Sales Operations Systems Contractor
KlientBoost, LLC, Santa Monica, CA, United States
KlientBoost is a Performance Marketing Agency
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...
About the role
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.
Phase 1: Audit (Week 1-2)
Map all existing reporting systems: HubSpot dashboards, Databox connections, manual sheets, Zapier automations, and any undocumented workflows
Identify what is automated vs. manual, what is broken, and what is redundant
Document the current state in a systems map with owners, data flows, and dependencies
Deliver a gap analysis: what is working, what needs fixing, what should be deprecated
Repair broken automations and workflows
Build the 4 remaining metrics identified in our consolidation report (tier breakdowns, weighted conversion rates, GameFilm tracking, expected MRR forecasting) in HubSpot
Consolidate reporting into HubSpot/Databox as the single source of truth
Reduce or eliminate manual data entry in the weekly Rolling Sales Report
Phase 3: Document + Hand Off
Write SOPs for every automation and reporting workflow
Create a maintenance runbook so the ops team can troubleshoot without external help
Conduct a handoff session with VP of Sales and Operations Coordinator before engagement ends
Required Qualifications
HubSpot CRM experience
(deal pipelines, custom properties, reporting, workflows)
Databox experience
or equivalent BI dashboard tool
Zapier / Make
automation building and debugging
Sales operations background
with understanding of MQL/SQL funnels, pipeline stages, and conversion metrics
Strong documentation skills
because the deliverable is a system the team can maintain, not a dependency on the contractor
Bonus Point Qualifications
Familiarity with ClickUp for task management
Experience consolidating or migrating reporting systems
Compensation for this role: $40 - $50/hour depending on experience
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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...
About the role
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.
Phase 1: Audit (Week 1-2)
Map all existing reporting systems: HubSpot dashboards, Databox connections, manual sheets, Zapier automations, and any undocumented workflows
Identify what is automated vs. manual, what is broken, and what is redundant
Document the current state in a systems map with owners, data flows, and dependencies
Deliver a gap analysis: what is working, what needs fixing, what should be deprecated
Repair broken automations and workflows
Build the 4 remaining metrics identified in our consolidation report (tier breakdowns, weighted conversion rates, GameFilm tracking, expected MRR forecasting) in HubSpot
Consolidate reporting into HubSpot/Databox as the single source of truth
Reduce or eliminate manual data entry in the weekly Rolling Sales Report
Phase 3: Document + Hand Off
Write SOPs for every automation and reporting workflow
Create a maintenance runbook so the ops team can troubleshoot without external help
Conduct a handoff session with VP of Sales and Operations Coordinator before engagement ends
Required Qualifications
HubSpot CRM experience
(deal pipelines, custom properties, reporting, workflows)
Databox experience
or equivalent BI dashboard tool
Zapier / Make
automation building and debugging
Sales operations background
with understanding of MQL/SQL funnels, pipeline stages, and conversion metrics
Strong documentation skills
because the deliverable is a system the team can maintain, not a dependency on the contractor
Bonus Point Qualifications
Familiarity with ClickUp for task management
Experience consolidating or migrating reporting systems
Compensation for this role: $40 - $50/hour depending on experience
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