Dandy is transforming the massive and antiquated dental industry—an industry worth over $400B. Backed by some of the world’s leading venture capital firms, we’re on an ambitious mission to simplify...

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.

Head of OperationsFull-time (40hrs a week), On-site Wrocław, Poland Check out The Global Talent Co.

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more.

We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com.

Intake is the first point of contact for injured claimants and the engine that converts inbound leads into signed clients. We’re looking for a Senior Manager, Intake to own the performance, scale, and quality of a large, distributed intake operation that spans in-house staff and nearshore/BPO partners.

This is a hands-on leadership role for someone who has run high-volume intake or contact-center teams at scale, knows how to get the most out of outsourced and nearshore vendors, and is fluent in the systems and technology that keep a modern intake operation running. You’ll be measured on speed, conversion, quality, and client experience, and you’ll have the mandate to redesign process and tooling to move all four.

What You’ll Do

Lead the intake operation

• Manage a large, multi-site intake team (in-house and remote), including team leads, supervisors, and intake specialists across time zones.

• Own daily service levels, staffing coverage, and schedule adherence across a high-volume, extended-hours (often 24⁄7) operation.

• Coach and develop supervisors; build career paths, performance plans, and a culture of accountability and empathy toward injured clients.

Manage nearshore / BPO partnerships

• Own the day-to-day relationship with nearshore and BPO vendors, defining SLAs, KPIs, and vendor scorecards, and holding partners accountable to them.

• Lead vendor selection, onboarding, ramp planning, and capacity forecasting; partner on hiring profiles, training curricula, and quality calibration.

• Manage bilingual (English/Spanish) intake coverage and ensure consistent quality and compliance across all sites, regardless of location or vendor.

• Conduct regular business reviews (WBRs/QBRs) and drive continuous improvement on cost-per-signed-case and conversion.

Own performance and metrics

• Define, track, and improve core intake KPIs: speed-to-lead, contact and connect rates, lead-to-retainer conversion, sign-up/retention rate, abandonment, and quality/QA scores.

• Build dashboards and reporting that give leadership real-time visibility into pipeline, funnel drop-off, and vendor performance.

• Diagnose bottlenecks across the funnel and run experiments to lift conversion and reduce time-to-sign.

Own the systems and process

• Serve as the operational owner of the intake tech stack, CRM/case-management, lead management and routing, telephony/dialer, e-signature, and workforce-management tools.

• Design and document intake workflows, call scripts, screening criteria, disqualification logic, lead routing, and follow-up cadences.

• Partner with cross-functional stakeholders to configure and optimize systems, automate manual steps, and ensure clean data flow from first contact through signed retainer.

• Build and maintain a QA/call-monitoring program with scorecards, calibration sessions, and coaching feedback loops.

Partner cross-functionally

• Work closely with Marketing on lead quality, source performance, and speed-to-lead handoffs.

• Coordinate with Case Management / Legal on clean case handoffs, sign-up packets, and documentation standards.

• Ensure the operation stays compliant with applicable rules on client solicitation, consent, call recording, and data privacy.

What You Bring

• 6+ years of intake, contact-center, or client-services operations experience, including 3+ years managing large teams (typically 30+ agents directly or through supervisors).

• Personal injury, mass tort, or legal-services intake experience.

• Bilingual (English/Spanish) or experience managing bilingual/LATAM nearshore operations.

• Direct experience managing nearshore and/or BPO/outsourced teams, including SLA definition, vendor management, scorecards, and capacity/ramp planning.

• Proven track record managing large remote/distributed teams and hitting service levels across multiple sites and time zones.

• Working command of the systems that govern an intake operation, CRM / case-management platforms (e.g., Litify, Salesforce, Filevine, SmartAdvocate, CasePeer, Lead Docket), dialers/telephony (e.g., Five9, Genesys, RingCentral, Twilio), lead-routing, e-signature, and workforce-management tooling.

• Fluency with intake/contact-center metrics and the ability to turn data into action.

• Strong people-leadership, coaching, and communication skills.

Benefits & Perks:

As part of our total rewards package, we offer attractive benefits and perks to our employees, including:

• Choice of medical, dental, and vision insurance plans for you and your family.

• Additional insurance coverage options for life, accident, or critical illness.

• Flexible paid time off, sick leave, short-term and long-term disability.

• 10 US observed holidays, and Canadian statutory holidays by province.

• A home office stipend.

• 401(k) for US-based employees and RRSP for Canada-based employees.

• Paid parental leave.

• A local in-person meet-up program.

• Hubs in San Francisco and Toronto.

(Please note the above benefits & perks are for full-time employees)

Notice to Candidates:

To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page .

Please note that EvenUp may use AI notetakers and other recording devices in the recruiting process. If you interview with us, with your consent, we may record your conversations and summarize them into notes for internal use. Recording is optional, and declining will not affect your candidacy.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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!

About the role

Our Document Specialists are the key drivers of our field services and operations. They are the team members that act as the crucial coordinator between our customers and our field agents to ensure that all orders are performed timely and accurately. The Document Specialist reports through their Team Lead to the Fulfillment Manager as part of the Operations group.

This is a full-time, competitively compensated hourly role.

The hourly compensation range for this role is $19.35–$25.00, depending on experience and qualifications.

This is a fully remote, U.S.-based role, allowing you to work from anywhere within the contiguous United States. excluding Hawaii and Alaska.

About InfoTrack

InfoTrack is a platform that seamlessly connects law firms to the courts and to the services that they need to litigate successfully. We’re global leaders in legal technology with unparalleled expertise in forging integrations that can drastically improve the efficiency of law firms and the legal system.

As a highly ambitious company, we know that our people are critical to our success. That’s why we’re passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership. If you’re smart, dedicated, and eager to help build a market-leading solution that makes a difference in the lives of our clients, join us.

Responsibilities

• Handle customer inquiries and escalations, as well as collaborating with customer support, customer success managers, and field affiliates, with specific focus on timely deployment and status updates, accuracy of work orders, and responsiveness

• Achieve stated productivity goals and generate daily/weekly reports for management on individual metrics as required

• Develop and constantly improve systems for tracking orders and responsibilities for maximum efficiencies for our customers

• Productivity – process-driven experience with ability to adapt and change; ability to multi-task and adapt to new processes crucial

• Legal /Litigation Background – 1-2 years (or more) of legal/litigation support or similar experience

• Problem-Solving and Poise – ability to multi-task and problem-solve; also, exercise patience and remain calm in stressful situations

• Customer Focus – experience in keeping the customer (whether external or internal) as a constant element in decision-making

• Technology – solid computer and technical skills (experience with Outlook/Microsoft Office suite and Adobe Acrobat imperative; Slack and Service Cloud a big plus)

• Quality – high degree of detail and accuracy, learns from mistakes so that they never re-occur; reliability a huge factor as well

• Communicator – strong verbal and written communication skills

• Attitude – having a positive outlook and a sense of humor to deal with the inevitable frustrations is a plus

• Must reside in the United States

What sets InfoTrack apart We strive to ensure that you have the resources and training that you need to successfully collaborate and succeed. At InfoTrack, we’re committed to a workplace where everyone feels comfortable to do their best work and, yes, have fun!

We offer:

Excellent health, dental, and vision plans, 401k match, 20 days of paid time off, plus more competitive benefits.

Work with a knowledgeable, high-achieving, experienced, and fun team.

Be part of a culture obsessive about learning, development, and career growth.

Learn more about life at InfoTrack on our website.

InfoTrack is certified as a Great Place to Work®

Our Commitment

We believe that the key to our success is you. Your unique background, life experience, knowledge, self-expression, and talent make you uniquely you. Who you are, what you have experienced, and how you think inspires us to be innovative and bold.

InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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!

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!

About Parsec

Parsec Automation, LLC (Parsec) is a trailblazing creator and provider of manufacturing operations management software. Consistently recognized by organizations like Gartner and IDC and a winner of numerous awards, including the Data Breakthrough Awards, American Business, and Best in Biz, Parsec exemplifies leadership in the dynamic, fast-paced manufacturing sector. With major companies such as Johnson & Johnson, Merck, Toyota, Proctor & Gamble, Eli Lilly, Hershey, Siemens, and DuPont leveraging its innovative TrakSYS™ platform to tackle even the most complex manufacturing challenges, Parsec’s solutions are actively optimizing efficiency, quality, and compliance at over 11,000 plants in more than 140 countries. Committed to customer success and driven by innovation, Parsec continues to fulfill its mission of making the management of manufacturing operations as simple as possible.

Parsec is backed by BVP Forge, a $780M fund in partnership with the $20B Bessemer platform that has backed industry-defining businesses such as LinkedIn, MindBody, Procore, Shopify, and Toast. BVP Forge combines Bessemer’s front-line industry insights, proven growth IP, and robust executive network with tailored resources for self-sustaining companies and the ForgeEdge™ operational program.

The Role

Parsec is hiring a Senior Director, Technical Services to unify and scale the technical backbone of its Professional Services organization. This role owns three distinct but interdependent workstreams: Advisory, Delivery, and Support. Each currently operates with its own rhythm, skill set, and client touchpoints. The mandate for this role is to bring these workstreams together under one operating model so that clients, SI partners, and internal teams experience a consistent standard of technical excellence, regardless of which workstream is engaged.

This is a build-and-run role. The teams exist today; the person in this seat will professionalize how they operate, scale them as the business grows, and ensure new hires ramp to full productivity on a defined timeline. Success is measured by predictable delivery, fewer escalations, improved resource utilization across workstreams, and a technical organization that partners with Enablement, Sales, and SI/GSI partners as a single, credible voice on TrakSYS.

Role Characteristics

• Organizational Span: Owns three workstreams: Advisory, Delivery, and Support, all spanning approximately 30–40 FTEs based primarily in the US and Spain, with additional coverage across Europe.
• Delivery Accountability: Accountable for delivery outcomes across all three workstreams, including quality, timeliness, and client/partner satisfaction.
• Governance & Control: Establishes shared standards, handoff protocols, and reporting cadence across workstreams (capacity planning, utilization, backlog health, escalation tracking).
• Cross-Functional Leadership: Serves as the primary point of contact for workstream health, capacity, and delivery status communications to PS leadership.
• Collaboration: Works closely with Project Managers (who retain ownership of individual engagements), Enablement, Sales, and SI/GSI partners.
• Scaling: Builds hiring plans, role profiles, interview standards, and leveling criteria to support growth across all three workstreams.

Key Responsibilities

- Advisory Workstream

• Own the quality bar for design artifacts produced by Solution Architects and Tech Leads, ensuring consistency across SI partner-led and Parsec-led engagements.
• Deploy Advisory resources across concurrent engagements, balancing SI support requests against direct delivery needs.
• Build and maintain design standards, reference architectures, and reusable artifacts that reduce rework across engagements.
• Serve as the escalation point for design decisions that carry architectural or precedent-setting weight.
  

- Delivery Workstream

• Manage the engineering resource pool as a shared capacity model: intake, prioritization, staffing, and rebalancing across concurrent projects.
• Partner with assigned Project Managers on scope, timelines, and quality gates without owning the PM function.
• Set and enforce engineering and QA standards across POC, enhancement, and targeted delivery work.
• Track velocity and throughput to inform capacity planning and hiring timing.

- Support Workstream

• Own support SLAs, coverage models, and on-call structures across a 24⁄7, multi-region team.
• Ensure upgrade assessments, upgrades, and technical reviews follow a consistent methodology and artifact set.
• Develop a repeatable mentoring and knowledge-transfer offering for clients and SI partners.
• Feed recurring support themes and technical debt patterns back into Advisory and Engineering to address root causes.

- Cross-Workstream Responsibilities

• Establish shared standards and communication norms so clients and SI partners receive a consistent experience across Advisory, Delivery, and Support.
• Build the metrics, reporting cadence, and operating rhythm that make delivery predictable and visible to leadership (dashboard support provided by the Operations team).
• Partner with Enablement to define ramp paths and curricula for new hires and ongoing development paths for tenured staff.
• Report on workstream health, capacity, and delivery metrics to PS leadership, and translate technical delivery performance into terms an executive audience can act on.

- Success Measures

• Advisory, Delivery, and Support operate against shared standards and a shared reporting model.
• New hires reach full productivity on a defined, predictable timeline, in partnership with Enablement.
• Delivery predictability improves, reflected in fewer escalations, tighter SLA adherence, and more accurate capacity forecasting.
• Clients and partners experience a consistent technical governance model across all three workstreams.
• Leadership has real-time visibility into workstream health, capacity, and risk.

Qualifications

• Experience: 10+ years in technical delivery, professional services, or engineering leadership within enterprise software, industrial software, or MES/manufacturing operations platforms.
• Multi-Function Leadership: Demonstrated experience managing multiple technical functions concurrently (e.g., solution architecture/advisory, engineering delivery, and technical support) as a unified organization.
• Distributed Teams: Experience managing distributed, international teams; direct experience with US/Europe (Spain in particular) team structures is a strong plus.
• Scaling: Track record of building or scaling a technical delivery function during a growth phase, including hiring plans and ramp/enablement design.
• Operational Skills: Strong operational instincts in capacity planning, utilization management, SLA and escalation frameworks, and delivery metrics.
• Range: Comfortable operating at both the strategic level (org design, executive reporting) and the technical level (credible in design and architecture conversations).
• Partner Ecosystem: Experience working with or alongside System Integrator (SI) and Global SI (GSI) partner ecosystems.
• Platform Experience: Direct experience with MES, MOM, or industrial automation platforms (TrakSYS or comparable platforms) preferred.

Benefits

• $200,000–$255,000 base, plus bonus eligibility
• Comprehensive medical, dental, and vision coverage
• 401(k) with company match
• Generous paid time off and company holidays
• Professional development and career growth opportunities
• Collaborative and innovative work environment
• Opportunity to make a meaningful impact at a growing global software company

Location

This is a fully remote position.

EvenUp is on a mission to close the justice gap using technology and AI. We empower personal injury lawyers and victims to get the justice they deserve. Our products enable law firms to secure faster settlements, higher payouts, and better outcomes for victims injured through no fault of their own in vehicle collisions, accidents, natural disasters, and more.

We are one of the fastest-growing vertical SaaS companies in history, and we are just getting started. EvenUp is backed by top VCs, including Bessemer Venture Partners, Bain Capital Ventures, SignalFire, and Lightspeed. We are looking to expand our team with talented, driven, and collaborative individuals who seek to have a lasting impact. Learn more at www.evenuplaw.com.

Intake is the first point of contact for injured claimants and the engine that converts inbound leads into signed clients. We’re looking for a Senior Manager, Intake to own the performance, scale, and quality of a large, distributed intake operation that spans in-house staff and nearshore/BPO partners.

This is a hands-on leadership role for someone who has run high-volume intake or contact-center teams at scale, knows how to get the most out of outsourced and nearshore vendors, and is fluent in the systems and technology that keep a modern intake operation running. You’ll be measured on speed, conversion, quality, and client experience, and you’ll have the mandate to redesign process and tooling to move all four.

What You’ll Do

Lead the intake operation

• Manage a large, multi-site intake team (in-house and remote), including team leads, supervisors, and intake specialists across time zones.

• Own daily service levels, staffing coverage, and schedule adherence across a high-volume, extended-hours (often 24⁄7) operation.

• Coach and develop supervisors; build career paths, performance plans, and a culture of accountability and empathy toward injured clients.

Manage nearshore / BPO partnerships

• Own the day-to-day relationship with nearshore and BPO vendors, defining SLAs, KPIs, and vendor scorecards, and holding partners accountable to them.

• Lead vendor selection, onboarding, ramp planning, and capacity forecasting; partner on hiring profiles, training curricula, and quality calibration.

• Manage bilingual (English/Spanish) intake coverage and ensure consistent quality and compliance across all sites, regardless of location or vendor.

• Conduct regular business reviews (WBRs/QBRs) and drive continuous improvement on cost-per-signed-case and conversion.

Own performance and metrics

• Define, track, and improve core intake KPIs: speed-to-lead, contact and connect rates, lead-to-retainer conversion, sign-up/retention rate, abandonment, and quality/QA scores.

• Build dashboards and reporting that give leadership real-time visibility into pipeline, funnel drop-off, and vendor performance.

• Diagnose bottlenecks across the funnel and run experiments to lift conversion and reduce time-to-sign.

Own the systems and process

• Serve as the operational owner of the intake tech stack, CRM/case-management, lead management and routing, telephony/dialer, e-signature, and workforce-management tools.

• Design and document intake workflows, call scripts, screening criteria, disqualification logic, lead routing, and follow-up cadences.

• Partner with cross-functional stakeholders to configure and optimize systems, automate manual steps, and ensure clean data flow from first contact through signed retainer.

• Build and maintain a QA/call-monitoring program with scorecards, calibration sessions, and coaching feedback loops.

Partner cross-functionally

• Work closely with Marketing on lead quality, source performance, and speed-to-lead handoffs.

• Coordinate with Case Management / Legal on clean case handoffs, sign-up packets, and documentation standards.

• Ensure the operation stays compliant with applicable rules on client solicitation, consent, call recording, and data privacy.

What You Bring

• 6+ years of intake, contact-center, or client-services operations experience, including 3+ years managing large teams (typically 30+ agents directly or through supervisors).

• Personal injury, mass tort, or legal-services intake experience.

• Bilingual (English/Spanish) or experience managing bilingual/LATAM nearshore operations.

• Direct experience managing nearshore and/or BPO/outsourced teams, including SLA definition, vendor management, scorecards, and capacity/ramp planning.

• Proven track record managing large remote/distributed teams and hitting service levels across multiple sites and time zones.

• Working command of the systems that govern an intake operation, CRM / case-management platforms (e.g., Litify, Salesforce, Filevine, SmartAdvocate, CasePeer, Lead Docket), dialers/telephony (e.g., Five9, Genesys, RingCentral, Twilio), lead-routing, e-signature, and workforce-management tooling.

• Fluency with intake/contact-center metrics and the ability to turn data into action.

• Strong people-leadership, coaching, and communication skills.

Benefits & Perks:

As part of our total rewards package, we offer attractive benefits and perks to our employees, including:

• Choice of medical, dental, and vision insurance plans for you and your family.

• Additional insurance coverage options for life, accident, or critical illness.

• Flexible paid time off, sick leave, short-term and long-term disability.

• 10 US observed holidays, and Canadian statutory holidays by province.

• A home office stipend.

• 401(k) for US-based employees and RRSP for Canada-based employees.

• Paid parental leave.

• A local in-person meet-up program.

• Hubs in San Francisco and Toronto.

(Please note the above benefits & perks are for full-time employees)

Notice to Candidates:

To ensure fairness and proper consideration, we do not accept resumes or expressions of interest via email or social media messages. If you’re interested in a role, please submit your application directly through our careers page .

Please note that EvenUp may use AI notetakers and other recording devices in the recruiting process. If you interview with us, with your consent, we may record your conversations and summarize them into notes for internal use. Recording is optional, and declining will not affect your candidacy.

EvenUp is an equal opportunity employer. We are committed to diversity and inclusion in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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...

More than one million people in the United States today are fighting blood cancer. While a traditional allogeneic stem cell transplant has been the best hope for many, the transplant itself can prove fatal or lead to serious conditions, such as graft vs. host disease. Orca Bio is a commercial-stage biotechnology company redefining the transplant process by developing next-generation cell therapies with the goal of providing significantly better survival rates with dramatically fewer risks.With our purified, high-precision cell therapies we hope to not only replace patients’ blood and immune systems with healthy ones, but also restore their lives.

Summary of Role: The Director, Case Managementwill lead the day-to-day operations of Orca Bio’s national case management function supporting TREGZI, our commercially available high-precision stem cell therapy. This individual will oversee a team of existing, high performing Cell Therapy Case Managers and be responsible for ensuring efficient, accurate, and empathetic case coordination across treatment centers.

You will play a key role in refining Orca Bio’s post-launch customer service model and scaling the case management infrastructure. This role is a strong fit for someone who thrives in a launch-phase environment and is energized by the opportunity to shape how Orca Bio delivers exceptional customer service as it scales the safe, reliable delivery of TREGZI.

Travel Expected: up to ~25%, primarily to Orca Bio office locations in the California Bay Area, or customer sites/conferences.

Responsibilities:

Team Leadership & Daily Operations

• Oversee the daily operations of the case management team, including patient journey monitoring, adherence to service level expectations, and resolution of escalations as they arise, with real-time support to case managers and treatment centers.
• Create and manage the staffing and scheduling model for the order management/case management function, ensuring optimal patient throughput and site experience.
• Lead daily huddles, ensure timely internal communication, and reinforce best practices and SOP compliance.
• Foster a high-performance, best-in-class, service-oriented, and a supportive, cohesive culture within the team. Support growth and development for team members.
• Serve as the case management liaison with field team leaders. Partner cross-functionally to ensure the timely distribution of information.

Launch Readiness & Continuous Improvement

• Collaborate with Commercial and Technical Operations leadership to refine and scale the TREGZI customer service model, including workflows, team structure, ways of working, escalation protocols, and cross-functional handoffs.
• Partner with existing case management expertise to continuously refine case management SOPs, work instructions, and training materials.
• Contribute to user requirements of Orca Bio’s commercial ordering platform, as needed.
• Track and report on key performance indicators, identifying trends and opportunities for team optimization.
• Partner with cross-functional stakeholders to resolve operational gaps and improve case handling efficiency.

Required Qualifications:

• 12+ years of experience in patient case management, order coordination, transplant operations, or healthcare call center leadership, preferably in cell or gene therapy, oncology, or complex therapeutics in a commercial environment.
• 6+ years in a team lead capacity, with responsibility for scheduling, coaching, mentoring, and daily operations.
• Industry experienced required.
• Strong understanding of treatment center workflows, transplant coordination, apheresis, and chain-of-identity logistics.
• Excellent interpersonal skills with a service-first mindset and calm, solution-oriented approach to escalation management.
• Strong organizational and problem-solving skills with the ability to work under pressure in a launch-phase environment.
• Experience with call center structure, shift design, or customer service models is a plus.

$150,000 - $215,000 a year

The anticipated annual salary range for this job is based on prior experience in the role/industry, education, location, internal equity, and other job-related factors as permitted by law. For remote-based positions, this range may vary based on your local market. Full-time employment positions will also be eligible to receive pre-IPO equity and annual bonus, in addition to competitive medical, dental, and vision benefits, PTO, 401(k) plan, life and accidental death and disability coverage, and parental leave benefits. Other perks include subsidized daily lunches and snacks at our on-site locations.

Who we are

We are driven by a passion for science and compassion for patients. We act with urgency to ensure our treatments are one day accessible to all who need them.

We live by our core values of passion, courage, and integrity. Excellence in our work means the chance to unlock a better quality of life for our patients, and with that comes tremendous responsibility.

We innovate on a path that hasn’t been paved. We embrace an entrepreneurial spirit and take calculated risks to achieve our mission. We aren’t afraid to ask “why not” and challenge the status quo.

We maintain a start-up culture of camaraderie and leadership by example, regardless of title.

We’re proud to be an equal opportunity employer, and recognize that celebrating our differences creates stronger, lasting solutions that better serve our team, our patients and their healthcare providers.

Notice to staffing firms

Orca Bio does not accept resumes from staffing agencies with which we do not have a written agreement and specific engagement for a particular opening. Our employment activities, inquiries and offers are managed through our HR/Talent team, and all candidates are presented through this channel only. We do not accept unsolicited resumes, and we rarely outsource recruitment.

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.

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.

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.

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

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

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.

General Overview: The Outreach Team is one of the top face-to-face fundraising vendors in the country. We bring people together from all walks of life and corners of the country to help good groups do great things.

The F2F Regional Director will provide a key leadership role in the growth and development of our face-to-face business. They will help to manage staff, launch new offices, and oversee successful fundraising campaigns for multiple national clients.

This is a Regional Director-level role reporting to the National or Deputy National Face-to-Face Director.

Locations: This is a remote position. You should expect to travel between 10-15 days per month, on average.

Position Timeline & Advancement

This position is expected to begin in early 2027. Successful candidates will first complete a comprehensive 2–3 month Lead Director training period, which includes both in-office training and hands-on field experience.

Promotion to Regional Director is contingent upon successfully fulfilling the responsibilities and performance expectations of the Lead Director role.

Responsibilities Include:

Impress Clients by Delivering Quality

• Ensure each office in their region meets client deliverables on an ongoing basis. This includes meeting weekly, monthly and quarterly donor deliverables while also maintaining donor quality. Donor quality will be assessed by donor retention.
• Approach all work with the priority of “wow-ing” our client through professionalism, integrity, and achieving goals.
• Write and edit daily and weekly project reports to clients

Staff Management

• Manage a team of 3-5 Offices and the Lead Canvass Directors (LDs) who run those offices to drive company-wide goals, including donor deliverables, donor retention, staffing and Equity & Justice goals.
• Staff management will include weekly planning meetings, check-ins, trainings, site visits, and formal staff evaluations, as well as wholesale management of LDs through regular team meetings.
• Responsible for meeting Lead and Deputy Director staffing goals including BIPOC staffing goals for all regions they oversee. They will also work with Lead Directors to develop and promote staff to build capacity for program expansion.
• Provide ongoing training to Lead Directors which includes running remote trainings, regional trainings and national training.
• Travel to offices and work with Campaign Directors on the ground and will canvass with the team to lead by example.
• Ensure that staff are following all health and safety protocols.

Office Management

• Serve as the fundamental decision maker and bottom line for success in your offices
• Work as a strategic partner with clients and our internal client success team in developing and executing office strategies
• Keep close attention to office deliverables and proactively identify problems in the program and propose proactive solutions
• Develop, review, and adjust office metrics often, using mathematics and company planning tools for driving the campaign trajectory and achieving goals
• Coordinate office and program launch and shutdown logistics, including, but not limited to: Identifying and renting office spaces, coordinating staff relocation flights, securing the purchase and return of office materials and furniture, etc.

Training & Leadership Development

• The Regional Director along with the National Directors will be responsible for running regular Lead Director and Deputy Director training. This includes presenting content and working in small groups or individually with trainees on skills development.

• The Regional Director will be responsible for identifying staff at all levels with leadership potential and coming up with a plan to move them up a leadership ladder. This includes meeting with directors and canvassers, talking to them about leadership roles, and identifying or running special training to give staff skills for taking on more responsibility.

• The Regional Director will help to ensure we meet Equity and Justice goals in the department. This includes ensuring that departmental goals for hiring and developing BIPOC staff into leadership roles are met.

Recruitment

• The Regional Director will play an integral role in departmental recruitment. This includes conducting interviews, making hiring decisions and ensuring staff are developed and promoted from within the department.
• The Regional Director will also be responsible for working with the National Directors and Recruitment director to assess and refine recruitment strategies to ensure all staffing goals and expansion goals are being met.

Qualifications:

Must haves

• Previous staff management and canvass experience.
• Track record of equity and inclusion.
• Self-starter and excellent problem solving skills.
• Good balance of hands on/hands off as a staff manager.
• Passion for progressive solutions to big problems.
• Willingness to work evenings and weekends
• Willingness to travel an average of 10-15 days per month
• Excellent attention to detail.
• Ability to enforce the health and safety rules across all operations without fail.

Nice-to-haves

• 3+ years of experience in issue and/or electoral campaigns with increasing responsibility over time
• Experience in non-profit fundraising

Salary

This is a salaried position with a range of $105k - $120k per year depending on experience, plus an additional performance-based bonus at the end of every project. We offer benefits including fully paid health care, vacation and sick days.

At The Outreach Team we believe deeply that equity and inclusion in our organization makes us better at our work and helps to build a stronger progressive movement. We are an equal opportunity employer and we strongly encourage women, people of color, people with previous felony convictions, members of the LGBTQIA community and people who identify with other underrepresented groups to apply.

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.

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.