Operations & Systems Assistant - Hubspot
2 weeks ago
This is a remote position.
Schedule: Monday–Friday, 9:00 AM–6:00 PM (Arizona / Mountain Time)Total Weekly Hours: 40 Hours
Join a thriving wellness and adventure company with over two decades of success in the beautiful Southwest. Known for excellence and a commitment to personal growth and holistic well-being, this organization offers both stability and innovation. You'll work on a collaborative team where your technical and operational expertise directly enhances the experience of a vibrant community of practitioners and clients.
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
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