Shape and assist on our operational roadmap for internal systems and processes, identifying high-impact opportunities and making recommendations on prioritization and sequencing.
Lead cross-functional process improvement initiatives end-to-end—from diagnosis through design, implementation, change management, and measurement—particularly at the intersections of GTM, Delivery, and Finance.
Serve as a strategic thought partner to functional leads, helping them translate business challenges into operational solutions without requiring Director-level involvement for every decision.
Drive accountability for operational health by defining key metrics, monitoring performance, and proactively surfacing issues or opportunities to leadership.
Architect and maintain core business systems and workflows, including our CRM (Salesforce), PSA (Kantata), and related tools (Clay, Zapier, Slack, ClickUp, etc.) to ensure they evolve alongside business needs.
Diagnose operational friction through stakeholder engagement, ride alongs, process mapping, and data analysis, then determine the right level of intervention (quick fix vs. systemic change).
Build organizational capability by developing SOPs, training materials, and internal resources that reduce reliance on institutional knowledge.
Make judgment calls on operational trade-offs, escalating to the Director of Operations when appropriate but operating with significant autonomy on day-to-day decisions.

5–7+ years of experience in Business Operations, Revenue Operations, or Delivery Operations ideally in a professional services, consulting, or SaaS environment.
Technical depth in business systems is required; you're comfortable with building and configuring.
Demonstrated ability to operate autonomously: you know when to decide, when to consult, and when to escalate.
Strong diagnostic skills: you identify root causes, not just symptoms, and can size the impact of different problems.
Excellent communication skills: you can translate operational complexity into clear recommendations for stakeholders at all levels.
Self-directed and accountable: you work proactively, communicate clearly, and close loops.

Fully remote work environment with a tight-knit, impact-driven team.
Annual camp: we have a yearly offsite to bring the team together, celebrate our successes, and plan the year.

Operations Manager

Key skills