Operations & CRM Architect

About the job

Hi, I run a growing music business with my brother (a professional handpan musician). We are currently building a small team: • Social Media Manager (content & ads creatives) • Tech specialist (Shopify, website, online course, email systems) Now, I'm looking for an Operations & CRM Architect to design and implement the operational backbone of the business. This is NOT a VA role. This is NOT a task execution role. I need someone who thinks in systems, processes, dashboards and structure. Your Mission Design and implement a clear operational system that connects: • CRM & lead tracking • Sales pipelines (online course + events + workshops + concerts) • Follow-up automation • Prospect tracking (schools, corporate, event organizers) • KPI dashboard • Internal workflow structure Your goal is to create clarity, visibility and discipline in the backend. Revenue streams include: • Online course (paid ads + organic traffic) • Live workshops • Concert bookings • Corporate events • Instrument-related services Currently, tools are partially set up but not structured as a unified system. You will: Phase 1 – Audit • Review current tools • Identify gaps • Propose system architecture Phase 2 – Implementation • Structure CRM • Build pipelines • Define workflows • Create dashboards • Implement tracking system Phase 3 – Optimization • Ensure system works in real conditions • Improve clarity and reporting Ideal Profile • Experience building CRM systems from scratch • Experience structuring small online businesses • Strong knowledge of HubSpot / Pipedrive / ClickUp / Airtable or similar • KPI-driven mindset • Able to design simple systems (not over-engineered) Bonus: Experience with education, online courses, or digital products. Work Setup: • Remote • Hourly • Initial project scope 40–80 hours • Possible ongoing light collaboration To Apply, Please Answer: What CRM and operational stack would you recommend for a small but growing digital education business? Share one example where you built a CRM + operations system from scratch. How do you avoid overcomplicating systems? How would you structure multiple revenue streams in one CRM? We are looking for someone pragmatic, structured and execution-oriented. Not someone who loves complexity. Someone who loves clarity. Contract duration of 3 to 6 months. with 40 hours per week. Mandatory skills: • Project Management • Business Planning & Strategy • Relationship Management • Partnership Development • Sales Development

Requirements

• CRM systems
• Project Management
• System Design

Preferred Technologies

• CRM systems
• Project Management
• System Design