Commercial Operations
- Build and maintain lightweight systems that keep deals moving, customers onboarded, and revenue collected
- Manage invoicing workflow and AR tracking; coordinate collections follow-up as needed
- Own deal desk and contract workflows (proposals, MSAs, approvals, version control)
CRM, Reporting & Enablement
- Keep Attio data clean and reliable across pipeline, contacts, and activities
- Produce weekly reporting on pipeline health, revenue, and operational KPIs
- Support forecasting and GTM operating cadence with clean data and follow-through
Customer Operations & Cross-Functional Glue
- Coordinate onboarding workflows and internal handoffs
- Support QBR prep, renewals tracking, and customer follow-ups
- Identify operational bottlenecks and implement fixes (process, templates, automation)
What success looks like (first 90 days)
- Invoicing, Stripe, and AR tracking are consistent and trustworthy
- CRM data is clean enough to support forecasting and leadership decisions
- Contracts, onboarding, and GTM workflows run with less friction