Design, improve, and standardize cross-functional operating processes to ensure structure, efficiency, scalability, and consistency across the organization.
Build and strengthen operational systems, frameworks, and governance mechanisms that increase predictability, quality, accountability, and execution discipline.
Bring best practices and adaptable operating models from Martech, technology, SaaS, consulting, and other high-growth service environments.
Integrate Martech, AI, automation, and workflow tools into day-to-day operations to improve productivity, visibility, speed, and accuracy.
Promote a culture of continuous improvement by identifying structural inefficiencies and implementing practical, scalable solutions.
Lead the company’s day-to-day operational engine, including capacity planning, workload balancing, resource allocation, and delivery coordination across teams.
Monitor operational and delivery risks proactively, identify bottlenecks early, and drive fast, effective resolution across stakeholders.
Ensure strong coordination and seamless collaboration between Sales, Client Services, Creative, Media, Strategy, Technology, and Finance.
Improve operational clarity and discipline across handoffs, planning routines, prioritization, and execution follow-through.
Act as a trusted thought partner to the CEO on operational health, business performance, structural gaps, and scaling priorities.
Translate strategic priorities into clear operational action plans, decision frameworks, and execution rhythms.
Help leadership evaluate trade-offs, challenge assumptions constructively, and identify opportunities to improve how the business operates and grows.
Build and oversee operational dashboards, reporting frameworks, and management routines that increase visibility across the business.
Track and analyze key indicators such as capacity, utilization, profitability, delivery performance, forecasting accuracy, timelines, and service quality.
Develop a strong understanding of how sales, client needs, solution design, technology enablement, and delivery execution connect to business performance.
Requirements
8–12 years of experience in Operations, Business Operations, PMO, Delivery Management, Revenue Operations, or similar cross-functional leadership roles.
Strong preference for experience in Martech, technology, SaaS, consulting, digital product, or other high-growth service organizations; experience beyond traditional marketing or creative agencies is highly valued.
Proven track record leading operational transformation, process design, cross-functional execution, and business scaling initiatives.
Experience working with more than one operating framework, methodology, or management model, with the ability to adapt and apply what best fits the business.
Strong understanding of how operations connect with sales, client service, technology, finance, and delivery in a growth-focused business.
Strong analytical and financial acumen, with experience interpreting KPIs, dashboards, forecasting, profitability metrics, utilization, and operational performance data.
Ability to question constructively, identify patterns and risks, and turn data into practical recommendations and smarter decisions.
Experience serving as a strategic advisor or close business partner to senior leadership and/or CEO-level stakeholders.
Strong experience in capacity planning, workflow optimization, delivery risk management, prioritization, and operational governance.
Proficiency with ERPs, CRMs, project management platforms, BI/reporting tools such as Power BI or Looker Studio, and process automation solutions.
Exceptional leadership, communication, influence, and problem-solving skills.
Ability to operate effectively in fast-paced, ambiguous, and evolving environments.
Fully bilingual in English and Spanish (required).