Operations Manager
About TaxPlanIQ
TaxPlanIQ is a fast-growing SaaS company empowering accountants and advisors to deliver proactive, ROI-driven tax planning. We believe in innovative systems, efficient operations, and a supportive, values-driven culture. The Operations Manager strengthens the systems, processes, and data that power our business and supports every department with operational clarity and consistency.
Job Summary
The Operations Manager is responsible for maintaining and improving the systems, workflows, and data that support our SaaS platform. This role focuses on technical operations, workflow creation, data integrity, integration management, and cross-departmental efficiency. The Operations Manager supports Customer Success, Development, Finance, Compliance, and Marketing, and Sales, ensuring each team has the structure and clarity needed to operate effectively.
Key Responsibilities
Platform and Integrations
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Manage day-to-day operations of HubSpot, Stripe, 90.io, and internal tools
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Oversee integrations and ensure accurate data flow across systems
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Troubleshoot system issues and collaborate with Dev on technical updates
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Test product releases and validate workflow or data impacts
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Onboard the newest team members into platforms and provide them with relevant access and training on how to manage the software
Data Management and Auditing
- Perform regular audits of CRM (Hubspot)
- Maintain clean and accurate data within HubSpot
- Resolve discrepancies through structured investigation and documentation
Operational Efficiency and Workflows
- Build internal workflows, SOPs, automation rules, and checklists
- Identify inefficiencies and create improvements to reduce manual work
- Document updated processes and operational guides
Department Efficiency Support
- Improve workflows and data accuracy.
Internal Technical Support
- Provide technical assistance to team members
- Configure system settings, workflows, or fields when needed
- Assist teams with operational questions related to data or processes
Continuous Improvement
- 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
Qualifications
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3+ years of experience in operations, systems management, or SaaS administration
- Strong technical aptitude
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2 years of experience with HubSpot CRM required, HubSpot Certification strongly preferred)
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Excellent organizational and problem-solving skills
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Strong communication and documentation abilities
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Comfortable working cross-functionally in a remote environment
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Bonus Qualifications: Experience with the Entrepreneurial Operating System (EOS) and/or Stripe Certification is a plus.
TaxPlanIQ Standards
C - Courageous
No Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We dont do things just because its always been done that way. Innovate where it makes sense. Move the needle for our goals.
O - Optimistic
Every day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. s.So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter all situations with a positive perspective. We are grateful for our work on a daily basis.
R - Respectful & Honest
Be Honest, Kind, charitable, and have integrity. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect all faiths and beliefs just as the Christian faith teaches us.
E - Exceptional & Emp