Head of Operations (Remote SA)
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About the Company
Our client provides cost segregation studies and related services to real estate owners and CPAs. The business is in rapid growth mode and operates with a distributed engineering team.
Role Overview
You will own the operating system that powers sales and delivery . Your mandate is to design, automate, and scale a virtual services workflow so leadership can focus fully on revenue growth. This is a hands‑on role requiring collaboration across engineering and sales to streamline proposals, signatures, payments, intake, and study delivery.
Key Outcomes (First 90 days)
- Reduce proposal cycle time and backlog by redesigning the proposal‑to‑signature flow.
- Increase speed from signed deal to kickoff through automation and clear handoffs.
- Develop a metrics dashboard for pipeline, study throughput, and time‑to‑close.
- Create a prioritized automation roadmap using Go High Level and related tools.
Responsibilities
Map, measure, and improve the full customer journey : lead capture, proposal, e‑sign, payment, onboarding, document collection, study delivery, and handoff.Implement and manage CRM and workflow automations; recommend build‑versus‑buy for new tools.Collaborate with the engineering team to scope and deliver process improvements.Standardize proposals and contracting while removing bottlenecks in e‑sign and payment.Define and track key operating KPIs : studies completed, cycle speed, error rates, and throughput.Build lightweight SOPs and QA processes for a virtual service environment.Recruit and manage a small operations pod as needed after initial phase.Work closely with sales leadership on lead routing, SLAs, and pipeline hygiene.What You Bring
5‑10 years of experience in operations or business operations for a virtual services company (accounting, tax advisory, consultancy, or similar).Proven experience scaling a business from roughly $1M to $7‑8M in revenue, with measurable improvements to cycle time or throughput.Strong CRM and automation expertise – experience with Go High Level or similar tools required.Systems thinker who can gather requirements, propose solutions, and execute end‑to‑end.Experience collaborating with remote engineering teams.Clear communicator who thrives in a founder‑led environment and has potential to grow into a COO‑track role.Seniority level : Director
Employment type : Full time
Job function : Management and Manufacturing
Industries : Staffing and Recruiting
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