Strategy & Operations Manager

The work you’ll do

• Run the operational rhythm: Support the day-to-day operating cadence of the Value Engineering and Services organizations - activity tracking, capacity reporting, and engagement pipeline hygiene across the field organization.
• Own dashboards and scorecards: Maintain and update VE performance dashboards and operational scorecards on a weekly cadence, ensuring data accuracy across Salesforce and internal reporting tools, and leveraging AIGTM capabilities to automate the upkeep and surface insight faster.
• Coordinate engagement intake and assignment: Assist in running VE engagement intake and assignment workflows and hiring coordination, routing requests across sub-teams and flagging capacity or coverage gaps to senior ops leads before they become bottlenecks.
• Prepare leadership reporting: Build the recurring reporting packages VE and Services leadership relies on, pulling structured data from CRM and the Celonis platform and formatting outputs for QBR and other customer engagement cadences.
• Support analytics on demand: Turn around ad hoc analytical requests from the VE Ops team: deal support data pulls, engagement outcome summaries, and team utilization snapshots - leveraging AI GTM capabilities to make common asks self-serve.
• Drive strategic initiatives: Partner on and help lead select strategic initiatives and planning workstreams for the VE and Services organizations, from framing the work through tracking execution and outcomes.
• Make the function better as you go: Spot friction in how the team operates and propose process improvements, turning manual, repetitive work into documented, repeatable systems - applying AI GTM capabilities to simplify how the field works and drive productivity gains.

Qualifications

• 4–6 years in revenue operations, sales operations, business operations, or a related GTM strategy/analytics role, preferably within B2B SaaS.
• Strong hands-on proficiency in Salesforce for reporting and analysis, and comfort working across CRM data and internal reporting/BI tools.
• Demonstrated ability to maintain operational dashboards, scorecards, and recurring reporting packages with a high bar for data accuracy.
• Curiosity and fluency around AI use cases for GTM and operations teams — experience or strong interest in leveraging AI GTM capabilities to automate recurring work, accelerate analysis, simplify how the field operates, and drive productivity gains.
• Highly organized with strong attention to detail; able to manage multiple recurring cadences and ad hoc requests without dropping threads.
• Comfortable operating with ambiguity in a fast-scaling environment; proactive about surfacing gaps and risks early.
• Strong communication and stakeholder skills; able to partner effectively across a field organization and present clean, decision-ready outputs to leadership.
• An analytical mindset — able to move from a data pull to the “so what” and translate raw data into snapshots leaders can act on.
• Preference for candidates based in New York or the surrounding area and able to commute to the office up to 3 days per week.