Lead high-impact projects that improve business efficiency, client experience, or internal workflows.
Scope, plan, and execute process improvements from ideation through measurement.
Bring departments together to understand current processes (e.g., sales-to-service handoffs) and design better ways of working.
Manage deadlines, draft procedural documentation, and identify the right team members to involve in each launch.
Design and implement operational processes within service teams to support evolving business needs.
Ensure our systems surface the right info at the right time and that workflows adapt as our offerings grow.
Act as the logistical "source of truth" for how our services work across all teams.
Maintain counseling playbooks, product descriptions in HubSpot, and sales cheat sheets.
Analyze financial and operational data to identify opportunities for improvement and ensure accuracy.
Pull performance metrics and provide recommendations for business functions including capacity planning and product margin adjustments.

3–6+ years of professional experience, ideally with a foundation in management consulting, high-growth tech operations, or a fast-paced mission-driven environment.
Comfortable with complex data sets; you can build financial or operational models that turn noisy information into a clear strategic path.
Proven experience managing projects that required buy-in from multiple departments — you can speak the language of sales, finance, marketing, and operations.
Proficiency with HubSpot, Asana, Notion, and/or advanced Google Sheets.
High EQ. People enjoy working with you, and they benefit from it.

Head of Strategic Initiatives

Key skills