Sales Operations Systems Contractor

Sales Operations Systems Contractor Santa Monica, CA Job Details Contract 23 hours ago Qualifications Performance dashboard reports Dashboard development Sales reporting Business intelligence Automation Procedural guides Gap analysis Mid-level System maintenance Zapier Forecasting Data pipelines CRM system proficiency ClickUp Debugging Full Job Description 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. Scope of Work 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 Phase 2: Stabilize + Fix (Week 3+) 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 Agency sales ops experience (high-volume SMB pipeline, multiple reps) Familiarity with ClickUp for task management Experience consolidating or migrating reporting systems Compensation for this role: $40 - $50/hour depending on experience