Operations Specialist

Phonely; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health & dental

401k with match

Unlimited PTO

Equity

Wellness stipend

Race stipend

Meals provided

Annual offsites

Job summary

Phonely is building a high-velocity RevOps function in San Francisco, blending revenue operations with Pay Per Call excellence. This role offers real ownership, cross‑functional exposure, and fast growth in a startup environment.

You will own HubSpot workflows, dashboards, billing processes, partner onboarding, and the launch of voice AI agents, reporting directly to the Chief of Staff and working on critical customer and revenue initiatives from day one.

Qualifications

• 2+ years in revenue operations or similar analytical role.
• HubSpot experience with hands-on implementation.
• Strong spreadsheet and numbers ownership.
• Experience with billing, reconciliation, and invoicing.
• Ability to juggle recurring operational cadences with open projects.
• Clear written communication with external partners.
• High ownership and fast learner in a startup environment.

Responsibilities

• Own HubSpot end-to-end: pipeline stages, deal properties, lead routing, and workflow automation.
• Build and maintain dashboards for pipeline, forecasting, and funnel conversion.
• Support the forecasting cadence, pipeline reviews, and revenue/metric reporting leadership relies on.
• Run ad hoc analyses to inform leadership decisions (win/loss trends, funnel bottlenecks, campaign ROI).
• Document processes as the team scales and propose improvements: lead qualification, handoffs, deal desk basics.
• Partner across Sales, Marketing, Finance, and Engineering to keep systems aligned as we grow.
• Take on undefined, high-priority work as it lands and drive cross-functional initiatives.
• Pick up anything else the business needs, whether or not it fits into a job description.

Skills

HubSpot

Spreadsheet skills

Billing & invoicing

Data analysis

Written communication

Ownership mindset

Tools

HubSpot

Job description

At some point in the future, every business will answer their phone with voice AI. We are building the platform that makes it possible. Phonely builds conversational voice AI agents for high volume phone workflows. Our customers use us to qualify leads, book appointments, route calls, and resolve real customer conversations in production. We are growing fast and just getting started, which means our operations are being built in real time, and we need someone to own the systems, data, and day-to-day execution that make them run.

About the Role

This role splits roughly in half. One half is revenue and business operations: the systems, reporting, and analysis behind our go-to-market motion. The other half is Pay Per Call operations, where you'll be the person who keeps our publisher and buyer marketplace running, from billing and partner onboarding through the voice AI agents that handle the calls. Pay per call experience preferred but not needed; you can learn the marketplace side from us.

You will be wearing a lot of hats. Some weeks you're deep in HubSpot workflows or running a funnel analysis for leadership. Other weeks you're reconciling end-of-month publisher payouts, launching a new buyer in Phonely Link, or tuning a PPC agent that isn't converting the way it should. It's not a fixed lane, and it's not a traditional RevOps role.

You'll report directly to the Chief of Staff and have real visibility into how the business actually works. This is a role for someone hungry and looking to grow fast, who wants a front-row seat to the decisions that move the company. You'll get real ownership and real exposure to impactful, cross-functional work from day one, ideally paired with a foundation in structured problem-solving and a real appetite for startup speed and ambiguity. This role is in office 5 days a week in San Francisco.

What You'll Do

Revenue & Business Operations (roughly half your time)

• Own HubSpot end-to-end: pipeline stages, deal properties, lead routing, and workflow automation
• Build and maintain reporting and dashboards for pipeline, forecasting, and funnel conversion
• Support the forecasting cadence, pipeline reviews, and revenue/metric reporting leadership relies on
• Run ad hoc analyses (win/loss trends, funnel bottlenecks, campaign ROI) that shape leadership decisions
• Document processes as the team scales and propose improvements: lead qualification, handoffs, deal desk basics
• Partner across Sales, Marketing, Finance, and Engineering to keep systems and processes aligned as we grow
• Take on undefined, high-priority work as it lands, and help drive cross-functional initiatives that don't have an obvious owner yet
• Pick up anything else the business needs, whether or not it fits neatly into a job description

Pay Per Call Operations (the other half)

• Own end-of-month billing for publishers and buyers: run reconciliations, send invoices, and make sure we get paid and pay out on time and accurately
• Onboard new buyers and publishers into Phonely Link, including building out campaigns, setting up reporting, and creating publisher API keys
• Work with engineering on the system and product changes needed to launch new buyers and partners
• Monitor launches from both the buyer and publisher side, and flag issues before they cost us revenue
• Suggest and make changes to campaigns based on how they're actually performing
• Run compliance checks and keep required partner details accurate in our CRM systems
• Be the go-to person for building new voice AI agents for Pay Per Call
• Monitor live calls to confirm agents are performing as expected, and tune them when they aren't

What You'll Bring

• 2+ years in revenue operations, business operations, strategy, consulting, or a similarly analytical seat
• HubSpot experience (required), with a track record of actually building in it, not just reporting out of it
• Strong spreadsheet and analytical skills, and comfort owning numbers that other people make decisions on
• Comfort with billing, reconciliation, and invoicing detail, and the instinct to catch a number that looks wrong
• Ability to juggle recurring operational cadences and open-ended projects in the same week without dropping either
• Clear written communication, especially with external partners
• High ownership and low ego, and the willingness to learn a new system quickly because nobody else owns it yet

Nice to Have

• Experience with pay per call, lead generation, affiliate, or performance marketing marketplaces (not required; we'll teach you)
• 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

Why Join Phonely

We are a team of ex-athletes, founders, and builders who are deeply passionate about the problem we're solving. We're a curious, driven, low ego group that finds joy in hard challenges. As we grow the team, we are being extremely intentional about the culture we're building. We care far less about a person's pedigree than we do seeking out smart people with grit and genuine kindness. If this resonates with you, please reach out!

Also we have some nice benefits:

• Full health and dental coverage
• 401k with 4% match
• Unlimited PTO
• Meaningful equity
• Wellness stipend
• Race/tournament stipend (so you can go compete in cool stuff!)
• Breakfast, lunch, and dinner provided
• Annual offsites in fun spots (costa rica, the rockies)

Interview Process

1. 15-minute intro call to evaluate fit
2. Deep dive on your experience with a team member
3. Case study focused on a real operations problem
4. Final conversation with leadership