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Operations Agency Systems Manager at VisionPoint Marketing

Manages and optimizes VisionPoint's operational systems, data integrity, automations, and reporting dashboards to support agency-wide efficiency and client success.

Mid Remote Posted about 1 hour ago RemoteFirstJobs Product
What this role involves

About VisionPoint Marketing

VisionPoint Marketing is on a mission to become higher education’s most trusted enrollment marketing partner. As a full-service agency, we collaborate with colleges and universities nationwide to strengthen brands, accelerate marketing performance, and drive measurable enrollment growth. Our award-winning work is showcased on national conference stages, but our greatest pride is making life easier—and more successful—for our client partners. Headquartered in Raleigh, NC, we operate as a remote-first company with VisionPointers across every U.S. time zone, while offering hybrid and in-person options for those near our headquarters.

The Opportunity

The Agency Systems Manager is responsible for maintaining, configuring, and continuously improving VisionPoint’s operational systems—ensuring data accuracy, streamlined processes, and a friction-free experience for internal teams. This role is central to keeping our tech stack running smoothly, actively managing bugs and improvements, and delivering clear, actionable revenue operations reporting.

This position owns the integrity and clarity of VisionPoint’s operational data. They will manage cross-system workflows, respond to automation issues and QA needs, implement updates as software evolves, ensure accuracy in reporting, and maintain up-to-date documentation for key company-wide processes.

The ideal candidate is highly organized, technically adept, and energized by improving systems that directly support both client and agency success. The Agency Systems Manager reports directly to the Chief Financial Officer and partners closely with the Senior Director of Client Operations, Chief Client Officer, COO, Service delivery leaders, and the broader Client Operations team. Together, they streamline processes, enhance efficiency, deliver clean reporting, and support the agency’s growth. This role requires a proactive approach to identifying system improvements and a strong ability to develop and implement solutions.

What You’ll Do

Systems Administration & Process Management

  • Serve as the champion and primary administrator of VisionPoint’s internal systems and operational platforms.

  • Maintain and optimize VisionPoint’s project management platform (ClickUp), CRM (HubSpot), and other agency tools—including building dashboards and widgets—to ensure clean data, clear structure, and ease of use across teams.

  • Administer system permissions, templates, views, workflows, and automations to drive operational consistency and efficiency.

  • Lead user training and ongoing support to ensure team members are using systems effectively and consistently.

  • Proactively monitor software updates, conduct regular audits, and implement process improvements that enhance clarity, reduce friction, and support a smooth operational experience.

  • Maintain system documentation—including SOPs, data standards, templates, and workflow maps—to ensure company-wide clarity and alignment.

  • Partner with leaders to govern system structure and ensure changes remain scalable and aligned with agency needs.

RevOps (Revenue Operations) Support

  • Support revenue operations by maintaining accurate data flow across CRM, project management, and reporting tools.
  • Collaborate with Business Development, Client Experience, Finance, and Client Operations to ensure all revenue, pipeline, forecasting, and utilization data is accurate and consistently captured.
  • Build and maintain dashboards and reports that provide insights into pipeline health, client lifecycle data, forecasting accuracy, revenue leaks/opportunities, and operational trends.
  • Ensure HubSpot (or related CRM tools) fields, automations, and workflows stay updated and aligned with evolving agency processes.
  • Provide QA for revenue-related data, identifying gaps, discrepancies, or broken workflows before they affect forecasting or reporting.
  • Support the development and maintenance of rate-card, scoping, and resourcing tools that drive predictable and accurate revenue management.
  • Assist with integrations (e.g., HubSpot ↔ ClickUp) to support smooth handoffs between new business, onboarding, client delivery, and billing.

Resourcing & Client Project Support

  • Sweep system and projects to flag potential risks, errors, or flags - ensuring data accuracy and consistency
  • Collaborate with the Senior Director of Client Operations and senior leaders across the agency to maintain accurate, up-to-date resourcing views.
  • Flag upcoming resourcing constraints and assist in determining solutions that balance team capacity, client expectations, and project timelines.

Reporting, Documentation & Team Collaboration

  • Develop and maintain reports, dashboards, and workflow documentation for internal teams and client-facing needs.
  • Partner with Client Operations, Client Experience, and SMEs to ensure smooth task assignments, process alignment, and workflow management.
  • Support operational analysis by identifying trends, risks, or areas where process updates could improve efficiency or accuracy.
  • Assist with systems administration tasks and special projects as assigned, including cross-department initiatives aimed at improving operational rigor and clarity.

Who You Are

Experience & Attributes

  • Bachelor’s degree in marketing, finance, business, information systems, operations, or a related field (or equivalent experience).
  • 2–4 years of experience in project coordination, operations, revenue operations, or systems administration within an agency or similar fast-paced environment.
  • Proficiency with project management and CRM tools, especially ClickUp (required), HubSpot, and Google Workspace, with the ability to learn new platforms quickly.
  • Analytically minded, with the ability to interpret data, identify patterns or inconsistencies, and recommend improvements.
  • Process-oriented and tech-curious, with a genuine interest in improving operational systems, documentation, and team efficiency.
  • AI-enthusiastic, with an interest in leveraging AI and automation tools to improve workflows, enhance reporting, automate routine tasks, and support operational efficiency.
  • Exceptional organizational skills and strong attention to detail, particularly when managing data, templates, and process documentation.
  • Strong communicator, both written and verbal, able to translate technical updates or process changes into clear, user-friendly language.
  • Proactive, autonomous problem-solver who anticipates challenges, troubleshoots issues quickly, and identifies opportunities to streamline workflows.
  • Collaborative teammate who builds strong cross-functional relationships and enjoys supporting teams through change.
  • Comfortable with ambiguity and able to create clarity and structure in evolving systems and processes.

A Quick Note

Research shows that people from underrepresented identities often hesitate to apply for job opportunities if they feel they do not fulfill all of the listed qualifications. VisionPoint Marketing is committed to building a diverse and inclusive work environment and believes that skills are cultivated through a range of experiences. Even if your past work doesn’t meet all of the preferred qualifications, we still encourage you to apply if you are enthusiastic about this opportunity!

VisionPoint Culture

We believe culture is a core benefit—not just a buzzword. VisionPoint thrives on passion for higher education, collaborative problem-solving, hard work, and a little fun along the way. We invest in our team members’ growth, well-being, and fulfillment because we know that great work starts with a great culture. That’s why it’s important to us that future team members connect with — and contribute to — our culture. Our communication, collaboration, satisfaction, and growth are largely dependent upon how we all, as individuals, embrace and live out our values. We have a laser focus on knowing, providing solutions for, and advancing higher education because of its transformative power in the world.

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Operations Delivery Systems Administrator - Arkansas, US (Remote) at DreamHost

Administers and optimizes delivery platform systems, manages ClickUp workflows, and enables team efficiency through automation and process improvements.

Mid Remote Posted about 1 hour ago RemoteFirstJobs Product
What this role involves

Description

Why work for DreamHost?

We help people own their digital presence. It’s not just wishful thinking. It’s our noble cause — an idea that drives everything we do.

When you put your dreams online—your words, your photos, your creations—you shouldn’t have to worry about your service provider mining that data for marketing purposes. Those are your dreams — not ours! DreamHost’s open platform gives you the power to share your data and the freedom to control how it’s used.

Working for DreamHost you can be a steward of your own career. We invest in our people, we promote from within the organization when possible and we offer extensive training to aid in your success. In this role, we offer competitive salary, health, vision, and dental insurance, as well as a company-issued laptop, 401k, opportunities for growth, and much much more! We are proud to be a US employer with a fantastic culture and the ability to offer so much to our employees.

Benefits Offered

  • Full health/vision/dental for the entire family at zero cost to team member

  • 3% Safe Harbor contributed to 401(k) plus up to 1% employer match

  • Opportunities for profit sharing and bonuses

  • Generous time-off (starting at 15 vacation days)

  • 11 Paid holidays (Technical Support and Technical Operations use a floating holiday policy)

  • Paid sick leave (80 hours accrued)

  • Tuition reimbursement (50⁄50 up to a specific amount)

  • Pet Insurance

  • Thrive Pass wellness allowance of $30 per month

  • Udemy online learning courses

  • Disability Insurance

  • Generous maternity/paternity leave

  • Discounted personal travel through corporate booking program Egencia

  • Laid-back atmosphere

  • Fun monthly company events

  • Free web hosting

Overview

The Delivery Systems Administrator is responsible for administering, optimizing, and continuously improving the systems that support organizational delivery. Working directly with the Head of Delivery, this role ensures the organization’s delivery platform remains scalable, intuitive, and aligned with the company’s delivery operating model.

This role combines deep platform expertise, automation, AI enablement, and systems thinking to improve how work is planned, executed, measured, and reported. The ideal candidate is an expert ClickUp administrator who enjoys building scalable systems, simplifying complex workflows, and enabling teams to work more effectively.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Delivery Platform Administration

  • Serve as the primary administrator and technical expert for the organization’s delivery platform, with deep expertise in ClickUp.

  • Design, configure, and maintain platform architecture, including hierarchy, custom fields, templates, dashboards, forms, permissions, views, and relationships.

  • Maintain platform governance, documentation, standards, and overall system health.

  • Partner with the Head of Delivery to implement platform enhancements that support the organization’s delivery operating model.

  • Evaluate new platform capabilities and recommend improvements that increase usability, scalability, and organizational effectiveness.

Automation & AI

  • Design, implement, and maintain workflow automations that reduce manual effort and improve consistency.

  • Build and maintain AI Agents, Skills, and AI-assisted workflows.

  • Identify opportunities to simplify operational processes through automation and intelligent workflows.

  • Develop and maintain integrations between ClickUp and other business systems as needed.

  • Research emerging AI and automation capabilities and recommend practical applications for the organization.

Operational Enablement

  • Build executive dashboards and operational reporting that provide meaningful visibility into delivery performance.

  • Maintain accurate, consistent, and well-governed operational data that supports reporting and decision-making.

  • Translate operational requirements into scalable platform configurations and workflow improvements.

  • Partner with Delivery Leads and business stakeholders to improve delivery workflows, reporting, and system adoption.

  • Continuously identify opportunities to improve organizational execution through better tooling, automation, and operational practices.

Requirements

Requirements

  • Extensive experience administering ClickUp in a medium or large organization.

  • Expert knowledge of ClickUp architecture, including hierarchy, dashboards, automations, custom fields, permissions, templates, forms, relationships, and reporting.

  • Experience designing workflow automations, AI Agents, Skills, and system integrations.

  • Strong systems thinking with the ability to design scalable operational workflows and improve business processes.

  • Experience developing executive dashboards and using operational data to drive decision-making.

  • Excellent organizational, analytical, and documentation skills.

  • Ability to translate business requirements into scalable technical solutions while managing multiple priorities independently.

Preferred

  • Experience supporting Delivery, PMO, Product Operations, Business Operations, or Program Management organizations.

  • Experience integrating ClickUp with third-party platforms using APIs or automation tools.

  • Familiarity with Agile software development and portfolio management.

  • Experience with SQL, scripting, business intelligence platforms, or advanced reporting tools.

  • Experience implementing AI-enabled operational processes.

Compensation & Benefits

  • $70,000-$90,000 / yearly

**DreamHost provides equal employment opportunities to all team members and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.**

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Operations Group Administrator at TAL Australia

Supports underwriting teams and managers by managing daily workflows, ensuring compliance with SLAs and quality standards, and investigating compliance incidents.

Mid Hybrid Posted about 1 hour ago RemoteFirstJobs Product
What this role involves

Company Description

  • 12-month fixed term contract role
  • Sydney based (363 George Street)
  • Hybrid working (3 days in office, 2 working from home)

Welcome to TAL. As a leading life insurer, we’ve been protecting Australians for over 150 years. Backed by Daiichi Life, we’re driven by big ambitions and empower to create better products and services.

Together with our Partners, we’re helping millions of Australians live a life filled with choices, options, and freedoms. See the direct impact you make delivering support and financial security with care and expertise. Grow beyond expectations with diverse roles, global connections, and exclusive learning opportunities.

Work with passionate, bright and capable colleagues. Feel inspired by supportive leaders. Collaborate with heart, where flexibility, wellbeing and inclusivity is valued. Together, we’re reimagining insurance.

So, bring a curious mind and an ambition to help us become the progressive, digitally enabled leading insurer.

Job Description

The Group Administrator role is responsible for supporting the Team Manager and Underwriting Teams in delivering services against key metrics such as SLA and quality. This includes assisting with the governance of processes and procedures to ensure compliance with increasing legislative and regulatory requirements, while fostering a high‑performance culture within the team.

These functions involve working closely with all business units to drive operational effectiveness, safeguard sensitive customer information, and ensure KPI targets are consistently achieved. Integral to this are quality and service standards which ensure the functions meet TAL’s ambition for customers and partners to trust in our processes, value the protection we provide, and feel confident we will be there when they need us most.

In this role you will:

  • Manage daily workflow to meet KPIs, SLAs, and quality standards.
  • Support the team and manager in addressing knowledge gaps and improving performance.
  • Ensure compliance with TAL guidelines, safeguarding sensitive customer information and monitoring quality.
  • Investigate and manage compliance incidents, conduct root cause analysis, and provide feedback to leadership.
  • Handle complex cases, complaint escalations, and monitor workflow effectively.
  • Build and maintain strong relationships with internal and external stakeholders (Underwriting, Member Services, Client Partnerships, Fund partners, service providers, project teams, and leadership).
  • Communicate with clarity and positive impact across business areas, using varied communication methods.
  • Proactively identify customer issues, implement solutions, and drive improvements that add value.
  • Explore opportunities to enhance team effectiveness and productivity.
  • Assist the team leader to ensure activities deliver measurable customer-focused outcomes.

Qualifications

  • Experience in group administration with a high attention to detail with a focus on quality and process improvement
  • Strong problem solving skills with the ability to think laterally
  • Experience in Superannuation and/or Insurance industry
  • Skilled in managing multiple projects and meeting deadlines
  • Strong communication skills (written, verbal, and public speaking) across all organisational levels
  • Positive, proactive attitude with the ability to work independently
  • Technical expertise in Life Insurance and/or Superannuation
  • Committed to enhancing member experience and identifying opportunities for improvement.
  • Effective time management while maintaining quality standards.

Additional Information

Additional Information

TAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce. We’re proud to be:

  • An Inclusive Employer – Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency and Bronze Tier Status within the Australian Workplace Equality Index
  • Diversity Champions – Member of Diversity Council Australia, Australian Disability Network, Pride in Diversity and Champions of Change
  • Reconciliation Advocates – Read our Innovate Reconciliation Action Plan.
  • We welcome applications from people with diverse experiences, perspectives and backgrounds including Aboriginal and Torres Strait Islander people, caregivers, individuals living with disabilities, people from culturally diverse backgrounds and the LGBTIQ+ community.
  • Need adjustments during the recruitment process? Let our team know by getting in touch with us here.—we’re here to support you.

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.

As part of the recruitment process, there are several checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.

#LI-Hybrid

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.

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Operations SAP ILM Data Archiving/JiVS Manager - Consumer Goods

Manages SAP ILM data archiving and JiVS systems for consumer goods operations, ensuring data compliance and system efficiency.

Mid Posted about 2 hours ago Himalayas
What this role involves
We Are:Accenture’s SAP practice brings “Compressed Transformation” to life using new design thinking, agile development methodologies, and the latest smart tech like BTP, IoT, Cloud automation, ML and AI.
Read the full description
Operations Azure Cloud Operations Engineer/Administrator (m/w/d)

Manages Azure cloud infrastructure, Windows servers, and automation using PowerShell/Python while ensuring stable operations and supporting internal stakeholders.

Mid Posted about 2 hours ago Himalayas
What this role involves
deine zukunft bei coeo: • Als Azure Cloud Operations Engineer/Administrator (m/w/d) verantwortest Du den Aufbau, Betrieb und die Weiterentwicklung unserer Azure-Cloud- und Windows-Server-Landschaft • Du übernimmst die Administration, Optimierung und Überwachung unserer Microsoft-Server inklusive Debugging und Tuning • Du arbeitest mit Azure und hast Erfahrung in Bereichen wie Networking, Monitoring, Security und Microsoft 365 • Du automatisierst Day-2-Operations und setzt Infrastructure-as-Code ein • Du unterstützt Kunden und interne Stakeholder bei technischen Fragestellungen und stellst einen stabilen Betrieb sicher • Mit PowerShell, Python oder vergleichbaren Sprachen automatisierst und optimierst Du unsere Betriebsprozesse • Bei Bedarf unterstützt Du im Rahmen von Bereitschaftsdiensten • Du wirst Teil unseres wachsenden Teams, das Du aktiv mitgestalten kannst was du mitbringst: • Du hast eine abgeschlossene Ausbildung oder ein Studium im IT-Bereich, z.
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Operations Business Operations Coordinator

Coordinates business operations, manages executive processes, oversees partner program logistics, and maintains business development data systems.

Mid Posted about 2 hours ago Himalayas
What this role involves
We are looking for an experienced, highly organized Business Operations Coordinator to keep the firm running well and to own the operating processes behind our executive team, our partner program and our business development data.
Read the full description
Operations Manager, Infrastructure Operations

Oversees day-to-day operations of server, network, and cloud infrastructure supporting the organization's IT environment.

Mid Posted about 23 hours ago Himalayas
What this role involves
Job Description: The Manager, Infrastructure Operations oversees the day-to-day operations of back-office server, network, and cloud infrastructure environments that support NextGen Healthcare employees and contractors.
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Operations CPT-11407 Property Management & Business Operations Virtual Assistant at 20four7VA

Virtual assistant handles property management operations, tenant communications, contractor coordination, and business process improvement for real estate and car rental ventures.

Mid Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you’re interested in this opportunity, click APPLY TO POSITION to proceed.

\*\*\******************************************************************

Title: Independent Contractor – CPT-11407 Property Management & Business Operations Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing entrepreneur managing real estate/property management operations and a Turo/car rental business is seeking two versatile Business Support Virtual Assistants to help operate and scale the businesses.

The immediate plan is to start two part-time VAs with overlapping coverage, allowing both to learn the company’s processes and provide backup for one another. Based on performance and business growth, both positions are expected to progress toward full-time over the first 10-12 months.

The client is specifically looking for long-term team members who want to grow with the business over multiple years, learn increasingly complex workflows, and potentially advance into more leadership responsibilities as additional VAs are added.

In addition to the requirements below, the candidate needs to be explicitly proactive in regards to business improvement, process improvement, and suggesting ideas to promote the continued growth of the business.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Property & Operations Support

  • Communicate with tenants, contractors, municipalities, and other business contacts
  • Handle routine communication through phone, text, and email
  • Track outstanding operational tasks and follow-ups
  • Assist with coordinating contractor workloads
    • Do follow ups with contractors and clients via phone call, messaging, video/phots and follow up with clients to make sure work done as promised
    • Keep track of time contractors are working through text, chat, voice calls, and photo/video
    • Responsible for proof of work verification
  • Maintain organized property and operational records
  • Follow detailed client-provided procedures and workflows

Car Rental Support

  • Manage routine Turo customer communication
  • Communicate with Turo support when necessary
  • Assist with rental scheduling and customer-related workflows
  • Support the client’s developing private car rental operation
  • Maintain accurate rental and customer information
  • Company is transitioning to run dual tech stack with Turo and one prime rental service (like Enterprise, Alamo, etc)
    • VA must have ability to follow up and pitch this to clients, promoting the transition to private platform

Administrative & Technology Support

  • Work across the client’s existing and newly implemented business applications
  • Use remote desktop systems when required
  • Maintain organized records, trackers, and communications
  • Use AI tools such as Claude or similar platforms to improve recurring workflows where appropriate
  • Identify repetitive tasks that may be streamlined or automated
  • Learn new systems and processes as the business expands

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

  • Previous business support, operations, executive assistant, or customer service experience required
  • Property management or real estate experience is a strong plus but not required
  • Turo, car rental, or transportation experience is a plus
  • Strong phone, SMS, WhatsApp, and email communication skills
  • Experience coordinating contractors or service providers preferred
  • CRM and business software experience required
  • AI/LLM experience strongly preferred
  • Strong ability to learn complex client-specific processes
  • Ability to navigate and/or the willingness to learn Facebook, Instagram, TikTok business to achieve clients goals

IDEAL CANDIDATE PROFILE

  • Excellent spoken English with a native or near-native accent
  • Comfortable communicating with U.S.-based tenants, customers, contractors, and government offices
  • Highly organized and dependable
  • Strong executive assistant / operations mindset
  • Self-motivated and eager to learn new technology
  • Comfortable using AI tools or highly motivated to learn
  • Interested in a long-term growth position rather than short-term VA work
  • Capable of taking on increasing responsibility over time

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • Microsoft Office / Google Workspace
  • Google Voice / VoIP Systems
  • TeamViewer / Remote Desktop Tools
  • AI Tools such as Claude / ChatGPT
  • Property Management / Business Operations Platforms – Client Training Provided
  • Turo – Preferred / Training Provided

Work Schedule

  • Contracted Hours per Week: 20 hours/week per VA (Two part-time VAs to start; one expected to progress toward full-time based on performance)
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: Shift 1- 10:00 AM - 2:30 PM EST (with a 30-minute break); Shift 2- 2:00 PM - 6:30 PM EST
  • (Training will be combined 4- 8 AM EST during the first 3-4 weeks of onboarding)

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Business Support

  • REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level

  • Contracted Hours per Week: 20 hours/week per VA (Two part-time VAs to start; one expected to progress toward full-time based on performance)

  • Daily Working Time: Shift 1- 10:00 AM - 2:30 PM EST (with a 30-minute break); Shift 2- 2:00 PM - 6:30 PM EST

    • (Training will be combined 4- 8 AM EST during the first 3-4 weeks of onboarding)
  • Scheduled Working Days: Monday-Friday

  • REPORTING TO/POC: To Be Determined

  • Number of VAs: 2

  • GENDER PREFERENCE: None

  • LANGUAGES SPOKEN/PREFERENCE: English

  • ACCENT PREFERENCE: Level A-B (Native or Near-Native English Accent Required)

  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
Read the full description
Operations CPT-11456 Real Estate Transaction Coordinator Virtual Assistant at 20four7VA

Coordinates residential real estate transactions by preparing documents, managing disclosures, tracking signatures, and maintaining files using specialized software.

Mid Remote Posted 1 day ago RemoteFirstJobs Product
What this role involves

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing.

Log in using your 20four7VA-issued email address to access the portal.

If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.

💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen!

If you’re interested in this opportunity, click APPLY TO POSITION to proceed.

\*\*\******************************************************************

Title: CPT-11456 Real Estate Transaction Coordinator Virtual Assistant

Independent Contractor – CPT-11456 Real Estate Transaction Coordinator Virtual Assistant/Real Estate VA/Junior-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

An experienced California Realtor is seeking a part-time Real Estate Transaction Coordinator Virtual Assistant to support the paperwork and administrative side of residential real estate transactions.

The primary responsibility is ensuring transaction documents, disclosures, signatures, and files are prepared and maintained accurately. The client has an established checklist and uses SkySlope to track required documents throughout each transaction.

The ideal candidate has direct U.S. real estate transaction coordination experience and is already familiar with common real estate terminology, transaction documents, disclosures, and electronic signature workflows. California experience is preferred but not required.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Transaction & Document Coordination

  • Prepare seller disclosures and other required transaction documents
  • Prepare buyer representation and related paperwork
  • Send documents for electronic signature and follow up on outstanding signatures
  • Review documents for completeness and proper execution
  • Ensure signatures, initials, and required information are in the correct locations
  • Upload completed documents into the appropriate transaction files
  • Assist with basic MLS-related administrative tasks as needed

SkySlope & File Management

  • Maintain transaction files and required documentation within SkySlope
  • Follow established transaction checklists
  • Monitor missing or outstanding forms
  • Upload completed documentation into the appropriate locations
  • Keep files organized and current throughout the transaction
  • Flag missing information or documentation for internal review

Email & Administrative Support

  • Communicate with clients and transaction parties primarily through email
  • Draft clear, professional emails with proper grammar
  • Follow up regarding documents and signatures as directed
  • Maintain organized records and transaction correspondence
  • Assist with additional real estate administrative tasks as needed

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

  • Previous U.S. real estate transaction coordination experience required
  • Experience with real estate disclosures and transaction paperwork required
  • SkySlope experience strongly preferred
  • DocuSign or similar e-signature experience required
  • California real estate transaction experience is a plus
  • MLS experience preferred
  • Excellent written English communication required
  • Strong attention to detail and document accuracy required
  • General real estate administrative or executive assistant experience is a plus

IDEAL CANDIDATE PROFILE

  • Previous hands-on U.S. real estate transaction coordination experience
  • Extremely detail-oriented and accurate
  • Strong understanding of real estate forms and terminology
  • Excellent written English and grammar
  • Comfortable reviewing paperwork for missing signatures or information
  • Organized and consistent with transaction checklists
  • Able to learn California-specific forms and processes quickly
  • Dependable with strong follow-through

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

  • SkySlope – Strongly Preferred
  • DocuSign
  • MLS Platforms
  • Email Platforms
  • Microsoft Office / Google Workspace

Work Schedule

  • Contracted Hours per Week: 10 Hours
  • Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
  • Daily Working Time: Flexible PST Business Hours – TBD

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

  • Contractors will operate under a Master Services Agreement and a Statement of Work
  • This is not an offer of employment; contractors are not employees of 20four7VA or any client
  • All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

  • REQUIRED SERVICE: Real Estate VA
  • REQUESTED EXPERIENCE TIER LEVEL: Junior, Senior Level
  • Contracted Hours per Week: 10 hours/week
  • Daily Working Time: Flexible PST Business Hours – TBD
  • Scheduled Working Days: Monday-Friday
  • REPORTING TO/POC: To Be Determined
  • Number of VAs: 1
  • GENDER PREFERENCE: None
  • LANGUAGES SPOKEN/PREFERENCE: English
  • ACCENT PREFERENCE: Level A-C (Excellent Written English Required)
  • REGION PREFERENCES: Any

What we offer

  • Competitive rates
  • Weekly payments
  • Various open roles are available
  • Free training and upskilling
  • Constant support and guidance
  • A vibrant community always ready to support you
  • And more!
Read the full description
Operations Systems Administrator, Remote Field Services

Manages and maintains IT systems infrastructure to support remote field service operations across the organization.

Mid Remote Posted 1 day ago Jobicy AI
What this role involves
About Carvana At Carvana, we’re changing the way people buy and sell cars. With an ambitious vision and a fundamentally different approach designed to be fun, fast, and fair, Carvana...
Read the full description
Operations Industry Lead - Retail at Teamshares Presidents Program

Oversees financial performance and strategic alignment across a portfolio of 4-6 small retail businesses, supporting company leaders on P&L management, KPIs, and operational improvements.

Mid Posted 2 days ago RemoteFirstJobs Product
What this role involves

What is Teamshares?

Teamshares is a mission-driven startup that buys small businesses from retiring owners and transitions them into enduring, employee-owned businesses through our software, education, and community products. There wasn’t an easy way for small businesses, which make up 98% of firms in the US economy, to become employee-owned before Teamshares.

We are seeking a strategic, results-oriented Industry Lead to help oversee a group of 4–6 small to mid-sized businesses across the specialty food and beverage retail sector. This is an emerging portfolio leader role reporting to a senior Industry Lead, who retains ultimate P&L ownership for the portfolio. However, you will be accountable for driving financial performance, strategic alignment, and day-to-day portfolio support across the companies you cover. The ideal candidate is analytically rigorous, an emerging coach to business leaders, and a trusted liaison to the parent company.

You will not manage daily operations. Instead, you will drive financial performance through company leaders and your senior Industry Lead. Success in this role requires an ability to balance analytical work with a hands-on understanding of business fundamentals.

Responsibilities:

  • Financial analysis: Support P&L management across the portfolio. Help business leaders build annual plans, and track achievement of revenue, EBITDA, and cash flow targets.
  • Leadership support: Support the leaders of each portfolio company. Develop into a coach and accountability partner over time.
  • Performance management: Track and drive KPIs across businesses. Identify underperformance and work collaboratively to implement turnaround strategies.
  • Change management and execution: Help portfolio companies navigate periods of change, including leadership transitions, process improvements, implementation of new systems or initiatives.
  • Strategic planning: Partner with company leaders to develop growth plans, capital investment strategies, and operational improvements.
  • Reporting and communication: Serve as a point of contact between the network companies and Teamshares. Prepare and present regular updates on performance, risks, and opportunities.
  • Synergy and optimization: Identify and drive cross-portfolio synergies, including shared services, procurement, and best practices.
  • Governance and compliance: Help ensure that all businesses operate within legal, ethical, and financial standards.

Qualifications:

  • 2–3 years in management consulting, investment banking, private equity, FP&A, or business operations, or similarly analytical and high accountability environment.

  • Strong financial acumen: budgeting, forecasting, financial modeling, and performance analysis

  • Demonstrated analytical rigor, including building P&L analyses and operating models from first principles

  • Ability to build trust and influence experienced operators without direct authority

  • Comfortable moving between high-level strategy and detailed financial and operational work

  • Excellent communication and interpersonal skills, with an interest in coaching business leaders

  • Entrepreneurial mindset: Comfortable operating in an environment with imperfect information, evolving priorities, and limited resources.

  • Willingness to travel periodically to portfolio company locations, with the frequency varying based on business needs.

  • Bachelor’s degree in business, finance, economics, or a related field (MBA or similar preferred)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Operations HubSpot Implementation Specialist at Pavago

Implements and optimizes HubSpot CRM systems across Sales, Marketing, and Service Hubs, configuring workflows, automating processes, migrating data, and enabling clients to maximize platform value.

Mid Remote Posted 2 days ago RemoteFirstJobs Product
What this role involves

HubSpot Implementation Specialist – Remote

Position Type: Full-Time, Remote

Location: Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is hiring a skilled HubSpot Implementation Specialist to help businesses maximize the value of the HubSpot platform through successful implementations, system optimization, and client enablement.

In this role, you’ll lead HubSpot implementations across Sales Hub, Marketing Hub, and Service Hub, building scalable CRM solutions, automating business processes, migrating data, and delivering exceptional client experiences. You’ll work closely with Project Managers, Solutions Architects, Developers, and clients to ensure every implementation aligns with business goals and best practices.

If you’re passionate about HubSpot, enjoy solving complex technical challenges, and thrive in a client-facing consulting environment, this role is a strong fit.

What You’ll Own

HubSpot Implementation & System Configuration

  • Configure and optimize HubSpot across:

    • Sales Hub
    • Marketing Hub
    • Service Hub
  • Build and manage:

    • Workflows
    • Automations
    • Pipelines
    • CRM architecture
    • System logic
  • Execute data migrations, including:

    • Data mapping
    • Imports
    • Validation
  • Develop dashboards, reporting, and campaign structures.

  • Support HubSpot CMS and content deployment initiatives.

End-to-End Implementation Delivery

  • Deliver projects from onboarding through deployment.

  • Participate in:

    • Discovery
    • Strategic planning
    • Configuration
    • Development
    • Testing
    • Go-live support
  • Ensure every implementation aligns with client goals and delivery standards.

  • Perform quality assurance testing to ensure accuracy, scalability, and performance.

Client Enablement & Consulting

  • Lead client onboarding and training sessions.

  • Educate clients on HubSpot best practices and platform capabilities.

  • Translate business requirements into scalable HubSpot solutions.

  • Collaborate with:

    • Project Managers
    • Solutions Architects
    • Developers
  • Deliver an exceptional client experience throughout each engagement.

Troubleshooting & Platform Optimization

  • Diagnose and resolve HubSpot platform and integration issues.

  • Improve:

    • CRM structure
    • Workflows
    • Reporting
    • Automation
  • Escalate complex technical issues with detailed documentation.

  • Recommend process improvements based on platform performance.

Performance & Documentation

  • Analyze CRM performance and campaign effectiveness.
  • Provide data-driven recommendations for optimization.
  • Maintain accurate project documentation within HubSpot.
  • Ensure documentation remains organized and scalable.

What Success Looks Like

  • HubSpot implementations are delivered successfully and on schedule.
  • Clients confidently adopt and utilize the HubSpot platform.
  • CRM systems remain scalable, organized, and efficient.
  • Automations improve operational efficiency.
  • Data migrations are completed accurately.
  • Clients receive proactive guidance that drives long-term success.

What Makes You a Strong Fit

  • You enjoy solving complex technical and operational challenges.
  • You combine technical expertise with excellent client communication.
  • You thrive in fast-paced consulting environments.
  • You’re highly organized and detail-oriented.
  • You proactively identify opportunities for optimization.
  • You enjoy helping clients maximize their technology investments.

Required Experience & Skills

Experience

  • Proven hands-on experience with:

    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong expertise in:

    • CRM architecture
    • Workflows
    • Automation
    • Pipelines
  • Experience with:

    • Data migration
    • System integrations
    • Troubleshooting
    • Platform optimization
  • Ability to manage multiple implementation projects simultaneously.

  • Professional written and spoken English.

  • Experience leading:

    • Client meetings
    • Training sessions
    • Solution workshops
  • Strong analytical and problem-solving skills.

Nice to Have

  • Active HubSpot Certifications or willingness to obtain them.
  • Experience with HubSpot CMS.
  • Background in digital marketing or CRM consulting.
  • Experience working in implementation agencies or consulting environments.
  • Knowledge of API integrations and third-party business applications.

Tech Stack

  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot CMS
  • Google Workspace
  • Microsoft Office
  • CRM reporting and dashboard tools
  • AI productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar)

What a Typical Day Looks Like

  • Meet with clients to review implementation progress.
  • Configure HubSpot workflows, pipelines, and automations.
  • Execute data imports and validate CRM data.
  • Troubleshoot platform or integration issues.
  • Build dashboards and reporting.
  • Train clients on HubSpot functionality and best practices.
  • Collaborate with Project Managers, Developers, and Solutions Architects.
  • Update project documentation and implementation milestones.

In short: You’ll design, build, optimize, and support HubSpot solutions that help clients streamline operations, improve customer engagement, and achieve their business goals.

Key Metrics for Success (KPIs)

  • Successful implementation delivery.
  • Project completion within timeline and scope.
  • Client satisfaction.
  • HubSpot adoption and utilization rates.
  • CRM accuracy and data integrity.
  • Workflow and automation performance.
  • Quality assurance and documentation accuracy.

Why This Role Stands Out

  • Work with a leading HubSpot implementation agency.

  • Partner directly with clients to solve meaningful business challenges.

  • Continuous opportunities for HubSpot certifications and professional development.

  • Fully remote role with flexible work arrangements.

  • Collaborative team environment focused on learning and innovation.

  • Career progression into:

    • Senior HubSpot Consultant
    • Solutions Architect
    • CRM Implementation Lead
    • Client Success Leadership

Interview Process

  1. Application Review
  2. Spark Hire Intro Video (3–5 minutes)
  3. Client Interview
  4. Offer & Onboarding

What Happens After You Apply

After submitting your application, you’ll receive an email invitation from Spark Hire to record a short 3–5 minute Intro Video. This is the first step in our hiring process and can be completed whenever it’s convenient for you.

Instead of an initial screening call, you’ll have one opportunity to introduce yourself, discuss your HubSpot implementation experience, and explain how you’ve configured CRM systems, built automations, managed data migrations, and supported clients throughout implementation projects. You’ll also have the chance to highlight your consulting approach, troubleshooting expertise, and experience working across HubSpot’s Sales, Marketing, and Service Hubs. Your video will be reviewed by the hiring team before moving forward to the client interview.

You can record your video as many times as you’d like before submitting it—only your final version will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after applying.

Apply Now

If you’re passionate about HubSpot, enjoy helping businesses optimize their CRM, and thrive in a client-facing consulting environment, we’d love to hear from you. Apply today and help organizations unlock the full potential of the HubSpot platform.

Read the full description
Operations Executive Assistant - EOS Implementer Support (Full-Time / Two-Client Coverage) at FreedUp

Executive Assistant manages workflows, organizes session recordings and notes, and handles administrative operations for EOS implementer and founder using AI tools and project management software.

Mid Remote Posted 2 days ago RemoteFirstJobs Product
What this role involves

FreedUp is seeking a proactive and detail-oriented Executive Assistant (EA) to support a Founder and EOS Implementer who runs quarterly and annual sessions for a portfolio of client businesses. This role is ideal for someone who thrives on structure, follow-through, and turning scattered notes, recordings, and ideas into organized, actionable systems.

We’re a high-performance team with a culture built around accountability, clarity, and efficiency. We’re looking for a proactive, detail-oriented Executive Assistant to directly support our client — helping streamline his session workflow, inbox, and daily operations so he can stay focused on implementing EOS with clients, developing relationships, and writing.

This is a part-time, remote position that requires strong written communication, organizational excellence, and comfort working with AI-assisted tools like Plaud and Ninety.io.

Set up: Shared EA by two executives

Location: Fully Remote- LATAM

Job Type: Full-Time (this role combines two part-time client engagements — approx. 15-20 hrs/week with each client)

Salary: $1000– $1800 per month (based on experience and hours)

  • 3+ years of experience as an Executive Assistant, Operations Coordinator, or similar role supporting senior leadership or a solo consultant/founder.
  • Excellent written and verbal communication skills.
  • Tech-savvy and comfortable working across a varied digital toolset, including AI note-taking and transcription tools.
  • Direct experience with, or strong aptitude for quickly learning, Plaud (AI recording/transcription device) — you’ll be responsible for syncing, organizing, and turning session recordings into polished summaries.
  • Familiarity with, or willingness to learn, Ninety.io or similar EOS software (Ninety, Bloom Growth/Stretti) used to track client rocks, issues, and scorecards.
  • Strong organizational and prioritization abilities; comfortable building a system from scratch when one doesn’t exist yet.
  • Proven ability to manage sensitive information with discretion, including personal and financial details.
  • Proactive, self-directed, and comfortable asking “what’s the best way to capture this?” rather than waiting to be told.
  • Experience managing both business and personal responsibilities for a founder or executive is a plus.
  • Basic knowledge of bookkeeping, invoicing, or QuickBooks preferred.
  • Technical Requirements: Reliable high-speed internet and a modern home office setup.

Key Responsibilities

  • Session Process Management: Own the end-to-end workflow around client sessions (roughly 4–10 per month). Handle pre-session prep (venue confirmation, invoicing, materials), and post-session wrap-up (payment/deposit tracking, updating client records and session trackers). Sync and organize recordings from the Plaud device, and consolidate Plaud transcripts, board photos, and handwritten notes into a single clean session summary.
  • Inbox Management: Triage the inbox daily toward zero using a four-category system (Action Needed, Follow Up, If Interested, Read), archiving rather than deleting. Draft and send routine responses and post-session follow-up emails from templates, and file recurring items (receipts, prospecting/spam) into the right folders.
  • Capture System & Content Support: Build and maintain a single, reliable capture system for to-dos, issues, and article/content ideas that currently live scattered across Google Tasks, Notion, and paper notes. Help transform captured thoughts and session observations into draft articles or content pieces.
  • Client Records & EOS Software: Keep client journey records and session trackers up to date, and maintain data in Ninety.io (or the applicable client’s EOS software) to track ratings, rocks, and outcomes across the client portfolio.
  • Financial & Administrative Support: Manage recurring invoicing for client sessions in QuickBooks, support basic bookkeeping categorization and bank reconciliation, and track personal expense categorization (e.g., via Copilot) as needed.
  • Travel & Event Coordination: Book flights and hotels (including via Marriott Bonvoy), and research and plan the annual multi-week summer trip and other travel logistics.
  • Home & Personal Support: Manage a separate personal inbox (kept distinct from EOS-affiliated email), pay bills, help enroll kids in activities, coordinate vehicle maintenance appointments, and monitor a legacy personal-project inbox.
  • Reporting & Accountability: Provide structured weekly updates on session prep status, inbox status, and outstanding to-dos, and support ongoing refinement of SOPs as new processes are adopted.

Tools & Communication

  • Plaud (AI recording/transcription device) — central to session capture; comfort managing sync, renaming, and summary generation is essential.

  • Ninety.io — primary EOS software for tracking client progress, rocks, and issues.

  • Notion, Google Workspace (Gmail, Calendar, Drive, Tasks), QuickBooks, Claude, ChatGPT, NotebookLM, 11 Reader.

  • Preferred Communication: Text/direct message (daily), email summaries, weekly check-in calls.

  • International experience

  • Opportunity to work remotely from anywhere

  • Supportive and collaborative team environment

  • Learning and development opportunities

  • Potential Performance Bonuses

  • PTO

  • HMO after 3 months

Read the full description
Operations Executive Assistant - EOS Implementer Support (Full-Time / Two-Client Coverage) at FreedUp

Executive Assistant manages session workflows, organizes recordings and notes, and coordinates daily operations for two EOS Implementer executives using AI tools and project management software.

Mid Remote Posted 2 days ago RemoteFirstJobs Product
What this role involves

FreedUp is seeking a proactive and detail-oriented Executive Assistant (EA) to support a Founder and EOS Implementer who runs quarterly and annual sessions for a portfolio of client businesses. This role is ideal for someone who thrives on structure, follow-through, and turning scattered notes, recordings, and ideas into organized, actionable systems.

We’re a high-performance team with a culture built around accountability, clarity, and efficiency. We’re looking for a proactive, detail-oriented Executive Assistant to directly support our client — helping streamline his session workflow, inbox, and daily operations so he can stay focused on implementing EOS with clients, developing relationships, and writing.

This is a part-time, remote position that requires strong written communication, organizational excellence, and comfort working with AI-assisted tools like Plaud and Ninety.io.

Set up: Shared EA by two executives

Location: Fully Remote- LATAM

Job Type: Full-Time (this role combines two part-time client engagements — approx. 15-20 hrs/week with each client)

Salary: $1000– $1800 per month (based on experience and hours)

  • 3+ years of experience as an Executive Assistant, Operations Coordinator, or similar role supporting senior leadership or a solo consultant/founder.
  • Excellent written and verbal communication skills.
  • Tech-savvy and comfortable working across a varied digital toolset, including AI note-taking and transcription tools.
  • Direct experience with, or strong aptitude for quickly learning, Plaud (AI recording/transcription device) — you’ll be responsible for syncing, organizing, and turning session recordings into polished summaries.
  • Familiarity with, or willingness to learn, Ninety.io or similar EOS software (Ninety, Bloom Growth/Stretti) used to track client rocks, issues, and scorecards.
  • Strong organizational and prioritization abilities; comfortable building a system from scratch when one doesn’t exist yet.
  • Proven ability to manage sensitive information with discretion, including personal and financial details.
  • Proactive, self-directed, and comfortable asking “what’s the best way to capture this?” rather than waiting to be told.
  • Experience managing both business and personal responsibilities for a founder or executive is a plus.
  • Basic knowledge of bookkeeping, invoicing, or QuickBooks preferred.
  • Technical Requirements: Reliable high-speed internet and a modern home office setup.

Key Responsibilities

  • Session Process Management: Own the end-to-end workflow around client sessions (roughly 4–10 per month). Handle pre-session prep (venue confirmation, invoicing, materials), and post-session wrap-up (payment/deposit tracking, updating client records and session trackers). Sync and organize recordings from the Plaud device, and consolidate Plaud transcripts, board photos, and handwritten notes into a single clean session summary.
  • Inbox Management: Triage the inbox daily toward zero using a four-category system (Action Needed, Follow Up, If Interested, Read), archiving rather than deleting. Draft and send routine responses and post-session follow-up emails from templates, and file recurring items (receipts, prospecting/spam) into the right folders.
  • Capture System & Content Support: Build and maintain a single, reliable capture system for to-dos, issues, and article/content ideas that currently live scattered across Google Tasks, Notion, and paper notes. Help transform captured thoughts and session observations into draft articles or content pieces.
  • Client Records & EOS Software: Keep client journey records and session trackers up to date, and maintain data in Ninety.io (or the applicable client’s EOS software) to track ratings, rocks, and outcomes across the client portfolio.
  • Financial & Administrative Support: Manage recurring invoicing for client sessions in QuickBooks, support basic bookkeeping categorization and bank reconciliation, and track personal expense categorization (e.g., via Copilot) as needed.
  • Travel & Event Coordination: Book flights and hotels (including via Marriott Bonvoy), and research and plan the annual multi-week summer trip and other travel logistics.
  • Home & Personal Support: Manage a separate personal inbox (kept distinct from EOS-affiliated email), pay bills, help enroll kids in activities, coordinate vehicle maintenance appointments, and monitor a legacy personal-project inbox.
  • Reporting & Accountability: Provide structured weekly updates on session prep status, inbox status, and outstanding to-dos, and support ongoing refinement of SOPs as new processes are adopted.

Tools & Communication

  • Plaud (AI recording/transcription device) — central to session capture; comfort managing sync, renaming, and summary generation is essential.

  • Ninety.io — primary EOS software for tracking client progress, rocks, and issues.

  • Notion, Google Workspace (Gmail, Calendar, Drive, Tasks), QuickBooks, Claude, ChatGPT, NotebookLM, 11 Reader.

  • Preferred Communication: Text/direct message (daily), email summaries, weekly check-in calls.

  • International experience

  • Opportunity to work remotely from anywhere

  • Supportive and collaborative team environment

  • Learning and development opportunities

  • Potential Performance Bonuses

  • PTO

  • HMO after 3 months

Read the full description
Operations Hazard Mitigation Specialist at Tidal Basin Group

Manages hazard mitigation grant programs for government entities, coordinating projects, writing mitigation plans, and providing technical assistance on FEMA funding initiatives.

Mid Posted 2 days ago RemoteFirstJobs Product
What this role involves

THIS IS A TEMPORARY EMPLOYMENT OPPORTUNITY

Position Summary

We are seeking multiple Mitigation Grant Management professionals to provide project specific services in support of our clients’ and government entities’ mitigation initiatives. The ideal candidates will be dynamic mitigation grant management professionals with a solid understanding of Hazard Mitigation Assistance Programs, benefit cost analysis (BCA), as well as 404 and 406 mitigation programs. Candidates should be experienced in working directly with clients, establishing and meeting goals, and managing multiple projects.  Subject matter expertise in hazard mitigation and emerging trends in resiliency are a must.

Job Duties and Responsibilities

An in-depth knowledge of disaster related mitigation programs to include the Federal Emergency Management Agency (FEMA) Hazard Mitigation Assistance (HMA), including Hazard Mitigation Grant Program (HMGP), Building Resilient Infrastructure and Communities (BRIC), Flood Mitigation Assistance (FMA); and Section 406 Hazard Mitigation.

  • Ensure the coordination of the collection, distribution, and maintenance of HM funding and/or disaster-related information is properly disseminated.
  • Serve as a coordinator and liaison to client counterparts regarding the implementation of FEMA mitigation grant programs.
  • Write, develop, and/or review Mitigation plans.
  • Coordinate with other FEMA programs, such as the Public Assistance mitigation activities under Section 406 of the Stafford Act. Perform the full range of implementation and managing activities for these programs.
  • Provide the client with insight and coordination of technical assistance and participate in the coordination of project eligibility through analysis including technical feasibility, cost management, extensions, and project appeals of Hazard Mitigation Grant Program (HMGP) project applications. Present the program and technical requirements to a varied professional audience.
  • Provide technical assistance to our clients in support of their HMA Grants’ goals and objectives.

Required Skills and Competencies

  • High proficiency with Adobe Acrobat and Microsoft Office Suite applications, and ability to quickly learn new computer software, programs, and utilize various video conferencing tools.
  • Strong verbal and written communication skills.
  • Must be self-motivated, responsible, and confident with a commitment to integrity.
  • Must be detail oriented, very organized, and able to prioritize multiple projects and meet deadlines.

Required Education and Experience:

  • A bachelor’s degree in Emergency Management, Engineering, or a related field or, if no degree, must have a minimum of five (5) years of related experience.
  • Minimum of 3 years of professional experience working in the FEMA Public Assistance grant program and/or FEMA Hazard Mitigation Assistance program.
  • Experience working with Federal, State and Local Governments on the HMA program.
  • Project management or personnel/team management experience preferred.
  • Must have a valid driver’s license and acceptable driving record.
  • Enhanced background screening may be required by the client.

Job Description Disclaimer

This position description incorporates the job’s core responsibilities. It recognizes that other related duties not specifically mentioned might also be performed and that not all responsibilities may be carried out depending on operational needs.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, national origin, disability, or status as a protected veteran. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. Upon hire, secondary employment and other employment restrictions must be disclosed and approved.

Tidal Basin Holdco, LLC, and its subsidiaries and affiliated companies, which includes Tidal Basin Government Consulting, LLC, are an Equal Employment Opportunity Employer.

Read the full description
Operations Industry Lead - Retail at Teamshares Presidents Program

Oversees financial performance, strategic alignment, and day-to-day support for a portfolio of 4-6 small retail businesses, acting as coach and accountability partner to business leaders.

Mid Posted 2 days ago RemoteFirstJobs Product
What this role involves

What is Teamshares?

Teamshares is a mission-driven startup that buys small businesses from retiring owners and transitions them into enduring, employee-owned businesses through our software, education, and community products. There wasn’t an easy way for small businesses, which make up 98% of firms in the US economy, to become employee-owned before Teamshares.

We are seeking a strategic, results-oriented Industry Lead to help oversee a group of 4–6 small to mid-sized businesses across the specialty food and beverage retail sector. This is an emerging portfolio leader role reporting to a senior Industry Lead, who retains ultimate P&L ownership for the portfolio. However, you will be accountable for driving financial performance, strategic alignment, and day-to-day portfolio support across the companies you cover. The ideal candidate is analytically rigorous, an emerging coach to business leaders, and a trusted liaison to the parent company.

You will not manage daily operations. Instead, you will drive financial performance through company leaders and your senior Industry Lead. Success in this role requires an ability to balance analytical work with a hands-on understanding of business fundamentals.

Responsibilities:

  • Financial analysis: Support P&L management across the portfolio. Help business leaders build annual plans, and track achievement of revenue, EBITDA, and cash flow targets.
  • Leadership support: Support the leaders of each portfolio company. Develop into a coach and accountability partner over time.
  • Performance management: Track and drive KPIs across businesses. Identify underperformance and work collaboratively to implement turnaround strategies.
  • Change management and execution: Help portfolio companies navigate periods of change, including leadership transitions, process improvements, implementation of new systems or initiatives.
  • Strategic planning: Partner with company leaders to develop growth plans, capital investment strategies, and operational improvements.
  • Reporting and communication: Serve as a point of contact between the network companies and Teamshares. Prepare and present regular updates on performance, risks, and opportunities.
  • Synergy and optimization: Identify and drive cross-portfolio synergies, including shared services, procurement, and best practices.
  • Governance and compliance: Help ensure that all businesses operate within legal, ethical, and financial standards.

Qualifications:

  • 2–3 years in management consulting, investment banking, private equity, FP&A, or business operations, or similarly analytical and high accountability environment.

  • Strong financial acumen: budgeting, forecasting, financial modeling, and performance analysis

  • Demonstrated analytical rigor, including building P&L analyses and operating models from first principles

  • Ability to build trust and influence experienced operators without direct authority

  • Comfortable moving between high-level strategy and detailed financial and operational work

  • Excellent communication and interpersonal skills, with an interest in coaching business leaders

  • Entrepreneurial mindset: Comfortable operating in an environment with imperfect information, evolving priorities, and limited resources.

  • Willingness to travel periodically to portfolio company locations, with the frequency varying based on business needs.

  • Bachelor’s degree in business, finance, economics, or a related field (MBA or similar preferred)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Read the full description
Operations HubSpot Implementation Specialist at Pavago

Implements and optimizes HubSpot CRM systems across sales, marketing, and service hubs, configures workflows and automations, migrates data, and enables clients through training and consulting.

Mid Remote Posted 2 days ago RemoteFirstJobs Product
What this role involves

HubSpot Implementation Specialist – Remote

Position Type: Full-Time, Remote

Location: Remote

Working Hours: U.S. Business Hours

About the Role

At Pavago, one of our clients is hiring a skilled HubSpot Implementation Specialist to help businesses maximize the value of the HubSpot platform through successful implementations, system optimization, and client enablement.

In this role, you’ll lead HubSpot implementations across Sales Hub, Marketing Hub, and Service Hub, building scalable CRM solutions, automating business processes, migrating data, and delivering exceptional client experiences. You’ll work closely with Project Managers, Solutions Architects, Developers, and clients to ensure every implementation aligns with business goals and best practices.

If you’re passionate about HubSpot, enjoy solving complex technical challenges, and thrive in a client-facing consulting environment, this role is a strong fit.

What You’ll Own

HubSpot Implementation & System Configuration

  • Configure and optimize HubSpot across:

    • Sales Hub
    • Marketing Hub
    • Service Hub
  • Build and manage:

    • Workflows
    • Automations
    • Pipelines
    • CRM architecture
    • System logic
  • Execute data migrations, including:

    • Data mapping
    • Imports
    • Validation
  • Develop dashboards, reporting, and campaign structures.

  • Support HubSpot CMS and content deployment initiatives.

End-to-End Implementation Delivery

  • Deliver projects from onboarding through deployment.

  • Participate in:

    • Discovery
    • Strategic planning
    • Configuration
    • Development
    • Testing
    • Go-live support
  • Ensure every implementation aligns with client goals and delivery standards.

  • Perform quality assurance testing to ensure accuracy, scalability, and performance.

Client Enablement & Consulting

  • Lead client onboarding and training sessions.

  • Educate clients on HubSpot best practices and platform capabilities.

  • Translate business requirements into scalable HubSpot solutions.

  • Collaborate with:

    • Project Managers
    • Solutions Architects
    • Developers
  • Deliver an exceptional client experience throughout each engagement.

Troubleshooting & Platform Optimization

  • Diagnose and resolve HubSpot platform and integration issues.

  • Improve:

    • CRM structure
    • Workflows
    • Reporting
    • Automation
  • Escalate complex technical issues with detailed documentation.

  • Recommend process improvements based on platform performance.

Performance & Documentation

  • Analyze CRM performance and campaign effectiveness.
  • Provide data-driven recommendations for optimization.
  • Maintain accurate project documentation within HubSpot.
  • Ensure documentation remains organized and scalable.

What Success Looks Like

  • HubSpot implementations are delivered successfully and on schedule.
  • Clients confidently adopt and utilize the HubSpot platform.
  • CRM systems remain scalable, organized, and efficient.
  • Automations improve operational efficiency.
  • Data migrations are completed accurately.
  • Clients receive proactive guidance that drives long-term success.

What Makes You a Strong Fit

  • You enjoy solving complex technical and operational challenges.
  • You combine technical expertise with excellent client communication.
  • You thrive in fast-paced consulting environments.
  • You’re highly organized and detail-oriented.
  • You proactively identify opportunities for optimization.
  • You enjoy helping clients maximize their technology investments.

Required Experience & Skills

Experience

  • Proven hands-on experience with:

    • HubSpot Sales Hub
    • HubSpot Marketing Hub
    • HubSpot Service Hub
  • Strong expertise in:

    • CRM architecture
    • Workflows
    • Automation
    • Pipelines
  • Experience with:

    • Data migration
    • System integrations
    • Troubleshooting
    • Platform optimization
  • Ability to manage multiple implementation projects simultaneously.

  • Professional written and spoken English.

  • Experience leading:

    • Client meetings
    • Training sessions
    • Solution workshops
  • Strong analytical and problem-solving skills.

Nice to Have

  • Active HubSpot Certifications or willingness to obtain them.
  • Experience with HubSpot CMS.
  • Background in digital marketing or CRM consulting.
  • Experience working in implementation agencies or consulting environments.
  • Knowledge of API integrations and third-party business applications.

Tech Stack

  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot CMS
  • Google Workspace
  • Microsoft Office
  • CRM reporting and dashboard tools
  • AI productivity tools (ChatGPT, Microsoft Copilot, Claude, or similar)

What a Typical Day Looks Like

  • Meet with clients to review implementation progress.
  • Configure HubSpot workflows, pipelines, and automations.
  • Execute data imports and validate CRM data.
  • Troubleshoot platform or integration issues.
  • Build dashboards and reporting.
  • Train clients on HubSpot functionality and best practices.
  • Collaborate with Project Managers, Developers, and Solutions Architects.
  • Update project documentation and implementation milestones.

In short: You’ll design, build, optimize, and support HubSpot solutions that help clients streamline operations, improve customer engagement, and achieve their business goals.

Key Metrics for Success (KPIs)

  • Successful implementation delivery.
  • Project completion within timeline and scope.
  • Client satisfaction.
  • HubSpot adoption and utilization rates.
  • CRM accuracy and data integrity.
  • Workflow and automation performance.
  • Quality assurance and documentation accuracy.

Why This Role Stands Out

  • Work with a leading HubSpot implementation agency.

  • Partner directly with clients to solve meaningful business challenges.

  • Continuous opportunities for HubSpot certifications and professional development.

  • Fully remote role with flexible work arrangements.

  • Collaborative team environment focused on learning and innovation.

  • Career progression into:

    • Senior HubSpot Consultant
    • Solutions Architect
    • CRM Implementation Lead
    • Client Success Leadership

Interview Process

  1. Application Review
  2. Spark Hire Intro Video (3–5 minutes)
  3. Client Interview
  4. Offer & Onboarding

What Happens After You Apply

After submitting your application, you’ll receive an email invitation from Spark Hire to record a short 3–5 minute Intro Video. This is the first step in our hiring process and can be completed whenever it’s convenient for you.

Instead of an initial screening call, you’ll have one opportunity to introduce yourself, discuss your HubSpot implementation experience, and explain how you’ve configured CRM systems, built automations, managed data migrations, and supported clients throughout implementation projects. You’ll also have the chance to highlight your consulting approach, troubleshooting expertise, and experience working across HubSpot’s Sales, Marketing, and Service Hubs. Your video will be reviewed by the hiring team before moving forward to the client interview.

You can record your video as many times as you’d like before submitting it—only your final version will be reviewed.

Please keep an eye on both your inbox and spam folder for your Spark Hire invitation after applying.

Apply Now

If you’re passionate about HubSpot, enjoy helping businesses optimize their CRM, and thrive in a client-facing consulting environment, we’d love to hear from you. Apply today and help organizations unlock the full potential of the HubSpot platform.

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Operations Partner Concierge

Provides operational support and coordination to partner field teams, ensuring alignment, enablement, and timely communication across sales and technical functions.

Mid Posted 2 days ago Jobicy AI
What this role involves
About the Role The Partner Concierge serves as the primary operational interface for partner field teams, both sales and technical — ensuring they receive timely support, alignment, enablement, and communication....
Read the full description
Operations Revenue Operations Systems Administrator (Hybrid @ Bellevue, WA) at OfferUp

Administers and optimizes multi-platform revenue operations systems (Salesforce, Zuora, Zendesk, HubSpot) across CRM, billing, support, and marketing functions.

Mid Hybrid Posted 3 days ago RemoteFirstJobs Product
What this role involves

About the Role

OfferUp is looking for a Revenue Operations Systems Administrator to join our Revenue Operations team. This is intentionally a multi-platform role spanning CRM, billing, customer support, marketing, and revenue intelligence, including Salesforce, Zuora, Zendesk, HubSpot, and Zoom Revenue Accelerator. We don’t expect candidates to arrive as experts in every tool in our stack. We do expect the technical aptitude to become one.

You’ll own technical execution within a roadmap and priority framework set by the RevOps Manager. We expect you to investigate problems, recommend solutions, and independently drive work through implementation, testing, deployment, and documentation. You’ll have meaningful autonomy in how problems are solved, while broader systems strategy, architecture, and prioritization remain with the RevOps Manager.

This is an opportunity to grow beyond a single-platform admin role. You’ll work across CRM, billing, customer support, marketing, and revenue intelligence systems with meaningful production ownership from day one, alongside modern AI-assisted development practices and direct access to the person setting architecture. As the RevOps Systems function grows, you’ll have the opportunity to become a foundational source of technical and operational knowledge for the team, and to grow into owning more of that architecture yourself.

What You’ll Do

  • Salesforce Administration: Own execution across user management, permissions and access, Flow automation, custom objects and fields, data quality, integrations, reporting, and dashboards. Independently translate business and system requirements into reliable technical solutions, escalating architectural decisions and material trade-offs when appropriate. Example scope: sharing-rule and permission-set fixes for CRM sync parity, UTM/attribution field configuration, lead-routing troubleshooting.
  • Zuora Operations: Own billing workflows, subscription lifecycle management, product catalog updates, and pricing and general configuration. Example scope: product catalog and rate plan updates, subscription amendment troubleshooting for CS-escalated billing disputes.
  • Zendesk Configuration: Maintain and evolve ticket views, automation, triggers, macros, and reporting for CS and Risk. Example scope: after-hours routing triggers, time-tracking field setup, containment/reporting fixes.
  • HubSpot Maintenance: Support marketing-to-sales pipeline hygiene, list management, form configuration, and Salesforce↔HubSpot sync troubleshooting.
  • Broader Stack Support: Build functional knowledge of Zoom Revenue Accelerator and other tools in the revenue stack. Be the person who knows how the pieces connect.
  • Release & Change Management: Own the deployment lifecycle for changes across our stack, including Git-based branching (via GitHub), sandbox testing, PR-reviewed deploys, staged rollouts, and rollback planning. Coordinate timing and communication so changes don’t disrupt live Sales and CS workflows.
  • AI-Assisted Execution: Use AI coding assistants (we use Claude Code) to accelerate technical work, providing clear direction, reviewing generated output, debugging issues, and validating changes before deployment. This is now core to how RevOps work gets done here, not a nice-to-have.
  • KTLO Operations: Triage, investigate, and resolve inbound system requests from Sales and CS, proposing fixes and driving them through implementation without requiring escalation on routine issues.
  • Documentation & Runbooks: Build and maintain internal documentation for system configurations, workflows, and operational processes.
  • Cross-Training: Cross-train with the RevOps Manager on all major instances so OfferUp has operational continuity during PTO, leave, or team transitions.

What We’re Looking For

  • Typically 4+ years of experience in Revenue Operations, Sales Operations, Business Systems, or a closely related field, with demonstrated ownership of production revenue systems
  • Hands-on Salesforce administration experience required; Salesforce Admin (ADM 201) certification strongly preferred
  • Exposure to Zuora or a comparable subscription/billing platform (Chargebee, Stripe Billing, etc.)
  • Familiarity with Zendesk or a comparable CS helpdesk platform
  • Experience with structured release management in a live production environment (Git/GitHub branching, PR review, sandbox/staging validation, and rollback planning), ideally on systems that sales or support teams depend on in real time
  • Practical experience using AI coding assistants (e.g., Claude Code, GitHub Copilot, Cursor) to accelerate technical work, providing clear direction, reviewing generated output, debugging issues, and validating changes before deployment
  • Strong documentation instincts: you write down how things work so others can follow
  • Able to work independently from a problem statement to a shipped solution, while recognizing the line between execution decisions and architectural ones

Nice to Have

  • Apex fluency: comfortable reading and debugging existing code, and recognizing when a Flow-only approach won’t cut it
  • HubSpot experience
  • Zoom Revenue Accelerator or comparable conversation intelligence platform
  • Background supporting a two-sided or consumer marketplace business
  • Experience supporting both a direct sales team and a customer success team
  • Prior experience as an early/foundational hire in a RevOps or systems function at a scaling company

Compensation Range: $130,000 - $145,000

OfferUp offers a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Individual salaries within our ranges are determined through a variety of factors, including but not limited to education, experience, knowledge, skills, and geography. All roles will receive equity in OfferUp as part of their compensation, the amount of equity varying depending on the individual’s level and experience.

Benefits (all US roles): In addition to our compensation package, this role is eligible to enroll in health insurance, healthcare savings and spending accounts, retirement savings benefits (401(k) plan with match), basic and voluntary life insurance, disability benefits, and paid time off for sick leave, family and/or medical leave, vacation, and 12 company holidays. In regard to vacation time, OfferUp has a flexible vacation policy, and, in general, full-time, exempt employees will be expected to take 3-5 weeks (15-30 days) of pre-planned vacation time per year. Vacation needs are flexible and will naturally vary from year to year based on individual circumstances and business needs. In regard to sick time, all full-time employees (exempt and non-exempt) will be granted 12 days (96 hours) of sick time per year (pro-rated if the start date is other than January 1). Your recruiter can share more details about specific benefits during the interview process.

About OfferUp:

OfferUp is dedicated to creating the simplest and most trusted way for people to buy, sell, and connect in their local communities. One of the top local marketplace apps for local buyers and sellers in the U.S., OfferUp makes it easy for people to discover more of what they need—from great deals and secondhand goods to jobs, services, home rentals, and more—right in their own communities. Our trusted platform empowers millions to connect, thrive, and move life forward.

Available on iOS and Android, OfferUp has consistently ranked among the top shopping apps. Founded in 2011 and based in Bellevue, WA, OfferUp serves local markets nationwide and was used by more than 1 in 6 adults in the U.S. in 2024. OfferUp is backed by leading investors, including Andreessen Horowitz, Warburg Pincus, GGV Capital, T. Rowe Price, and Coatue Management. https://about.offerup.com

More About OfferUp At a Glance

  • Top 10 Shopping app in the App Store and Google Play Store for three years
  • 15%+ of adults in several major markets use OfferUp every month (LA, Miami, Phoenix, Seattle, Las Vegas, Riverside, Orlando)
  • OfferUp works directly with nearly 2000 US law enforcement agencies to build trust in local communities

OfferUp is unleashing the power of local, and we’ve built a dynamic team to do it. To learn more about working at OfferUp, check out https://about.offerup.com/people

OfferUp provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, OfferUp complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

OfferUp expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OfferUp’s employees to perform their job duties may result in discipline up to and including discharge.

Read the full description
Operations Revenue Operations Systems Administrator (Hybrid @ Bellevue, WA) at OfferUp

Administers and optimizes multiple revenue operations platforms (Salesforce, Zuora, Zendesk, HubSpot) to support CRM, billing, customer support, and marketing workflows.

Mid Hybrid Posted 3 days ago RemoteFirstJobs Product
What this role involves

About the Role

OfferUp is looking for a Revenue Operations Systems Administrator to join our Revenue Operations team. This is intentionally a multi-platform role spanning CRM, billing, customer support, marketing, and revenue intelligence, including Salesforce, Zuora, Zendesk, HubSpot, and Zoom Revenue Accelerator. We don’t expect candidates to arrive as experts in every tool in our stack. We do expect the technical aptitude to become one.

You’ll own technical execution within a roadmap and priority framework set by the RevOps Manager. We expect you to investigate problems, recommend solutions, and independently drive work through implementation, testing, deployment, and documentation. You’ll have meaningful autonomy in how problems are solved, while broader systems strategy, architecture, and prioritization remain with the RevOps Manager.

This is an opportunity to grow beyond a single-platform admin role. You’ll work across CRM, billing, customer support, marketing, and revenue intelligence systems with meaningful production ownership from day one, alongside modern AI-assisted development practices and direct access to the person setting architecture. As the RevOps Systems function grows, you’ll have the opportunity to become a foundational source of technical and operational knowledge for the team, and to grow into owning more of that architecture yourself.

What You’ll Do

  • Salesforce Administration: Own execution across user management, permissions and access, Flow automation, custom objects and fields, data quality, integrations, reporting, and dashboards. Independently translate business and system requirements into reliable technical solutions, escalating architectural decisions and material trade-offs when appropriate. Example scope: sharing-rule and permission-set fixes for CRM sync parity, UTM/attribution field configuration, lead-routing troubleshooting.
  • Zuora Operations: Own billing workflows, subscription lifecycle management, product catalog updates, and pricing and general configuration. Example scope: product catalog and rate plan updates, subscription amendment troubleshooting for CS-escalated billing disputes.
  • Zendesk Configuration: Maintain and evolve ticket views, automation, triggers, macros, and reporting for CS and Risk. Example scope: after-hours routing triggers, time-tracking field setup, containment/reporting fixes.
  • HubSpot Maintenance: Support marketing-to-sales pipeline hygiene, list management, form configuration, and Salesforce↔HubSpot sync troubleshooting.
  • Broader Stack Support: Build functional knowledge of Zoom Revenue Accelerator and other tools in the revenue stack. Be the person who knows how the pieces connect.
  • Release & Change Management: Own the deployment lifecycle for changes across our stack, including Git-based branching (via GitHub), sandbox testing, PR-reviewed deploys, staged rollouts, and rollback planning. Coordinate timing and communication so changes don’t disrupt live Sales and CS workflows.
  • AI-Assisted Execution: Use AI coding assistants (we use Claude Code) to accelerate technical work, providing clear direction, reviewing generated output, debugging issues, and validating changes before deployment. This is now core to how RevOps work gets done here, not a nice-to-have.
  • KTLO Operations: Triage, investigate, and resolve inbound system requests from Sales and CS, proposing fixes and driving them through implementation without requiring escalation on routine issues.
  • Documentation & Runbooks: Build and maintain internal documentation for system configurations, workflows, and operational processes.
  • Cross-Training: Cross-train with the RevOps Manager on all major instances so OfferUp has operational continuity during PTO, leave, or team transitions.

What We’re Looking For

  • Typically 4+ years of experience in Revenue Operations, Sales Operations, Business Systems, or a closely related field, with demonstrated ownership of production revenue systems
  • Hands-on Salesforce administration experience required; Salesforce Admin (ADM 201) certification strongly preferred
  • Exposure to Zuora or a comparable subscription/billing platform (Chargebee, Stripe Billing, etc.)
  • Familiarity with Zendesk or a comparable CS helpdesk platform
  • Experience with structured release management in a live production environment (Git/GitHub branching, PR review, sandbox/staging validation, and rollback planning), ideally on systems that sales or support teams depend on in real time
  • Practical experience using AI coding assistants (e.g., Claude Code, GitHub Copilot, Cursor) to accelerate technical work, providing clear direction, reviewing generated output, debugging issues, and validating changes before deployment
  • Strong documentation instincts: you write down how things work so others can follow
  • Able to work independently from a problem statement to a shipped solution, while recognizing the line between execution decisions and architectural ones

Nice to Have

  • Apex fluency: comfortable reading and debugging existing code, and recognizing when a Flow-only approach won’t cut it
  • HubSpot experience
  • Zoom Revenue Accelerator or comparable conversation intelligence platform
  • Background supporting a two-sided or consumer marketplace business
  • Experience supporting both a direct sales team and a customer success team
  • Prior experience as an early/foundational hire in a RevOps or systems function at a scaling company

Compensation Range: $130,000 - $145,000

OfferUp offers a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. Individual salaries within our ranges are determined through a variety of factors, including but not limited to education, experience, knowledge, skills, and geography. All roles will receive equity in OfferUp as part of their compensation, the amount of equity varying depending on the individual’s level and experience.

Benefits (all US roles): In addition to our compensation package, this role is eligible to enroll in health insurance, healthcare savings and spending accounts, retirement savings benefits (401(k) plan with match), basic and voluntary life insurance, disability benefits, and paid time off for sick leave, family and/or medical leave, vacation, and 12 company holidays. In regard to vacation time, OfferUp has a flexible vacation policy, and, in general, full-time, exempt employees will be expected to take 3-5 weeks (15-30 days) of pre-planned vacation time per year. Vacation needs are flexible and will naturally vary from year to year based on individual circumstances and business needs. In regard to sick time, all full-time employees (exempt and non-exempt) will be granted 12 days (96 hours) of sick time per year (pro-rated if the start date is other than January 1). Your recruiter can share more details about specific benefits during the interview process.

About OfferUp:

OfferUp is dedicated to creating the simplest and most trusted way for people to buy, sell, and connect in their local communities. One of the top local marketplace apps for local buyers and sellers in the U.S., OfferUp makes it easy for people to discover more of what they need—from great deals and secondhand goods to jobs, services, home rentals, and more—right in their own communities. Our trusted platform empowers millions to connect, thrive, and move life forward.

Available on iOS and Android, OfferUp has consistently ranked among the top shopping apps. Founded in 2011 and based in Bellevue, WA, OfferUp serves local markets nationwide and was used by more than 1 in 6 adults in the U.S. in 2024. OfferUp is backed by leading investors, including Andreessen Horowitz, Warburg Pincus, GGV Capital, T. Rowe Price, and Coatue Management. https://about.offerup.com

More About OfferUp At a Glance

  • Top 10 Shopping app in the App Store and Google Play Store for three years
  • 15%+ of adults in several major markets use OfferUp every month (LA, Miami, Phoenix, Seattle, Las Vegas, Riverside, Orlando)
  • OfferUp works directly with nearly 2000 US law enforcement agencies to build trust in local communities

OfferUp is unleashing the power of local, and we’ve built a dynamic team to do it. To learn more about working at OfferUp, check out https://about.offerup.com/people

OfferUp provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, OfferUp complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.

OfferUp expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of OfferUp’s employees to perform their job duties may result in discipline up to and including discharge.

Read the full description