Operations Manager

Summary

TaxPlanIQ is a fast-growing SaaS company that helps accountants and advisors deliver proactive, ROI-driven tax planning. The Operations Manager maintains and improves business systems, workflows, integrations, and data while supporting cross-functional teams. The role also focuses on technical operations, process efficiency, data integrity, internal support, and continuous improvement.

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
• Excellent organizational and problem-solving skills
• Strong communication and documentation abilities
• Comfortable working cross-functionally in a remote environment
• 2 years of experience with HubSpot CRM required, HubSpot Certification strongly preferred)
• Bonus Qualifications: Experience with the Entrepreneurial Operating System (EOS) and/or Stripe Certification is a plus

Qualifications

Must Haves

• 3+ years of experience in operations, systems management, or SaaS administration
• Strong technical aptitude
• Excellent organizational and problem-solving skills
• Strong communication and documentation abilities
• Comfortable working cross-functionally in a remote environment

Nice to Haves

• 2 years of experience with HubSpot CRM required, HubSpot Certification strongly preferred)
• Bonus Qualifications: 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