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Revenue Operations & Sales Infrastructure
- Own and optimize the end-to-end sales operation process, including:
- Contracting (software license agreements, data security agreements, COIs)
- Invoicing workflows and payment tracking (HubSpot)
- Customer onboarding coordination (e.g., welcome kits)
- Ensure all deal flows are accurate, compliant, and scalable
- Own and optimize the end-to-end sales operation process, including:
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CRM Ownership & Data Integrity (HubSpot)
- Serve as the owner and architect of HubSpot CRM
- Build and maintain:
- Pipeline structure and forecasting models
- Marketing automation workflows
- Executive dashboards and reporting
- Enforce data standards and hygiene, ensuring accurate and reliable inputs from the sales team
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Financial Operations & Accounting Coordination
- Own revenue tracking and reconciliation across CRM, invoicing, and accounting systems
- Reconcile budget vs. actuals and identify discrepancies
- Partner with accounting to ensure accurate financial reporting and revenue recognition
- Build and document processes for:
- Invoice tracking and collections
- Financial reporting workflows
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Compensation, Payroll & Incentive Management
- Calculate and validate commissions and payout processes.
- Oversee payroll coordination via Justworks.
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People Operations & HR Infrastructure
- Own core People Operations processes, including:
- Onboarding and offboarding
- Employee documentation and compliance
- HR policies and internal guidelines
- Partner with leadership to maintain a high-functioning, well-supported team environment
- Own core People Operations processes, including:
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Conference or Event Operation
- Lead operational planning and logistics for conferences and major events.
- Align cross-functional teams (Marketing, Sales, Implementation) around go-to-market execution.
- Act as a force multiplier for the CEO, ensuring execution stays aligned with strategic priorities.
- 10+ years in Business Operations, Revenue Operations, Strategy & Operations, or similar leadership roles in a high-growth environment.
- Strong experience with CRM systems (HubSpot preferred), sales operations, and commission structures.
- Proven ability to design scalable processes from growth through expansion.
- Strong business literacy with experience coordinating invoicing, payroll, and reporting.
- Exceptional organizational and analytical skills.
- Ability to operate both strategically and tactically in a fast-moving startup environment.
- Experience in EdTech, SaaS, or high tech startup is a plus.
- Systems thinker with strong execution discipline
- Data-driven decision maker
- Highly accountable and ownership-oriented
- Comfortable building structure in ambiguity
- Collaborative, yet decisive
- Passionate about education and child mental wellness
- Play a pivotal leadership role in scaling a mission-driven, Stanford-affiliated and VC-backed startup with strong growing momentum.
- Direct impact on children's mental well-being globally
- Work alongside a high-caliber, purpose-driven founding team
- Opportunity to shape the operational foundation of a fast-growing company
- ESOP (Stock Option of a Series A startup - $7.7 millions raised)


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