Architect and manage the Operations Intelligence Warehouse using BigQuery and Metabase to track operational health and capacity. Develop dimensional models in dbt and provide data-driven insights to leadership to optimize the member delivery pipeline.
The role involves owning the end-to-end outreach strategy and execution to generate leads and build a sales pipeline for prospective members. You will collaborate with Sales and Marketing teams to optimize scalable outreach programs and book revenue-driving meetings.
Design and develop scalable Salesforce solutions, automations, and integrations to support revenue operations and customer lifecycle management. Partner with Product, Sales, and Engineering teams to maintain critical business systems and improve operational efficiency.
Manage a portfolio of approximately 400 solopreneurs as a trusted advisor, focusing on retention and growth. Provide strategic guidance on tax, S Corporations, and business operations while ensuring a high-quality member experience.
The Account Executive will manage a high-velocity sales pipeline by conducting video discovery calls and providing value-based guidance to prospective small business members. They will also collaborate with marketing and member services teams to execute outbound prospecting strategies and ensure an exceptional member experience.
The role involves end-to-end application management in Intune, including integration, testing, qualification, and deployment. Additionally, it includes L3 support for major incidents and technical issues faced by users.
The consultant will ensure the availability of tools and the quality of data. Responsibilities include user support, ticket management, flow analysis, delivery tracking, documentation, and continuous improvement.
