Operations & Systems Assistant - Hubspot

This is a remote position.

This role blends technical operations, CRM management, and client support—no two days are the same. Some days you’ll troubleshoot syncs or update automations; other days, you’ll organize data or help clients navigate systems. You’ll play an integral role in supporting ongoing operations and special projects, including an exciting CRM migration to HubSpot.

• Load, test, and schedule email campaigns in Keap or HubSpot

• Monitor CRM system health and resolve sync or automation errors

• Update, clean, and tag contact records to ensure data accuracy

• Create or optimize workflow automations via Make (Integromat) or Zapier

• Maintain and improve content in client portals (e.g., Softr, Airtable)

• Follow up with clients and travelers regarding payments or incomplete tasks

• Document and refine internal processes to streamline operations

• Provide professional support via email and phone, helping clients resolve technical issues with patience and clarity

• Solid understanding of CRM and automation platforms (Keap, HubSpot, or similar)

• Experience with Airtable and comfort working with structured data

• Familiarity with Make (Integromat) or Zapier automations

• Strong tech aptitude and ability to quickly learn new tools and systems

• Excellent written communication skills for client and team correspondence

• Warm, professional phone presence and customer service demeanor

• Attention to detail, self-direction, and reliability; able to follow through independently

• Flexibility and calm under shifting priorities

• HMO coverage for eligible locations

• Permanent work-from-home setup

• Immediate hiring