- Hourly: $75.00 - $100.00
- Intermediate
- Est. time: More than 6 months, Not sure
WHO WE ARE AND WHAT WE’RE LOOKING FOR 6AM is redefining how communities engage, communicate, connect, and experience their cities. We’re rapidly growing our digital products and expanding our team across current and future markets. 6AM is for deadline-driven performers who thrive off an adaptable work environment and see the direct impact of their work. Join us as we build upon our growing network of cities, continuing our vision of establishing the most relevant modern local media brand. This position is a 6 month extending contract with the potential for permanent conversion. A commitment of 20-30 hours per week is required. If converted to full-time, additional benefits such as health insurance, unlimited sick and vacation time, and a WiFi stipend is included. WHAT YOU’LL BE DOING Your core responsibility as a Revenue Operations Manager will be to support the Revenue Team and Executive Leadership through scalable data management, software optimization, process efficiency, and B2B marketing support as it relates to driving increased ad sales revenue and renewal rates. The Revenue Operations Manager will report directly to the Revenue Leadership Team and will ensure that sales, client success, finance, and marketing have strong and consistent cross-department communication and coordination. - Process Improvement – Own process building and improvements in current workflows with a goal of improving efficiency and visibility. - KPI / Data management – Architect data sets based on defined KPIs and share with applicable team members on a set frequency via easily consumable insights. KPIs will include data points from revenue data, performance analytics, and goal attainment. Maintain our centralized data warehouse as the source of truth across revenue systems. - Data Infrastructure & Custom Tooling – Manage and maintain our Supabase data warehouse and its integrations across AdOrbit, HubSpot, Sailthru/Marigold, and other systems available via API. Use AI-assisted development practices to build, troubleshoot, and extend custom reporting, automation, and data pipeline tooling. Complex technical escalations are supported by our VP of Engineering. - Tech stack management – Lead any change in the tech stack for the Revenue Team and represent the Revenue Team for any company-wide tech stack change. Stay current on features and updates across our revenue tech stack — including HubSpot, AdOrbit, ZoomInfo, Sailthru/Marigold, PandaDoc, Vercel, and Supabase — and manage software and integrations as needed. - Cross-Functional Coordination – Partner with the Product Operations Manager, Editorial Operations Manager, and other team leads to maintain shared data infrastructure standards, coordinate on Supabase data architecture, and ensure consistent reporting frameworks across revenue and product functions. - Revenue forecasting – Manage revenue forecast to ensure predictable growth and attainable revenue targets. - Visualization Dashboards – Create and manage individual and team dashboards for Revenue Team Directors and Executive Leadership, leveraging both software tools and custom-built reporting based on defined KPIs. - Commissions/Quotas – Assist with monthly commissions calculations and annual quota setting process. - Enablement – Help with the onboarding of new revenue team members, including leading the creation of training materials to ensure successful adoption of any new software, data analysis or program initiatives. Facilitate onboarding regarding processes and data analysis. - Prospecting Materials – Support the organization of templates, branded content examples, and display examples for easy access by team members. - Sales and Fulfillment Materials – Own the creation of standardized proposal templates, advertising agreements, and materials needed to facilitate fulfillment. - Sales Marketing – Support the Growth Team with sales marketing emails, list building, and revenue tracking. WE’D BE FIRED UP IF YOU HAVE SOME OF THESE TRAITS - We are looking for team members with a strong and diverse knowledge of software implementation, integrations, and data management, and a track record of success in digital media. - Experience: 4+ years in project management, operations, data management, or similar role; experience in digital media preferred. - Data-driven: Robust analytical skills, both quantitative and qualitative, with the ability to interpret and synthesize financial data and present in an accurate, concise, digestible, and actionable manner. - Software knowledge: High level of proficiency with HubSpot, PandaDoc, ZoomInfo, Sailthru/Marigold, AdOrbit, Google Workspace, and Zapier. Familiarity with data visualization tools and ad inventory management workflows. - Technical Fluency: Comfortable working within existing codebases and extending custom tooling using AI-assisted development practices. Working knowledge of Git for version control, Vercel for deployments, Supabase (PostgreSQL) for data management, and API-based integrations. No formal development background required — but curiosity, resourcefulness, and a "build it if it doesn't exist" mindset are a must. - Communication Expert: Know how to support various personalities across several job functions and divisions of the company. - Personal Drive: Driven, confident, adaptable, passionate, and spirited. - Contributor: Make and justify recommendations, and share ideas to support business goals. - Adaptable: Willing to learn, handle criticism, market feedback, and differing opinions in startup culture. - Team Player: Outgoing individual who portrays enthusiasm while learning and working with others. WE’RE PUTTING OURSELVES ON THE LINE - Competitive salary - Premium health insurance - 100% remote work - 401k, complemented by a 4% company match - Phone stipend - WiFi stipend - Unlimited sick and vacation time - Two additional weeks of paid time off post maternity leave - New Parent Wellness Stipend - Mental Health Benefits - Virtual company-sponsored social events - Paid time off to volunteer in our communities - A commitment to an open, inclusive, and diverse work culture -Access to cutting-edge tools and technology as we lead the future of local media -Career development support, including reimbursement for learning and growth opportunities EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, severe/morbid obesity, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. We promote diversity of thought, culture, and background, which connects the entire 6AM family. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring an accommodation to complete the application and/or interview process should contact a management representative. 6AM City is proud to be an Equal Opportunity Employer.
- Hourly: $50.00 - $80.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Project Description We are looking for a highly proactive digital advertising and AI operations specialist to help us grow and operationalize a niche healthcare directory and AI-powered marketing platform serving specialized providers across the United States and Canada. This is not a basic virtual assistant role. This is not a task-only ad management role. We are looking for someone with a digital advertising first background who can work with our emerging AI operating system to help build, improve, and automate the systems behind provider profile promotion, Meta ad campaigns, creative production, client reporting, AI chat summaries, and recurring revenue growth. The right person will help us turn our current ideas, workflows, campaigns, reporting, and AI tools into a more scalable operating system. We are looking for a go-getter who can think, build, test, recommend, improve, and help us move faster. What We Are Building We operate a specialized healthcare directory with provider profiles, membership tiers, local awareness campaigns, and a developing AI operating system. Our growth model includes: Provider directory profiles Profile upgrades Localized Meta ad campaigns Advanced profile-promotion campaigns AI Chat Assistants on provider profile pages Monthly transparent performance reports Archived AI chat summaries Website chatbot upgrade opportunities Workflow automation AI-assisted reporting Future operating-system tools for participating providers We need someone who can work with our team and AI OS architect to help build the operational layer around this business. What You Will Help With Digital Advertising & Campaign Support You will help build and improve repeatable Meta ad campaign workflows. This may include: Creating Meta/Facebook/Instagram traffic campaigns Helping structure profile-promotion campaigns Developing ad creative concepts and variations Writing or improving ad copy Helping organize campaign naming conventions Helping create UTM structures Reviewing campaign performance Identifying opportunities to improve campaign results Helping standardize how campaigns are launched and reported The goal is to make campaigns easier to launch, manage, measure, and scale across many participating providers. Creative & Video Support You should be comfortable helping with simple creative production and short-form content. This may include: Editing short videos for Facebook/Instagram ads Repurposing provider-submitted video content Creating social-ready video clips Adding captions, light branding, and simple visual polish Creating Canva or CapCut templates Helping create reusable creative formats Testing new messaging angles Thinking creatively about how to educate patients in a simple, trustworthy way You do not need to be a Hollywood-level video editor, but you should be capable of producing clean, usable digital ad creative. AI OS Workflow Development You will work with our developing AI operating system and our technical AI architect to help improve workflows. This may include: Identifying tasks that can be automated Helping design campaign setup workflows Helping design monthly reporting workflows Helping design client communication workflows Helping organize archived AI chat summaries Helping document repeatable processes Helping test AI-assisted workflows Helping identify what the OS should do next We are not looking for someone who waits to be told every step. We want someone who can look at a process and say: “This can be improved.” “This can be automated.” “This should be templated.” “This should be reported differently.” “This would help us move more clients to the next level.” Reporting & Client Transparency A major part of the role will be helping us build impressive monthly reports for participating providers. Reports may include: Campaign creative used that month Campaign messaging promoted Profile visits Phone clicks Website clicks Contact actions Other micro-conversions AI Chat Assistant activity Archived chat transcript summaries Common patient questions Common patient concerns Conversion improvement recommendations Suggested next steps We want our monthly reporting to feel much more transparent and useful than a standard digital marketing report. The right person will help us create reports that providers actually value. Growth & Upgrade Path Support We are building a product ladder that moves providers from basic directory visibility into deeper AI-powered services. You will help us improve the workflows that move clients from: Basic profile visibility To promoted profile campaigns To advanced profile campaigns To website AI Chat Assistant adoption To deeper AI operating system adoption This role requires someone who understands that campaigns, reporting, creative, automation, and client communication all work together to create recurring revenue growth. Who We Are Looking For We are looking for someone entrepreneurial, proactive, and curious. The ideal candidate: Has a strong digital advertising background Has experience with Meta/Facebook/Instagram ads Understands funnels, conversion paths, and client reporting Can think strategically about how to grow recurring revenue Has basic video editing or short-form creative experience Is comfortable using AI tools Is interested in workflow automation Can document processes clearly Can make recommendations without waiting to be told Is comfortable working with a developing AI operating system Likes building systems, not just completing tasks Can work independently and bring ideas to the table We do not need a pure software developer. We do not need someone who only follows instructions. We need a digital growth operator who can help us build the machine. Helpful Experience Experience with any of the following would be helpful: Meta Ads Manager Facebook/Instagram traffic campaigns Facebook/Instagram lead generation campaigns Google Analytics 4 Google Tag Manager Looker Studio GoHighLevel or similar CRM platforms Zapier, Make, n8n, or similar automation tools Canva CapCut Descript Adobe Premiere ChatGPT, Claude, or other AI tools AI workflow design CRM workflows Local business marketing Healthcare, wellness, or professional services marketing Directory or membership platform marketing SEO/GEO workflows Client reporting dashboards You do not need to know all of these, but you should be comfortable learning and experimenting. Initial Project Focus The first phase will likely focus on helping us build a repeatable workflow for profile-promotion campaigns. This may include: Reviewing our current workflow Helping define a repeatable Meta campaign structure Creating reusable creative templates Creating reusable reporting templates Helping map how the AI OS can assist with campaign setup and reporting Helping design the monthly report structure Identifying areas where the process can be automated Documenting the workflow so it can be repeated across many providers We will likely use one provider profile as the initial test case before expanding the workflow across more participating providers. What Success Looks Like Success in this role means: Campaign workflows become easier to launch Creative production becomes more repeatable Reporting becomes more transparent and impressive AI-assisted workflows become more useful Manual tasks become systematized Processes are clearly documented Upgrade opportunities become easier to identify Clients receive better insight into performance The business becomes less dependent on one-off manual execution The system improves every month Important Note This role is for someone who wants to help build and improve a growing system. We are not looking for a passive contractor who waits for a checklist. We are looking for someone who can bring ideas, spot gaps, improve workflows, and help turn a niche healthcare directory and AI-powered marketing platform into a scalable growth engine. How to Apply Please include a short response answering the following: What is your experience with Meta/Facebook/Instagram advertising? What is your experience with AI tools or workflow automation? What is your experience with video editing or ad creative? What is an example of a campaign, workflow, system, or process you helped improve? Why does this type of entrepreneurial digital advertising and AI operations role interest you? Please do not send a generic cover letter. We are looking for someone who can think, build, and help us grow.
- Hourly: $30.00 - $60.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
Seeking a highly organized, creative, and detail-oriented freelance marketing professional to support our growing executive search and advisory firm. This role is ideal for someone who enjoys bringing ideas to life through exceptional design, digital marketing, and content execution. You'll partner closely with our Director of Growth to execute marketing initiatives while helping us maintain a polished, consistent, and professional brand presence across all channels. We're looking for someone who is proactive, collaborative, and takes pride in producing high-quality work with minimal oversight. Responsibilities: -Design and brand professional client-facing documents, presentations, reports, and marketing collateral -Create visually compelling PDFs, guides, and thought leadership assets -Manage and schedule social media content across LinkedIn and other professional platforms -Execute email marketing campaigns, newsletters, and marketing automations -Update and maintain our WordPress website, including landing pages, blogs, and content updates -Assist with website optimization and ongoing content enrichment -Ensure consistent application of our brand standards across all materials -Organize and maintain creative assets, templates, and marketing files -Collaborate on new marketing initiatives and recommend creative improvements Ideal Experience: -Graphic design and document production -Adobe Creative Suite (InDesign, Illustrator, Photoshop) -WordPress -Email marketing platforms (MailerLite) -LinkedIn marketing and social media management -Experience creating polished business documents and executive-level presentations -Strong attention to detail and project management skills What We're Looking For- The ideal partner is someone who: -Produces polished, professional work with a strong design eye -Communicates proactively and meets deadlines consistently -Is comfortable working independently while collaborating closely with leadership -Takes ownership of execution and continuously looks for ways to improve efficiency -Enjoys working in a fast-paced, entrepreneurial environment -Engagement -Freelance / Contract -Approximately 10–20 hours per week to start -Opportunity for a long-term partnership as the business grows -Flexible schedule with project-based deliverables
- Hourly: $15.00 - $40.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
We are seeking an experienced Salesforce Developer with strong Apex coding skills to support, maintain, and improve our existing Salesforce environment. This role requires someone who can understand an existing Salesforce architecture, review current custom development, troubleshoot issues, and safely enhance workflows without disrupting business operations. The ideal candidate will not only build new solutions but will be able to analyze existing Apex code, automation, and integrations to understand how our system currently works before making changes. Key Responsibilities Develop, maintain, and troubleshoot Apex classes, triggers, and custom logic Review and understand existing Apex workflows, automation, and Salesforce customizations Analyze current code structure and business logic before implementing changes Identify dependencies between Apex, Flows, objects, integrations, and external systems Improve existing workflows while maintaining system stability Build and optimize Salesforce automation using Flow, Apex, validation rules, and custom solutions Support Salesforce data processes including product, pricing, and bulk uploads Troubleshoot production issues and provide root-cause solutions Perform testing and validation before deploying changes Document technical changes and communicate potential impacts Required Experience Salesforce Platform Developer II certification (required) Strong hands-on experience with: Apex development Apex triggers SOQL/SOSL Existing Apex code review and debugging Salesforce Flow and automation Custom objects, fields, relationships, and security model Data migrations and imports Salesforce integrations and APIs Experience taking over and improving existing Salesforce implementations Ability to understand business processes and translate them into technical solutions Strong troubleshooting skills with a focus on preventing repeat issues Availability & Time Zone Requirements Our headquarters are located in Phoenix, Arizona (Mountain Time Zone). We require a developer who can be responsive during our business hours for communication, troubleshooting, and collaboration. Requirements: Regular overlap with Phoenix business hours Timely responses during working hours Availability for occasional urgent production issues Ability to join calls when technical issues require real-time discussion We are looking for a long-term Salesforce technical partner who takes ownership, communicates proactively, and understands that Salesforce supports critical business operations.
- Hourly: $60.00 - $85.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
About Sybal Corp: Sybal Corp is building the world's first governance-focused AI infrastructure platform through its Proof of Governance® (PoG™) platform. We serve defense, government, and highly regulated commercial organizations that require governance intelligence, oversight, and audit readiness. Position Overview: The Engineering Operations & Technical Program Management serves as the bridge between executive leadership and the engineering organization. This role is responsible for engineering accountability, project execution, technical oversight, roadmap delivery, and alignment between business objectives and technical implementation. This position oversees engineering execution, validates technical work, manages project delivery, and ensures developers, DevOps engineers, QA engineers, and AI/ML engineers remain accountable for timelines, quality, and outcomes. Primary Responsibilities: • Lead day-to-day engineering operations and project execution. • Manage engineering schedules, priorities, and sprint planning. • Review engineering deliverables for completeness and quality. • Evaluate technical designs and implementation approaches. • Translate business requirements into technical requirements. • Serve as the primary liaison between founders and engineering teams. • Hold engineers and contractors accountable for commitments and deadlines. • Manage offshore and domestic technical resources. • Coordinate work across Software Engineering, DevOps, QA, and AI/ML teams. • Track project risks, dependencies, and milestones. • Establish engineering KPIs and reporting processes. • Support technical due diligence discussions with investors and partners. Required Qualifications: • 8+ years of software engineering experience. • 3+ years leading engineering teams or technical projects. • Strong understanding of AWS, cloud architecture, APIs, DevOps, and modern software development practices. • Experience managing Agile/Scrum development teams. • Experience with Jira, GitHub, Azure DevOps, or similar tools. • Ability to evaluate code quality, technical designs, and engineering estimates. • Experience managing remote and distributed engineering teams. • Excellent communication skills. Preferred Qualifications • Startup leadership experience. • Experience with AI, AI Dev Automation (Claude, Open AI), Machine Learning, and NLP platforms. • Experience supporting government, defense, or regulated industries. • Experience with FedRAMP, CMMC, SOC 2, or NIST environments. • PMP, Scrum Master, or Agile certifications. What Success Looks Like: • Increased engineering accountability. • Improved visibility into project status and delivery timelines. • Better communication between leadership and engineering teams. • Improved release quality and predictability. • Reduced technical debt and project execution risk. • Scalable engineering processes supporting company growth.
- Hourly: $20.00 - $25.00
- Intermediate
- Est. time: More than 6 months, Less than 30 hrs/week
Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.
- Hourly: $80.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are an established flooring installation and field service company seeking a highly experienced sales operations and systems leader to help build a structured, accountable, scalable sales organization. This is NOT a sales rep position or a lead generation-only role. We are looking for a senior-level thinker who understands how to architect and implement sales systems that are consistently executed across a growing organization. The company has historically generated business through relationships, responsiveness, reputation, and entrepreneurial hustle. However, many sales and outreach efforts have evolved reactively rather than through intentional structure and process. As a result, sales initiatives often become fragmented, inconsistent, reactive, or dependent on founder involvement rather than operating as a disciplined system. We are seeking someone who can help us design and implement a more organized, measurable, and consistently executed sales operating structure. The Problem We Are Trying to Solve We have: strong ideas, strong reputation, strong capabilities, and multiple sales opportunities, but we lack the systems, accountability, workflows, and management structure required to ensure consistent execution. Too many initiatives: start strong and fade, operate inconsistently, lack accountability, or become reactive firefighting. We want to move from: reactive sales activity to a structured sales operating system. Initial 60-Day Scope The engagement will focus on building and organizing the company’s sales structure, workflows, accountability systems, and outreach architecture. Areas of focus include: GHL (Go High Level) sales workflow setup and optimization CRM structure and pipeline visibility Sales process mapping Lead tracking and accountability systems Executive-level outreach systems Property management outreach workflows Field sales and on-site outreach systems “Pill bottle” field marketing/outreach program structure Follow-up cadence systems Sales KPI and reporting dashboards Sales activity accountability Meeting cadence and management rhythm Email and outreach workflow systems Marketing-to-sales handoff structure Territory/account organization Sales SOPs and documentation Automation opportunities utilizing AI and modern tools Desired Outcomes By the end of the engagement, we want: A clearly defined sales operating system Consistent sales execution processes Improved accountability and visibility Structured follow-up systems Better CRM discipline and pipeline tracking Clear sales KPIs and reporting Reduced founder dependence for execution oversight Stronger executive outreach systems Organized field outreach systems Repeatable and scalable sales workflows Most importantly: We want systems that are consistently executed — not initiatives that start with energy and slowly disappear. AI & Modern Sales Leverage We strongly value candidates who understand how to leverage AI and modern tools to accelerate sales organization, communication, accountability, and workflow execution. We are looking for someone who embraces AI as a force multiplier for: CRM management, workflow automation, outreach sequencing, SOP creation, reporting, dashboard creation, meeting synthesis, sales process organization, and operational visibility. We believe the future belongs to leaders who know how to combine strategic thinking with technology leverage. Ideal Candidate Background Strong candidates may have experience as: Fractional VP of Sales Sales Operations Leader Revenue Operations (RevOps) Consultant Sales Systems Architect CRM Implementation Consultant Business Development Operations Leader Sales Process Consultant Experience in any of the following industries is highly valuable: Flooring Construction Field Services Property Management Multi-location service businesses B2B sales organizations Experience implementing GHL (Go High Level) is strongly preferred. To Apply Please include: Examples of sales systems or sales infrastructure you have personally built Experience implementing CRM and workflow systems Examples of accountability systems you created Your experience with GHL (Go High Level) Examples of sales KPI dashboards or reporting systems you implemented Industries and company sizes you have worked with How you currently use AI in your sales operations workflow Whether you prefer advisory-only, hands-on implementation, or hybrid engagements Availability over the next 60 days We are looking for someone who can help transform sales execution from reactive and fragmented into disciplined, structured, measurable, and scalable.
- Hourly: $22.00 - $30.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
We’re looking for a highly organized and reliable Virtual Assistant to support our team with weekly operations. This role is full time but will start as a part time position while training and ramping up. The role will be more hands-on at the beginning as you learn our systems, and then transition into consistent weekly support. About Us: We are a virtual, growing wellness and education company that hosts multiple daily events. Our work is supported by a small, dedicated team, and we value organization, reliability, and clear communication. Key Responsibilities: -Set up Kajabi events, offers, and pages -Ensure all event links, emails, and automations are set up correctly in both Calendly and Acuity -Create and maintain organized spreadsheets (Google Sheets) -Track weekly bookings, attendance, and revenue -Prepare a simple financial/reporting summary each Friday -Assist with general administrative and operational tasks Team Structure: You’ll be working alongside another Virtual Assistant who currently manages related tasks. Once you’re comfortable in your role, there will be opportunities to learn additional responsibilities so both team members can support each other when needed. Ideal Candidate: -Highly organized and detail-oriented -Strong with spreadsheets and data tracking -Reliable and consistent with weekly deliverables -Clear communicator and responsive -Comfortable learning new systems quickly Bonus: -Experience with Kajabi -Experience with Calendly, Acuity, Stripe, or similar tools -Experience supporting online businesses, events, or courses
- Hourly: $20.00 - $40.00
- Intermediate
- Est. time: More than 6 months, Less than 30 hrs/week
We are a growing real estate team seeking an experienced CRM and automation consultant to audit, optimize, and streamline our lead generation and conversion systems. Our goal is to build a scalable, well-documented process that increases conversations, appointments, and closed transactions while creating a better experience for both our agents and our clients. Current Technology Stack Follow Up Boss (CRM) Fello Sierra Interactive (Website & Lead Generation) Zapier Email & SMS Automation Database Approximately 25,000 contacts Buyer leads Seller leads Past clients Homeowners Sphere of influence Internet leads Current Challenges While we have several systems in place, we believe we're only utilizing a fraction of their capabilities. We currently receive: Home valuation requests through Fello Home buyer leads through our Sierra Interactive website Internet leads that flow into Follow Up Boss Although leads are consistently entering our CRM, we want to improve how those leads are nurtured, segmented, routed, and converted into real conversations, appointments, listings, and buyer clients. We're looking for someone who can evaluate our entire workflow—not just individual automations—and recommend the most efficient way for these systems to work together. Project Scope We're looking for someone to: CRM & Workflow Audit Review our existing Follow Up Boss setup Review our Fello implementation Review Sierra Interactive lead flow Evaluate how Zapier is currently being used (or should be used) Identify bottlenecks, redundancies, and missed opportunities Automation & Drip Campaigns Create or improve automated campaigns for: Buyer leads Seller leads Home valuation requests Homeowners Past clients Long-term nurture Sphere of influence New internet leads Cold leads Re-engagement campaigns Lead Routing & Conversion Help us improve: Lead routing Lead assignment Smart Lists Tags Action Plans Agent follow-up workflows Seller conversion Buyer conversion Long-term nurture strategy Sierra Interactive Optimization Our website generates buyer leads through Sierra Interactive. We'd like someone to review: Current buyer workflows Website lead routing Buyer nurture campaigns Behavioral automations Lead conversion strategy Website-to-CRM workflow Missed opportunities within the buyer journey Fello Optimization We currently generate homeowner valuation requests through Fello. We're looking to improve: Seller nurture campaigns Homeowner drip campaigns Equity-based outreach Home anniversary campaigns Long-term homeowner engagement Conversion from valuation request to listing appointment System Integration Help us determine: Which platform should own each automation Best practices for integrating Follow Up Boss, Fello, Sierra Interactive, and Zapier Where workflows can be simplified Opportunities to reduce manual work Recommendations for future scalability Reporting & Accountability Recommend reporting that helps leadership measure: Lead response time Conversion rates Agent follow-up Appointment rates Listing opportunities Buyer opportunities ROI by lead source Automation performance Deliverables By the end of the project, we'd like to have: A complete audit of our current systems Optimized workflows Recommended CRM structure Automated drip campaigns Improved lead routing Clearly documented workflows SOPs for future maintenance Automation map/flowchart Recommendations for continued optimization Ideal Experience We're looking for someone with proven experience working with: Follow Up Boss Fello Sierra Interactive Zapier Real estate CRMs Large real estate teams Lead conversion Marketing automation CRM architecture Sales operations Bonus if you've helped brokerages or teams increase listing appointments and buyer conversions through automation and CRM optimization.
- Hourly: $50.00 - $100.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are seeking an experienced Pardot Marketing Automation Specialist to support the design, optimization, and ongoing management of our Salesforce Account Engagement (Pardot) instance. This role is responsible for building scalable lead management processes, ensuring data integrity between Pardot and Salesforce, and developing marketing automation programs that improve lead quality and conversion. Key Responsibilities Lead Scoring & Grading * Build, maintain, and optimize Pardot lead scoring models based on prospect engagement and behavior. * Configure and refine profile grading criteria aligned with ideal customer profiles. * Develop scoring thresholds that support marketing qualification and sales handoff. * Monitor scoring performance and recommend ongoing improvements. Lead Source Tracking * Design and maintain UTM tracking standards across marketing campaigns. * Configure source attribution within Pardot and Salesforce. * Ensure accurate mapping of lead sources from first touch through opportunity creation. * Troubleshoot attribution and campaign tracking issues. Campaign Architecture * Develop and maintain a scalable campaign structure within Pardot and Salesforce. * Establish and enforce naming conventions, folder organization, and campaign hierarchy. * Configure and manage Connected Campaigns. * Maintain campaign governance and documentation. Pardot & Salesforce Administration * Manage the Pardot-Salesforce connector and synchronization processes. * Configure and maintain field mappings between platforms. * Understand record creation, sync behavior, and automation dependencies. * Troubleshoot sync errors and data integrity issues. Engagement Studio * Build, test, and optimize Engagement Studio nurture programs. * Design automated nurture journeys triggered by lead behavior and scoring thresholds. * Audit existing nurture programs for performance, efficiency, and best practices. * Recommend improvements based on campaign analytics and business objectives. Qualifications * 3+ years of hands-on experience with Salesforce Account Engagement (Pardot). * Strong understanding of Salesforce CRM and Pardot integration. * Experience implementing lead scoring, grading, and marketing automation best practices. * Knowledge of UTM parameters, campaign attribution, and marketing analytics. * Experience building and managing Engagement Studio programs. * Strong attention to detail with excellent troubleshooting and documentation skills. * Ability to collaborate with marketing, sales, and RevOps teams. Preferred Qualifications * Salesforce Account Engagement (Pardot) Specialist certification. * Salesforce Administrator certification. * Experience with B2B SaaS organizations. * Familiarity with marketing operations, revenue operations, and demand generation best practices.