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Head of Business Operations - Remote

$90k - $115k

Limitless Advisor Coaching

OPERATIONS MANAGER

Were 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 companys 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?

This is not an entry point into operations management or a role designed for someone to grow into. This isnt a big-company management role where you oversee departments, delegate projects, and strategically manage existing systems. Were 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. Were 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 youre the kind of operator who sees a messy process and cant 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.

Youll 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.

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

Youll 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. Youll lead people and projects, but youll 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.

Business Operations & Execution
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.
Lead optimization and integration of our technology ecosystem, including HubSpot, Asana, Stripe, Zapier/Make, and related platforms.
Identify and implement practical AI and automation solutions that reduce manual work and improve quality, speed, and scalability.
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.
Member Operations
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.
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.
People, Projects & Performance
Manage and develop operational team members and contractors.
Lead cross-functional projects from planning through implementation.
Maintain operating procedures, documentation, and quality standards.
Provide visibility into operational performance, risks, and improvement opportunities.

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.

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.
Value accountability, collaboration, and continuous improvement.
Performance bonus: 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.
Flexible, remote-schedule with a happy, high performing team.

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

Vacancy posted 1 day ago
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