Operations & Delivery Lead

We’re looking for an operations and CRM leader who can run the delivery engine and serve as the technical strategist at a purpose-driven HubSpot agency. You’ll own project delivery, architect HubSpot solutions for clients, lead the team, and build the systems that let us do our best work for brands making the world better.

——  THE ROLE

You run the machine that makes great work possible.

Greenfire Strategy is a HubSpot Platinum Solutions Partner that works with purpose-driven brands — B-Corps, triple-bottom-line companies, and organizations that believe doing good is good business. 

What we need is someone who makes sure the work ships AND the platform works — on time, on budget, and built right. You’ll take over once a client signs and own everything from project planning to final QA. You’ll architect and build HubSpot solutions for clients. You’ll manage the people doing the work. You’ll build the processes that make delivery repeatable. And on occasion, you’ll join pre-sale conversations to advise on technical feasibility and solution design.

This is a leadership role at a small agency (~6 people), which means you’re a player-coach. You won’t just manage — you’ll be hands-on with delivery, CRM architecture, problem-solving, and process-building every single day. You’ll need to be the person who catches what others miss and sees problems forming before they arrive.

——  THE DETAILS

What you need to know.

COMPENSATION

$60K–$75K + bonus

COMMITMENT

Full time

LOCATION

Hybrid · Cleveland, OH

SCHEDULE

Flextime

REPORTS TO

Tracy Graziani, Owner/GEO (Geek Executive Officer)

TEAM SIZE

~6 people + freelancers

BENEFITS

•  Quarterly performance bonus — up to $10K/year based on delivery performance, client satisfaction, and operational excellence

•  Fully paid medical — we cover 100% of your health insurance premium

•  401(k) with 5% employer contribution — no match required; once vested, we contribute regardless

•  PTO — accrues from day one, increases with tenure

•  17 paid holidays — yes, seventeen

•  Paid volunteer time — doing good is part of the job description

•  Jury duty pay — civic duty shouldn’t cost you a paycheck

•  Hybrid work environment — a mix of in-person collaboration and remote flexibility

•  Flextime — we care about your output, not when you’re sitting at a desk

——  WHAT YOU’LL OWN

Five pillars, one mission: deliver excellence.

Project Delivery

Own timelines, budgets, and quality across all active client engagements. Run delivery standups, manage scope, and conduct QA reviews.

CRM Strategy & Architecture

Design portal architecture, data models, integrations, and automation for client and internal HubSpot instances.

Process & Operations

SOPs, PM tooling, capacity planning, vendor management, internal reporting, and workflow automations.

Team Leadership

Manage direct reports, run 1-on-1s, hire and onboard team members and freelancers.

Sales Engineering

As-needed pre-sale technical scoping, feasibility assessment, and solution design.

——  THE SPECIFICS

Day-to-day, this looks like:

•  Running the weekly delivery standup and keeping every project’s status visible and current

•  Designing HubSpot portal architecture for clients — data models, lifecycle stages, integrations, and automation strategies

•  Hands-on building and configuring client HubSpot portals: workflows, custom properties, reporting dashboards

•  Reviewing deliverables before they go to clients — you’re the last set of eyes

•  Tracking project budgets and delivery margins so we know what’s profitable and what’s not

•  Taking the handoff from Tracy after a deal closes and translating scope into a project plan with clear assignments

•  Joining pre-sale calls when needed to advise on technical feasibility and help scope CRM engagements accurately

•  Facilitating project retrospectives after engagements wrap — capturing what worked, what didn’t, and making sure we get better every time

•  Running post-project client satisfaction surveys and turning that feedback into delivery improvements

•  Owning the project management tool — configuring it, driving adoption, making it the single source of truth

•  Building SOPs for everything: kickoffs, reviews, handoffs, scope changes, escalations

•  Sending Tracy a weekly ops report so she always knows the state of every engagement

•  Managing Greenfire’s own HubSpot instance — making our internal tools as good as what we build for clients

•  Managing team capacity — knowing who’s overloaded, who has bandwidth, and when to bring in a freelancer

——  WHY GREENFIRE

Why you’d want to work with us.

1 We believe everyone has natural skills and abilities that make them uniquely awesome, and we tailor each person’s job to their unique skill set. We create an environment where people can thrive. That comes with some high expectations, though — we expect you to deliver far better results than other companies, but we know you can do it because we’re invested in not only your success but your happiness.

2 We care about people and the planet first, followed by profit, and we refuse to make money on anything that does harm. We believe that doing good is good business and we won’t stray from that. EVER.

3 We’re not big fans of “we’ve always done it that way,” or any other nonsense that gets in the way of progress, and we work with brands of the future too. We know that B-Corps are the future, and that’s why we work with them and other companies that focus on the triple bottom line. Greedy, heartless corporations are SO 20th century and their days are numbered.

4 Too much sameness produces more of the same. Because we value progress, we know that comes from different thoughts, ideas, perspectives, experiences, and ways of being. We actively strive to hire and work with diverse people to ensure that we have the most to offer one another, our clients, and the world.

——  WHAT WE’RE LOOKING FOR

The right person, not the perfect résumé.

We care more about how you think and lead than where you went to school. That said, here’s what success in this role requires:

MUST-HAVES

•  Obsessive about details and wired to anticipate — you spot what’s wrong today and what’s about to go wrong next week. Your instinct isn’t to react to fires; it’s to prevent them.

•  HubSpot solutions architecture experience — you don’t just know HubSpot, you architect it. Portal design, data models, lifecycle stages, integrations, and automation — you can talk strategy AND build it yourself.

•  Agency operations experience — you’ve managed project delivery at a marketing, creative, or HubSpot agency and know the rhythms of client work

•  People leadership — you’ve managed a team (even a small one) and know how to coach, give feedback, and create clarity

•  Process-builder mindset — you see a mess and your instinct is to create a system, not just fix the one thing in front of you

•  Client delivery chops — you can manage scope, timelines, and budgets while keeping clients happy and teams sane

•  Comfortable with difficult conversations — you can tell a client their timeline is slipping or push back on scope creep without breaking the relationship

BONUS POINTS

•  HubSpot Solutions Architect certification or Solutions Partner experience

•  Experience with HubSpot API, custom objects, and complex integration design

•  Experience with automation tools like n8n, Zapier, or Make

•  Familiarity with project management platforms (ClickUp, Teamwork Projects, etc.)

•  Pre-sale technical scoping or sales engineering experience

•  Experience managing freelancers and contract talent

•  Passion for purpose-driven business, B-Corps, or sustainability