[Remote] CS & Operations Coordinator

Note: The job is a remote job and is open to candidates in USA. Ethical Scaling is hiring a CS & Operations Coordinator to support Sales and Marketing operations, with hands-on work in HubSpot, ClickUp, automation tools, and AI. The role coordinates program and webinar resets, Wealth Weekend operations, department requests, marketing and creative work, recurring operational tasks, and documentation and reporting.

Responsibilities

• Sit in those teams' meetings. Handle what you can on the spot, and bring the rest back to Ops with the context already gathered
• Make sure Ops knows about anything your departments plan to build or change, before it's built
• Own your projects in ClickUp, with the HubSpot Systems & Enablement Lead and the Systems & Automation Specialist as collaborators
• Help the Marketing team adopt more of the HubSpot marketing tools we already have
• Support the sales pipeline inside HubSpot, so Sales works there end to end and every metric comes from HubSpot
• Support the move of contracts from PandaDoc into HubSpot Contracts, including the SOP and training that go with it
• Work the reset checklist alongside our webinar team: HubSpot properties, Zoom, AddEvent, Google Calendar, MailerLite, and ClickFunnels
• Handle the changes between resets: date updates, Zoom and AddEvent links, and price changes
• Keep the change log current before any modification is made
• Check with the HubSpot Systems & Enablement Lead before saving any workflow or Zapier change you're unsure about
• Coordinate Wealth Weekend operations across Sales and Marketing: discount and partner ticket codes, setter links, and lead routing
• Coordinate with our event platform on app setup, registration support, and vendor communication
• Keep the event's operations checklist current from planning through the weekend itself
• Triage every inbound request from your departments in ClickUp: confirm scope, set priority, assign the right owner, and route within one business day
• Handle the requests that sit at your level, which is most of them
• Close the loop with the requester. When someone could have done it themselves, walk them through it and point them to the SOP so they don't need to ask twice
• Escalate the requests that need senior technical judgment, with the context and detail already gathered
• Work down the standing backlog of open help requests and stalled project tasks for your departments. Close what's finished, chase what's stuck, surface what needs a decision
• Keep statuses, owners, and due dates current so the board reflects reality
• Flag repeat request patterns to the Operations team so the underlying cause can be fixed at the right level
• Coordinate routing and triage of inbound requests to our marketing agency, and escalate strategic issues to the Operations Manager
• Serve as the day-to-day point of contact for development and creative requests, and track them through to completion
• Own marketing calendar updates
• Run point on cross-functional projects that involve Sales and Marketing. Scope, route, and track the work
• Lists and segments for campaigns and sales: build them in HubSpot from defined criteria, import contact lists provided by other teams, and export to the formats teams need
• Codes and links: discount codes, promo codes, access codes for specialized use cases, and payment and checkout links built to the existing standard
• Sales calendars: day-to-day updates to booking links, round robins, and routing
• Record corrections on leads and deals: names, emails, phone numbers, stages, and sources
• Support the contact and deal hygiene work led by the HubSpot Systems & Enablement Lead: deduplication, field cleanup, tagging
• QA deal data at close-won so every new client reaches Client Success with complete fields, including the salesperson
• Small ClickFunnels edits such as offering names and prices, escalating larger funnel work to our marketing agency
• UTM setup and tracking support, following the spec our Systems & Automation Specialist owns
• Typeform edits for your departments, and editing and connecting forms to HubSpot when they break
• Run first-pass diagnosis on anything broken: reproduce it, gather the detail, check the SOP, then escalate with a clear write-up
• Contribute to sprint project work as a supporting owner alongside a senior lead
• Run the monthly scorecard refresh for Sales and Marketing, pulling the data and updating the views department heads review
• Maintain documentation, Supered.io guides, and SOPs alongside the HubSpot Systems & Enablement Lead
• Create and maintain the SOPs for the processes you own, so team members can self-serve correctly
• Contribute improvements back when you spot friction in a workflow you run

Skills

• Heavy daily AI use, beyond chat, with tools such as Claude Cowork or Claude Code
• At minimum, you know what's possible, such as what HubSpot's Breeze can do
• At least one year of hands-on HubSpot Professional or Enterprise experience in Marketing Hub and Sales Hub: lists and segments, marketing emails, pipelines, and deals
• Proof of HubSpot depth: segments, filtering, and reading workflows, plus a data cleanup project. Updating contact properties alone doesn't count. No coding expected
• 2 to 4 years in marketing operations, sales operations, revenue operations support, or campaign and launch coordination
• You've supported recurring launches, webinars, or campaigns where dates, prices, links, and lists had to change on a deadline
• Experience coordinating with an external partner such as a marketing agency or vendor
• A recurring process or request queue you owned end to end for at least a year, that you can walk us through in detail: what you ran, what broke, what you changed
• Track record of executing inside an existing structure. You can follow a naming convention, a template, and an SOP you didn't write
• Clear written communication. You can update a ticket, a Slack channel, and a stakeholder without being asked twice, and explain the why behind a process
• Comfortable working independently in a remote, async environment
• Experience supporting webinars, launches, or live events with ticketing
• Experience with ClickFunnels, Zoom webinars, AddEvent, or MailerLite
• Background in a coaching, education, or info-product business

Benefits

• Health
• Personal life insurance
• 401K with employer matching
• Generous holiday allowance
• Financial planning services
• Remote work

Company Overview