Operations Specialist

The role

This person will manage revenue and business operations alongside Pay Per Call operations. They will own HubSpot workflows, build reporting dashboards, handle publisher and buyer billing, and monitor voice AI agents.

What you will do

• Own HubSpot end-to-end including pipeline stages, deal properties, lead routing, and workflow automation
• Build and maintain reporting and dashboards for pipeline, forecasting, and funnel conversion
• Support forecasting cadence, pipeline reviews, and revenue/metric reporting
• Run ad hoc analyses for leadership decisions
• Document processes and propose improvements
• Partner across Sales, Marketing, Finance, and Engineering
• Take on undefined, high-priority work and cross-functional initiatives
• Own end-of-month billing for publishers and buyers including reconciliations and invoices
• Onboard new buyers and publishers into Phonely Link
• Work with engineering on system and product changes

Required qualifications

• 2+ years in revenue operations, business operations, strategy, consulting, or a similarly analytical seat
• HubSpot experience
• Strong spreadsheet and analytical skills
• Comfort with billing, reconciliation, and invoicing detail
• Ability to juggle recurring operational cadences and open-ended projects
• Clear written communication

Nice to have

• Experience with pay per call, lead generation, affiliate, or performance marketing marketplaces
• 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)

Before you apply

• 15-minute intro call to evaluate fit
• Deep dive on your experience with a team member
• Case study focused on a real operations problem
• Final conversation with leadership

About the company

Phonely builds conversational voice AI agents for high volume phone workflows. They are building a platform for businesses to answer phones with voice AI.