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

• 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

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

• 3+ years of experience in operations, systems management, or SaaS administration

• Strong technical aptitude

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

• Excellent organizational and problem-solving skills

• Strong communication and documentation abilities

• Comfortable working cross-functionally in a remote environment

• 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 & Empathetic

As trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.

U - United

We foster a close-knit community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.

S - Spirited

We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.

Benefits

• 401(k)

• Dental insurance

• Vision insurance

• Health Insurance available after 30 days

• Remote, work from home

Position Title: Operations Manager Job Type: Full-Time Location: Remote Pay: $60- 75K Based on experience Reports To: COO & Integrator