The contractor will audit and stabilize the sales reporting infrastructure, focusing on HubSpot and Databox, and deliver documentation for the team.
KlientBoost is a Performance Marketing Agency based out of Costa Mesa, CA. We have offices in California and North Carolina, employees in 15 different states as well as Canada and the UK. We currently offer PPC, SEO, CRO, Data Ops and Performance Creative services for our clients. We love Marketing, working hard and doing it all with good people -- interested? Let's tell you about what we need...
About the role
Our sales reporting infrastructure is currently split across three systems: a manual MQL tracking sheet, a Kommand Center spreadsheet with custom formulas, and our HubSpot/Databox dashboards. Our team has an immediate need for a short term contractor to maintain, troubleshoot, and improve the data pipelines that feed executive reporting.
Scope of Work
Phase 1: Audit (Week 1-2)
- Map all existing reporting systems: HubSpot dashboards, Databox connections, manual sheets, Zapier automations, and any undocumented workflows
- Identify what is automated vs. manual, what is broken, and what is redundant
- Document the current state in a systems map with owners, data flows, and dependencies
- Deliver a gap analysis: what is working, what needs fixing, what should be deprecated
- Repair broken automations and workflows
- Build the 4 remaining metrics identified in our consolidation report (tier breakdowns, weighted conversion rates, GameFilm tracking, expected MRR forecasting) in HubSpot
- Consolidate reporting into HubSpot/Databox as the single source of truth
- Reduce or eliminate manual data entry in the weekly Rolling Sales Report
- Write SOPs for every automation and reporting workflow
- Create a maintenance runbook so the ops team can troubleshoot without external help
- Conduct a handoff session with VP of Sales and Operations Coordinator before engagement ends
Required Qualifications
- HubSpot CRM experience (deal pipelines, custom properties, reporting, workflows)
- Databox experience or equivalent BI dashboard tool
- Zapier / Make automation building and debugging
- Sales operations background with understanding of MQL/SQL funnels, pipeline stages, and conversion metrics
- Strong documentation skills because the deliverable is a system the team can maintain, not a dependency on the contractor
- Agency sales ops experience (high-volume SMB pipeline, multiple reps)
- Familiarity with ClickUp for task management
- Experience consolidating or migrating reporting systems
Compensation for this role: $40 - $50/hour depending on experience
KlientBoost Costa Mesa, California, USA Office
2787 Bristol St, Costa Mesa, CA, United States, 92626
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