Operations Manager, Professional Services

80% of enterprise data remains unstructured, underpinning critical business workflows and requiring manual processing today. To transform customer experiences, drive bottom-line efficiencies, and achieve full digital transformation, organizations need to automate manual processes reliant on unstructured data.

At Instabase, we're passionate about democratizing access to cutting-edge AI innovation to enable any organization to solve previously unsolvable unstructured data problems in their industry. With customers representing some of the largest financial institutions in the world, and investors like Greylock, Andreessen Horowitz, and Index Ventures, our market opportunity is undeniable.

At the center of our value proposition is our people, and we've built a fearlessly experimental, endlessly curious, customer focused team who together, are fundamentally changing how developers build and distribute intelligent business applications. Remote-first, at 300 employees and growing, and with office hubs in Menlo Park, New York, London and Bangalore, we're looking to add to our talent community so we can continue to harness the power of deep learning to transform our customer's most complex business processes.

Come help us build for the next stage of growth and scale -- accelerate your career with Instabase!

Our RevOps Team creates an innovative, vertically integrated approach to connecting strategy, process, analytics and systems across the key Go-to-Market (GTM) teams, reframing the inefficient, siloed approach companies typically operate across Sales Ops, Marketing Ops, CS Ops, and Business Systems. The team leadership has pioneered this approach in previous successful organizations, and team members are excited by dense learning opportunities offered through having an outsized early stage impact on a hyper-growth GTM org coupled with exposure to applying this novel, proven approach of optimizing revenue in a data-driven way.

As a Manager on the RevOps Post-Sales team, you'll be responsible for ensuring the smooth and efficient operations of our Professional Services team. To accomplish this, you'll need to build and scale processes and develop an analytical view across a complex and multi-faceted pre- and post-Sale technical delivery landscape. The right candidate will enjoy both instantiating new processes and tuning our existing operations based on a data-driven perspective. You'll work closely with senior leadership and team managers on the ground to ensure you have a full stack understanding of the business and be counted on to drive change within the organization.

What you'll do

The job includes a unique blend of hands-on operations, process design, and strategic thinking. More specifically, you'll:

• Define and help establish the processes to enable smooth operation & clean handoffs between teams. Feed your "ground truth" observations into the strategic guidance you provide up to senior leadership.
• Consolidate, drive, and facilitate the Project Pipeline, Status, and Staffing cadences to ensure full operational visibility. Compile and provide data-driven insights on Key Performance Indicators (such as Backlog, Project Status, Resourcing) and other business metrics.
• Work with Resource Management to forecast staffing needs as well as capacity planning for the future. Help manage and onboard new consultants and partners into the delivery model. Use your observations to influence staffing strategy with regard to regionalization, consultants, and partners.
• Work with pre-Sales operations to ensure a clean handover of clients into post-Sales. Optimize client intake as we evolve our Go To Market motion and strategy.

About you

• 5+ years of hands-on experience in Operations roles across the post-sale journey at high growth B2B software companies
• Deep ability to effectively communicate to stakeholders at all levels of the organization, from end users to C-level, with excellent written, oral, and presentation skills
• Proven track record of scoping and project managing initiatives and driving outcomes with both senior leadership and technical stakeholders
• Experience Professional Services delivery in a B2B SaaS or Technology firm, targeting an enterprise customer base on a global scale
• Strong full-stack analytical capabilities with the ability to marry process to the data-object model used to measure success. This typically includes business system (Salesforce, FinancialForce, etc.) familiarity, a SQL-mindset, and strong Excel/GSheet skill

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Research shows that in order to apply for a job, women feel they need to meet 100% of the criteria while men usually apply after meeting about 60%. Regardless of how you identify, if you believe you can do the job and are a good match, we encourage you to apply.

Instabase is an equal opportunity employer and values diversity in all forms. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, protected veteran status, disability, or any other unlawful factor. Instabase complies with local laws, including the San Francisco Fair Chance Ordinance. If you need an accommodation due to a disability, you may contact us at accommodations@instabase.com.