been automated months ago, and dealing with people who are wishy-washy about their commitment. Look, I'm really good with people, I'm good at design, I'm good at ideas... but holding all the mental load of architecting workflows and automation systems? That's not my thing. There's gotta be somebody out there with a really smart, healthy, analytical brain who can help me plan it right, diagram it properly, and architect this like an adult. Someone who does it right the first time. I need a workflows engineer who gets it, someone who can build a client-facing dashboard so our onboarding process runs itself, without me sending a single manual email. If you think you're a good fit, answer as if you're The Universe responding to my plea. Let me know why you're the one, and I'll know you actually read this. Thanks, Universe. Let's see what you got.

We're building software for accounting and bookkeeping firms and want experienced practitioners to pressure-test whether our workflows match how firms actually operate. This is not bookkeeping work — you won't be doing books. You'll evaluate the product as someone who'd use it daily and tell us where it's right, wrong, or missing something. What you'll do: Walk through workflows (client setup, engagements, document handling, month-end, billing, etc.) and assess fit against real firm practice Tell us what a real firm would expect that isn't there, what's structured wrong, and what would make you trust or distrust the tool Compare against tools you've actually used Give structured, prioritized feedback — not "I like it / I don't" You're a strong fit if you: Are a practicing or former CPA, accountant, or senior bookkeeper Have worked across multiple firms or clients — ideally onboarded/implemented firms onto practice management or accounting tools Can clearly articulate why a workflow is off and what would fix it Have strong opinions about the tools you use today To apply: Tell us about the firms/clients you've worked with and the size of those practices Which practice management, document, or accounting tools have you used, and which do you have the strongest opinions about? Describe one workflow in your current tools that frustrates you, and how you'd fix it This role requires signing an NDA before product access. We'll begin with a small paid trial review before ongoing work.

We are an established, high-authority digital marketing agency looking for experienced, self-driven B2B Sales Professionals to scale our client portfolio nationwide. This is a 100% commission-only, independent contract partnership. We provide a premium, turnkey SEO product and a world-class backend fulfillment infrastructure. Your role is purely to source and close B2B prospects nationwide. Compensation Structure: We offer a high-performance payout model. All commissions are processed and secured directly through Upwork. Upfront Close Fee: $500 per new client, paid out once the client successfully completes their first 30 days and renews for their second month. Recurring Monthly Residual: $200 per month for every active client you maintain in your portfolio. This residual continues to pay out for as long as the client remains active. The Workflow: Independence: You operate entirely as an independent business owner. There are no daily meetings, quotas, or CRM requirements. You set your own schedule and determine your own target industries. Handoff: Our fulfillment engine handles 100% of the technical execution, strategy, reporting, and backend support. Once a client processes their payment, our team takes over completely. You are not responsible for technical setups or ongoing account management. Onboarding: Upon selection, you will receive a one-page PDF guide detailing our product parameters, script baselines, and the client onboarding protocol. You will have everything you need to start hunting immediately. Requirements: -Proven track record in B2B outbound sales, cold calling, or agency sales. -Expert-level negotiation and closing skills. -Ability to work completely autonomously. -Must be based in the United States. Application Process: If you are an experienced sales hunter looking to build a stable, compounding book of recurring revenue, apply with a brief summary of your relevant B2B closing experience. In alignment with Upwork’s Terms of Service, all initial communication, interviews, and contract setups will be managed strictly within the Upwork platform message center.

We are seeking a California labor and employment attorney with experience advising companies in the production, entertainment, live event, experiential, media, or similar project-based industries. We are looking for practical legal guidance related to workforce onboarding, project-based hiring, and compliance processes for a crew/vendor roster model. The ideal attorney should understand the operational realities of industries where teams are assembled on a per-project or per-event basis, often using third-party payroll, production payroll, or employer-of-record style platforms. We would like assistance with: Reviewing our current onboarding and workforce compliance process Advising on improvements to our paperwork, agreements, and internal workflow Reviewing language for a public-facing roster or talent/crew application post Providing practical guidance around worker engagement structures commonly used in production and events Helping us create a clear internal framework for future onboarding and compliance decisions Ideal Background Please apply only if you have relevant experience with some or all of the following: California employment law Production, entertainment, live events, experiential, media, agency, or crew-based industries Project-based or short-term workforce models Third-party payroll, production payroll, or EOR-style platforms Worker classification and onboarding compliance Multi-state workforce considerations Employment agreements, contractor agreements, onboarding documents, and job/roster posting language We are especially interested in attorneys who have worked with clients in industries where staffing is handled on a project-by-project basis rather than through a traditional full-time employee model. Potential deliverables may include: Review of current onboarding materials and workflow Recommended updates to documents or process To apply please include: Your labor/employment law background. Relevant experience with production, entertainment, live events, experiential, media, or other project-based industries. Experience with project-based workforce models, payroll providers, EOR arrangements, or similar structures. Whether you prefer hourly or fixed-fee work for this type of review. We are looking for practical, industry-specific guidance from someone who understands how project-based production and event work operates in the real world.

Building a custom compliance-grade operations platform for a Registered Investment Advisor (RIA) fractional COO firm — RIA SOS OS. Stack: React + TypeScript, NestJS + TypeScript, PostgreSQL + TypeORM, n8n for orchestration. Zero Zapier. US-based team. This is a fixed-price, milestone-based engagement structured in two phases. ───────────────────────────────────────── PHASE 1 — 315 Hours / $7,125 ───────────────────────────────────────── Block 1 (150 hrs at $20/hr — $3,000): M1 — Infrastructure and Schema NestJS project, JWT auth, tenant guards, PostgreSQL schema with TypeORM entities and migrations, RLS policies, audit log triggers, n8n queue mode, Wealthbox and Redtail APIs confirmed. M2 — Core n8n Workflows New lead capture, appointment confirmation and reminders, client onboarding trigger, review engine, overdue transfer alert. Dead letter queue and idempotency on all workflows. M3 — React Foundation and Auth React + TypeScript project, NestJS API endpoints, JWT multi-tenant auth, role-based access control, dashboard, shared component library. Block 2 (165 hrs at $25/hr — $4,125): M4 — Core UI Modules and Onboarding Contacts module, task management, onboarding pipeline kanban, all 9 task pack templates seeded (Death Claim, RMD, Money Movement, Reallocation, Life Insurance, Annuity, Address Change, Document Upload, Service Calendar), tier gating, tenant provisioning admin view. M5 — ACAT Pipeline and Compliance Module Full ACAT kanban with all 22 fields, expected amount lock at API level, variance check with 5% threshold, compliance review queue with resolution workflow, cross-pipeline completion check with idempotency, NIGO tracking pipeline, full ACAT validation test suite. M6 — Phase 1 Testing and Handoff Integration test suite, compliance scenario testing, architecture documentation, TypeORM entity reference, operations runbook, deployment guide, 60-minute walkthrough, 14-day post-launch support. ───────────────────────────────────────── PHASE 2 — 259 Hours (separate agreement) ───────────────────────────────────────── LinkedIn intake backend (four-way routing, UTM attribution), Wealthbox and Redtail full bidirectional sync, Anvil Auto-Prepare for 10 custodian PDF document types (Schwab, Fidelity, Pershing, TD Ameritrade), Reviews, Referrals, Internal Ops and Calendar UI modules, Fireflies per-tenant routing, task pack auto-attachment logic, full tenant provisioning automation script

We're hiring an experienced GTM Operations Engagement Manager to own client relationships and delivery for an AI-powered GTM operations consulting firm. RevPipes designs, builds, and maintains revenue operations and GTM systems for PE-backed B2B companies, primarily on HubSpot and Salesforce. We're bringing on senior, independent consultants to be the primary point of contact and owner of a client relationship. This is a hands-on, client-facing role. You own the client relationship and, initially, the end-to-end execution of the client deliverable, while our internal tooling is still being built. You take in requirements directly, build the systems, quality-check the output, and present results, reporting into our leadership through internal progress syncs. As our tooling and delivery support mature, more execution can be handed off; at the start, you own both the relationship and the build. How engagements work Every system we deliver moves through three phases: • Design — Define how the system should work: the metrics that prove it, the ideal process, the right tools, and the data structure. RevPipes leadership stays closely involved in Design initially, so you'll have support here — but you'll need to understand the design decisions so you can build smoothly in the next phase. (Typically a 2–4 week phase focused on stakeholder alignment.) • Build — This is where the bulk of your work is: you implement the blueprint end-to-end, configuring objects and fields, building workflows and integrations, and standing up reporting. • Maintain — Monitor performance metrics, surface drift early, and keep optimization moving. What you'll do - Own the client relationship as the single primary point of contact for one engagement. - Lead client working sessions, capture requirements directly, and present progress and results. - Take end-to-end responsibility for executing the client deliverable — building and configuring the systems (primarily in HubSpot) yourself. - Understand the Design decisions (developed with RevPipes leadership) so you can build smoothly and manage the engagement end to end. - Manage complex projects with competing timelines and interdependencies. - Quality-check your deliverables and own scope, timeline, and outcomes. - Report progress internally and escalate only true blockers. Engagement domains (the scope of the work you'll build and own): - Pipeline management & forecasting (stage gates, hygiene, qualification, forecasting) - Lead management (MQL/SQL, scoring, routing, closed-lost re-engagement, handoff) - Marketing events & attribution (online + offline event capture as a reportable signal) - Account-based prospecting / outbound (target lists, enrichment, intent, sequencing) - Data operations (CRM object-model familiarity, enrichment, normalization, deduplication) What you'll bring - 5–10 years in client-facing GTM, revenue, or marketing/sales operations, with a strong emphasis on client / account / engagement management. - Proven experience managing complex projects with competing timelines and interdependencies. - Agency background (highly preferred): you've managed multiple clients at once and are fluent in competing priorities and client management. - Strong, hands-on working knowledge of HubSpot (critical) — you can build and configure, not just direct the work. Salesforce experience a plus. - Comfortable using AI tools to support delivery. - Strong facilitation, communication, and presentation skills; self-directed and detail-oriented. Logistics - US-based only - Independent contractor, subcontracted under the RevPipes brand, assigned as Engagement Manager for one (1) client engagement. You'll be set up with a revpipes.com email address and will work inside RevPipes' environment. - Ongoing and project-based, with kickoff targeted for mid-July; selected consultants are onboarded ahead of kickoff.