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Operations Specialist

Phonely· Operations
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Hybrid (San Francisco, CA)$95k - $120kFull-timePosted 2w ago

About the role

Role focused on revenue and business operations plus Pay Per Call operations for Phonely's AI voice platform. Owns HubSpot workflows, reporting, forecasting, billing reconciliations, onboarding buyers/publishers, and cross-functional process improvements. 5 days/week in San Francisco.

Responsibilities

  • 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
  • Own end-of-month billing for publishers and buyers: run reconciliations, send invoices, and ensure timely payments
  • Onboard new buyers and publishers into Phonely Link, including campaigns, reporting, and publisher API keys
  • Work with engineering on system and product changes needed to launch new buyers and partners
  • Monitor launches from both buyer and publisher sides, flag issues before they cost us revenue
  • Suggest and make changes to campaigns based on performance
  • Run compliance checks and keep partner details accurate in 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

Qualifications

  • 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

Skills

Required:HubSpotData analysisBilling & reconciliationCross-functional collaboration

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 Costa Rica, the Rockies
Last updated Oct 7, 2026. Interested? Apply on the company site.
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About Phonely

AI call centers

Phonely uses existing call recordings to create a 'AI vocal twin' that can answer customer support calls and match or outperform call center agents. On top of that we've built a Zapier like workflow that lets businesses connect to software or transfer calls just like a person would. Our platform sits on proprietary deterministic LLM that is both cheaper and more accurate than gpt-4o for call center inquiries.

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