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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
- Bonus points if you:
- Have led (not just supported) significant change management efforts during a system rollout or process shift
- Have experience with process improvement methodologies like Lean or Six Sigma
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business systemsprocess improvementchange managementdata analysisSOP developmentCRM configurationPSA configurationLean methodologySix Sigma
Soft Skills
autonomydiagnostic skillscommunicationaccountabilitystakeholder engagement
