Best Salesforce sales cloud freelance jobs

We are seeking a Salesforce CRM Customization Expert with experience in the Real estate industry to tailor our Salesforce environment to better align with our business operations. The ideal candidate will have a deep understanding of Salesforce Sales Cloud, workflow automation, and CRM optimization specific to Real estate workflows such as lead management, project tracking, bidding, and client communication.

*Key Responsibilities:*

Customize Salesforce to fit construction industry workflows
Automate processes like RFQs, lead qualification, and follow-ups
Configure dashboards and reports for project pipeline visibility
Integrate relevant third-party apps (e.g., Procore, Buildertrend, etc.)
Ensure smooth UX for sales and project teams
Document configurations and provide knowledge transfer

*Qualifications:*

3+ years of experience in Salesforce CRM customization
Prior work with real estate clients
Knowledge of Sales Cloud, Flows, Process Builder, and basic Apex
Experience integrating industry tools (optional but a plus)
Strong communication and problem-solving skills


To Apply: Please share:

Examples of past Salesforce customization work
Your proposed approach to customizing CRM for real estate

We are looking for a Salesforce Email Template Specialist or Salesforce Admin/Developer with experience in:
Salesforce Classic (not Lightning)
Editing Classic email templates (HTML + Visualforce if needed)
Understanding merge fields and how to safely remove them
Ensuring that the final email renders correctly across different mail clients
Testing changes before final deployment

Job Description – Full Stack ATS Engineer

The project will be the to develop an original Applicant tracking systems. The system would have similarities of a Bullhorn or Salesforce system.

Candidate Qualification Details:
Hands on builder: 3+ years of experience in professional software development, ideally in building and scaling enterprise solutions.

-Experience with Python, FastAPI, PostgreSQL, or similar technology.
-Possess development skills for Vue/React, HTML/CSS/JavaScript, Canvas API/WebGL/GLSL.
-Familiar with cloud-based infrastructure like Azure, AWS, or GCP.
-Experience envisioning and delivering an effectively zero to one product to enterprise customers.
-Demonstrated proficiency in a variety of technologies with the ability to quickly learn and adapt to new tools and language

Hello

We have a project with a client where we might need someone to join our team to help them setup Eloqua and SalesForce properly together.

We are looking for people with expertise on these platforms, linking them together and running campaigns with them.

Many thanks

Key Responsibilities:
1) Lead and manage a team of developers; perform work reviews and ensure code quality.
2) Design, develop, and enhance SF B2B Lightning Commerce solutions.
3) Contribute to client engagements through technical expertise and delivery excellence.
4) Perform effort estimation, task planning, and reporting.
5) Conduct pull request (PR) reviews and manage code merges.
6) Collaborate with project managers using ALM tools like Jira and Azure DevOps (ADO).
7) Apply DevOps practices; Copado experience is a plus.
8) Contribute to architectural discussions and solution design.

Primary Skills Required:
1) SF B2B Lightning Cloud Commerce (must-have).
2) Apex programming and Lightning Web Components (LWC).
3) Basic solution design understanding.
4) DevOps knowledge (Copado experience is an advantage).
5) Experience in effort estimation, project tracking using Jira/ADO.
6) Strong skills in PR review, code merge, and version control.

We have a Salesforce integration that utilizes Apex email services. These email services are activated when our website partners (three of them) send us leads, and they are configured to create a lead upon receipt of the email.

Emails come configured with an XML email body in ADF format (https://adfxml.info/adf_spec.pdf).

This service has not been working properly, and I am looking for an experienced developer to rigorously test these classes and services, and fix any errors or lack of best practices they find. This would include comprehensive error catching, email notifications to system admins on failure, documentation of these specs, and recommendations.

I have the full documentation of the original implementation, along with examples of email bodies. I will share this upon accepting the job, as this contains some sensitive company information (such as the email service addresses, for instance). Please be assured this documentation is comprehensive.

I anticipate this is about three hours of work. The schedule would look like the following:

1) I send you documentation and the current classes for analysis. I will provide temporary access to our sandbox org.
2) You work your magic, testing these classes.
3) We screenshare for a half hour and review. If all works well, you walk me through deployment via change set.
4) You get paid.

I have put the price point at $500, which I believe to be a fair rate for an experienced developer. Good communication skills and a willingness to have a five-minute video interview before accepting this job are required. Candidates must speak fluent English.

I communicate best through email or through video calls, and I will do my best to make myself available when you have questions. I am also a Salesforce administrator, so I have a modicum of technical understanding of the problem and can assist in on-the-fly changes that involve larger processes like lead management as needed.

Thank you for your time,
-Matt

Salesforce QA consultant

1. Salesforce functional knowledge: Campaign to Order functionality in Salesforce, including Partner and Communities implementation. Knowledge on Sales and Service cloud implementation.
2. Have hands-on knowledge of Jira processes, test cases, scrum and agile methodologies.
3. Knowledge of Tosca automation.
4. Must be 3+ years of experience in the Salesforce testing domain

Location: Remote
Shift: Indian Time with flexibility to attend US Calls

• How many years of experience do you have in Salesforce QA ?
• Who are you out of these - Agency / Independent Freelancer / Working in corporate job ?
• Are you available for a full-time remote contractual job with fixed salary ?

Here’s a brief profile for a **Talend Developer with Salesforce experience**, suitable for resumes, LinkedIn, or job applications:

---

**Talend Developer with Salesforce Integration Expertise**

Experienced Talend ETL Developer with a strong background in integrating and synchronizing data between Talend and Salesforce. Proficient in designing and developing scalable data pipelines, managing complex transformations, and automating data flows across cloud and on-premise systems. Skilled in Salesforce object modeling, API integrations (REST/SOAP/Bulk), and maintaining data quality and integrity across CRM workflows.

**Key Skills:**

* Talend Open Studio & Talend Cloud
* Salesforce (Apex, SOQL, Data Loader, APIs)
* ETL / ELT pipeline design
* Salesforce-to-Database & Database-to-Salesforce integration
* REST/SOAP API consumption
* Data migration and transformation
* Error handling, logging, and performance tuning
* Version control (Git), CI/CD
* JSON, XML, CSV data formats

**Example Use Cases:**

* Migrated customer and opportunity data from legacy ERP to Salesforce using Talend Jobs with transformation logic
* Automated daily sync of product catalogs from PostgreSQL to Salesforce Product2 object
* Implemented Talend job to extract Salesforce report data via REST API and load into Snowflake for analytics

---

Would you like a sample resume, project summary, or Talend job code example for a Salesforce use case?

Good Morning, we are looking for someone to help with an excel spreadsheet. We are a financial company, the spread sheet was in place when I started.

I would like to be trained on how to input and where to input into the workbook.

I am attaching the worksheet to see if this is something that you could be of assistance with, if so, how long would something like this take as well as your cost.

Are you a results-driven sales professional with a passion for building relationships and closing deals? One of the fastest-growing marketing agencies in the industry is seeking elite Sales Development Representatives (SDRs) to join our high-performing team.

Position Type: Contract (long-term potential)
Weekly Compensation: $3,000–$7,000

What You’ll Do:
• Conduct outbound prospecting via email, phone, and LinkedIn
• Qualify leads and schedule sales appointments for senior closers
• Manage CRM updates and follow-ups consistently
• Collaborate with the sales and marketing teams to refine outreach strategy
• Meet and exceed weekly quotas and KPIs

What We’re Looking For:
• 2+ years of experience in B2B sales or lead generation
• Fluent English speaker with excellent communication skills
• Proven track record of hitting sales metrics
• Comfortable working remotely and independently
• Self-motivated, resilient, and ambitious

Bonus Points If You Have:
• Experience in the digital marketing or SaaS space
• Worked in high-ticket sales environments
• Familiarity with tools like HubSpot, Salesforce, or Apollo.io

What We Offer:
• Extremely competitive pay structure
• Performance bonuses and growth opportunities
• Full onboarding and training
• Flexible hours with remote freedom
• A fun, winning culture with a supportive team

To Apply:
Please send:
• A short voice or video recording introducing yourself
• Brief description of your past sales experience
• Your availability and ideal start date

Ready to earn what you’re worth? Apply now and join a top-tier team that rewards performance.

List of required changes as we have already discussed:

1- Form layout as excel example (as much as possible)
2- Print layout as the excel example (same)
3- Progress bar (with active levels - clickable)
4- Address relationship (relationship provided in the excel example )
5- Remove any leading zero from the phone fields
6- Align all forms in the middle
7- color code the application status dropdown values (same as excel example)
8- Optional: Add the entry form and list form into WordPress

Also the possibility of changing the numeric fields (phone number, Qty ... etc) to line fields with custom validation. We can do a test change on the first form.

Final Excel example attached.

Thanks

ATIS is a Software House specializing in the design, development, and integration of tailored software solutions. Headquartered in Tirana, Albania, with additional offices in Pristina, Kosovo, and Cairo, Egypt, we have been a trusted partner to top-tier brands across Europe since 2013. Our international team of over 100 professionals supports more than 120 clients, with 90% choosing us for long-term collaborations. We have deep expertise in creating innovative software solutions for industries including travel and hospitality, fintech, retail, MedTech, fashion, education, media & entertainment.

As part of our market and client expansion strategy, we are looking to cooperate with an experienced B2B Business Development Representative focusing on covering the U.S. market.

If you have a background in business development within the tech industry, are goal-driven, committed to delivering exceptional client experience, and motivated by high earning potential, this collaboration opportunity may be great for you.

The primary focus will be on U.S. based SMEs and Software houses seeking outsourcing partnerships.
Our team will support you throughout the outbound process, including prospect research, email outreach, and qualifying potential clients.

As part of this opportunity, your main contribution will be generating appointments and managing Sales Qualified Leads (SQLs), taking full ownership of the logistics to ensure meetings are successfully completed.

Ideal background & experience
• 3–7 years of experience in BDR or Account Executive roles;
• Worked in tech/software development or IT services;
• Proven track record in cold outreach, lead generation, and closing or handing off qualified leads;
• Familiar with tools like HubSpot, Salesforce, Apollo, Outreach, LinkedIn Sales Navigator;
• Strong communication skills, a positive and energetic presence, active listening, and excellent; verbal and written abilities.
• Proven success in a performance-based or commission-driven role.

Beneficial additions
• Background in agency sales, IT outsourcing, or nearshore/offshore service sales;
• Experience working with international companies or distributed teams is a plus.

Compensation
• This is a commission-only BDR role with covered operational costs (plus scaled incentives)

Important: This is a freelance BDR role, and the candidate must:
• Be a U.S. citizen, Green Card holder, or have a visa/status that allows self-employment.
• Have a registered business entity or operate as a sole proprietor.

Data Protection and Consent Notice
ATIS is committed to protecting the personal data of all individuals expressing interest in employment or collaboration opportunities. Any information you provide as part of your application or inquiry will be handled in accordance with the highest standards of data security and confidentiality. By submitting your information, you confirm your consent for ATIS to collect, process, and store your personal data for the purposes related to your application or expression of interest. This data will be used solely for recruitment or partnership evaluation purposes, in line with applicable legal requirements. You retain the right to request the addition, correction, blocking, or deletion of your data at any time, in accordance with your rights under relevant data protection laws.
By sending your application, you acknowledge that you have read and understood this notice, and you provide your consent as outlined above. Furthermore, you confirm that all the information provided, including that contained in your CV, is complete, accurate, and truthful to the best of your knowledge.

About the Role:
We are seeking a talented and experienced Salesforce Omnistudio Developer to join our dynamic Salesforce delivery team. You will be responsible for building high-performance digital solutions using Salesforce Industries (formerly Vlocity) and the Omnistudio toolkit, with a focus on scalable design and robust integration.

Key Responsibilities:
Design and implement Salesforce Omnistudio components including Omniscripts, DataRaptors, Integration Procedures, and FlexCards.

Collaborate with solution architects, business analysts, and testers to deliver user-centric solutions.

Develop Apex classes, Lightning Web Components, and custom integrations as needed.

Optimize performance of Omnistudio components and troubleshoot issues in real-time.

Participate in Agile ceremonies and contribute to continuous improvement of the delivery process.

Required Skills & Qualifications:
3+ years of Salesforce development experience.

1+ year hands-on experience with Omnistudio (Vlocity) components.

Strong understanding of Salesforce Industries data models and configuration.

Proficient in Apex, SOQL, REST/SOAP integrations.

Salesforce Omnistudio/Vlocity certification(s) preferred.

Excellent communication and documentation skills.

Seeking someone available today / asap. Currently have one of my marketing guys setting up GHL. He is not new to marketing automation, but his background is more Hubspot / Salesforce. Looking for someone with expertise specifically in GHL implementation to help with initial setup and potentially provide ongoing support and consulting as needed.

I am seeking a skilled individual to manage and enhance my GTA V FiveM server. The ideal candidate will have experience in server creation, management, and performance optimization. Your role will involve troubleshooting issues, implementing mods, and ensuring a smooth gaming experience for players. If you are passionate about gaming and have a deep understanding of FiveM, I would love to hear from you. Please include your relevant experience in your application.

Job Description
Portlandia Electric Supply (PES) is hiring a detail-focused contractor to support daily pricing and product updates across our ecommerce and internal systems. You will be responsible for uploading and enriching product records, verifying pricing against competitors, tagging promotions, and ensuring SEO metadata is properly assigned.

You’ll work with structured spreadsheets and URLs and must be capable of delivering consistent, high-quality output with minimal supervision.

Responsibilities
Enter 100–200 products per day with accurate SKU, MPN, price, description, and metadata

Compare PES pricing against top competitors and log discrepancies

Add promotional link tracking (Facebook, Twitter, etc.) and SEO scoring details

Ensure formatting and structure matches PES catalog standards

Flag duplicates, missing data, or errors for team review

Follow standard operating procedures for daily uploads and batch QA

Requirements
Proven experience with e-commerce data entry, catalog management, or competitive pricing

Strong Excel/Google Sheets skills (VLOOKUP, filters, basic formulas)

Familiarity with product research and competitor benchmarking

High attention to detail and consistency

Ability to meet daily output goals of 100–200 SKUs

Fluent in English; clear written communication

Preferred But Not Required
Experience with WooCommerce, Salesforce, or PriceShape

Background in electrical, HVAC, solar, or industrial supply sectors

SEO metadata tagging or content familiarity

To Apply
Submit:

Brief summary of similar work

Daily availability (hours per day)

Tools you use for spreadsheet management and QA

This is a production role with daily reporting. Consistency, speed, and quality matter. Bonuses available for exceeding benchmarks.

Description:
We’re a growing service-based company seeking skilled and motivated sales professionals to help us connect with more clients and expand our reach. If you’re passionate about helping people, have a track record in closing deals, and love being part of a mission-driven team—this opportunity is for you!

What You’ll Do:

Engage with warm leads and inbound inquiries

Follow up with potential clients to guide them through our services

Confidently present our value and offerings via phone, email, or Zoom

Track sales metrics and communicate regularly with our internal team

Help refine our sales process as we grow

Ideal Candidate:

Strong background in service-based sales

Excellent communication and follow-up skills

Experience using CRM tools (e.g., HubSpot, Salesforce, or similar)

Self-motivated, organized, and results-oriented

Friendly, professional, and approachable demeanor

Bonus If You Have:

Experience working with families, health & wellness, or education-related services

Familiarity with virtual consultative sales

What We Offer:

A supportive team and mission-driven work

Flexible hours (primarily during business hours, PST)

Competitive hourly pay + performance incentives (based on results)

Opportunity to grow with a values-driven organization

To Apply:
Please share:

A brief introduction and why you're a great fit

A link to your Upwork profile or resume

Examples of past sales success (metrics welcome!)

We look forward to hearing from you and potentially welcoming you to our team!

We are looking for a skilled and self-driven Salesforce Consultant to lead the development, customization, and optimization of our Salesforce platform. The ideal candidate will have prior experience working with Salesforce in a real estate context and possess strong technical and analytical skills.

-Customize and optimize Salesforce CRM to meet the specific needs of a real estate organization
-Design and implement dashboards and reporting tools for key business metrics
-Create and manage drip marketing campaigns using Salesforce Marketing Cloud or similar tools
-Develop automations using Process Builder, Flow, and other Salesforce tools
-Conduct user training and provide ongoing support to the sales and operations teams
-Ensure data quality and integrity across systems
-Collaborate with cross-functional teams to identify business needs and translate them into technical solutions
-Experience with data migration, third-party integrations, and user support
-Salesforce Administrator or Consultant certification preferred

I am looking for a Manager to help me with day-to-day tasks such as Task assignment to my team , email communication, calendar management, excel database work, Trello team management, salesforce database updates, proofreading, data entry, file management, social media management, phone calls, and dictation for emails, etc.

This ongoing work would be part-time up to 20 or 35 hours per week depending on workload, and applicants must speak English natively. This is an active role, the ability to think ahead and pay attention for what is needed next is required.

Experience in WordPress and Social Media is a plus. Applicants must be able to type at 50+ wpm and speak English natively.

This position will meet at 7:30 am CST and then periodically throughout the day via phone or through video chat on online collaboration software.
United States-based preferred.

Training will be for the first week, and all responsibilities will be reviewed.

A little bit about this role:

We are a small marketing agency focusing on design and development for approximately 40 concurrent clients. We work in several verticals, including:
Entertainment properties
Casinos
Industrial Manufacturing
Medical
And several others

There are approximately 20 people on our team with between 80-130 tasks that need to be completed on average. This role is responsible for the status of all of them, as well as who is working on them and how long it will take to finish..

This role is a critical component of our team as it is a communication role. Communication with a great attitude with team members, clients, and management is imperative, and much of the time will be spent in chats and video conferences with the team and clients to ensure expectations and deadlines are met.

In addition, this role serves as the right-hand person to the CEO to ensure all projects and tasks run smoothly.

This role is not a short-term role. It will take 1-2 weeks just to learn how to do everything needed to be successful. Do not take on this role if you are not looking for a long-term position (over 6 months)

Trust is a critical component of this role. This role has access to most of our projects and clients, meaning that it is the conduit to success for our team. This also means that all 20 families are supported financially by the decisions made by this role.

Experience that is helpful for this role:
Communication with team and clients
Zoho platform experience
Multi-Tasking Experience
Meticulous eye for detail in proofing before proofs are sent to clients
Wordpress website update experience
Google docs experience
Microsoft Office experience
Excel formulas experience

Equipment required for this role:
PC with Windows
Webcam with microphone
Good internet connection
A great attitude with a focus on getting the job done right

We are seeking an experienced Business Development freelancer to reach out to dealership inventory and logistics managers to pitch our car transport services. The ideal candidate will have a proven track record in business development and sales, specifically within the automotive industry. You will be compensated hourly with the potential for a performance bonus based on successful conversions. If you are skilled in building relationships and have excellent communication abilities, we want to hear from you!

• Describe your recent experience with similar projects
• How do you approach difficult conversations with customers?

Associate Sales Leader:
We are looking for a self motivated leader to deliver results and grow with us to take responsibility and ownership in the near future of the Commercial Department to become our Chief Commercial Officer.

Context:
This role is designed for a dynamic and results-oriented sales professional ready to take on leadership responsibilities within a startup environment. The Associate Sales Leader will play a key role in driving sales performance, mentoring team members, and contributing to the growth and success of the sales department. We are looking for a leader to deliver results and grow to take responsibility

Core Mission:
To lead, coach, and motivate a team of sales professionals to achieve and exceed sales targets, contribute to the execution of the overall sales strategy, and foster a high-performance sales culture within their team.

Key Responsibilities:
An Associate Sales Leader will be actively involved in both team leadership and individual contribution, especially in a lean startup environment. Responsibilities include:

Team Leadership and Development:
Leading, mentoring, and coaching a team of sales representatives (e.g., Account Executives, Sales Development Representatives, or a mixed team).
Assisting in the recruitment, onboarding, and ongoing training of new sales team members.
Conducting regular performance reviews, providing constructive feedback, and identifying development opportunities for team members.
Fostering a positive, collaborative, and high-energy team environment that encourages achievement and professional growth.
Monitoring team activity levels and key performance indicators (KPIs) to ensure targets are met.

Sales Execution and Strategy Contribution:
Contributing to the development and execution of sales plans and strategies for the assigned team or market segment.
Guiding the team in effective prospecting, lead qualification, opportunity management, and closing deals.
Personally managing a select portfolio of key accounts or complex deals as needed, leading by example.
Ensuring the team effectively utilizes the CRM and other sales tools for pipeline management, forecasting, and reporting.
Providing regular reports on team performance, pipeline status, and sales forecasts to senior sales management.
Process Adherence and Improvement:
Ensuring team adherence to established sales processes, methodologies, and best practices.
Identifying and recommending improvements to sales processes, tools, and resources to enhance team efficiency and effectiveness.
Staying updated on industry trends, market conditions, and competitor activities to inform sales tactics.

Collaboration and Communication:
Working closely with senior sales leaders (e.g., Head of Sales, Sales Director, CSO) to align team efforts with broader sales objectives.
Collaborating with marketing to ensure effective lead handoff, campaign follow-up, and consistent messaging.
Providing customer and market feedback to sales leadership, marketing, and product teams.
Resolving escalated customer issues and ensuring customer satisfaction.

Essential Skills and Qualifications for an Associate Sales Leader:
Proven Sales Experience: Strong track record of achieving and exceeding sales quotas as an individual contributor.
Emerging Leadership Skills: Demonstrated aptitude or experience in informally or formally leading, mentoring, or coaching sales colleagues.
Results-Oriented: Highly motivated with a drive to achieve individual and team targets.
Strong Interpersonal and Communication Skills: Ability to effectively communicate with team members, customers, and internal stakeholders. Excellent presentation and negotiation skills.
Coaching and Mentoring Ability: Passion for developing and motivating others to succeed.
Understanding of Sales Processes: Knowledge of sales methodologies, pipeline management, and forecasting.
CRM Proficiency: Experience working with CRM software (e.g., Salesforce, HubSpot, Pipedrive) and other sales tools.
Problem-Solving Skills: Ability to identify challenges, analyze situations, and develop effective solutions.
Adaptability: Thrives in a fast-paced, evolving startup environment and can manage multiple priorities.
Team Player: Collaborative attitude with a focus on collective success.
Bachelor's degree in Business, Marketing, or a related field is often preferred but not always required, especially with strong experience.

Terms, Compensation and Benefits:
To optimize taxation we use a contractor type contract on an indefinite basis to structure and rule our collaboration with an initial base monthly fee of USD$600.
We know this number is way below the average for the position, for that reason we are recognizing your key role in our early growth with On-Target Earnings (OTE) & Variable Compensation structure to reward outstanding performance and achievements, as well as a grant of up to 0.60% of the company's stock options from our employee option pool to be vested over a standard 4-year period, with a 1-year cliff. Please note that these terms and conditions are subject to change upon negotiation.

About LXD:
We are a Colombian start up stablished as a C Corp in the US. Our purpose is to build and develop a digigalt ecosystem for creator to Link people with ideas and opportunities, Xplore new possibilities beyond our horizon and Discover new ways to do thing and serve human kind.

Equality and Respect:
We are an Equal Opportunity Employer and are committed to promoting diversity, equity and inclusion in our workplace. We believe that each individual should be treated with respect and dignity and that everyone has the right to work in an environment free from discrimination and harassment that provides opportunities and ownership for all creators.

Project Overview:
We are seeking a highly experienced full-stack no-code/low-code developer or development team to build a custom CRM tailored for the intake department of a medical clinic. The CRM must support patient and case management, automated workflows, AI-powered features, and most importantly, strict HIPAA compliance across all components: frontend, backend, and hosting.

Please do not apply if you do not have verifiable experience building HIPAA-compliant CRM systems using WeWeb and Xano. Prior work with similar platforms must be included.

We have prepared a detailed document outlining system requirements, along with two visual flowcharts to guide development. These will be shared after initial screening.

Tech Stack:
*Frontend: WeWeb.io
*Backend: Xano
*Hosting & Infrastructure: AWS (HIPAA-eligible services)

Key Requirements:
*Must be fully HIPAA-compliant: data storage, access control, encryption, and audit logging.
*Designed specifically for healthcare intake operations, with a focus on security, workflow automation, and usability.
*Clean separation of roles:
*Admin (5 users): System config, reporting, dashboard
*Agent (1 user): Daily case processing and patient interaction

Front-End:
*Built in WeWeb with responsive, modern UI (inspired by Salesforce).
*Role-based views with color-coded layouts for Admins.
*Intuitive navigation for all user types (desktop/tablet optimization).
*Branded, clean, easy-to-navigate interfaces.

Back-End:
Developed in Xano, with:
*Role-based access control and session management
*Encrypted databases and audit logs
*Modular logic structure for scalable feature additions

Integrations:
*Prognocis API or similar EMR system for real-time sync and analytics
*OCR capabilities using HIPAA-compliant third-party tools
*AI functionalities to support:
-Smart email triage & categorization
-Automated case classification
-Predictive task assignments
-Agent performance analytics

Databases & Relationships:
*Patient Database: Demographics, contact info, medical history
*Case Database: Injury details, treatment, imaging
*Document Database: Forms, notes, MRI/X-rays
*Law Firm Database: Tags (VIP, Probation, Blacklisted), history
*Treatment Orders Database

Relational Links:
*Patients ↔ Cases
*Cases ↔ Law Firms
*Documents ↔ Patients/Cases

Automations:
*AI-powered email intake classification
*Rules engine: firm status, case completeness, Day of Loss (DOL)
*Automated scheduling & outreach
*Task distribution logic per case/law firm status
*System alerts for missing/incomplete info

Dashboards:
*Admin Dashboard
-Workflow overview, flagged cases
-AI-generated reports: agent performance, patient funnel
-Workflow builder & database controls
*Agent Dashboard
-Action-based task manager (call, review, update)
-Case and patient profiles with edit access
-Visual case progress indicators

Mandatory Skills:
*Proven WeWeb + Xano CRM builds (please link)
*HIPAA-compliant architecture (data encryption, audit trail, RBAC)
*API integration (Prognocis or similar EMR)
*Experience with AI/automation logic
*OCR workflow integration (via compliant plugins/services)
*UX/UI experience with modern dashboards and interfaces

Preferred Skills (Bonus):
*Advanced AI-based case routing and analytics
*Familiarity with healthcare regulations (HIPAA, GDPR)
*External dashboard/reporting integrations

To Apply, Please Submit:
1. Links to CRM projects you’ve built using WeWeb and Xano
2. A short description of how you ensure HIPAA compliance
3. Your approach to AI-powered intake workflows (email triage, classification, routing)
4. A rough estimate of time and cost to deliver this project based on our requirements or your previous projects.

⛔ This is required to move forward. We deeply respect your time and ours, so providing even a rough ballpark helps ensure we’re aligned from the beginning.

We’re excited to review your submission and explore a possible collaboration.

We need help with financial data migration and a few integrations - basic market data, trade data, Salesforce, plus - and perhaps analytics.

Work with a very cool team doing novel things for known global financial entities. Cool opp for the right person, potential for the relationship to grow meaningfully.

*Buscamos Asistente Comercial – Green Dreams*
Presencial en Barranco | Sueldo fijo + comisiones

Tu misión será generar oportunidades reales de venta y ayudar a que más personas se conviertan en clientes de Green Dreams.

*Tu impacto en el equipo:*
- Aumentar el número de reuniones efectivas con potenciales compradores.
- Mantener el CRM al día para que el equipo tenga información clara y accionable.
- Generar nuevos leads desde redes, eventos u otras fuentes.
- Apoyar campañas comerciales y proponer mejoras basadas en resultados.

*Lo que buscamos en ti:*
- Estudios en Marketing, Comunicaciones, Administración o similares.
- Al menos 1 año de experiencia impulsando ventas o gestionando clientes potenciales.
- Buena comunicación, organización y capacidad para trabajar con autonomía.
- Saber usar Google Workspace es un plus.

*Lo que ofrecemos:*
- Sueldo fijo + comisiones según resultados.
- Crecimiento real dentro de un equipo creativo.
- Visita al Resort Mundo Yanashpa en Tarapoto.

**Job Title: Project Manager - RevOps Agency (Freelance)**

**Overview:**
We are on the lookout for a talented Project Manager to join our RevOps Agency as a freelancer. The ideal candidate will possess a robust background in operations management, agile methodologies, and effective team leadership. This role is essential for ensuring successful project delivery while maintaining strong communication with clients.

**Qualifications:**
- Proven experience in project management, particularly within operations.
- Familiarity with Customer Relationship Management (CRM) platforms such as HubSpot or Salesforce is essential.
- Experience or knowledge in Sales Operations, Marketing Operations, or Revenue Operations (RevOps) is preferred.

**Responsibilities:**
- Oversee sprint planning and task allocation using Asana, ensuring clarity on who is responsible for each task and the timelines for completion.
- Monitor project timelines and budgets to ensure deliverables are met efficiently.
- Maintain effective communication with clients through various channels, including Slack, email, and meetings.
- Develop comprehensive project plans and documentation to support project execution.

**Team Structure:**
You will collaborate closely with a revenue architect who will outline project requirements, as well as work alongside RevOps Managers, Admins, and Analysts who will execute the tasks. Your role will be pivotal in ensuring that all projects are completed on schedule and within budget.

**Ideal Candidate Profile:**
This position is tailored for someone transitioning from an operations role into project management or a Project Manager with a solid understanding of RevOps, SalesOps, or MarketingOps. While formal administrative experience with HubSpot or Salesforce is not mandatory, it is advantageous.

**Workload:**
You will be responsible for managing 1 to 3 client projects per week, dedicating approximately 5 to 15 hours weekly.

**Join Us:**
If you are passionate about driving project success and have a knack for leading teams, we would love to hear from you!

ONPEAK Energy is seeking an experienced CRM data migration specialist to assist in migrating core CRM data from Salesforce to HubSpot. The migration should ensure data integrity, preserve object relationships, and replicate necessary custom fields for a seamless transition.

Detailed SOW is in the attached file

We are seeking an experienced CRM Suite Developer to build a custom CRM suite for our nonprofit photographer headshot project. The main objective of this suite will be to help us efficiently assign resources based on geo location and availability. The ideal candidate will have a strong understanding of CRM development with SalesForce and be able to create a user-friendly interface that allows us to easily manage and track resources.

Responsibilities:
1. Integration of Wix Form with Salesforce: To create a fully functional and user-friendly interface that enables the collection of data directly into Salesforce while tracking email activities, thereby improving data accuracy and workflow efficiency.
2. Development of Client-Photographer Matching Tool: To introduce an integrated solution designed to facilitate the matching process between clients and photographers based on their location, enhancing the service’s personalization and efficiency.
3. Data Importation: To ensure the successful importation of formatted data, including details of volunteer photographers for the current year and current-pending client applications, thus ensuring up-to-date information is readily available for matching and operational decision-making.
4. Creation of Comprehensive Documentation: To produce detailed documentation that outlines the
implementation process, configuration settings, and user guides, ensuring a smooth transition for users and maintainers of the system.
5. Implementation of a Headshot Completion and Data Reporting Solution: To develop a system that not only tracks the completion status of headshots but also provides comprehensive data reporting, enabling better project management and stakeholder communication.
6. A Portal for clients to have a self-service location to upload and manage their own documents used as part of the program such as their licenses and certifications.

Skills required:
- CRM development
- Geo location integration
- Resource assignment and tracking
- User interface design
- Data security and privacy

This is a medium-sized project with an estimated duration of 1-2 months. We are looking for an intermediate level CRM Suite Developer who can deliver high-quality results within the given time frame.

Deliverables Process
1. Kickoff Meeting: Formal project initiation with stakeholders to outline the approach and confirm the project timeline.
2. Weekly Status Meetings: Regular updates with the project team to discuss progress, upcoming tasks, and address any roadblocks.
3. Quality Assurance Checks: At the end of each phase, perform quality assurance checks to ensure that the deliverables meet the project standards and stakeholders’ expectations.
4. Stakeholder Reviews: After completing critical tasks (milestones), hold review meetings with stakeholders for feedback and approval.
5. Final Implementation and Training: Deploy the integrated system in the live environment and conduct comprehensive training for all relevant personnel.
6. Project Closure: Document lessons learned, finalize all project documentation, and formally close the project with Client stakeholders.

Request a tool be used to show us step by step how each piece of the delivered capability is done, tracked, and with supporting video recording for each capability describing it. During the development lifecycle, we will require demos will be done to show what is being done so far, and which will help the next step during the user training.

• Describe your recent experience with similar projects

We are an online tire & wheel retailer looking for customer service agents overseas or in the US to respond to calls, emails and incoming website chats. You will be asked to speak with customers in Spanish/English on the phone, live chat and email. The tools we use are Zendesk and Slack. This role is long term and full-time.

Requirement:

Please provide an audio recording of your job experience. Only candidates who provide an audio recording will be considered. Vocaroo.com can be used for an audio recording.
Must be able to work on Eastern Standard Time

**Job Title: Project Manager - RevOps Agency (Freelance)**

**Overview:**
We are on the lookout for a talented Project Manager to join our RevOps Agency as a freelancer. The ideal candidate will possess a robust background in operations management, agile methodologies, and effective team leadership. This role is essential for ensuring successful project delivery while maintaining strong communication with clients.

**Qualifications:**
- Proven experience in project management, particularly within operations.
- Familiarity with Customer Relationship Management (CRM) platforms such as HubSpot or Salesforce is essential.
- Experience or knowledge in Sales Operations, Marketing Operations, or Revenue Operations (RevOps) is preferred.

**Responsibilities:**
- Oversee sprint planning and task allocation using Asana, ensuring clarity on who is responsible for each task and the timelines for completion.
- Monitor project timelines and budgets to ensure deliverables are met efficiently.
- Maintain effective communication with clients through various channels, including Slack, email, and meetings.
- Develop comprehensive project plans and documentation to support project execution.

**Team Structure:**
You will collaborate closely with a revenue architect who will outline project requirements, as well as work alongside RevOps Managers, Admins, and Analysts who will execute the tasks. Your role will be pivotal in ensuring that all projects are completed on schedule and within budget.

**Ideal Candidate Profile:**
This position is tailored for someone transitioning from an operations role into project management or a Project Manager with a solid understanding of RevOps, SalesOps, or MarketingOps. While formal administrative experience with HubSpot or Salesforce is not mandatory, it is advantageous.

**Workload:**
You will be responsible for managing 1 to 3 client projects per week, dedicating approximately 5 to 15 hours weekly.

**Join Us:**
If you are passionate about driving project success and have a knack for leading teams, we would love to hear from you!

• Please describe your experience working in or with an operations team like RevOps.
• What is your experience with HubSpot and/or Salesforce?
• Are you applying as a freelancer or agency?
• Are you based in North or South America? We need timezone alignments with clients and team.

We are seeking a skilled freelancer to design and implement Zapier automation tailored for our sales process. The ideal candidate will have experience in workflow automation and a strong understanding of sales funnels. Your role will include integrating various platforms, optimizing lead management, and ensuring seamless data transfer. Please provide examples of previous Zapier projects or automations you have completed. This is a great opportunity to streamline our sales operations and improve overall efficiency.

Description: We are a Toledo, Ohio-based wealth management firm managing approximately 700 households, and we are seeking an experienced Salesforce Financial Services Cloud expert to assist with the continued growth of our Salesforce platform.

What the relationship looks like: we are looking for someone who can help troubleshoot inconsistencies or isolated issues within our system. You would work directly with one individual from our firm who would provide you a detailed outline of an isolated issue and you would help troubleshoot. The hours and workload would vary week to week, and we would be super flexible based on the severity of the issue identified. On average I would estimate there to be 1-3 tickets logged per week requiring ~60 minutes per ticket. Ideally, we could agree to some sort of SLA that has a 24-48 hour turnaround time, depending on the complexity of the issue identified. The goal would be for this role to own all back-in troubleshooting the system.

I attached examples of what previous requests have looked like for your reference.

Must have experience with Financial Services Cloud. Experience with the following products and/or features is a plus:
- Pardot/Account Engagement
- Marketing Cloud Engagement
- Quip
- Flows
- Account engagement
- Einstein
- Sales & Service
- Salesforce Inbox

Requirements:

Proven expertise with Salesforce Financial Services Cloud is essential.
Familiarity with Pardot or Account Engagement is a strong plus.
Experience working with wealth management or financial services firms is preferred.
Ability to communicate clearly and set realistic, transparent expectations for project completion.
Project Timeline: We’re looking for someone who can start as soon as possible and deliver within set deadlines efficiently.

If you’re an expert in Salesforce Financial Services Cloud and can help us streamline our processes, we’d love to hear from you!

About Us: We are a growing wealth management firm based in Toledo, Ohio, dedicated investing heavily in data and technology to automate and improve workflows.

• Please describe why you are interested in this position & why you think you would be a good fit.
• Please list any certifications related to this project