Analyze and refine end-to-end sales process to improve efficiency.
Assist in troubleshooting operational issues and propose changes to systems.
Create and update quotes, maintain pipeline in Salesforce, and audit data.
Automox is a cloud-native IT operations platform for modern organizations, enabling configuration, patching, and security for every endpoint. They are trusted by more than 2,500 leading companies and MSPs worldwide and earned Automox four straight quarters of record growth.
Lead and improve end-to-end Customer Success & Experience operations.
Define, standardize, and report on key customer success metrics.
Drive automation and system enhancements across CRM and customer success platforms.
MNTN provides advertising software for brands to reach their audience on TV, web, and mobile. They pride themselves on their values and were named one of Ad Age’s Best Places To Work in 2025 and one of Fast Company's Most Innovative Companies in 2023.
Owns and evolves the Customer Success technology ecosystem.
Leads complex, cross-functional initiatives.
Ensures solutions remain effective.
Restaurant365 is a company offering enterprise cloud applications. They aim to provide solutions for the restaurant industry, but information about their size and culture was not provided in the job description.
Optimize Salesforce for Sales, Marketing, and Customer Success teams, focusing on business process reengineering.
Enhance existing dashboards and reports to support sales teams and cross-functional collaboration, including senior leadership.
Build analytical models to analyze sales and operational data related to customer pipeline, forecasting, and sales productivity.
Turquoise Health aims to simplify healthcare pricing, making it more transparent and lower cost. As a Series B startup backed by top VCs, they foster a culture that values diverse perspectives and encourages individuals from all backgrounds to apply.
Serving as the primary operations business partner for the global Customer Support team.
Leading a lean team of Customer Support Operations experts that own strategic initiatives.
Identifying and implementing operational improvements to enable the Customer Support team to achieve targets.
Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. They are an award-winning team recognized as one of Canada’s Best Managed Companies with over 600 employees.
Own and enforce structured onboarding, documentation quality and success planning standards.
Review calls, provide feedback, and hold CSMs accountable to preparation.
Personally manage a small portfolio of high impact accounts.
Whippy is leading the way in AI-powered business communication, helping companies replace manual workflows with intelligent AI agents across voice, chat, and messaging. As Whippy adoption grows, the quality of onboarding, workflow design, and long-term account ownership directly impacts retention and expansion.
Act as the primary strategic and operational contact for assigned GI practice partners.
Own and optimize critical workflows across referrals, onboarding, RPM requirements, logistics, eligibility, and clinical communication.
Collaborate closely with Clinical Ops, Product, Engineering, RCM, and Engagement teams.
Salvo Health focuses on chronic gut health and metabolic conditions, such as IBS and obesity. They assign patients a care team and offer app-based care with Remote Patient Monitoring, partnering with the patient’s local doctor for continuous care.
Partner with the executive team to lead implementation and optimization of key enterprise systems.
Serve as the operational expert for Greenhouse, PayCom, and Salesforce systems.
Produce executive-level reporting that drives decision-making across the organization.
Theoria Medical is a comprehensive medical group and technology company dedicated to serving patients across the care continuum with an emphasis on post-acute care and primary care. As a leading edge, innovative, and quality driven physician group, we continue to expand nationally.
Own intake requests: Run an intake and prioritization process for operational requests and issues.
Maintain operational health: Monitor and troubleshoot existing workflows and automations, resolve broken integrations and data issues, and proactively surface risks.
Design and improve workflows: Diagnose inefficient or fragile processes across teams and programs, then redesign them to reduce manual work.
Springboard is an education and workforce development company with a mission to bridge critical skills gaps by enabling individuals to access high-quality, job-aligned training. They partner directly with employers, healthcare systems, and workforce organizations to design and deliver programs that build durable talent pipelines.
Design and manage the operating rhythm for the CX organization, including leadership forums, business reviews, planning cycles, and cross-functional governance meetings.
Lead and develop a team responsible for CX programs and operational strategy supporting post-GTM customer-facing functions.
Define strategy, develop roadmaps, and execute high-impact initiatives spanning multiple customer-facing teams across the post-GTM lifecycle.
They are building the foundation for a safe, productive digital future, innovating the market-leading enterprise password manager and pioneering Extended Access Management. The company has surpassed $400M in ARR and is continuing to accelerate, earning a spot on the Forbes Cloud 100 for four years in a row.
Serve as a first-line support resource for GTM users across Wayvia’s GTM tech stack.
Perform Salesforce administrative tasks, including user setup, field updates, and page layout maintenance.
Support onboarding for new GTM hires, including system access, tool setup, and basic training.
Wayvia helps the world’s top brands stay ahead using AI, data, and innovation. At Wayvia, you’ll find a team that’s curious, collaborative, and always up for solving what’s next, and they move fast, think boldly, and support one another.
Build and maintain centralized dashboards for CX functions.
Monitor and troubleshoot data issues across CX systems.
Partner with the CX Ops Manager to design reporting and analytics.
Customer.io's platform is used by over 8,000 companies to send billions of messages daily. They power automated communication and help teams send relevant messages using behavioral data.
Oversee the customer outcomes engagement for customers in your portfolio, understanding each customer's needs and challenges
Ensure customers are technically healthy and on the most recent version of our product
Ensure that customers obtain the maximum value from their ServiceNow investment and use their licenses
ServiceNow is a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Their intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work.
Find signal in the noise. Run analyses that uncover trends, reveal bottlenecks, and guide strategy across the sales organization.
Build the source of truth. Own dashboards, reports, and visualizations that live in Salesforce, BI tools, or custom Python/SQL workflows.
Automate everything repeatable. Design and maintain automations (Zapier, n8n, internal scripts) that reduce manual work and keep data clean.
Clipboard Health's app-based marketplace connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent. They are a fast-growing Series C marketplace and a YC Top Company with a global, remote team of 700+ people.
Manage and maintain connections across the GTM tech stack.
Build and optimize Salesforce Flows and automation.
Headspace provides on-demand access to behavioral health coaching, video therapy, video psychiatry and self-guided content. Their B2B business supports 4,000+ enterprises and 50+ million covered lives, and they foster a collaborative, inclusive, and human-centered culture.
Lead operational strategy and execution within the Documents & Onboarding Team.
Oversee day-to-day support operations, ensuring efficient workflows, clear standards, and strong performance.
Build and develop high-performing teams with clear responsibilities and accountability.
Clipboard Health operates a marketplace that connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent. They are a fast-growing Series C marketplace and a YC Top Company with a global, remote team of 700+ people.
Evaluate, refine, and document sales workflows to ensure efficiency and consistency.
Ensure pipeline accuracy, data integrity, and adoption across all sales teams.
Support quarterly and annual forecasting processes with data-driven insights.
Industrial Electric Mfg. (IEM) is the largest independent full-line manufacturer of custom power distribution systems in North America. Founded more than 75 years ago in Fremont, California, IEM grew alongside Silicon Valley and today operates over 1.7 million square feet of manufacturing capacity.
Design and improve core garage and customer workflows: onboarding, reporting, escalations, renewals, and risk management
Build playbooks and operating rhythms to eliminate tribal knowledge
Identify failure points and redesign processes before they impact customers
Vend Park is building the AI-powered digital infrastructure of the built world. They are rewriting how commercial real estate owners manage and monetize parking, using automation, data, and agentic AI to simplify operations and unlock new revenue. They operate as a small, high-ownership engineering team where decisions move fast and code ships to production quickly and reliably.
Architect, develop, and regularly produce key metrics, reporting, and actionable insights to evaluate and optimize the performance of revenue teams across the customer lifecycle
Conduct deep-dive analyses to understand root causes, identify blind spots, and improve detection of growth opportunities
Act as the "source of truth" for the business. You will perform deep-dive audits of workflow, commission calculations, and funnel conversion to identify and fix data gaps before they impact the bottom line
Medely is a high-growth series-C technology start-up reimagining the future of healthcare work by providing an on-demand marketplace and workforce management tools. As a fully remote team of sharp, collaborative, and entrepreneurial individuals, they are dedicated to redefining the way healthcare workers and facilities work together to provide for patients.