Source Job

• Own HubSpot, sales processes, reporting, and workflows for the new Home & Auto line.
• Partner with Sales, Marketing, Customer Success, Finance, and Operations on lead routing, pipeline stages, and data flows.
• Build dashboards and analytics to drive forecasting, planning, and performance.

PolicyMe is Canada's leading digital insurance provider offering life, critical illness, and health & dental insurance, plus B2B2C solutions. Founded in 2018, it has sold over $10 billion in coverage and operates with a remote-first, low-ego culture.

• Own the day-to-day administration, maintenance, and optimization of HubSpot and periodic Salesforce administration.
• Maintain accurate, consistent CRM data through regular audits, cleanup, and standardization.
• Manage and optimize CRM reports, dashboards, workflows, and automations to ensure reliable business reporting.

Sweed is a product-driven startup building an all-in-one cannabis retail platform that combines POS, eCommerce, Marketing, Analytics, and Inventory Management. We have been on the market for 7 years, continuously growing and refining our product with a focus on simplicity, efficiency, and innovation.

• Own hands-on HubSpot Sales Hub administration, pipeline dashboards, CRM governance, and reporting to drive accountability.
• Build repeatable sales processes, implement AI and automation, and support territory planning, proposals, and RFP coordination.
• Partner with growth leadership to anticipate issues, remove bottlenecks, and drive operational improvements across sales, marketing, and client success.

Blueberry turns every family's living room into a personal pediatric urgent care by combining home exam kits, concierge access, and AI-enabled pediatricians for 24/7 care. They are a mission-driven company focused on improving access and reducing medical costs.

• Maintain accurate CRM records and clean data within Streak CRM.
• Research and verify contact lists to identify potential buyers and business owners.
• Support client onboarding and keep Google Workspace systems organized.

Scale Army Careers is a recruiting agency that connects operations professionals with contract roles at B2B advisory firms. The client team is small and values confidentiality, organization, and efficient administrative processes.

• Conduct quality audits, data checks, and record validations to ensure system accuracy.
• Build and distribute operational reports, and drive process improvements with automation tools.
• Collaborate cross-functionally, resolve data discrepancies, and deliver administrative support.

OpenTable is an industry leader in restaurant technology, helping restaurants thrive and diners book tables. Part of Booking Holdings, it has millions of diners and 70,000+ restaurant partners, with a culture centered on hospitality.

• Own the administration, governance, and continuous improvement of client HubSpot portals, turning fuzzy business problems into clean processes and reliable reporting.
• Configure objects/properties, user roles, teams, workflows, and automations to improve lifecycle, pipeline health, and data quality.
• Build trustworthy dashboards, manage integrations and migrations, and coach go-to-market teams on HubSpot best practices.

• Own HubSpot administration, CRM architecture, and configuration across revenue teams.
• Build and maintain workflows, automations, and integrations to streamline operations.
• Develop dashboards and reporting for pipeline, customer lifecycle, and revenue performance.

This role is with a growing SaaS company in the health and wellness industry, currently using HubSpot and aiming to develop a more structured Revenue Operations system. The company is scaling and values structured processes and reliable systems.

• Manage daily sales operational cadence and drive accountability across sales and delivery.
• Ensure HubSpot is consistently up to date and pipeline rollups are accurate.
• Draft internal announcements and coordinate cross-functional workflows.

Motion operates across cloud-based SaaS, building controls, and complex hardware/data center deployments. It is a hyper-growth company with a high-performing executive team focused on impact, transparency, and excellence.

• Own day-to-day CRM administration and optimization, including workflows, lead routing, and integrations to streamline sales and marketing operations.
• Support lead generation, campaign tracking, and commercial reporting to improve pipeline quality and revenue visibility.
• Identify operational bottlenecks and recommend practical improvements across systems, processes, and workflows.

Jobgether uses an AI-powered matching process to review applications quickly and fairly, sharing top candidates with hiring companies. As a platform, they connect job seekers with partner employers, with a focus on transparency and data privacy.

• Provide administrative support to Customer Success and Sales Operations teams in a healthcare technology company.
• Manage scheduling, reports, CRM records, and internal follow-ups.
• Work remotely with a set schedule of 40 hours per week, Monday-Friday.

20four7VA is a virtual assistant staffing company that connects independent contractors with clients across developed markets. They provide ongoing support, training, and a vibrant community for their contractors.

• Own CRM administration, data infrastructure, and processes for sales and go-to-market operations.
• Design territory and account assignment logic while building lead scoring models across large datasets.
• Manage integrations between Salesforce, HubSpot, and enrichment platforms, and support sales teams with reporting and tool adoption.

Our partner company produces a portfolio of events and professional communities, powering sales and go-to-market operations across multiple industries. They foster a collaborative, ambitious, and inclusive culture where individual contributions and shared success are valued.

• Manage Salesforce CRM records, campaign data, and event-related information to ensure accuracy and completeness.
• Oversee the shared inbox, responding to enquiries and escalating complex issues to relevant team members.
• Provide operational support across event administration, data quality, and programme coordination.

HelloKindred is a specialist staffing agency focused on marketing, creative, and technology roles, offering flexible talent solutions delivered on-site, remotely, or hybrid. They aim to make work accessible and connect ambitious talent with trusted brands.

• Manage high-volume client communication across email, SMS, phone, and CRM platforms with fast response-time targets.
• Qualify incoming leads, prepare complete prospect profiles, and route clients to appropriate specialists for smooth handoffs.
• Maintain accurate CRM records, support client onboarding, and coordinate engagement campaigns to ensure zero missed follow-ups.

Hire Hangar connects top talent with vetted employers, offering competitive pay and real growth opportunities. They work with fast-growing global companies and build long-term careers for their contractors.

• Build and scale the RevOps function from the ground up, owning HubSpot and the revenue data model.
• Partner with Sales, Talent, Partnerships, and Finance to improve pipeline visibility and decision-making.
• Establish forecasting methodologies, dashboards, and best practices to drive revenue performance.

Palette is a fast-growing startup at the center of the creator economy. Our team of 80+ is working towards defining the standard for talent management and marketing in an era of new media dominated by digital-first entertainers.

• Own internal triage and operations support, resolving requests within department SLAs.
• Maintain HubSpot platform integrity through workflow audits, error resolution, and data updates.
• Run monthly and quarterly fee invoicing and manage client account setup in custodial platforms.

Root Financial provides financial advisory services with a focus on operations and client support. The company is remote-first and committed to team development, offering a collaborative environment with competitive benefits and growth opportunities.

• Own HubSpot Marketing Hub administration, lead lifecycle, scoring, routing, and database health.
• Plan and manage Google Ads and Meta campaigns, optimizing conversion tracking toward pipeline and revenue.
• Own reporting for marketing-sourced pipeline, email/webinar programs, and lead handoffs to sales.

Hire Hangar connects top remote talent with vetted employers, offering competitive pay and real growth opportunities. They focus on placing professionals with fast-growing global companies while supporting long-term career development.

• Help run weekly RevOps KPI dashboards covering the go-to-market funnel, payments, product adoption, churn, and customer success.
• Make CRM data clean, complete, and automatic through field audits, consolidation, and automation.
• Prototype new reporting with AI tools and support acquisitions with data matching and reconciliation.

Skimmer modernizes the pool and spa service, construction, and repair industry with a software platform. With 7000+ customers and private equity backing, they are a fast-growing, collaborative company that values big thinkers with small egos.

• Support the delivery of Sales & Marketing Operations consulting projects for internal teams and external clients.
• Configure, optimize, and maintain CRM platforms and related business systems including HubSpot, Salesforce, and Microsoft Dynamics.
• Design and improve lead management processes, build reporting dashboards, and implement lead tracking and attribution.

Brafton is one of the world's leading content marketing firms, with offices in Boston, London, Toronto, and Sydney. They create result-focused strategies and content to drive SEO, social engagement, and leads for clients, with teams building expertise across video, blogs, infographics, and web design.

• Own lead and account data quality for a hotel-focused sales org, ensuring every prospect is accurate, deduplicated, and enriched before reaching reps.
• Lead CRM data audits and cleanup, resolving escalations on missing or misrouted leads, and refining qualification standards and SLAs.
• Build and document scalable data workflows, and use AI tools like Claude Code to speed up data QA and anomaly detection while holding them to measurable standards.

A hotel-focused sales organization that depends on clean lead and account data to support its sales team. Company size and culture are not detailed in the posting.

• Manage partner records, deal registration, pipeline hygiene, and reporting.
• Track referral payouts, event follow-through, and partner communications.
• Ensure partner-sourced opportunities are accurately recorded and move through the pipeline.

Agile IT is a Microsoft AOS-G partner and Cyber AB Registered Practitioner Organization built for the Defense Industrial Base. They help defense contractors meet CMMC compliance and operate securely in Microsoft cloud environments, and are in a high-growth phase.