Partner with functional leads to improve processes, workflows, and tools for scalable operations.
Develop insightful reporting and data insights for the Client Advisory Services team and leadership.
Help design and improve processes and manage post-sales tools that support scalable operations.
Optro is a leading audit, risk, ESG, and InfoSec platform, having surpassed $300M ARR and continuing to grow. They are one of the 500 fastest-growing tech companies in North America for the seventh year in a row and their customers love them.
Audit core operational metrics to isolate true causal drivers of operational variance and inefficiencies.
Translate analytical insights into structured data tables and optimize Databricks Genie spaces.
Execute rapid-response diagnostic investigations into operational shifts, presenting data-driven findings.
G-P provides a SaaS-based Global Employment Platform that enables clients to expand into over 180 countries. They are dedicated to breaking down barriers to global business and creating opportunities for everyone, with diverse, remote-first teams fostering innovation.
Serve as a primary RevOps point of contact for NAMER Sales Development Front Line Managers.
Conduct ad-hoc analyses on SDR performance data to surface actionable insights.
Identify bottlenecks in the sales development process and suggest improvements to workflows, handoffs, and qualification criteria.
Vanta helps businesses earn and prove trust by enabling companies to practice better security and prove it with ease. They have a kind and talented team, and empower companies to improve and prove their security.
Analyze sales and renewal data to build forecasting models and identify risks.
Collaborate with Sales, Renewals, and Customer Success to optimize the revenue engine.
Act as a strategic advisor for Salesforce and Gong, connecting data and maintaining data integrity.
Hirevue transforms the way organizations discover, engage, and hire talent. They connect companies and candidates anytime, anywhere with their end-to-end hiring platform featuring video interviewing, assessments and conversational AI. They have hosted over 70 million video interviews for over 1200 customers.
Build scalable reporting, dashboards, and forecasting for customer success teams.
Turn customer, product, and revenue data into actionable insights.
Leverage AI and automation tools to scale customer outreach and predict churn risks.
OpenSesame is disrupting the workforce development industry with an AI-powered marketplace of skills courses and personalized learning. More than 2,000 companies rely on OpenSesame to develop productive workforces.
Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth
Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals by using data exhaust from interactions. They have more than 3,000 customers worldwide and are backed by Silicon Valley firms, and have been Fortune Best Workplaces certified for 5 years.
Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.
SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.
Build the revenue analytics foundation: pipeline analytics, funnel conversion tracking, cohort analyses, win/loss reporting, and rep performance measurement.
Build and own the GTM operating system: CRM architecture, data infrastructure, and pipeline management that makes decisions defensible.
Operationalize account intelligence by turning market signals, customer data, and research into actionable insights, account strategy, and seller-ready outputs.
Euclid Power aims to accelerate the world’s transition to renewable energy. They empower renewable energy teams to accomplish tasks efficiently and they are building a workplace culture that they’re proud to be a part of.
Optimize our lead generation, routing, and conversion systems
Analyze funnel performance, provide data-driven strategic insights to sales leadership and implement prioritized strategies
Support day-to-day management of tools across the sales tech stack, build workflows and automations and be first to troubleshoot issues
TouchBistro offers an all-in-one Point-of-Sale and restaurant management system. They have powered more than 29,000 restaurants around the world, and foster an inclusive workplace where all individuals have an opportunity to succeed.
Lead, manage, and develop a team of operations professionals across CSM Ops, Renewals Ops, and PS Ops.
Partner with Revenue Technology to represent and prioritize CX operational requirements for Customer Success and Professional Services systems.
Drive improvement in PS and CSM bookings and revenue forecasting processes, reducing reliance on manual aggregation.
GitLab is the intelligent orchestration platform for DevSecOps. They enable organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. GitLab has over 50 million registered users and according to their data, more than 50% of the Fortune 100 trust GitLab.
Design, extend, and scale the Customer Success operating infrastructure, integrating Planhat, Snowflake, Salesforce, and BI systems.
Design and execute personalized, data-driven customer engagement campaigns in Planhat, improving adoption, satisfaction, and retention.
Build and maintain customer data pipelines and integrations across product telemetry, CRM, and CS engagement platforms.
Doxel brings computer vision and AI to construction, giving teams real-time visibility into progress, risk, and execution. They are backed by Insight Partners and Andreessen Horowitz and have a rapidly growing team of engineers, scientists, construction veterans, and Enterprise go-to-market teams.
Primary advisor to North America VP on end-to-end Go-To-Market operations
Perform strategic product, market, and customer analyses to identify new growth drivers or opportunities for improvement
Collaborate with sales, finance, revenue operations, marketing, and other cross-functional stakeholders to design and execute strategic projects to drive growth, increase sales productivity, operational efficiency, and revenue
Mixpanel turns data clarity into innovation. Trusted by more than 29,000 companies, Mixpanel’s AI-first digital analytics help teams accelerate adoption, improve retention, and ship with confidence. Mixpanel raised $277M from prominent investors.
Talk to service business owners and get them set up.
Build internal tooling so the team moves faster.
Redesign broken processes.
Wonderly is building an AI business platform for service businesses, helping them generate more revenue. They are backed by YC and Sam Altman, with a $500M+ valuation and hundreds of thousands of users, aiming to redefine how AI drives revenue for businesses.
Drive operational excellence across Customer Success, Support, Professional Services and Expansion organizations.
Translate the CCO’s vision into actionable results, ensuring clients receive a world-class experience.
Lead the organization through large scale change and transformation, ensuring a solid change management framework.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices, connecting EHR software, billing, automation, telehealth solution, and marketing. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout.
Support project management for automation initiatives, coordinating across teams.
Identify opportunities to streamline workflows and improve team efficiency.
Our client is a fast-growing, fully remote company building enterprise HR solutions for large organizations. They value a collaborative environment that supports continuous professional development.
Design and implement standardized processes and workflows across Customer Success and Professional Services to drive consistency and scalability.
Track and analyze key performance metrics including customer health scores, retention rates, NPS, and time-to-value to surface trends, risks, and opportunities.
Own the CS technology stack including Salesforce and other customer success platforms, ensuring tools are optimized for efficiency and data accuracy.
Tenna empowers customers to control their mixed assets anytime, anywhere, on one comprehensive platform. The company values quality, grit, continuous learning, collaboration, and awesomeness.
Serve as HubSpot administrator and internal subject matter expert, managing pipeline configuration, automation, permissions, and reporting.
Design scalable workflows that align Sales, Marketing, and Customer Success.
Translate CRM and marketing data into actionable insights for the Chief Growth Officer and leadership team.
Shine Early Learning aims to eliminate the gap between children’s inherent potential and their achievement in school and life. As part of the Strategy & Growth team, you’ll help build the systems and infrastructure that make mission-aligned growth possible.
Motivate, coach, and develop professional individual contributors and supervisors who support the customer experience at Rover.
Partner with workforce management at both Rover and BPO partner sites teams to organize, prioritize and schedule work assignments to meet business needs.
Review customer contacts and identify ways to improve the customer experience, as well as own escalated customer contacts and resolve them.
Rover connects pet parents with trusted pet care across the U.S., Canada, Europe, and Australia. Headquartered in Seattle and Barcelona, they are a values driven, fast-growing tech company focused on building safe and personalized experiences tailored to the needs of each unique pet. They were named among the 100 Best Companies to Work For in Seattle Business Magazine and Washington’s Best Workplaces in the Puget Sound Business Journal.
Build systems, processes, and reporting infrastructure to support go-to-market teams.
Drive operational efficiency, improve data quality, and strengthen forecasting capabilities.
Own Salesforce configuration, revenue tech stack, and sales enablement materials.
Penta Group is a global company providing data-driven solutions to help clients achieve their objectives. Their global team brings decades of experience in business, government, communications, research, data science, and media.
Drive complex cross-functional initiatives to advance pod-level objectives and ensure stakeholder alignment.
Build scalable workflows and processes from scratch to improve efficiency, reliability, and throughput.
Leverage data tools like Looker and SQL to extract insights, validate assumptions, and synthesize findings into clear recommendations.
Headway builds a new mental healthcare system accessible to everyone by automating insurance credentialing, claims, and payment reconciliation. It is a Series D company with over $325M in funding and a team dedicated to making therapy affordable.