Note: The job is a remote job and is open to candidates in USA. TaxPlanIQ is a fast-growing SaaS company empowering accountants and advisors to deliver proactive, ROI-driven tax planning. The Operations Manager is responsible for maintaining and improving the systems, workflows, and data that support the SaaS platform, ensuring operational clarity and efficiency across various departments.
Responsibilities
- Manage day-to-day operations of HubSpot, Stripe, 90.io, and internal tools
- Oversee integrations and ensure accurate data flow across systems
- Troubleshoot system issues and collaborate with Dev on technical updates
- Test product releases and validate workflow or data impacts
- Onboard the newest team members into platforms and provide them with relevant access and training on how to manage the software
- Perform regular audits of CRM (Hubspot)
- Maintain clean and accurate data within HubSpot
- Resolve discrepancies through structured investigation and documentation
- Build internal workflows, SOPs, automation rules, and checklists
- Identify inefficiencies and create improvements to reduce manual work
- Document updated processes and operational guides
- Improve workflows and data accuracy
- Provide technical assistance to team members
- Configure system settings, workflows, or fields when needed
- Assist teams with operational questions related to data or processes
- Track recurring issues and identify operational solutions
- Create templates, dashboards, and tools for team efficiency
- Build long-term systems that reduce friction and improve accuracy
Skills
- 3+ years of experience in operations, systems management, or SaaS administration
- Strong technical aptitude
- 2 years of experience with HubSpot CRM required
- Excellent organizational and problem-solving skills
- Strong communication and documentation abilities
- Comfortable working cross-functionally in a remote environment
- HubSpot Certification strongly preferred
- Experience with the Entrepreneurial Operating System (EOS) and/or Stripe Certification is a plus
Benefits
- 401(k)
- Dental insurance
- Vision insurance
- Health Insurance available after 30 days
- Remote, work from home
Company Overview