Operational Excellence Consultant

What this is

Trainual helps 7,000+ growing companies document how they run. We've built the playbook software. Now we're building the program that sits on top of it — the Operational Excellence Program (OEP).

As an OEP Consultant, you'll carry a book of ~20 businesses. You'll know them. You'll be embedded in their operations, understand their people, challenges, and help them figure out how to actually run better — not just how to use software better. Think less "CSM" and more embedded Director or consultant for 20 companies at once.

This isn't a support role. It's not a training role. It's a consulting role, powered by AI, at a company with the tools and customer base already in place to make it work.

You'll carry ~20 client accounts. Roughly 10-20 calls per week. Constant async touchpoints via email, Slack, or Teams. You'll use Trainual's AI insights to spot problems before your clients do, audit their operations against best practices, and come to every conversation knowing their business as well as they do.

What you'll actually do

• Run weekly or biweekly working sessions with clients across org design, process documentation, role clarity, onboarding, and operational planning.
• Audit each client's Trainual account for gaps and opportunities — you're the expert on how great companies use the platform.
• Use AI-generated insights to proactively surface issues: team structure bottlenecks, process gaps, underperforming areas.
• Be a genuine thought partner on decisions like who to hire next, how to structure a new team, or whether a process is scalable.
• Help clients build, refine, and actually use their business playbook — not just create a library of documents.
• Manage renewals within your book — your compensation is partly tied to clients staying and growing.
• Contribute to how we build this program over time — you'll be among the first cohort and have a real voice in shaping the model.

Who we're looking for

There isn't one path here. But there's a clear profile:

• You've been the operator, not the strategist. You've been a Director of Operations, a #2 at a small company, a Chief of Staff, or a head of Continuous Improvement — somewhere you've actually fixed things, not just recommended fixes.
• You might have run your own small consulting practice, or been part of an accelerator program like EO Accelerator, and you want the stability of a platform with an existing client base rather than building one from scratch.
• You've worked with small to mid-size businesses (25–250 employees is our sweet spot) and you understand that what works at a 2,000-person company often falls apart at 50.
• You're a business generalist in the best sense. You can talk about hiring decisions, process design, org structure, program development and AI tools in the same conversation and not feel out of your depth in any of them.
• You might be coming from a CX or implementation background but know you want to go deeper with fewer clients, not wider with more.
• You're energized by the idea of being embedded in a business — not just making recommendations and leaving.
• You're excited by the opportunity to help build something from the ground up- creating the playbook, refining the workflows, and helping hire, train, and develop the team as it grows.

You probably are NOT a fit if

• You want to specialize. This role is broad by design — you need to be comfortable moving from process documentation to org planning to AI adoption in a single call.
• You've only worked inside large enterprises. The problems our customers face are messier and more immediate — there's no six-month project plan.
• You want to manage a team immediately. This is an individual contributor role to start. You establish a strong foundation, and there will be paths forward to build out and lead this function — but the initial job is doing the work, not delegating it.
• You need a clear script. You'll have frameworks and tools, but your clients are all different. Judgment and adaptability matter more than process compliance.
• You can't travel regularly. While this role wont be a road warrior, our consultants may spend time onsite with clients, so you'll need to be comfortable getting on a plane and working face-to-face when the situation calls for it.

What success looks like

At 90 days, you know your clients. You've audited every account and run your first set of strategy sessions on how your clients can be more effective. You have a clear point of view on what each business needs most.

At 6 months, your clients are growing and renewing. They tell their network about you. You've built a rhythm that lets you carry 20 accounts without dropping the ball on any of them.

At 12 months, you're helping us figure out how to scale this. You know what works, what doesn't, and you have opinions about both.

Compensation and structure

• Base salary: $125,000 - $175,000/year depending on experience. Role level and final compensation will be determined based on experience relevant to this role and industry.
• Variable component tied to book of business size and renewal rate — the better your clients do, the better you do.
• This role also includes stock options, benefits, and all of our brag-worthy culture perks, like a access to our incredible office off of Mill Ave.
• This is a hybrid position with an in office expectation of ~3 days per week.
• You’ll be reporting directly to our VP of CX, Adam Lovill.
• You'll be among the founding cohort of this program — that comes with real influence over how it develops.

About Trainual

Trainual is the business operating system for growing companies — the place where teams document how they work, onboard new hires, and build the playbook that lets them scale without chaos. We serve 7,000+ customers and 300,000+ users. The Operational Excellence Program is our bet that great software plus great humans beats either one alone.