Consulting Firm

Systems Engineer

• Build and optimize HubSpot CRM architecture
• Design lifecycle stages and deal stages
• Create scalable sales pipelines and workflows
• Implement lead scoring and segmentation systems
• Build dashboards and KPI reporting systems
• Manage contact properties, routing, and attribution tracking
• Maintain CRM cleanliness and operational integrity
• Build automations using HubSpot, Zapier, Make, APIs, and webhooks
• Create automated lead routing systems
• Build SMS and email nurture sequences
• Implement onboarding automations
• Create no-show, follow-up, and reactivation workflows
• Automate repetitive operational tasks
• Improve speed-to-lead and response handling
• Build executive dashboards and operational reporting
• Track CPL, CAC, show rates, close rates, funding approval rates, lead source ROI, rep performance, pipeline velocity, lifecycle conversion metrics
• Identify operational bottlenecks and revenue leaks
• Improve sales efficiency and conversion systems
• Optimize the client experience from first touch to fulfillment
• Align marketing, sales, setters, closers, and fulfillment into one operating system

Revenue Operations – Growth Systems Architect

Executive Assistant

• Manage and coordinate calendars across multiple priorities
• Schedule, confirm, and adjust meetings in real time
• Ensure all calls and meetings are properly prepared and executed
• Manage Gmail and/or Outlook inbox, including drafting and organizing communications
• Maintain CRM (HubSpot) with accuracy and track all leads and clients through pipeline stages
• Coordinate client onboarding, documentation, confirmations, and follow-ups
• Manage candidate pipeline within ATS (Workable), including organizing and tracking applicants
• Support social media scheduling, posting, and engagement across LinkedIn and Instagram
• Assist with personal scheduling, appointments, and administrative logistics
• Coordinate with internal and external partners to support daily operations
• Utilize tools such as Jotform for intake, documentation, and workflow tracking
• Provide daily updates on priorities, pipeline status, and key operational items
• Proactively identify and resolve operational issues

Executive Assistant – Operations Manager

Appointment Setter

• Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn
• Prospect into SMB owners, tax professionals, realtors, and service-based businesses
• Qualify leads based on credit, revenue, and intent
• Book high-quality strategy calls for the sales team
• Execute aggressive follow-up on aged and inbound leads
• Conduct social engagement and direct message outreach on Instagram and LinkedIn
• Support light content execution, including posting, commenting, and replying
• Manage and maintain pipeline within CRM (HubSpot or equivalent)
• Track activity and performance metrics consistently
• Develop skills to grow into a full closing role

Revenue Operations – Growth Systems Architect

Executive Assistant – Operations Manager

Outbound Sales Closer / Appointment Setter