Operations Manager

Job Description

Limitless Advisor

SR. OPERATIONS MANAGER

We're looking for a seasoned, hands-on operations manager with a proven track record of leading people, building scalable operating systems, and driving operational transformation in growing, entrepreneurial businesses.

Have you held direct responsibility for managing a company's day-to-day operations, including its people, technology, processes, budgets, and performance?

Have you led teams through significant operational change, independently designed and implemented integrated business systems, and established the processes, performance measures, and accountability needed to scale?

Have you partnered directly with founders or leadership to translate business strategy into operational priorities, manage resources and competing demands, and deliver measurable business results?

And are you the kind of leader who doesn't just direct the work, but has the technical expertise and willingness to roll up your sleeves and do it?

That's who we're looking for.  

This is not an entry point into operations management or a role designed for someone to grow into. We're looking for an experienced manager who has already owned these responsibilities and delivered results.

This isn't a big-company management role where you oversee departments, delegate projects, and strategically manage existing systems. We're a lean team, and we need someone who can both design the operating infrastructure and help build, implement, manage, and improve it.

That means knowing how to connect the dots across the entire business, from CRM and marketing automation to enrollment, billing, financial controls, team workflows, reporting, and the member experience. You'll need to understand how these pieces work together, identify what's missing, and have the technical and operational skills to make them work better.

We're especially interested in someone who has already done this in a small or growing business, ideally leveraging platforms like HubSpot, Asana, Stripe, Zapier/Make, and increasingly AI to replace manual work, eliminate friction, improve execution, and create capacity for growth.

If you're the kind of operator who sees a messy process and can't wait to fix it, loves turning complexity into simplicity, and takes pride in building a business that runs better because of your work, keep reading.

THE OPPORTUNITY 

You'll own the day-to-day operational excellence of our business while helping build the systems, processes, and technology infrastructure for our next stage of growth. 

You'll oversee operations across our programs, people, platforms, marketing execution, and financial administration, ensuring the business runs smoothly, accurately, and efficiently. 

You'll also help us harness AI, automation, and technology to work smarter, improve the member experience, and scale without unnecessary complexity or headcount. 

This is a hands-on management role in a growing, entrepreneurial company. You'll lead people and projects, but you'll also personally execute important operational work, solve problems, ensure operational excellence, and work closely with the CEO to build out our next level operating platform. 

WHAT YOU'LL OWN

Business Operations & Execution

• Translate leadership priorities into actionable plans, clear ownership, and measurable outcomes. 
• Effectively manage Operations team, priorities and budgets to deliver on desired business outcomes.
• Own day-to-day business operations, ensuring processes, systems, and workflows run reliably and efficiently.
• accuracy, payment processing, and financial reporting.
• Identify bottlenecks, solve problems, and continuously improve how work gets done.

Systems, Technology & AI

• Lead optimization and integration of our technology ecosystem, including HubSpot, Asana, Stripe, Zapier/Make, and related platforms.
• Personally design, build, implement, and improve integrated workflows and operational systems. 
• Identify and implement practical AI and automation solutions that reduce manual work and improve quality, speed, and scalability.
• Build reliable workflows, reporting, dashboards, and operational controls.
• Troubleshoot systems and integrations directly, working with external specialists when appropriate.
• Evaluate emerging technologies and translate their potential into practical business improvements.

Marketing Operations  

• Own the operational and technical execution of marketing initiatives in partnership with our marketing team.
• Build, manage, and optimize email campaigns, funnels, landing pages, webinar registrations, and related workflows.
• Oversee HubSpot automation, segmentation, integrations, data integrity, and reporting.
• Ensure campaigns launch accurately, on time, and with reliable tracking.
• Improve the efficiency and scalability of marketing execution and enrollment processes.

Member Operations

• Own and oversee the end-to-end member lifecycle, including enrollment, onboarding, renewals, billing, program administration, and offboarding.
• Lead the design, implementation, and continuous improvement of member operations, ensuring seamless handoffs, accurate data, timely execution, and an exceptional member experience.
• Manage and hold team members accountable for member service delivery, operational standards, deadlines, and follow-through.
• Build and optimize the systems, workflows, and automations that connect enrollment, payments, member communications, program access, and service delivery.
• Oversee member enrollment, onboarding, renewals, billing, and program administration.
• Establish clear operating procedures, quality controls, and performance metrics to ensure consistent, reliable execution across all programs.
• Proactively identify and resolve service issues, operational bottlenecks, and process gaps while improving efficiency, scalability, and member satisfaction.
• Partner with consulting, program leadership, and member-facing team members to ensure operational execution supports program commitments and the overall member experience.

People, Projects & Performance  

• Manage and develop operational team members and contractors.
• Establish clear responsibilities, priorities, expectations, and accountability.
• Lead cross-functional projects from planning through implementation.
• Maintain operating procedures, documentation, and quality standards.
• Provide visibility into operational performance, risks, and improvement opportunities.

WHAT YOU BRING

Required Experience

• 7+ years of demonstrated management experience owning and improving business-wide operations, including people and budget management (ideally in a small to mid-size entrepreneurial company).
• 7+ years of direct, hands-on experience building, implementing, and managing interconnected business systems and operational processes.
• Experience designing and managing revenue operations to optimize revenue, lead generation and conversion to meet business goals and outcomes.
• Proven track record of leading business and team through operational change.
• Strong technical fluency with CRM platforms, workflow automation, and integrated business systems.
• Experience implementing AI to improve business performance across teams and systems.
• Hands-on experience with marketing operations, including email campaigns, funnels, CRM workflows, and reporting.
• Strong financial and operational discipline, with excellent attention to detail.

You'll Thrive Here If You...

• Think strategically but can turn that into actionable plans deliver on goals.
• Are a seasoned professional with a track record being responsible for business level outcomes.
• Bring proven business acumen, professional maturity and the ability to keep multiple demands, people and priorities moving with a cool head in a growing, fast-paced environment. 
• Have experience using AI to improve how businesses operate across teams and functions.
• Can move comfortably between big-picture priorities and detailed execution while staying on track and timelines.
• Bring order to competing demands, initiative without ego, and solutions over excuses.
• Value accountability, collaboration, and continuous improvement.
• Enjoy working in a fast-moving, entrepreneurial environment with a big vision and impact.

Compensation & Benefits

Base salary: $90,000–$115,000, depending on experience and capabilities.

Performance bonus: Up to 10% of base salary.

Profit sharing: Up to 10% of base salary.

Paid time off: Two weeks in Year 1; three weeks Year 2-5, four weeks after Y5.

Additional time off: Additional 10-12 days per year with 3 flex days + company closures: 4-day weekends (Memorial, Labor Day, Thanksgiving) and 5 days at Winter Break)

Benefits: Medical and well-being allowance.

Work environment: Flexible, remote-schedule with a happy, high performing team.

Why Limitless?  

At Limitless Advisor, we help growth-minded financial advisors build wildly successful businesses and lives they love. We combine business strategy, behavioral science, leadership development, and proven operating systems to help advisors achieve greater success with greater freedom.

We believe those same principles should apply to our own team.

If you're a seasoned operator and manager who combines strong business judgment, technical capability, and a genuine love of making things work better, we'd love to hear from you.