Sales Operations Systems Contractor

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      "role": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:18pt;white-space:pre-wrap;\">About the role</strong></b></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Our sales reporting infrastructure is currently split across three systems: a manual MQL tracking sheet, a Kommand Center spreadsheet with custom formulas, and our HubSpot/Databox dashboards. Our team has an immediate need for a short term contractor to maintain, troubleshoot, and improve the data pipelines that feed executive reporting.</span></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:18pt;white-space:pre-wrap;\">Scope of Work</strong></b><br><b><strong style=\"color:rgb(81,89,121);font-size:13pt;white-space:pre-wrap;\">Phase 1: Audit (Week 1-2)</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Map all existing reporting systems: HubSpot dashboards, Databox connections, manual sheets, Zapier automations, and any undocumented workflows</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Identify what is automated vs. manual, what is broken, and what is redundant</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Document the current state in a systems map with owners, data flows, and dependencies</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Deliver a gap analysis: what is working, what needs fixing, what should be deprecated</span></li></ul><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:29pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"color:rgb(81,89,121);font-size:13pt;white-space:pre-wrap;\">Phase 2: Stabilize + Fix (Week 3+)</strong></b></h2><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Repair broken automations and workflows</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Build the 4 remaining metrics identified in our consolidation report (tier breakdowns, weighted conversion rates, GameFilm tracking, expected MRR forecasting) in HubSpot</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Consolidate reporting into HubSpot/Databox as the single source of truth</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Reduce or eliminate manual data entry in the weekly Rolling Sales Report</span></li></ul><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:29pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"color:rgb(81,89,121);font-size:13pt;white-space:pre-wrap;\">Phase 3: Document + Hand Off</strong></b></h2><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Write SOPs for every automation and reporting workflow</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Create a maintenance runbook so the ops team can troubleshoot without external help</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;--listitem-marker-color:#000000;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Conduct a handoff session with VP of Sales and Operations Coordinator before engagement ends</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"font-size:18pt;white-space:pre-wrap;\">Required Qualifications</strong></b></p><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">HubSpot CRM experience </strong></b><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">(deal pipelines, custom properties, reporting, workflows)</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Databox experience </strong></b><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">or equivalent BI dashboard tool</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Zapier / Make </strong></b><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">automation building and debugging</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Sales operations background </strong></b><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">with understanding of MQL/SQL funnels, pipeline stages, and conversion metrics</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><b><strong style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Strong documentation skills </strong></b><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">because the deliverable is a system the team can maintain, not a dependency on the contractor</span></li></ul><h2 style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;line-height:1.6;font-size:29pt;font-weight:600;letter-spacing:0.5px;margin-top:18px;margin-bottom:4px;padding-left:0px;\"><b><strong style=\"color:rgb(81,89,121);font-size:13pt;white-space:pre-wrap;\">Bonus Point Qualifications</strong></b></h2><ul data-pattern=\"discCircleSquare\" data-depth=\"1\" style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;\"><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Agency sales ops experience (high-volume SMB pipeline, multiple reps)</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Familiarity with ClickUp for task management</span></li><li style=\"color:rgb(0,0,0);font-size:12pt;margin:3px 0px;letter-spacing:0.25px;line-height:1.6;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Experience consolidating or migrating reporting systems</span></li></ul><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><br></p><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:12pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">Compensation for this role: $40 - $50/hour depending on experience</span></p>",
      "company": "<meta><p style=\"font-family:&quot;Basel Grotesk&quot;,Arial,sans-serif;font-size:11pt;font-weight:400;line-height:1.6;letter-spacing:0.25px;margin:4px 0px;padding:0px;\"><b><strong style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\">KlientBoost is a Performance Marketing Agency</strong></b><span style=\"color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;\"> based out of Costa Mesa, CA. We have offices in California and North Carolina, employees in 15 different states as well as Canada and the UK.  We currently offer PPC, SEO, CRO, Data Ops and Performance Creative services for our clients. We love Marketing, working hard and doing it all with good people -- interested? Let's tell you about what we need...</span></p>"
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