Job Description:
• Own AirCall configuration, troubleshooting, and HubSpot integration
• Manage outbound tools (SMS platforms, LinkedIn Sales Navigator, etc.)
• Ensure all calls, meetings, and outreach activities are correctly tracked in HubSpot
• Evaluate and maintain the outbound technology stack
• Build and maintain dashboards tracking outbound activity (calls, emails, LinkedIn touches)
• Monitor conversion rates by list, rep, geography, and outreach type
• Identify underperforming lists, campaigns, and sequences
• Track outbound KPIs such as: connect rate, conversation rate, meeting set rate
• Research and identify qualified broker prospects using tools like LinkedIn and data providers
• Build and maintain segmented prospect lists in HubSpot
• Ensure strong data hygiene and consistent categorization
• Work with leadership to define and refine broker ICP criteria
• Shadow production underwriting and leadership to understand real-world workflows
• Identify operational bottlenecks and friction points
• Translate observed best practices into scalable processes
• Optimize outbound sequences (call/email/LinkedIn cadences)
• QA outbound execution for quality, consistency, and tracking accuracy
• Implement automations of workflows
Requirements:
• Hands-on HubSpot experience — workflows, automations, list management, integrations, reporting. Not just dashboards.
• Experience in outbound operations — Sales Ops, SDR Ops, RevOps, or similar.
• Experience with calling tools — Aircall or similar, including HubSpot integration
• Comfortable with data work — spreadsheets, list uploads, data cleanup, segmentation
• Fluent English — written and spoken, including technical conversations
• Startup experience — ideally you've been the only ops person, or close to it, and built things without a playbook
• Full-time availability — 9am–6pm EST. This role requires being present and responsive during business hours.
Benefits:
• Unlimited PTO
• Fully remote team across North & South American countries
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