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.

Summary Important Notice to Applicants: Please note that we are only contacting and communicating with candidates through Upwork or our dedicated company HR email address. Any applications or direct contact made outside of these channels, including emails, social media messages, direct messages to our CEO, or messages sent to our general company email, will not be considered and will be automatically declined. About the Company: We are a private U.S.-based company operating across multiple departments that support legal, staffing, and client-service operations. Our teams collaborate in dynamic, fast-paced environments focused on innovation, integrity, and client success. In this role, you’ll work closely with leadership and cross-functional teams, making a real impact in operational, legal, and client-focused projects—all from the comfort of your home. Details about our company structure and associated teams will be introduced during the interview process Role Overview: We are looking for an experienced paid media specialist to cover our Marketing Director's maternity leave from August 17 through November 7, 2026. You will join on August 3 for a 2-week training period alongside the Marketing Director before she goes on leave, then operate independently for the 12-week coverage period. Potential to become a permanent, full-time role This position has the potential to grow into a permanent, full-time marketing role within our broader enterprise — covering EOL.law and Attorney Assistant, our B2B brand serving law firms nationwide. Strong performance during the contract period will be considered for a full-time offer at the end of the 12 weeks. This is not a junior coordinator role. You will hold real approval authority over ad campaigns, creative assets, and website content — and you will be the key checkpoint between our automated weekly ad analysis and the execution team. The right person has solid hands-on Facebook Ads Manager experience and can make confident, data-driven optimization decisions with clear SOPs to guide them. What You Will Own Weekly Review our automated Monday AI-generated ad performance analysis and approve, modify, or flag optimization recommendations before our campaign manager executes changes in Facebook Ads Manager Review all incoming ad creatives against our brand guardrail document — approve or return with feedback Review case resolution posts generated in Asana (2x/week) for brand voice and accuracy before they go live on the website Review and approve landing pages independently before launch — both the design and the live page Source newsletter topics for the monthly EOL newsletter and coordinate social media calendar inputs with the design and content team Weekly 30-minute sync with Loren; 1-hour Thursday marketing meeting; async communication and Asana task tracking End of month Run the final campaign review in Facebook Ads Manager: publish and pause all campaigns set to launch, and verify geo targeting and any applicable additional targeting (e.g. job titles) before campaigns go live Requirements / Must have 2–3 years of hands-on Facebook Ads Manager experience — campaign setup, audience targeting, geo targeting, budget management, and performance analysis Demonstrated ability to read performance data and make confident, independent optimization decisions Experience reviewing and approving marketing creative assets — ad copy, imagery, and web content — against brand and compliance guidelines Comfortable running an end-of-month campaign launch review: publishing, pausing, and verifying targeting in Ads Manager before campaigns go live Strong written communication — you will be relaying approved changes and feedback clearly to an execution team member Organized and reliable — this role runs on deadlines and weekly rhythms that the team depends on Nice to have: Experience in legal, healthcare, or professional services marketing — familiarity with regulated advertising environments is a plus Familiarity with Asana or a comparable project management tool Experience working with AI-generated content analysis or automated marketing workflows Knowledge of Pennsylvania or general US attorney advertising rules (bar compliance basics) The Ideal Candidate: You have real experience running or supporting paid media campaigns. You have reviewed creative for quality and compliance, used performance data to make optimization decisions, and communicated clearly with the execution team. You are comfortable stepping into a structured role with clear SOPs, taking ownership of your approvals, and handing back a clean operation when the Marketing Director returns. You do not need to know personal injury law. You need to know paid media, care about quality, and be the kind of person who catches things before they go live.

Financial reporting & accounting operations Own the monthly financial close process end to end, targeting completion within 5 business days of month-end
Prepare and maintain monthly financial statements (P&L, balance sheet, cash flow statement)
Deliver financial reporting packages to leadership by the 7th business day each month
Maintain accurate general ledger entries and complete all account reconciliations monthly
Oversee accounts payable and accounts receivable processes, ensuring proper categorization and documentation
Review financial transactions for accuracy, flag discrepancies, and ensure compliance with U.S. GAAP
Coordinate with external accountants, tax advisors, and auditors as needed
Maintain organized financial records and documentation archives Budgeting, forecasting & financial planning Develop and maintain the annual company budget in coordination with department heads
Build and maintain rolling financial forecasts updated monthly or as business conditions change
Conduct monthly budget vs. actual analysis and distribute variance reports to leadership
Track department-level spending against approved budgets and flag material variances before they compound
Support leadership with financial modeling for hiring decisions, pricing, and growth investments
Recommend cost optimization opportunities when identified through financial analysis Cash flow & financial health management Maintain accurate rolling cash flow forecasts, updated weekly
Monitor company liquidity, operational runway, and working capital position
Track incoming revenue collections and outgoing vendor payments for timing accuracy
Identify and communicate cash flow risks to leadership proactively
Ensure financial planning for major operational decisions incorporates current cash position Financial controls, compliance & risk Implement and maintain internal financial controls that ensure data integrity and prevent material errors
Maintain documentation required for tax preparation, financial audits, and compliance reviews
Ensure adherence to U.S. GAAP practices across all financial operations
Monitor financial risk and escalate concerns before they affect operational decisions Financial systems & process improvement Maintain and optimize QuickBooks Online and connected financial reporting tools
Build and maintain financial dashboards that give leadership real-time visibility into revenue, expenses, and profitability
Identify opportunities to automate manual financial processes and improve reporting efficiency
Develop and document SOPs for all core finance processes
Continuously improve financial infrastructure as revenue and operational complexity grow

Contract SEO/GEO Specialist Home Care SEO, Local Search, and AI Search Visibility * 5+ years of SEO experience, ideally with local or multi-location businesses * Strong expertise in organic SEO, local SEO, Google Business Profiles, and structured data * Hands-on experience with tools like Google Search Console, Ahrefs/SEMrush, BrightLocal, and WordPress * Familiarity with AI tools (ChatGPT, Claude, etc.) for content, workflows, and analysis * Proven ability to build SOPs, scalable workflows, and manage execution across teams or VAs * Strong communication skills and ability to translate complex SEO concepts into clear guidance * Experience in healthcare, home care, or other regulated industries is a plus We are looking for a contract SEO/GEO Specialist to help us build, improve, and manage our next-generation search program for more than 100 home care agency clients across the United States. This is not a traditional SEO role where someone simply reviews keywords, writes recommendations, and waits for someone else to execute. This is a hands-on builder role for someone who understands organic SEO, local SEO, Google Business Profiles, structured content, AI search visibility, and scalable workflows—and who is willing to actively do the work, test ideas, implement changes, and refine systems in real time. The right person will help us develop the systems, tools, prompts, SOPs, dashboards, and quality-control process that allow our team and virtual assistants to execute SEO/GEO work consistently across a large client base. You will not just design these systems—you will actively build, test, and improve them alongside the team. Our focus is home care marketing. That means our clients operate in a sensitive, trust-based, healthcare-adjacent industry where accuracy, local relevance, credibility, and compliance matter. We need someone who can help us improve visibility in Google, Google Maps, AI Overviews, ChatGPT, Perplexity, Claude, and other AI-answer environments while keeping the content useful, local, accurate, and brand appropriate. About the Role The SEO/GEO Specialist will own the development and ongoing improvement of our SEO and GEO program. This role begins as a contract position. The initial priority is to help us build a repeatable operating system for SEO/GEO work across home care agency clients. Over time, this may grow into a larger leadership role for the right person. You will work closely with our internal team, content team, website team, account managers, and virtual assistants. While you will guide strategy and build workflows, you are also expected to actively execute key parts of the work yourself—especially in the early stages—to ensure quality, validate processes, and set the standard for how work should be done. What You Will Own You will help us build and manage search performance across three key tracks: 1. Organic SEO This includes traditional search visibility for service pages, location pages, blog posts, guides, FAQs, and website content. You will help identify what each client needs to improve rankings, visibility, traffic quality, and lead generation. This may include technical SEO audits, content gaps, internal linking, page structure, metadata, schema, Search Console analysis, competitor research, and on-page improvements—and you will be expected to directly implement or test many of these improvements, not just recommend them. ### 2. Local SEO and Google Business Profile Visibility This includes Google Business Profile optimization, local rankings, citations, NAP consistency, review strategy, location page quality, local service-area content, and map visibility. You will help us improve how home care agencies appear in their local markets, especially for important searches like “home care near me,” “senior care,” “dementia care,” “24-hour home care,” “personal care,” “respite care,” and related service/location searches. This includes actively optimizing listings, testing changes, and refining approaches based on results. ### 3. GEO / AI Search Visibility This includes Generative Engine Optimization, Answer Engine Optimization, and AI-search readiness. You will help us improve whether our clients are visible, cited, summarized, or recommended in AI-powered search experiences. This includes improving content structure, topical authority, service clarity, local trust signals, schema, FAQs, author credibility, location relevance, and the way content answers real consumer and referral-partner questions. The goal is to help our clients become clearer, more credible, and more useful to both human visitors and AI-powered search systems—and to actively test and refine what works in these emerging environments. ## Primary Responsibilities Build and improve our SEO/GEO program for home care agency clients. Create a repeatable SEO/GEO workflow that can be executed across more than 100 clients. Develop SOPs, checklists, templates, prompts, and quality-control steps for the team and VAs. Identify the right AI content and SEO workflow stack for our company. Help build an AI-assisted content development process that improves quality, accuracy, local relevance, and search visibility without creating generic AI content. Create workflows for keyword research, competitor research, content gap analysis, service-page optimization, location-page optimization, FAQ development, schema recommendations, blog strategy, and AI-search readiness. Actively execute and test SEO/GEO tasks to validate workflows before scaling them to the team. Use tools such as Google Search Console, Google Business Profile, BrightLocal or similar local SEO tools, Ahrefs or similar SEO platforms, WordPress, Yoast, Google Analytics, and reporting dashboards. Audit client websites for SEO, local SEO, GEO, structured data, internal linking, content quality, and conversion opportunities. Help define what should be measured for traditional SEO, local SEO, and AI search visibility. Recommend practical reporting that is easy for clients and account managers to understand. Train and direct virtual assistants so they can complete repeatable SEO/GEO tasks accurately. Review and approve work before it is published or delivered. Collaborate with writers, designers, developers, account managers, and leadership. Stay current as Google, AI Overviews, ChatGPT, Claude, Perplexity, and other AI-search platforms evolve. Help ASN develop a stronger point of view on what actually matters in GEO for home care agencies. ## What We Need You to Build First Because this is a new role, the first phase of the contract will focus on building the foundation. Initial priorities may include: A complete SEO/GEO audit process for home care agency clients. A repeatable monthly SEO/GEO task list. A VA execution system with clear instructions, examples, and QA checkpoints. A recommended AI content development workflow. Prompt templates and review standards for AI-assisted content. A process for optimizing existing service pages, location pages, blog posts, and FAQs. A process for Google Business Profile and local visibility improvements. A structured data/schema recommendation process. A competitor research and content gap process. A basic AI search visibility measurement approach. A client reporting framework that connects rankings, visibility, traffic, calls, forms, and inquiries. ## What We Are Looking For We are looking for someone with strong modern SEO experience and a builder’s mindset. The right person understands that SEO is changing, but also understands that fundamentals still matter. You should be comfortable with traditional SEO, local SEO, Google Business Profiles, content strategy, structured data, and emerging GEO/AEO strategies. You do not need to be a software engineer. However, you should be comfortable using AI tools, building repeatable workflows, reading documentation, testing tools, improving prompts, and figuring out how to turn messy work into a clean process. Most importantly, you must be someone who takes ownership of execution—not just strategy. You should be comfortable rolling up your sleeves, doing the work, testing ideas, and refining systems based on real results. ## Ideal Experience 5+ years of SEO experience, preferably with local businesses, healthcare, home care, senior care, legal, franchise, multi-location, or service-based companies. Strong understanding of organic SEO, local SEO, Google Business Profile optimization, citations, reviews, and location-based search. Experience with Google Search Console, Google Analytics, Google Business Profile, WordPress, Yoast, BrightLocal or similar tools, and Ahrefs, SEMrush, or similar SEO platforms. Understanding of structured data, Schema.org, JSON-LD, FAQ schema, LocalBusiness schema, Service schema, and content structure. Experience using AI tools such as ChatGPT, Claude, Perplexity, Gemini, or other AI platforms for research, workflow development, content support, analysis, or automation. Ability to build SOPs, checklists, templates, prompts, and repeatable systems. Strong editorial judgment. You should know when AI-generated content is weak, generic, inaccurate, over-optimized, or not useful. Strong communication skills. You should be able to explain complex SEO and AI-search concepts in plain English. Ability to work with and direct virtual assistants. Comfort working in a fast-changing environment where the process is still being developed. ## Great to Have Experience in home care, senior care, healthcare marketing, legal marketing, franchise marketing, or another regulated/service-based industry. Experience managing SEO for many clients at once. Experience building AI-assisted content workflows. Experience with tools such as Make, Zapier, n8n, Airtable, Notion, Wrike, ClickUp, or similar workflow platforms. Basic technical comfort with APIs, spreadsheets, light scripts, or automation. Experience creating dashboards or SEO reporting systems. Experience with review management and reputation marketing. ## What Success Looks Like Success in this role means ASN has a clear, repeatable SEO/GEO system that can be used across our client base. The right person will help us move from “doing SEO tasks” to running a real SEO/GEO operating system. Success includes: Clear SEO/GEO standards for every client. Documented workflows our team and VAs can follow. Better optimization of existing website content. Improved local search and Google Business Profile execution. Stronger AI-search readiness across client websites. Better reporting for account managers and clients. A content development process that uses AI wisely without sacrificing quality. A scalable system that supports more than 100 clients without becoming chaotic. ## Contract Structure This role will begin as a contract position. We are open to structuring the engagement in one of the following ways: A monthly retainer for ongoing SEO/GEO leadership and workflow development. A project-based engagement to build the SEO/GEO operating system. A part-time fractional role with a defined weekly hour commitment. A contract-to-hire path if the relationship is a strong fit. The first phase will likely focus on assessment, workflow design, tool recommendations, SOP creation, and implementation planning. ## Why This Role Is Different This is not a maintenance SEO job. This is a chance to help build the SEO/GEO program for a national home care marketing company serving more than 100 agencies. You will help define how home care agencies should show up in Google, local search, AI Overviews, ChatGPT, Claude, Perplexity, and other AI-powered search experiences. You will also help us build the system that makes that work scalable—and you will actively participate in executing and refining that system. We are looking for someone who can think strategically, build practically, use AI intelligently, lead execution through a team, and personally contribute to the work that drives results. If you are excited by the future of search and want to build—and actively shape—the operating system for modern home care SEO/GEO, this may be a great fit.

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.

About Primal Health Coach Institute Primal Health Coach Institute (PHCI) is one of the world's leading health coach certification schools. Our mission is to improve lives by training world-class health coaches who help people achieve better health, happiness, and longevity through lifestyle change. Founded by Mark Sisson and Aaron Fox, PHCI has trained thousands of coaches around the world and is recognized by leading health coaching and wellness organizations. We are seeking a highly organized, detail-oriented Marketing Communications Specialist to help manage and execute our email marketing, digital communications, and promotional campaigns. Position Overview This is primarily an email marketing and digital marketing role. The Email Marketing & Communications Specialist will be responsible for planning, writing, editing, building, scheduling, and deploying email communications across the customer lifecycle. This includes communications with prospective students, current students, graduates, customers, referral partners, and event attendees. Working closely with leadership, this individual will help conceive, plan, and execute promotional campaigns, product launches, webinars, events, and ongoing customer communications. The right candidate will contribute ideas, identify opportunities to improve engagement and conversions, and play an active role in shaping PHCI's marketing communications strategy. This role is ideal for someone who enjoys both the creative and technical aspects of digital marketing and takes pride in producing high-quality communications that drive engagement and results. Responsibilities Email Marketing & Communications - Own and manage PHCI's email communications across the customer lifecycle - Draft, edit, proofread, and deploy email communications across the organization - Build and schedule email broadcasts - Create and manage email automations and nurture sequences - Segment audiences for targeted communications - Manage communications for prospects, students, graduates, customers, referral partners, and event attendees - Ensure consistency of voice, messaging, branding, and quality across all email communications - Maintain email templates, messaging assets, and communication standards - Manage reminder, renewal, onboarding, follow-up, and announcement campaigns - Test and quality-check campaigns prior to deployment Monitor email performance and recommend improvements Digital Marketing & Promotions - Help conceive, plan, and execute promotional campaigns and special offers - Contribute ideas for campaigns, promotions, launches, and customer engagement initiatives - Collaborate with leadership to develop marketing concepts, messaging, and promotional strategies - Build promotional email sequences and launch campaigns - Support webinar and event marketing initiatives - Coordinate campaign schedules, deadlines, and deliverables - Support enrollment and product launch campaigns - Help maintain marketing calendars and communication schedules Marketing Operations - Build and maintain campaigns within CRM and email marketing platforms - Update landing pages, forms, and campaign assets as needed - Maintain marketing documentation and SOPs - Coordinate with internal team members and contractors to support campaign execution - Help maintain audience databases and marketing systems Qualifications Required - 3+ years of experience in email marketing, digital marketing, marketing communications, content marketing, or a related role - Excellent writing, editing, proofreading, and communication skills - Exceptional attention to detail - Strong organizational and project management skills - Ability to manage multiple projects and deadlines simultaneously - Ability to adapt messaging for different audiences while maintaining a consistent brand voice - Demonstrated ability to think strategically about marketing, customer communication, and audience engagement - Ability to generate ideas and translate them into actionable marketing campaigns - Comfort working independently in a remote environment - Ability to learn new software platforms and systems quickly Preferred - Experience supporting online education, coaching, health, wellness, or membership-based businesses - Experience with Keap CRM/email marketing platform. If not Keap, a similar platform (e.g. ActiveCampaign, HubSpot, Mailchimp, ConvertKit) - Experience building marketing automations and customer journeys - Experience with audience segmentation and email campaign optimization - Familiarity with landing page builders, CRM systems, and digital marketing tools What Success Looks Like Within your first 30 days, you will: - Learn PHCI's products, audiences, and communication strategies - Take ownership of recurring email campaigns and communications - Successfully execute promotional and enrollment campaigns - Maintain accurate campaign schedules and communication workflows - Become a trusted member of the marketing and leadership team Within your first 6 months, you will: - Improve the consistency, quality, and effectiveness of PHCI's communications - Contribute meaningful ideas to promotional planning and marketing strategy discussions - Proactively identify opportunities to improve engagement, communications, and enrollment performance - Take increasing ownership of campaign planning and execution - Help drive enrollment growth through effective email marketing and digital communications Compensation - Competitive compensation based on experience Flexible schedule - Approximately 10-20 hours per week - Opportunity for increased responsibility and career growth over time Who Will Thrive In This Role You enjoy writing and editing. You can take a rough idea and turn it into a polished, professional communication that informs, engages, and inspires action. You're not just a task executor. You enjoy generating ideas, solving problems, and finding better ways to engage customers and support business growth. You are highly organized, detail-oriented, and dependable. You enjoy working with email marketing systems, automations, and digital marketing tools. You take pride in getting things right and ensuring communications are delivered accurately and on time. Most importantly, you're excited by the opportunity to help people improve their health and lives through education and coaching. If you're looking for an opportunity to make a meaningful impact while developing your skills in email marketing, digital marketing, and marketing communications, we'd love to hear from you.

We are looking for a GrowthOps CRM Support Contractor to support day-to-day stakeholder requests, HubSpot Marketing Hub workflows, Salesforce coordination, CRM data quality, dashboard/report validation, ticket hygiene, and first-level integration triage. This is not a CRM administrator, developer, or architecture role. The contractor will assist stakeholders, document issues, validate data, coordinate with internal owners, and support the CRM Architect and GrowthOps Manager. All production changes require approval from the CRM Architect and/or GrowthOps Manager before execution. The right person has hands-on experience supporting HubSpot Marketing Hub and enough Salesforce familiarity to understand access requests, ownership questions, layouts, reporting issues, and workflow impacts. They should be comfortable working from tickets, asking clarifying questions, documenting findings, and escalating anything that requires administrative permissions or impacts the broader technology ecosystem. Company context --------------------- We support sales, marketing, product, and operations teams using HubSpot, Salesforce, and related revenue operations tools. This role will help the organization stay on track during CRM migration and ongoing GrowthOps support work by keeping requests moving, validating data and reports, and surfacing issues clearly to the right internal owners. Responsibilities ------------------- Respond to incoming stakeholder requests from Sales, Marketing, Product, and Operations within a typical 1 to 2 business day SLA. Assist with intake triage, ticket hygiene, documentation, routing, and prioritization support. Support HubSpot Marketing Hub work involving lists, forms, dashboards, basic properties, campaign setup, configuration questions, duplicate cleanup, and object relationship issues. Assist stakeholders in creating dashboards, lists, and similar HubSpot assets based on stakeholder input. Coordinate Salesforce access requests, role/profile questions, ownership behavior issues, layout questions, and email template issues with the CRM Architect. Validate dashboards and reports against source records. Own CRM data cleanup and deduplication tasks that are approved and within assigned access limits. Monitor Salesforce-HubSpot process alignment and data integrity issues, then document findings and escalate when needed. Provide user enablement and training guidance for HubSpot and Salesforce workflows. Write clear stakeholder updates, root-cause summaries, risk callouts, and process documentation. Required qualifications --------------------------- Hands-on HubSpot Marketing Hub experience, especially lists, forms, dashboards, properties, campaigns, and basic configuration support. Salesforce familiarity sufficient to understand user access, ownership, layouts, reporting, and workflow issues. CRM data quality experience, including duplicate cleanup, incorrect classifications, source-record validation, and report mismatches. Reporting and dashboard QA experience. First-level integration triage experience across business systems. Strong written communication and documentation skills. Experience working from tickets with incomplete information and asking practical clarifying questions. Ability to work inside limited-access boundaries and escalate when administrative permissions are required. Comfort supporting sales, marketing, and operations stakeholders. Preferred qualifications ---------------------------- Experience supporting SalesOps, RevOps, GrowthOps, Marketing Ops, or CRM migration projects. HubSpot certification. Salesforce certification or Salesforce admin-adjacent experience. Experience with DocuSign, Stripe, Calendly, Zoom, Outlook, SharePoint, Pendo, and Ironclad. QA or UAT experience for CRM changes, dashboards, reports, or sample-record validation. Experience writing SOPs, ticket updates, root-cause notes, and stakeholder-facing process documentation. Access and security expectations ---------------------------------------- Contractor will operate under least-privilege access. Contractor must request approval before any production-impacting change. Contractor must document requested permission changes before work begins. Contractor must not export sensitive customer, user, payment, contract, or legal data unless explicitly approved. Contractor must escalate any issue involving PII, payment data, legal contracts, integration credentials, or production-impacting workflows. Contractor must use approved systems for communication and documentation. First 30-day success criteria ---------------------------------- At the end of the first 30 days, success means the contractor has helped the CRM Architect and GrowthOps Manager keep CRM migration and support work on track. Expected outputs: -Responds to assigned tickets within the expected 1 to 2 business day SLA in most cases. -Maintains clear ticket documentation and status hygiene. -Categorizes support requests by system, issue type, owner, dependency, and escalation path. -Resolves or advances approved low-risk tickets involving HubSpot support, dashboard/list assistance, data cleanup, reporting validation, or documentation. -Documents blockers, risks, access needs, and escalation recommendations clearly. -Avoids unauthorized production changes.

Bilingual (English/Spanish) Leasing Coordinator — California Rental Portfolio (Part-Time, Remote) Type: Part-time, ongoing as we have vacancies. Rate: Hourly + performance bonus per signed lease Hours: Must be available Pacific Time (California), including evenings and weekends for showing coordination Language: Fluent English AND Spanish required (written and spoken) About Us We're an established California property management brokerage managing 70+ single-family homes and small apartment properties in the San Francisco Bay Area (East Bay). We're an owner operated, lean, tech-forward team and we move fast. This role is our leasing engine: you keep prospects moving from inquiry to signed lease. What You'll Do - Respond to prospect inquiries from Zillow and other listing sources quickly and professionally (target: same-day response, faster during business hours), in English or Spanish as needed - Pre-qualify prospects using our standard screening questions (income, move-in date, occupants, pets) - Coordinate showing appointments between prospects and our local showing agent — including evening and weekend appointments - Pacific Time — and send confirmations and reminders to reduce no-shows - Market properties: AI stage photos, post photos, and refresh listings on Zillow and other platforms, ensure photos, descriptions, and pricing are accurate and complete - Send, collect, and organize rental applications and supporting documents (ID, proof of income, etc.); verify files are complete before handing off for decision - Propose complete applications to Owner. - Track every lead through our pipeline in Click-Up and/or AppFolio — so nothing falls through the cracks - Follow our documented procedures for California compliance, including Fair Housing rules (all prospects receive the same information, same screening criteria, same process — no exceptions) and application/screening-fee handling - Draft Lease and supporting Lease documents for owner review - Process Tenant Move-In’s in Appfolio - Turn on/off utilities - Additional property management tasks (maintenance coordination, tenant communication, AppFolio data work) are available for the right candidate as the role grows Note: This is an administrative coordination role. Lease terms are set and negotiated by our licensed broker and agents — you'll share factual listing information and manage the process, not negotiate terms. Required Skills & Experience - Fluent written and spoken English and Spanish - Hands-on experience with (or ability to quickly master): AppFolio, ClickUp, Zillow Rental Manager, zipForms Plus - Prior experience in U.S. residential leasing or property management strongly preferred; California experience is a big plus - Reliable availability during Pacific Time evenings and weekends for scheduling coordination - Fast, professional written communication — you'll be the first voice prospects hear from us - Extremely organized and process-driven; you follow SOPs and checklists and flag problems early - Reliable high-speed internet, quiet workspace, and a computer capable of running web apps smoothly - Comfortable with phone/text communication with U.S. prospects (we use Dialpad) Nice to Have - Experience with workflow automation - Experience with Tenant Collections - AppFolio Accounting experience - Familiarity with California tenant/landlord law basics (application fees, security deposits, Fair Housing) - Experience coordinating vendors or maintenance Compensation - Competitive hourly rate based on experience — tell us your rate in your proposal - Bonus for every signed lease you shepherd from inquiry to move-in - Long-term, stable engagement with expanding responsibilities and hours for a strong performer How to Apply - To show us you read this posting, start your proposal with the word "LEASED" and include: - Your hourly rate - Your availability in Pacific Time, specifically evenings and weekends - One or two sentences in Spanish describing your leasing or property management experience - Which of these tools you've used before and for how long: AppFolio, ClickUp, Zillow Rental Manager, zipForms - A brief example of a time you managed a pipeline of leads or appointments without letting anything slip We'll do a short paid trial task (responding to sample prospect inquiries and scheduling scenarios) with top candidates before hiring.

We're a growing service company looking for an experienced developer to build a Slack bot that answers employee questions about our HR policies, SOPs, and internal documentation. Team members will tag the bot in a channel, ask a question in plain language, and receive a conversational, accurate answer grounded in our documented materials. **This is a build + teach engagement.** I have no coding background, and a core requirement of this project is that you walk me through your decisions and architecture as you build, so I can understand, maintain, and eventually extend the system myself. If you're a strong developer but don't enjoy explaining your work, this isn't the right fit. ## What You'll Build A production-ready Slack bot with the following architecture: - **Slack integration** using Slack's Bolt framework (Python or Node.js — your recommendation welcome) - **Retrieval-Augmented Generation (RAG)** pipeline: questions are matched against our documentation via semantic search, and relevant context is passed to an LLM for a conversational answer - **Vector database** (Pinecone, Weaviate, or a comparable option you can justify) storing embeddings of our policies, SOPs, and transcripts - **OpenAI API** integration for embeddings and chat completions - **Document ingestion pipeline** that can handle multiple source formats: Word docs, PDFs, spreadsheets, and plain-text transcripts (e.g., exported Loom video transcripts) - **Source citations** in bot answers, so users can see which policy or document the answer came from - Deployment to a cloud environment (AWS, Heroku, Railway, or similar) with clear instructions for how it runs and how to restart or update it ## Technical Requirements You should have demonstrable experience with: - Slack app development (Bolt framework, event subscriptions, OAuth/permissions setup) - OpenAI's API (chat completions and embeddings) - RAG architecture and vector databases (Pinecone, Weaviate, Qdrant, pgvector, or similar) - Python or Node.js backend development - Cloud deployment and basic DevOps (environment variables, API key security, uptime) **In your proposal, please link to or describe at least one similar project you've built** — ideally a Slack bot, a RAG system, or an LLM-powered internal tool. ## Deliverables 1. A working Slack bot deployed to production and connected to our Slack workspace 2. Document ingestion process (with instructions or a simple tool for me to add new documents myself as our documentation grows) 3. Full source code in a repository I own, with clear comments 4. **Written documentation** covering: system architecture, how each component connects, how to add/update documents, how to update API keys, and common troubleshooting steps 5. **Teaching sessions**: recorded screen-share walkthroughs (or live calls) at each major milestone explaining what was built and why — I estimate 3–5 sessions of 30–60 minutes 6. A handoff session at the end where we test the bot together and review maintenance procedures ## Communication & Working Style - Regular progress updates (at minimum, 2x per week) - Willingness to explain decisions in plain English, not just technical jargon - Patience with beginner questions — teaching is part of the paid scope, not a favor - Fluent written and spoken English - Availability for scheduled video calls (please note your time zone in your proposal) ## Scope Notes - Initial document set is modest, but the system should be designed to scale as our documentation library grows significantly - Future phases may include: automatic transcript ingestion from Loom, additional Slack channels/workflows, and analytics on what questions get asked — mention if you have experience with any of these - I will provide: Slack workspace admin access, OpenAI API account, and all documentation to be ingested ## How to Apply In your proposal, please include: 1. A brief description of a similar project you've built (links or screenshots appreciated) 2. Your recommended tech stack for this project and a one-paragraph explanation of why 3. Your approach to the teaching/documentation component 4. Estimated timeline and total cost (fixed price preferred; open to milestone-based payment) 5. Your time zone and general availability Proposals that are clearly personalized and address the teaching component will be prioritized. Generic copy-paste proposals will be declined.

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.