AI-Driven SaaS Operations Manager — Growth & Reporting

Cerbo

Atlanta (GA)

On-site

USD 90,000 - 140,000

Full time

9 days ago
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Benefits offered by this job

Health, dental & vision benefits
401k with company match
Paid time off & holidays
Disability insurance

Job summary

Cerbo is seeking a Business Operations Manager to join the Finance team in Atlanta, driving operational reporting, process improvements, and cross‑functional projects across Sales, Customer Success, and Support. You will oversee AI‑forward workflows and data integrity, partnering with Jira and Zendesk, Salesforce, HubSpot, and back‑office systems to deliver decision‑ready insights.

You will translate activity into actionable dashboards, support compensation metrics, and help scale processes in a

Qualifications

  • 3+ years in business operations, FP&A, revenue operations, or a related analytical/operational role, ideally in a high‑growth SaaS environment.
  • Strong reporting and analysis skills, with the ability to turn raw operational data from multiple systems into clear, actionable insight for leadership.
  • Hands‑on experience supporting cross‑functional projects and ad‑hoc initiatives, with growing ability to manage smaller projects independently.
  • Experience preparing leadership‑level reporting and presentations, translating operational and financial data into materials clear enough to drive decisions.
  • Working knowledge of operational and support platforms (Jira, Zendesk, or similar) and Sales and Finance back‑office systems (e.g., Salesforce, HubSpot, NetSuite, QuickBooks) sufficient to pull, interpret, and reconcile data across systems. Advanced Excel skills required.
  • AI‑forward and process‑improvement minded, with a track record of using AI and automation tools — including agentic workflows — to automate manual reporting and streamline operations.
  • A proven ability to build SOPs and bring structure, accuracy, and automation to manual operational and financial processes.
  • Comfort supporting an operational metric end to end and helping drive it in the right direction, including metrics that feed into compensation plans (e.g., quota attainment, SLA performance).

Responsibilities

  • Operational Reporting & Presentation Prep: Build and maintain recurring and ad‑hoc operational reporting, and prepare polished presentations that turn business activity into clear, decision‑ready insight for senior leadership.
  • Process & Margin Improvement: Support initiatives that improve margin and operational efficiency — process redesign, workflow automation, and cost/efficiency analysis — in partnership with teams across the business.
  • Project Management & Ad Hoc Projects: Support cross‑functional projects and independently manage smaller projects and ad‑hoc analyses as business priorities shift.
  • Reporting Automation & AI Workflows: Support process‑improvement and reporting‑automation initiatives that move manual workflows toward modern, AI‑forward tooling — including agentic workflows that reduce hands‑on reporting work.
  • Compensation Metrics Oversight: Support oversight and reporting of the operational metrics — quota attainment, SLA performance, and related measures — that feed into Sales and functional compensation plans, helping ensure they're accurate and consistently applied.
  • Cross‑Functional Partnership: Act as the connective point between Finance and Functional leadership — Sales, Customer Success, Support, and others — to align on goals, surface issues early, and drive shared initiatives to completion.
  • Systems & Data Partnership: Partner with teams across the business to ensure clean data flows from operational platforms (Jira, Zendesk) and Sales and Finance back‑office systems into reporting, flagging discrepancies before they affect the numbers.

Skills

3+ years experience in business ops/FP
Strong reporting & analysis
Advanced Excel
AI-forward & automation
SOPs & process automation
Cross-functional collaboration
Attention to detail
Communication (written & verbal)

Tools

Jira
Zendesk
Salesforce
HubSpot
NetSuite
QuickBooks

Job description

Cerbo is seeking a Business Operations Manager to join the Finance team in Atlanta, driving operational reporting, process improvements, and cross‑functional projects across Sales, Customer Success, and Support. You will oversee AI‑forward workflows and data integrity, partnering with Jira and Zendesk, Salesforce, HubSpot, and back‑office systems to deliver decision‑ready insights.

You will translate activity into actionable dashboards, support compensation metrics, and help scale processes in a

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