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Top Operations Jobs in San Francisco Bay Area, CA
Big Data • Fintech • Information Technology • Insurance • Software
Provides customer and agent support for life insurance policy administration, including policy changes, loan processing, disbursements, claims-related requests, communications, reporting, and records maintenance. The role responds to inquiries across multiple channels, ensures regulatory and company-policy compliance, supports audits, maintains procedures, identifies process improvements, and collaborates with underwriting, claims, finance, engineering, and customer care teams on operational initiatives.
Top Skills:
DropboxHellosignSalesforce
Fintech • Financial Services
Supports branch operations by processing and approving teller transactions, assisting customers and employees, resolving operational issues, promoting digital banking solutions, and identifying customer financial needs. The coordinator also supports branch management with scheduling and operational tasks, follows risk and compliance procedures, detects potential fraud, and helps motivate team members to achieve business objectives.
Top Skills:
Mobile Banking
Fintech • Financial Services
Supports branch operations by processing and approving teller transactions, managing operational activities, resolving customer and employee concerns, supporting scheduling, identifying customer financial needs, promoting digital banking solutions, mitigating risk, and helping motivate branch staff. Requires strong customer service, judgment, policy adherence, cash-handling awareness, and flexibility to work most Saturdays.
Cloud • Healthtech • Social Impact • Software • Biotech
Manage the cross-functional rollout of pricing and packaging initiatives across systems, sales, customer experience, finance, legal, and enablement. Build internal and external pricing collateral, coordinate CPQ and SKU configuration, conduct competitive pricing research, support ASP and deal analysis, and lead pilot testing. The role ensures rollout timelines, stakeholder accountability, sales readiness, and actionable competitive intelligence.
Top Skills:
CpqSaaS
Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
Manage sales strategy and revenue operations for Motive’s Strategic segment. Partner with sales leadership on forecasting, pipeline management, QBRs, territory design, reporting, analytics, and business cadences. Build tools using Salesforce, Snowflake, Hex, spreadsheets, AI agents, and workflow automation. Lead cross-functional initiatives, optimize sales productivity, support distributed analytical teams, and advise leadership on performance, deal velocity, and account potential.
Top Skills:
Ai AutomationExcelGleanGoogle Apps ScriptGoogle SheetsHexLlmsN8NSalesforceSnowflakeSQL
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Lead onsite IT operations for Singapore and provide regional support across Southeast Asia. Deliver hands-on technical support for macOS, Windows, SaaS applications, hardware, networking, AV systems, onboarding, executive support, inventory, vendors, and office technology. Mentor regional IT staff, document processes, support office build-outs, and partner with workplace, security, people operations, and facilities teams. The role requires strong troubleshooting, communication, autonomy, and five days per week onsite.
Top Skills:
Av SystemsConfluenceDnsGoogle WorkspaceJIRAmacOSOktaSaas ApplicationsWi-FiWindowsZoom
eCommerce • Information Technology • Sharing Economy • Software
Manage Tasker operations across assigned metropolitan areas, using supply and marketplace data to improve activation, booking conversion, quality, retention, and revenue. Coach Taskers, lead lifecycle and community programs, design experiments, communicate insights, validate product issues, and collaborate cross-functionally with Product, Support, Marketing, Legal, and Partnerships. The role requires English and Spanish fluency, strong data skills, and up to 10% travel.
Top Skills:
Business Intelligence (Bi)Customer Success ToolsGoogle WorkspaceSigmaSQL
Consumer Web • eCommerce • Marketing Tech • Payments • Software • Design • SEO
Own the President’s operating cadence across Product, Engineering, and Design; improve decision quality, execution velocity, governance, and leadership communications. Lead cross-functional strategic initiatives, track commitments and risks, evolve operating-model processes, and represent the President when needed. Apply enterprise AI tools to automate operating work, synthesize information, improve preparation, and accelerate delivery. Partner with senior leaders across business functions while influencing without formal authority.
Top Skills:
ChatgptClaudeCursorGeminiGlean
Artificial Intelligence • Cloud • Information Technology • Machine Learning • Natural Language Processing • Software
Own end-to-end localization operations for enterprise clients, serving as the primary operational contact and trusted advisor. Coordinate stakeholders and cross-functional teams, manage localization workflows and configurations across TMS and project tools, resolve client and internal issues, and improve processes through documentation, automation, and AI-enabled solutions. The role requires localization or translation project management experience, client communication skills, familiarity with localization formats and CAT/TMS tools, and strong organizational abilities.
Top Skills:
Ai ToolingAsanaAutomationCat ToolsGoogle SheetsJIRALookerMemoqPhraseSmartlingTranslation Management Systems (Tms)Xtm
Artificial Intelligence • Fintech • Software • Travel
Leads the Groups Contracts and Groups Bookings teams, owning group travel support operations from contract execution through booking and post-travel service. Oversees people development, BPO vendor performance, operational metrics, escalations, quality programs, process improvement, and cross-functional collaboration with Sales, Account Management, and Finance. Acts as a hands-on player/coach and contributes to broader Member Support strategy.
Top Skills:
Lean Six SigmaSabreTravelport
10 Days AgoSaved
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Artificial Intelligence • Fintech • Software • Travel
Leads strategy and operations for the partnerships organization, partnering with business development, partner success, finance, systems, and enablement. Owns segmentation, planning, metrics, pipeline reviews, partner economics, deal desk, and operating cadence. Develops AI strategy and productivity improvements across forecasting, partner scoring, and field insights. Builds analyses directly, influences senior revenue leaders, and hires and manages a team of analysts and operations partners.
Top Skills:
Ai AutomationArtificial IntelligenceData AnalyticsRevenue Operations Systems
Artificial Intelligence • Fintech • Software • Travel
Leads Engine’s global travel and spend support operation across lodging, flights, cars, and Engine X. Owns service levels, quality, customer satisfaction, cost efficiency, escalations, Customer Advocacy, BPO relationships, and 24/7 operational coverage. Partners with Product and Engineering on automation and tooling, manages senior leaders, improves processes using operational data, and develops premium support programs and future operations leaders.
Top Skills:
Ai-Assisted SupportQuality Management SystemsSalesforce Service CloudWorkforce Management Platforms
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Artificial Intelligence • Enterprise Web • Information Technology • Productivity • Sales • Software • Database
Build and lead Apollo’s Partner Operations function within Revenue Operations. Own partner operating models, systems architecture, data quality, attribution, reporting, lifecycle instrumentation, deal registration, commercial operations, and revenue-share coordination. Translate partnership strategy into scalable processes and cross-functional requirements across Systems, Data, Finance, Legal, and Partnerships. Use analytics, automation, and AI to improve partner performance, operational efficiency, and revenue visibility.
Top Skills:
Ai AutomationApolloCrossbeamLlmsPartnerstackSalesforceSQL
Logistics • Marketing Tech • Software
Owns revenue operations strategy and GTM planning, including forecasting, annual planning, business reviews, incentive design, analytics, KPI dashboards, and performance insights. Partners with Finance, Product, and Operations to improve sales productivity, align headcount with revenue goals, and execute multi-quarter strategic workstreams. The role translates complex data into leadership recommendations and manages cross-functional projects in a fast-paced environment.
Top Skills:
BiCRMData Warehouse ToolsLookerOmniSalesforceSQLTableau
Artificial Intelligence • Information Technology • Machine Learning • Natural Language Processing • Productivity • Software • Generative AI
Partners with business-unit leadership to translate strategy into priorities, plans, and execution. Establishes planning rhythms, governance, business reviews, dashboards, and operating cadences; leads complex cross-functional initiatives, product launches, integrations, and readiness efforts. Facilitates information flow and decision-making across Product, Engineering, Design, Marketing, go-to-market, Revenue, Sales, Finance, Data, and other business units while independently driving high-impact operational work.
Fintech • Information Technology • Financial Services
Own daily production, quality control, reconciliation, analysis, and timely delivery of fixed-income and multi-asset indices. Publish index returns and risk analytics through Aladdin, design data-quality checks, investigate data issues, coordinate with vendors and internal owners, support testing and production stability, respond to client inquiries, document defects, and manage new index launches across engineering, research, and partner teams.
Top Skills:
AladdinPythonSnowflakeSQL
Software
Own CX operations roadmap initiatives from concept through delivery, identifying opportunities for automation and AI. Build and optimize Salesforce and Intercom workflows, integrations, reports, dashboards, surveys, and routing logic. Partner with Engineering, Business Systems, BI, Sales, Finance, Marketing, and Enablement to deliver cross-functional solutions, drive adoption, and manage change. Analyze CX metrics including NPS, CSAT, retention, support, and success data to provide leadership recommendations while tracking risks, dependencies, and initiative progress.
Top Skills:
Artificial IntelligenceBusiness Intelligence ToolsDelightedIn-App Messaging PlatformsIntercomQualtricsSalesforceSQLWorkflow Automation
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
Leads strategic workforce management for Customer Experience operations, including AI-informed capacity planning, forecasting, scenario modeling, staffing plans, cost modeling, and automation productivity analysis. Partners with Finance, Product, Legal, Compliance, and senior leadership to align workforce priorities, regulatory readiness, and resourcing decisions. Drives strategic initiatives from business case development through execution and serves as a workforce planning center of excellence.
Top Skills:
Artificial IntelligenceAssembledGenerative AiHexLookerSQL
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Cybersecurity • Data Privacy
Leads a global Deal Operations team responsible for exception quoting, case management, approval queues, service levels, and quarter-end execution. Drives cross-functional improvements across Sales, Finance, Renewals, IT, and CPQ, translating system complexity into recommendations, reducing manual work through process optimization and automation, and serving as the escalation point for complex quoting. Manages team performance, hiring, documentation, governance, and operational change.
Top Skills:
AIAutomationSalesforceSalesforce Cpq
Artificial Intelligence • Legal Tech
Build and lead GC AI’s revenue operations function from the ground up. Develop go-to-market processes, hire and manage a high-performing team, select and implement operational technology, align Sales, Marketing, Product, Customer Success, and Partnerships, and optimize pipeline, forecasting, retention, deal velocity, win rates, and revenue performance through data-driven KPIs.
Top Skills:
Ai TechnologiesCommand Of The MessageMeddiccRevenue Operations Tools
Fintech
Manage a team handling payment application, billing changes, auto-pay exceptions, vendor onboarding, credit reporting, account closures, rewards adjustments, and related servicing workflows. Own SLAs, quality controls, auditability, staffing models, escalation management, SOPs, and operational reporting. Partner with Product and Engineering to automate manual processes, migrate workflows, reduce handle time, and improve accuracy while managing financially and regulatorily sensitive cases.
Top Skills:
AchBackofficeBi ToolingBill.ComCoupaE-OscarMetro 2RetoolSalesforceSpreadsheetsSQLTipaltiWire TransfersZapier
Legal Tech
Maintains intellectual property systems through audits, data cleanup, and validation; supports matter opening and staffing updates; develops recurring and ad hoc reports; and assists with automation initiatives that improve operational efficiency for IP teams and practice groups.
Top Skills:
Document Management SystemsIp Docketing SystemsIp Management SystemsExcelMicrosoft WordMs Sql
Fintech • Payments • Software • Financial Services
Supports product operations for fintech capital products, focusing on payments, fraud, and merchant risk. Responsibilities include evaluating risk, reviewing high-priority merchants, troubleshooting payment issues, improving and automating operational processes, coordinating with support, data science, compliance, and engineering teams, investigating fraud, analyzing data, and documenting processes.
Top Skills:
PythonRSQL
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Leads sales compensation operations, including quota assignment, crediting, commission calculations, data pipelines, audits, governance, and payouts. Manages and develops an operations team while partnering with Sales, Finance, Revenue Operations, and senior leadership. Oversees Pigment and Salesforce administration, improves automation and data integrity, resolves exceptions, delivers operational reporting, and ensures compensation plans are executed accurately, transparently, and on schedule.
Top Skills:
Ai AutomationEtl PipelinesExcelGoogle SheetsLookerPigmentSalesforceSQL
Enterprise Web • Sales • Software • Generative AI
Own post-sales GTM and revenue operations, including onboarding, implementation, handoffs, activation, usage, retention, expansion, and customer health. Analyze customer and FDAE performance data, identify risks and opportunities, build repeatable playbooks, improve operational processes, and deliver leadership reporting and recommendations. Partner with launch, post-sales, CX, and data teams in a fast-paced startup environment.
Top Skills:
SpreadsheetsSQL
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