Operations Manager

Taxplaniq•Arlington, TX

8d•$60,000 - $75,000•Remote

About The Position

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. 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.

Requirements

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

Nice To Haves

HubSpot Certification strongly preferred
Experience with the Entrepreneurial Operating System (EOS) and/or Stripe Certification is a plus.

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