Sales Operations Systems Contractor
Listed on 2026-03-14
-
IT/Tech
Data Analyst, Data Engineer
Klient Boost 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 Hub Spot/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:
Hub Spot 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, Game Film tracking, expected MRR forecasting) in Hub Spot
- Consolidate reporting into Hub Spot/Databox as the single source of truth
- Reduce or eliminate manual data entry in the weekly Rolling Sales Report
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
- Hub Spot 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
- Familiarity with Click Up for task management
- Experience consolidating or migrating reporting systems
Compensation for this role: $40 - $50/hour depending on experience
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).