We are looking for a detail oriented operations specialist to help clean up and optimize our current systems. Our company uses HubSpot as our CRM and QuickBooks for invoicing, and over time both systems need organization and better automation. This role is part systems cleanup, part process improvement. We are looking for someone who understands how CRMs should actually function and can help build a more efficient structure. You should be comfortable working independently, identifying issues, and proposing improvements. Primary Responsibilities HubSpot CRM • Clean up contacts, companies, and deal records • Remove duplicates and organize data fields • Review and improve pipeline stages • Build workflows and automations • Set up lead routing and internal notifications • Assist with segmentation for marketing and sales • Help create simple reporting dashboards Email Marketing • Set up email campaigns inside HubSpot • Build contact lists and segmentation • Create automated follow up sequences • Optimize basic campaign tracking QuickBooks • Help clean up invoices and customer records • Organize invoice history and reconcile inconsistencies • Assist with improving invoicing workflow • Ensure CRM and invoicing data stay organized Ideal Candidate • Strong experience with HubSpot CRM • Experience building HubSpot workflows and automations • Experience with email marketing inside HubSpot • Familiarity with QuickBooks • Strong attention to detail • Comfortable auditing existing systems and suggesting improvements • Excellent communication Nice to Have • Experience with B2B companies • CRM data cleanup projects • Operations or RevOps background Project Details • Initial project: CRM and invoicing cleanup • Ongoing opportunity if the relationship works well • Flexible hours but responsive communication is important When applying, please include: 1. A brief description of similar HubSpot projects you’ve worked on 2. Examples of workflows or automations you’ve built 3. Your experience with QuickBooks