Job Description
- 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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