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Pathpoint

Business Operations Manager

Pathpoint

Business Operations Manager owning communications platforms and production AI agents. Improving customer messaging and automations for Pathpoint’s E&S insurance operations serving 25,000+ agencies.

Posted 8/20/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $140,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing communications and AI tooling, with a strong focus on lifecycle messaging, campaign management, and system integrations. Proficient in SQL and Salesforce administration, with a proven ability to build and optimize workflows using tools like n8n and Customer.io.

Highest-signal resume keywords
AI Workflow DevelopmentSalesforce AdministrationSQL ProficiencyCustomer.io ExpertiseWorkflow Automation with n8n

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
AI ToolingSQLSalesforce AdministrationCustomer.ioN8nWorkflow AutomationCampaign ManagementData IntegrationEmail OperationsTelephony Management
Soft Skills
Strong Communication JudgmentOwner's DispositionProblem IdentificationOperational Change Management
Tools & Technologies
Customer.ioSalesforceN8nDialpadLiquid TemplatingAPIsWebhooksZapier
Industry Keywords
Marketing OperationsRevenue OperationsBusiness OperationsFintech OperationsInsurance Operations

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • Take end-to-end ownership of Pathpoint's communications and AI tooling domain
  • Own lifecycle and campaign messaging, the shared email operations layer, telephony and conversation intelligence, and production AI agents
  • Manage Customer.io segmentation, Liquid templating, lifecycle and transactional campaigns, and supporting data pipelines
  • Administer Front for email routing, triage, and automation
  • Administer Dialpad, generate insights, and improve use of call data
  • Extend and operate AI email agents, ship AI help center chat, and develop new agent workflows
  • Establish evaluation approaches, guardrails, and staged releases for customer-facing communications
  • Independently administer Salesforce objects, flows, and reports
  • Use SQL for warehouse analysis, campaign targeting, and measuring outcomes
  • Build and maintain n8n workflows integrating Salesforce, communications platforms, and LLM APIs
  • Work with APIs, webhooks, data syncs, and unfamiliar systems
  • Proactively identify problems, own outcomes, and bring teams along through operational changes

Requirements

What you’ll need
  • 3-6 years in marketing operations, revenue operations, business operations, or a similar systems-heavy role
  • Hands-on experience building with AI in production, including shipping LLM-powered workflows or agents used by real users
  • Experience with prompt regressions, evaluation, and failure modes
  • Deep platform skill in at least one communications system (Customer.io, Braze, Iterable, or similar), including templating logic and data integration
  • Working SQL
  • Demonstrated comfort administering Salesforce or an equivalent CRM at the object and automation level
  • Strong communication judgment
  • Owner's disposition, including debugging work and fixing root causes
  • n8n, Zapier, or similar workflow-automation depth
  • Insurance or fintech operations exposure
  • Experience being the sole or founding owner of a system surface
  • Experience building system integrations
  • Prior roles in Sales Operations, Marketing Operations, or Revenue Operations
  • Eligible to work in the U.S. without requiring visa sponsorship now or in the future

Benefits

Comp & perks
  • Insurance coverage fit for an insurance company – with some plans at no cost to you
  • Competitive compensation, equity, and total rewards
  • 401(k) with an annual company match
  • 20-days of PTO (increased to 25-days after 2-years)
  • Professional development opportunities
  • Remote-first working environment with investments in in-person collaboration
  • Annual $500 home office stipend
  • Monthly $75 internet stipend
  • Generous paid parental leave
  • An early stage insurance company offering unique opportunities for growth