Operations Specialist

Phonely

• $80K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in revenue operations, business operations, strategy, or consulting
  • Proficient in HubSpot with hands-on experience in building workflows
  • Strong analytical skills with spreadsheet proficiency
  • Detail-oriented with invoicing and reconciliation experience
  • Able to manage both recurring and ad-hoc projects effectively
  • Clear communicator, especially in external partner interactions
  • High ownership mentality with a willingness to learn quickly

Responsibilities

  • Manage HubSpot workflows, including pipeline stages and automation
  • Develop and maintain reporting for forecasting and funnel conversion
  • Conduct ad hoc analyses to inform leadership decisions
  • Document and improve operational processes as the team scales
  • Collaborate across teams to align systems and processes during growth
  • Handle end-of-month billing and reconciliation tasks for partners
  • Onboard new users and set up reporting and campaigns in Phonely Link
  • Monitor and optimize Pay Per Call operations based on performance data

Benefits

  • Real ownership and exposure to impactful company decisions
  • Growth opportunities in a dynamic startup environment
  • Front-row seat to business operations and strategy
  • Collaboration with cross-functional teams
  • Hands-on learning in a fast-paced setting
  • In-office work culture promoting teamwork and communication
Full Job Description
This role splits roughly in half. One half is revenue and business operations: the systems, reporting, and analysis behind our go-to-market motion. The other half is Pay Per Call operations, where you'll be the person who keeps our publisher and buyer marketplace running, from billing and partner onboarding through the voice AI agents that handle the calls. Pay per call experience preferred but not needed; you can learn the marketplace side from us.
You will be wearing a lot of hats. Some weeks you're deep in HubSpot workflows or running a funnel analysis for leadership. Other weeks you're reconciling end-of-month publisher payouts, launching a new buyer in Phonely Link, or tuning a PPC agent that isn't converting the way it should. It's not a fixed lane, and it's not a traditional RevOps role.
You'll report directly to the Chief of Staff and have real visibility into how the business actually works. This is a role for someone hungry and looking to grow fast, who wants a front-row seat to the decisions that move the company. You'll get real ownership and real exposure to impactful, cross-functional work from day one, ideally paired with a foundation in structured problem-solving and a real appetite for startup speed and ambiguity. This role is in office 5 days a week in San Francisco.

What You'll Do
Revenue & Business Operations (roughly half your time)
  • Own HubSpot end-to-end: pipeline stages, deal properties, lead routing, and workflow automation
  • Build and maintain reporting and dashboards for pipeline, forecasting, and funnel conversion
  • Support the forecasting cadence, pipeline reviews, and revenue/metric reporting leadership relies on
  • Run ad hoc analyses (win/loss trends, funnel bottlenecks, campaign ROI) that shape leadership decisions
  • Document processes as the team scales and propose improvements: lead qualification, handoffs, deal desk basics
  • Partner across Sales, Marketing, Finance, and Engineering to keep systems and processes aligned as we grow
  • Take on undefined, high-priority work as it lands, and help drive cross-functional initiatives that don't have an obvious owner yet
  • Pick up anything else the business needs, whether or not it fits neatly into a job description


Pay Per Call Operations (the other half)
  • Own end-of-month billing for publishers and buyers: run reconciliations, send invoices, and make sure we get paid and pay out on time and accurately
  • Onboard new buyers and publishers into Phonely Link, including building out campaigns, setting up reporting, and creating publisher API keys
  • Work with engineering on the system and product changes needed to launch new buyers and partners
  • Monitor launches from both the buyer and publisher side, and flag issues before they cost us revenue
  • Suggest and make changes to campaigns based on how they're actually performing
  • Run compliance checks and keep required partner details accurate in our CRM systems
  • Be the go-to person for building new voice AI agents for Pay Per Call
  • Monitor live calls to confirm agents are performing as expected, and tune them when they aren't


What You'll Bring
  • 2+ years in revenue operations, business operations, strategy, consulting, or a similarly analytical seat
  • HubSpot experience (required), with a track record of actually building in it, not just reporting out of it
  • Strong spreadsheet and analytical skills, and comfort owning numbers that other people make decisions on
  • Comfort with billing, reconciliation, and invoicing detail, and the instinct to catch a number that looks wrong
  • Ability to juggle recurring operational cadences and open-ended projects in the same week without dropping either
  • Clear written communication, especially with external partners
  • High ownership and low ego, and the willingness to learn a new system quickly because nobody else owns it yet


Nice to Have
  • Experience with pay per call, lead generation, affiliate, or performance marketing marketplaces (not required; we'll teach you)
  • Familiarity with compliance in a regulated lead gen environment (TCPA and similar)
  • Hands-on experience building or tuning voice AI, chatbots, or conversational agents
  • Comfort with APIs, webhooks, and light automation work


Interview Process
  1. 15-minute intro call to evaluate fit
  2. Deep dive on your experience with a team member
  3. Case study focused on a real operations problem
  4. Final conversation with leadership

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