Operating Memory Lead
Embed with sales, service, and ops teams to capture tribal knowledge and turn messy workflows, transcripts, and Slack threads into structured, AI-readable operating memory, playbooks, and source-of-truth documentation.
About the job
What You'll Do
- Capture tribal knowledge — Interview operators, shadow workflows, sit with teams, and document what people "just know"
- Build operating memory — Turn transcripts, Slack threads, Looms, and one-off explanations into source-of-truth docs, decision logs, playbooks, and process maps
- Use AI as a force multiplier — Build repeatable workflows that turn raw context into decisions, owners, open loops, SOPs, training material, and product requirements
- Make meetings AI-legible — Shape conversations in real time so they produce useful artifacts: decisions, owners, definitions, edge cases, unresolved questions, next steps
- Find the edge cases — Document where workflows break: reworks, escalations, stale quotes, underwriter follow-ups, payment/binder gaps, COI delays, customer confusion
- Translate ops into product — Sit between operators and engineering. Capture what people are doing, where tools fail, what workarounds exist, what needs to be built
- Maintain the knowledge base — Keep docs current, assign owners, kill stale guidance, make sure people know where the truth lives
- Turn repeated problems into systems — If the same issue happens three times, it becomes a playbook, a QA check, a training artifact, or a product requirement
Requirements
- 2–8 years in research, product ops, knowledge management, technical writing, implementation, chief of staff work, qualitative research, instructional design, or startup operations
- Exceptional written communication
- Strong AI-tool fluency: Claude, ChatGPT, Granola, transcript workflows, structured prompting, AI-assisted synthesis
- Demonstrated ability to interview stakeholders and extract operational detail
- Ability to turn messy conversations into clear decisions, workflows, and source-of-truth documentation
- Strong information-architecture instincts
- Comfort in a fast-moving, ambiguous startup
- Based in San Francisco or willing to relocate
Nice to Have
- Experience at a high-growth startup
- Background in qualitative research, ethnography, curriculum design, or library/information science
- Experience working with sales, service, customer success, or operations teams
- Experience with RAG/search systems, data labeling, human-in-the-loop QA, or internal automation
- Experience translating operator feedback into product requirements
- Experience building internal knowledge bases in Notion, Confluence, Guru, Coda, or similar
- Experience with taxonomy, metadata, tagging, or content governance
- Experience in insurance, fintech, B2B services, or another high-volume operational environment
Skills
Claude, ChatGPT, Granola, Structured Prompting, Ai-Assisted Synthesis, Transcript Workflows, Notion, Confluence, Guru, Coda, RAG, Information Architecture, Process Mapping, Stakeholder Interviewing, Knowledge Management
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