We are seeking a high-reliability, execution-focused operator to support the day-to-day running of patient advisory programs in the pharmaceutical industry. The role involves managing program operations, ensuring compliance, and facilitating effective communication between stakeholders. The ideal candidate will have experience in program operations and a strong understanding of the pharmaceutical industry. The ideal candidate is someone who naturally thinks one step ahead, takes ownership of outcomes, and finds satisfaction in ensuring that nothing falls through the cracks. This is a part-time, flexible, hourly role within a collaborative team environment. Workload will fluctuate based on program phase, key milestones, and the number of active programs being managed. This is a contract-for-hire opportunity.

Business Systems & Operations Project (Potential Ongoing Opportunity) CedarBridge Therapy Services is a growing therapist-owned company providing speech-language pathology services to school districts. We are looking for someone who loves organization, systems, workflows, and process improvement to help us build a strong operational foundation for growth. This is NOT a virtual assistant position. We need help organizing and streamlining areas such as: • Google Drive and file organization • Workflows (Asana, open to considering others) • Recruitment and onboarding processes • Contract and district tracking • SOPs and process documentation • Workflow and automation opportunities • General business organization and systems improvement Ideal Candidate • Strong organizational and systems-thinking skills • Experience improving business processes and workflows • Comfortable working independently • Experience with Google Workspace and project management tools (Asana, Airtable, ClickUp, etc.) preferred Project Details • Remote is ok though local to Central Oregon is preferred • Initial project estimated at 20–40 hours • Potential for ongoing work depending on fit and business needs To Apply Please answer: Tell me about a business or organization where you improved systems or workflows. What tools do you have experience with? If hired tomorrow, what are the first three things you would evaluate in a growing service-based business? Please provide your hourly rate and availability.

Part-time Project Manager – Custom Research (Futurum Research) About The Futurum Group Futurum Research, part of The Futurum Group, delivers independent, data-driven insights to help technology leaders make better decisions. Our work spans custom research, market intelligence, and thought leadership across enterprise technology, with a focus on providing objective, analyst-led perspectives to clients. Futurum’s custom research work is commissioned by leading technology vendors (Fortune 500 and quickly-growing startups) across industries and technology sectors, helping to guide their internal strategy, educate the market, and demonstrate their value—based on a foundation of objective, independent data, analysis, and research analyst leadership. Role Overview Futurum Research is seeking a part-time Project Manager to support the execution of select custom research and client-facing engagements. This role is ideal for someone who excels at managing streamlined, fast-turn projects while maintaining a high standard of client experience and operational rigor. The Project Manager will focus on quick-turn, short-form deliverables and engagements, including subscription-based market briefs, analyst speaking engagements, and general PM administrative support (e.g., project and project channel setup, reporting). Success in this role requires strong communication skills, comfort in client-facing situations, and the ability to keep projects moving efficiently from intake through delivery. Futurum’s core value proposition includes providing a fast, turnkey experience paired with class-leading authority and insights; our PM is the front line and must embody these core tenets in their work and style. Key Responsibilities Project Execution & Management • Manage end-to-end delivery of client-facing custom research projects, ensuring timelines, scope, and quality standards are met. • Coordinate logistics and execution for analyst and leadership speaking engagements (e.g., briefings, webinars, events). • Track project milestones, manage deadlines, and ensure smooth internal coordination across analysts, editorial, and design teams. • Oversee primary research engagements on occasion (surveys, interview recruitment, etc), such as questionnaire drafting & vendor management. • Manage written and verbal client feedback to drafts, such as: accepting, rejecting, or flagging requested edits; consolidating feedback notes or messaging documents; triaging with analyst authors, copyeditors, or the practice lead. Client Engagement & Intake • Serve as a primary point of contact for select client engagements • Lead project intake calls to clarify scope, objectives, timelines, and deliverables • Translate client needs into clear internal briefs and actionable next steps • Coordinate internal teams to develop hypotheses and content outlines, align research design content and sample, and secure client approval • Maintain a professional, responsive, and solutions-oriented client experience Project Setup & Operations • Support project kickoff and setup processes, including documentation, timelines, and resource coordination • Ensure consistency with Futurum Research workflows, templates, and quality standards • Identify opportunities to streamline execution for repeatable, lower-complexity engagements • Draft and refine clear, high-quality project management slide decks, project documentation, and project plans. • Take notes, articulate action items, document learnings, and send follow-up emails and Slack messages based on internal and client calls. Qualifications • 3–6+ years of experience in project management, preferably in research, consulting, marketing, or agency environments • Proven ability to manage multiple concurrent, fast-turn projects with minimal oversight • Strong client-facing communication skills, including the ability to lead intake and discovery conversations • Very strong English-language writing skills. • Highly organized with strong attention to detail and follow-through. • Comfortable working with cross-functional teams (i.e., analysts, writers, designers, marketing) • Familiarity with research deliverables (e.g., briefs, reports, webinars) is a plus Tools & Working Environment • Experience with collaboration and workflow tools such as Google Workspace, Salesforce, TaskRay, and Slack is preferred but not required • Comfort learning and operating within integrated, multi-tool workflows is important • Interest and experience leveraging AI tools (Gemini, Claude, AI Studio, etc), prompts, and automation, with an understanding of AI capabilities and their risks — and an eye for critical review. • Ability to work effectively in a fully remote, distributed team environment, including strong written communication and proactive coordination across time zones Preferred Attributes • A highly authoritative, professional style focused on driving action and urgency with clients and colleagues in a respectful but effective way. Speed & turnkey experience are foundational to Futurum’s work; our PM must embody these virtues to drive action. • Experience in technology research, analyst firms, or B2B content environments • Ability to operate in a lean, fast-paced environment with evolving priorities • Strong judgment in poorly defined areas, distinguishing complexity vs. standard approaches, and escalating issues and decisions appropriately. • Proactive mindset with a focus on improving process efficiency and client experience • Skill in design, formatting, and proofing of slide decks to ensure clarity, quality, and visual impact. • English-language direct copy editing and feedback consolidation skills, with the support of formal style guides and review tools. Role Details • Part-time role (hours flexible based on project volume) • Fully remote company and team • Project-based workload with a focus on short-duration, quick-turn, turnkey engagements for premier technology vendors. • Reporting to the VP of Custom Research

We are looking for an experienced HubSpot Sales Hub Professional implementation specialist / RevOps consultant who can move quickly and help us get HubSpot fully set up as our sales command center. We are a B2B restaurant equipment and supply dealer with both sales-assisted quoting and e-commerce. We recently purchased HubSpot Sales Hub Professional and need it implemented properly, but we also need it done quickly. We have spoken with several HubSpot Solutions Partners, and many are quoting timelines of 8 to 10 weeks. That does not work for us. We are looking for someone who can start immediately and help us launch a functional first version within 2 to 3 weeks. This is not a basic app-connection project. We need someone who can think strategically, design the CRM structure, clean up data, build workflows, integrate key systems, create dashboards, and make the system simple enough for our sales team to actually use. Generic proposals will be ignored. Please include the phrase “HubSpot fast launch” in the first sentence of your proposal so we know you read this. Main goal: We want HubSpot to become our daily sales cockpit. Our sales team should be able to log in and immediately know: - Who to call - Who to text - Who to email - Which quotes need follow-up - Which leads are stale - Which deals are close to closing - Which customers need attention As the owner/manager, I need dashboards that show: - Pipeline by stage - Deal value - Sales rep activity - Quote follow-up compliance - Lead source performance - Closed won / closed lost deals - Stale opportunities - Calls, texts, emails, and tasks by rep - Shopify/e-commerce activity when relevant - Monday.com project status after a deal is won Systems we need connected or considered: - Dialpad - Monday.com - Shopify - Mailchimp - Excel / CSV contact lists Ideal timeline: We want a functional first version launched within 2 to 3 weeks, with cleanup, refinements, and more advanced automation continuing after launch. We understand everything may not be perfect on day one, but we need the core sales system live quickly. Phase 1: Fast Launch, 2 to 3 weeks - Core HubSpot Sales Hub setup - Sales pipeline - Deal stages - Contact, company, and deal properties - Lead source tracking - Basic data migration - Dialpad calling/texting setup - Basic Monday.com handoff - Sales sequences - Email templates/snippets - Rep task queues - Owner/manager dashboards - Basic sales team training Phase 2: Cleanup and Optimization - Advanced reporting - Deeper data cleanup and deduplication - Shopify optimization - Mailchimp/contact syncing strategy - More advanced workflows - Payment/invoicing workflow - Additional automation - SOPs and recorded walkthroughs - Post-launch support and cleanup Scope of work: 1. HubSpot Sales Hub Professional setup Set up and customize HubSpot Sales Hub Professional, including: - Sales pipeline - Deal stages - Lifecycle stages - Contact, company, and deal properties - Required fields - Lead source tracking - Sales ownership rules - Task queues - Templates - Snippets - Sequences - Workflows - Notifications - User setup and permissions The system needs to be powerful but simple. If the sales team finds it confusing, they will not use it. 2. Sales process and pipeline design Help us design a clean sales process. Possible deal stages may include: - New Lead - Qualified - Quote Needed - Quote Sent - Follow-Up Active - Verbal Yes / Pending Deposit - Deposit Paid / Closed Won - Handoff to Operations - Closed Lost We are open to your recommendations if you have a cleaner structure. 3. Dialpad integration We need Dialpad set up inside HubSpot for inbound and outbound sales communication. Requirements: - Inbound call logging - Outbound call logging - SMS/text logging - Click-to-call from HubSpot - Missed call task creation - Call outcome tracking - Call/text activity associated with contacts, companies, and deals when possible - Rep activity reporting - Manager visibility into calls, texts, and follow-up activity 4. Monday.com integration We use Monday.com for operations and project management. We want a clean handoff from sales to operations. Ideal workflow: When a deal is marked Closed Won or Deposit Paid in HubSpot, a project/item should be created in Monday.com with the key deal and customer information. Fields may include: - Customer name - Company - Main contact - Contact info - Deal amount - Salesperson - Quote link - Invoice/payment link - Project type - Estimated delivery/install date - Notes - Project status We would also like key Monday.com project statuses pushed back into HubSpot so sales and management can see project status without digging through Monday. 5. Shopify integration We use Shopify for our e-commerce website. We need HubSpot connected to Shopify in a way that helps our sales team follow up on high-intent customers without turning HubSpot into a messy product database. Important items: - Customer sync - Order/customer activity - Abandoned cart visibility - High-value cart/order alerts - Lead source tracking - E-commerce customer segmentation - Avoid duplicate contact creation - Avoid unnecessary product/SKU clutter inside HubSpot We have a large product catalog, so we need a thoughtful integration strategy, not a blind sync of everything. 6. Mailchimp integration / migration We currently have contacts in Mailchimp. We need help deciding whether to: - Keep Mailchimp connected short-term - Migrate contacts into HubSpot - Use Mailchimp only for broad email marketing - Eventually move more email marketing into HubSpot We need proper handling of: - Marketing contacts - Unsubscribes - Consent status - Duplicate contacts - Lists/audiences - Segmentation 7. Contact import and data cleanup We need contacts imported from: - Excel / CSV sheets - Monday.com - Mailchimp - Shopify/customer data Before import, we need help cleaning and deduplicating the data. Deduplication should consider: - Email - Phone number - Company name - Website/domain - Existing customer vs prospect - Lead source - Sales owner - Customer type We do not want a messy HubSpot database full of duplicate contacts and companies. 8. HubSpot payments / invoicing setup We want help setting up HubSpot invoicing/payments if it makes sense for our workflow. We would like the ability to send invoices and provide payment options. Important: We want to explore whether customers paying by credit card can be charged an additional 3% processing fee, but this must be set up in a compliant way. If HubSpot cannot do this properly, we would like recommendations for a better alternative, such as ACH/check discounting or separate payment terms. 9. Dashboards and reporting Build simple, useful dashboards for both sales reps and management. Sales rep dashboard should include: - Today’s tasks - Calls to make - Texts/emails to send - Quotes needing follow-up - Deals with no recent activity - New inbound leads - Active sequences - Open deals by stage Manager/owner dashboard should include: - Pipeline value by stage - Revenue forecast - Deals won/lost - Close rate - Average deal size - Activity by rep - Calls/texts/emails by rep - Quote follow-up compliance - Deals with no activity - Lead source performance - Shopify/e-commerce lead activity - Monday.com project status summary 10. Training and documentation We need the system to be easy for our salespeople to use. Please include: - Basic training for sales reps - Manager/admin training - Simple written SOPs - Loom/video walkthroughs if possible - Post-launch cleanup and adjustment period Ideal candidate: You should have strong experience with: - HubSpot Sales Hub Professional - HubSpot CRM architecture - RevOps - Sales pipelines - HubSpot workflows - HubSpot sequences - HubSpot reporting/dashboards - HubSpot data imports - Contact deduplication - Dialpad integrations - Monday.com integrations - Shopify integrations - Mailchimp integrations - Zapier or Make - B2B sales processes - Sales team training Bonus points if you have worked with: - Equipment dealers - Distributors - B2B e-commerce - Quoting-heavy sales teams - Sales-to-operations handoffs - Companies with both inbound and outbound sales What we do not want: We are not looking for someone who only knows how to connect apps. We need someone who can help design the structure, challenge bad ideas, keep things simple, and build a clean system our team will actually use. Please do not apply if your approach is just “sync everything and see what happens.” Please also do not apply if you cannot start immediately or if your timeline is 8 to 10 weeks. We need someone who can move quickly. Pricing: We are open to hourly or milestone-based pricing. We are not looking for the cheapest option, but we do expect the price to match the scope, timeline, and experience level. Please do not simply bid the maximum budget. In your proposal, include: 1. Your estimated hours or fixed project range 2. Your proposed milestones 3. What you would complete in the first 2 to 3 weeks 4. What should be pushed to phase two 5. Any risks, dependencies, or items that could increase cost Application questions: Please answer the following when applying: 1. Can you start immediately? 2. Can you launch a functional first version within 2 to 3 weeks? 3. Describe a HubSpot Sales Hub Professional setup you’ve completed that involved multiple integrations. 4. Have you integrated HubSpot with Dialpad before? If yes, what did you set up? 5. Have you integrated HubSpot with Monday.com before? If yes, what was the workflow? 6. Have you worked with Shopify and HubSpot together? How did you avoid unnecessary data clutter? 7. How do you approach contact deduplication before importing data into HubSpot? 8. What dashboards would you recommend for a sales manager managing a small B2B sales team? 9. What would your implementation plan look like for this project? 10. What would you need from us before starting? 11. What parts of this project would you launch first, and what would you push to phase two? 12. What is your estimated hourly, fixed project, or milestone-based pricing? Quality matters, but speed matters too. We need someone who can build this correctly without dragging it out for months.

Technical Operations Coordinator (Systems & Integrations) Remote | Flexible Part-Time | Opportunity to Grow About the Role I'm the founder of multiple growing businesses in the legal and media industries, including a court reporting company and an educational podcast (The Court Reporter Podcast). As we scale, we use dozens of cloud-based platforms that all need to work together seamlessly. I'm looking for someone who genuinely enjoys solving technical puzzles. This is not a help desk role and it's not just checking boxes from a to-do list. You'll become the person who investigates issues, researches solutions, works with customer support, tests fixes, documents systems, and ensures our technology and integrations run smoothly. If you're the type of person who gets excited by figuring out why something isn't working—and won't stop until you've found the answer—this role is for you. Examples of Projects No two days will look exactly the same. One week you might: Troubleshoot why Calendly isn't sending Zoom links or confirmation emails. Diagnose Google Workspace permission issues. Configure Zoom integrations. Research AI tools for podcast production. Build automation between different software platforms. Organize and document business systems. Test new workflows before they're implemented. Create Standard Operating Procedures (SOPs). Work directly with software support teams until issues are fully resolved. Recommend better software or more efficient workflows. Future projects may include: Website management Domain and DNS configuration Google Workspace administration CRM implementation AI workflow automation API and integration research Technical documentation Internal knowledge base creation Security and permission management Software implementation and onboarding What Success Looks Like When something breaks... ❌ You don't immediately ask me what to do. ✅ You investigate. ✅ You research. ✅ You contact support. ✅ You test. ✅ You document. ✅ Then you come back with: "Here's what the issue was, here's what I tried, here's the solution, and here's how we can prevent it from happening again." You Might Be a Great Fit If You... Love figuring things out. Naturally Google everything before asking for help. Enjoy troubleshooting. Learn new software quickly. Like creating organized systems. Think several steps ahead. Take ownership instead of waiting for instructions. Communicate proactively. Enjoy improving processes. Technical Experience Experience with some of these is helpful, but curiosity and problem-solving matter even more. Google Workspace Zoom Calendly Microsoft 365 WordPress Zapier / Make AI tools Canva Notion ClickUp Airtable CRM software APIs and integrations DNS & domains (basic) Cloud software administration Bonus Experience Legal industry Podcast production SaaS administration Operations Technical support Systems administration Workflow automation Documentation QA testing The Kind of Person I'm Looking For You don't just complete tasks—you solve problems. You're comfortable hearing: "Calendly isn't sending emails." ...and then independently determining: Is it Calendly? Gmail? Google Workspace? Zoom? OAuth permissions? Email workflows? Subscription licensing? User error? Or a platform bug? Instead of forwarding the problem back to me, you own it until it's resolved.

We are looking for someone who meets the following criteria and can demonstrate it. - Attention to detail oriented - Ability to create Jira tickets based on customer requests and bugs - Join weekly technical meetings with project stakeholders - Break down projects into manageable tasks and work with developers - Experience with Jira, Google Workspace, Microsoft Teams and password managers required - Perform QA testing of all deliverables before presenting to customer

We are seeking a proactive Project Manager & Onboarding Specialist who excels in speed, communication, and availability to streamline our project processes and onboard new clients and team members quickly and efficiently. Your responsibilities will include: Managing project timelines, deliverables, and communications with a high degree of responsiveness. Conducting rapid onboarding sessions, ensuring new clients and team members feel supported and informed immediately. Continuously identifying and implementing enhancements to onboarding and project management workflows for maximum speed and effectiveness. Collaborating closely and promptly with internal teams and external stakeholders to maintain seamless operations and high client satisfaction. Requirements: Demonstrated experience in fast-paced project management and client onboarding roles. Exceptional responsiveness, clear communication skills, and outstanding interpersonal abilities. Ability to swiftly create and implement effective onboarding materials and processes. Proficiency with project management tools (e.g., Asana, Trello, Jira).

This is not a traditional EA role. We need an Online Business Manager who thinks like an operator, executes like a pro, and treats every task as if the business depends on it — because it does. You will be Ellie's right hand across all three brands. Your job is to remove every operational obstacle so Ellie can focus exclusively on what only she can do: go live, teach, sell, and lead. You own the execution. You figure out the details. You deliver — fast. If you need constant hand-holding, this is not the role for you. What You Will Own KAJABI & FUNNEL MANAGEMENT • Build and maintain landing pages, email sequences, pipelines, and checkout flows across all three brands • Set up and manage three separate email lists (ETM · Fully Funded · Mommy to Millionaire) with proper segmentation and automations • Configure order bumps, upsells, and post-purchase sequences • Monitor funnel performance and flag issues before they become problems COMMUNITY & MEMBERSHIP • Manage the MMFA Club on Skool — approve members, post weekly prompts, pin announcements, moderate community • Coordinate VIP hot seat logistics, challenge registration, and replay access • Ensure new members are onboarded smoothly and feel welcomed immediately CHALLENGE & WEBINAR OPERATIONS • Set up monthly 3-day challenge registration pages, reminder sequences, and post-challenge follow-up emails • Manage evergreen webinar scheduling on EverWebinar (transitioning to Kajabi) for Fully Funded and Mommy to Millionaire • Coordinate livestream logistics — scheduling, tech checks, replay uploads CONTENT DISTRIBUTION • Clip and repurpose daily livestream content into Reels, YouTube shorts, and social posts • Schedule and publish content across platforms using approved tools • Maintain a content calendar across all three brands REPORTING & OPERATIONS • Deliver a weekly metrics report every Monday: revenue, new members, webinar registrations, email open rates, challenge signups • Manage all vendor and tool relationships — Kajabi, Skool, ThriveCart, and any new platforms • Triage email inboxes and DMs across platforms — flag what needs Ellie, handle everything else within 24 hours • Coordinate with Penguin Random House team on book launch logistics and preorder campaigns

About Us ** Looking for a full-time freelancer for part-time work** 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 - Own client projects end to end: scope, timeline, budget, and delivery, from kickoff through close. - Run ClickUp as the single source of truth. Build workspaces, structure tasks, and keep every project current and accurate. - Lead client communication: status updates, regular check-ins, and clear monthly reporting that shows progress and value. - Coordinate cross-functional teams of designers, developers, and strategists, keeping everyone aligned and unblocked. - Set milestones and hold both the team and the client to them. - Manage scope actively. Catch scope creep early and handle it before it becomes a problem. - Identify risks ahead of time and put mitigation plans in place. - Plan capacity and resourcing across contractors so work lands on the right people at the right time. - QA deliverables before they reach the client, ensuring quality and completeness. - Improve how we work. Build and refine processes and SOPs that make delivery smoother. What We’re Looking For - 8+ years of professional project management experience, ideally in an agency or client services setting. - PMP, CSM, or similar certification - Hands-on expertise in ClickUp, or deep experience in a comparable platform with the ability to ramp fast. - A track record managing multiple concurrent client accounts without dropping balls. - Strong client-facing communication. You can lead a call, write a clean update, and deliver hard news calmly. - Comfortable owning timelines and budgets and making decisions without close supervision. - Skilled at translating client goals into clear, actionable plans for a delivery team. - Self-directed, reliable, and organized. Nice to Have - Experience with HubSpot - Background in creative, web, or technical delivery - Familiarity with automation tools (Zapier or similar) 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. - Role: Ongoing client project work starting with part-time hours, with potential for full-time. - 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, and we do require your camera to be on for all interviews and client work.

Client is transforming their company by updating business process and implementing Eight new integrated systems to replace an their business processes and systems. The candidate needs to have experience in Project Managing a large scale digital transformation. Key requirements: 1. Create and maintain an integrated project plan that has milestones, interdependencies, resources, and deliverables 2. Able to proactively identify potential bottlenecks and other issues. 3. Analyze the impact to the plan based on changing resource availability, missed deliverables, etc. 4. Lead workshops with team members and vendors. 5. Clearly communicate status, risks, and roadblocks to all parts of the organization (C-Suite, VP, Directors, and Team Members) 6. Advanced MS Planner (or similar tool) 7. Proficient Microsoft Office PowerPoint, Excel