Own forecasting, workforce planning, and capacity modeling across the full DX function (Executive Coaching, Delegation Training, Onboarding, and Client Support)
Partner with Sales, Finance, and broader Member Experience leadership to align resource planning with growth targets
Proactively identify risks and bottlenecks in the member journey and implement resourcing solutions
Drive consistent, high-quality delivery of onboarding and other DX services, ensuring seamless client experiences
Establish and refine SOPs, playbooks, and QA frameworks across DX functions
Use data and frontline insights to optimize workflows and remove sources of friction for members and analysts
Lead discovery and deployment of automation and tooling solutions that streamline workflows across the DX function
Collaborate with Product/Tech to test, refine, and scale tech-enabled processes
Ensure DX teams are equipped with systems that drive efficiency, visibility, and client outcomes
Manage and develop Onboarding Team Leads (with scope to expand across DX functions)
Foster a culture of coaching, ownership, and continuous improvement
Lead structured routines to track KPIs, pipeline health, and performance across teams
Represent the DX function in cross-functional leadership forums, bringing insights from across the member journey
Act as the primary DX liaison with Sales, Billings, Product/Tech, and Member Support to align on capacity, tooling, and delivery priorities
Drive strategic influence by representing DX needs and opportunities in senior leadership forums, ensuring that planning and decision-making reflects client experience priorities
Ensure company-wide visibility into DX insights and metrics, translating onboarding, coaching, training, and support data into clear narratives that inform business strategy
Partner with analytics, product, and operations teams to integrate DX performance metrics into Athena’s broader dashboards, reporting systems, and OKRs
Requirements
5+ years of experience in operations, customer onboarding, customer success, or program management roles, ideally in high-growth or tech-enabled service environments
3+ years of experience directly managing people managers or multi-level teams
Demonstrated experience owning or heavily contributing to tech automation discovery and implementation, preferably in collaboration with product/engineering
Proven track record developing process playbooks, change management strategies, or organizational scaling frameworks
Strong proficiency with forecasting, capacity planning, and workforce modeling using tools like Google Sheets, Airtable, or BI dashboards
Experience working in or with startups, B2B SaaS, service marketplaces, or tech-enabled services is a strong plus
Familiarity with CRM systems (e.g. Salesforce, HubSpot), support tooling (e.g. Zendesk), and collaboration platforms (e.g. Glue, Slack, Notion, Asana)
Benefits
Competitive benefits
Extensive professional development
Culture built on high performance, authenticity, and recognition
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.