Spin.AI

Operations

• Business Analysis & Requirements Gathering: Partner with the Director of Ops to document business needs. You will translate vague stakeholder requests into crisp technical user stories and functional requirements.
• Full-Cycle Execution & SFDC Development: Take ownership of the "build" from ideation to deployment. You will analyze requests and build/optimize solutions using Salesforce Flows, ensuring they align with our long-term architectural health.
• End-to-End Lifecycle Management: Maintain a deep understanding of the Lead-to-Closed-Won flow. You will ensure that the handoffs between Marketing, Sales, and Finance are automated and that no lead or deal "leaks" out of the funnel.
• Revenue Operations Mastery: Apply knowledge of SaaS revenue models (ARR, MRR, Churn, and Renewals) to ensure Salesforce is capturing the data necessary for executive-level financial reporting.
• Quality Assurance (Testing): Develop comprehensive test plans and lead User Acceptance Testing (UAT). You are the final gatekeeper ensuring new features don't disrupt existing integrations or sales workflows.
• Integration Management: Maintain the "plumbing" between Salesforce and our tech stack, specifically ensuring data syncs correctly with HubSpot (Marketing), Stripe (Billing), and Google Sheets (Reporting).
• Sales Partnership & Deal Support: Act as the "boots on the ground" support for the sales team. You will help reps navigate complex deal structures to ensure technical accuracy before a contract is sent.

Sales Operations Associate

Customer Success Manager

• Proactively reach out to customers to understand their business needs, goals, and challenges. Establish a trusted advisor relationship with key customer stakeholders.
• Guide customers through the onboarding process, ensuring a smooth transition to our products/services and a clear understanding of their functionalities.
• Develop a deep understanding of our products/services to provide expert advice and solutions to customers.
• Conduct training sessions, webinars, and workshops to educate customers on best practices and help them optimize their use of our products/services.
• Act as a liaison between customers and internal teams (e.g., support, product development) to address and resolve customer issues promptly.
• Collect and analyze customer feedback to identify areas for improvement in our products/services and advocate for necessary changes.
• Develop and execute customer success plans to drive product adoption, expansion, and long-term customer retention.
• Utilize customer data and analytics to track product usage, identify opportunities for upselling or cross-selling, and assess customer health.
• Prepare regular reports on customer engagement, satisfaction, and retention metrics for internal stakeholders.

QA Engineer

• Perform manual testing across UI, APIs, integrations, and backend-driven workflows.
• Analyze requirements and acceptance criteria, proactively identifying risks and gaps together with PO/PM/Dev.
• Own and maintain test documentation in Zephyr: create, review, and update test cases and checklists; develop and manage test plans and test cycles; prepare test result reports when required.
• Validate data integrity and system behavior using database queries.
• Run and analyze automated test results to identify problem areas, support root-cause analysis, assist with prioritization, and align on next steps with the team.
• Review product documentation, analyze it critically, and suggest improvements.
• When needed, deliver short demos or walkthroughs to align with PO/PM.

Sales Operations Associate

Customer Success Manager

Middle QA Engineer, Manual