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Phonely is building conversational voice AI agents for high-volume phone workflows. The company's customers use the platform to qualify leads, book appointments, route calls, and resolve customer conversations in production.
This Operations Specialist role is split roughly evenly between two domains:
**Revenue & Business Operations (~50% of time):**
Own HubSpot end-to-end, including pipeline stages, deal properties, lead routing, and workflow automation. Build and maintain reporting dashboards for pipeline, forecasting, and funnel conversion. Support forecasting cadence, pipeline reviews, and revenue reporting that leadership relies on. Run ad hoc analyses on win/loss trends, funnel bottlenecks, and campaign ROI to inform strategic decisions. Document processes as the team scales and propose improvements to lead qualification, handoffs, and deal desk workflows. Partner across Sales, Marketing, Finance, and Engineering to keep systems aligned. Take on undefined, high-priority cross-functional work as needed.
**Pay Per Call Operations (~50% of time):**
Own end-of-month billing for publishers and buyers, including reconciliations, invoicing, and ensuring accurate payouts. Onboard new buyers and publishers into Phonely Link, building campaigns, setting up reporting, and creating API keys. Work with engineering on system and product changes needed to launch new partners. Monitor launches and flag issues before they impact revenue. Suggest and implement campaign changes based on performance data. Run compliance checks and maintain accurate partner details in CRM systems. Build and tune new voice AI agents for Pay Per Call workflows. Monitor live calls to confirm agent performance and tune agents when needed.
You'll report directly to the Chief of Staff with real visibility into business operations. This is a high-ownership role requiring comfort with ambiguity, startup speed, and cross-functional collaboration. The role is in-office 5 days per week in San Francisco.
**Requirements:**
- 2+ years in revenue operations, business operations, strategy, consulting, or similarly analytical role
- HubSpot experience (required), with hands-on building experience, not just reporting
- Strong spreadsheet and analytical skills; comfort owning numbers that inform decisions
- Comfort with billing, reconciliation, and invoicing detail; instinct to catch discrepancies
- Ability to juggle recurring operational cadences and open-ended projects simultaneously
- Clear written communication, especially with external partners
- High ownership, low ego, and willingness to learn new systems quickly
**Nice to Have:**
- Experience with pay per call, lead generation, affiliate, or performance marketing marketplaces
- Familiarity with compliance in regulated lead gen environments (TCPA)
- Hands-on experience building or tuning voice AI, chatbots, or conversational agents
- Comfort with APIs, webhooks, and light automation work
