Drive process improvements using AI and automation to streamline client onboarding, loan processing, and operational workflows.
Deliver high-touch, personalized customer service through virtual interactions and create knowledgebase articles to enhance user satisfaction.
Support solar lending operations and digital banking initiatives to optimize sales strategies and customer retention.
OneEthos is a purpose-driven fintech startup that provides digital solutions for community financial institutions, focusing on ethical solar financing and impact banking. Their remote-first team of mission-aligned individuals is dedicated to driving positive social, environmental, and financial returns.
Design, build, and scale a revenue operating system by mapping processes and automating workflows in HubSpot.
Manage sales pipelines, create dashboards for key metrics, and optimize lead tracking.
Ensure seamless integration between marketing and sales systems while documenting all architectures.
HubSpot is a leading CRM platform that helps businesses grow better. They are a large, global company with a culture focused on transparency, integrity, and innovation.
Manage Salesforce configuration, automation (Flows, validation rules), and end-to-end troubleshooting to ensure platform reliability.
Design and implement scalable GTM workflows for lead routing, opportunity management, CPQ, approvals, and forecasting.
Partner with Sales, Partnerships, and Customer Success teams to translate business needs into pragmatic solutions with clear documentation.
n8n is the open workflow orchestration platform for AI, enabling technical teams to automate faster with code freedom and no-code speed. Founded in 2019, they have grown to over 260 employees across Europe and the US, backed by top investors like Sequoia and valued at $5.2bn.
Serve as primary Salesforce administrator and GTM systems owner, balancing daily stakeholder support with proactive work to address technical debt and redesign data models.
Own the administration and optimization of a multi-tool GTM stack including Outreach, Gong, and ChurnZero, setting integration governance standards.
Apply AI tooling for data hygiene, process improvement, and support revenue team adoption of AI workflows.
CaptivateIQ transforms how companies plan, manage, and optimize sales performance, starting with incentive compensation and expanding to broader sales planning. Backed by Sequoia, ICONIQ, Accel, and Sapphire Ventures, they empower high-growth companies like Netflix, Figma, and Stripe with a fast-growing team committed to solving complex problems.