Sales Operations Systems Contractor

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 roleOur 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.Scope of WorkPhase 1: Audit (Week 1-2)Map all existing reporting systems: HubSpot dashboards, Databox connections, manual sheets, Zapier automations, and any undocumented workflowsIdentify what is automated vs. manual, what is broken, and what is redundantDocument the current state in a systems map with owners, data flows, and dependenciesDeliver a gap analysis: what is working, what needs fixing, what should be deprecatedPhase 2: Stabilize + Fix (Week 3+)Repair broken automations and workflowsBuild the 4 remaining metrics identified in our consolidation report (tier breakdowns, weighted conversion rates, GameFilm tracking, expected MRR forecasting) in HubSpotConsolidate reporting into HubSpot/Databox as the single source of truthReduce or eliminate manual data entry in the weekly Rolling Sales ReportPhase 3: Document + Hand OffWrite SOPs for every automation and reporting workflowCreate a maintenance runbook so the ops team can troubleshoot without external helpConduct a handoff session with VP of Sales and Operations Coordinator before engagement endsRequired QualificationsHubSpot CRM experience (deal pipelines, custom properties, reporting, workflows)Databox experience or equivalent BI dashboard toolZapier / Make automation building and debuggingSales operations background with understanding of MQL/SQL funnels, pipeline stages, and conversion metricsStrong documentation skills because the deliverable is a system the team can maintain, not a dependency on the contractorBonus Point QualificationsAgency sales ops experience (high-volume SMB pipeline, multiple reps)Familiarity with ClickUp for task managementExperience consolidating or migrating reporting systemsCompensation for this role: $40 - $50/hour depending on experience

Created: 2026-04-02