Operations Specialist

Phonely builds conversational voice AI agents for high volume phone workflows. Customers use them to qualify leads, book appointments, route calls, and resolve customer conversations in production. The role splits roughly in half between revenue and business operations and Pay Per Call operations. It reports directly to the Chief of Staff and is in office 5 days a week in San Francisco. Pay per call experience is preferred but not required.

Responsibilities

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; 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; Take on undefined, high-priority work and help drive cross-functional initiatives; Own end-of-month billing for publishers and buyers: run reconciliations, send invoices, and make sure payouts are on time and accurate; Onboard new buyers and publishers into Phonely Link, including building campaigns, setting up reporting, and creating publisher API keys; Work with engineering on 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 revenue; Suggest and make changes to campaigns based on performance; Run compliance checks and keep required partner details accurate in CRM systems; Be the go-to person for building new voice AI agents for Pay Per Call; Monitor live calls to confirm agents perform as expected, and tune them when they aren't

Requirements

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); 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

Benefits

Full health and dental coverage; 401k with 4% match; Unlimited PTO; Meaningful equity; Wellness stipend; Race/tournament stipend; Breakfast, lunch, and dinner provided; Annual offsites in fun spots (Costa Rica, the Rockies)