2 Saas Clients Jobs

You will be joining a Virtual CFO & Finance Consulting agency that collaborates with startups, SaaS founders, eCommerce sellers, and agencies in the US, UK, and Canada. The main focus of the agency is to assist businesses in making informed financial decisions with clarity and confidence. Your role as a business development assistant will involve creating customized and engaging proposals on platforms like Upwork. You will also support various outreach and growth tasks to contribute to the agency's expansion. The position offers flexible working hours, with a requirement of at least 3 hours of overlap with EST timezone daily. In this role, your responsibilities will include: - Crafting tailored proposals for finance, bookkeeping, and modeling projects on Upwork - Emphasizing the value you can provide rather than just listing skills in your proposals - Monitoring the performance of proposals and making optimizations based on feedback - Professionally and promptly following up with potential clients - Assisting with email outreach, lead research, and light CRM/data entry tasks The ideal candidate for this position would possess the following qualities: - Proficiency in written English with a clear, simple, and human tone (avoiding robotic or AI-style language) - Prior experience with Upwork or freelance bidding in service-oriented industries - Additional bonus points for experience working with accounting, CFO, or SaaS clients - Organized, consistent, and responsive in handling tasks - Ability to work independently and provide suggestions for enhancing the agency's growth strategy As part of your daily tasks, you will be utilizing tools such as Upwork (primary platform), AI tools like Perplexity/Chat GPT, Google Docs/Sheets, and ClickUp/Notion for tracking purposes. Success in this role will be reflected in: - Sending out 5-10 proposals per day with a high response rate - Improving the positioning and messaging of proposals over time - Scheduling meetings or discovery calls through successful outreach efforts To apply for this position, please submit the following: - 12 sample proposals or cold emails - Details of your background on Upwork or in business development (if applicable) - What excites you about collaborating with a finance + AI-forward agency - Your availability for the role,

As a HubSpot Operations Specialist at Brand Pipal, a subsidiary of NLB Services, you will be a key player in driving sales and marketing automation using HubSpot Enterprise. With a focus on aligning sales workflows, marketing automation, AI integrations, and content ops, you will lead the platform setup and optimization to support sales enablement, marketing efficiency, and intelligent automation. Your role will involve a strategic and executional approach, combining technical HubSpot expertise with growth marketing thinking to own processes from pipeline configuration to AI-enhanced campaigns and reporting. Your responsibilities will include: Sales Enablement & CRM Optimization - Mapping and mirroring sales processes in HubSpot, including deal stages, pipeline structuring, and team-based routing. - Ensuring clean, deduplicated, and accurate data migration and hygiene across lifecycle stages. - Setting up and optimizing lead capture forms with smart fields and behavior-based triggers. - Building automated sequences for follow-ups, lead nurturing, and internal notifications. - Integrating email tracking and calendar tools for seamless outreach and meeting scheduling. - Tracking sales agent performance through custom reports and dashboards, forecasting deal closures, and pipeline health. - Designing and implementing lead scoring models based on behavior, engagement, and source. Marketing Automation & Content Execution - Creating workflows for lifecycle emails, personalized campaigns, and AI-enhanced nurture flows. - Leading the use of HubSpot AI to automate email generation, smart content recommendations, deal forecasting, lead prioritization, and workflow decision branches. - Driving SEO and data insights with integrated reporting and analytics dashboards. - Setting up AI chatbots, content recommendation modules, and personalization tokens for better engagement. - Collaborating with design, content, and performance teams to create scalable, multi-touch campaigns. AI Integration and Custom Workflow Engineering - Utilizing HubSpot's AI Workflows and Breeze to define triggers, suggest actions, and personalize experiences. - Building and testing AI-enhanced automation for email generation, task creation, customer segmentation and tagging, and smart decision trees based on user behavior. - Optionally integrating with third-party AI tools to enrich workflows and automate growth ops. Analytics, Reporting & Insights - Building custom dashboards across Sales and Marketing hubs for executive reporting and daily operations. - Tracking metrics such as lead-to-deal velocity, email engagement, pipeline movement, campaign ROI, and sales rep productivity. - Presenting insights and recommendations to improve efficiency, conversion, and alignment. To excel in this role, you should have: - 4+ years of deep hands-on experience with HubSpot Enterprise (Sales, Marketing, and Content Hub). - Expertise in sales pipeline configuration, deal forecasting, sales enablement, workflow automation, lead scoring, and AI-powered content and marketing operations. - A strong understanding of inbound marketing, lead lifecycle management, and customer journey automation. - Comfort in creating complex reports and collaborating cross-functionally with sales, content, and digital teams. - An analytical mindset with a passion for clean data, scalable systems, and smart automation. Desirable skills include: - HubSpot Certifications in Marketing Software, Sales Hub Implementation, Workflow Automation, and AI in Marketing. - Experience working with global B2B teams, SaaS clients, or high-volume content operations. - Familiarity with tools like Drift, Clay, Zapier, Clearbit, ChatGPT, or Salesforce integrations. Joining Brand Pipal means working at the forefront of AI-led marketing operations, shaping sales and marketing automation for global brands, being part of a collaborative, fast-paced, performance-first team that blends creativity and tech, and building scalable systems that truly impact revenue, growth, and customer engagement.,