**Who Were Looking For**:
You will take charge of workflows, SaaS tools, and financial operations while setting up and maintaining operational standards. You will also collaborate closely with our **Controller** to manage bookkeeping, vendor relationships, and financial efficiency.
**Key Technologies**
Our tech stack includes:
- ** ClickUp** (Project Management & Workflow Automation)
- ** Slack** (Real-Time Communication & Team Collaboration)
- ** 1Password** (Secure Document & Credential Management)
- ** HubSpot** (CRM & Contact Management)
- ** WhatsApp** (Urgent Communication)
- ** QuickBooks** (Accounting)
- ** Deel** (Integral PEO & Payroll considering implementation)
- ** Time Doctor** (Time Tracking considering implementation)
- ** Docsend** (Secure Document Sharing)
- ** Docusign** (Electronic Signatures)
- ** Fathom** (Meeting Transcription & Insights)
- ** Figma** (Design & Prototyping)
- ** Frame.io** (Video Collaboration & Review)
- ** GoDaddy** (Domain Management)
- ** Riverside** (Remote Podcast Recording)
- ** Spotify for Podcasters** (Podcast Distribution)
- ** LinkedIn Recruiter, Upwork, Fiverr, Indeed** (Job Posting and Recruiting)
- ** Vimeo** (Video Hosting & Sharing)
- ** Webflow** (Website Building & Management)
- ** Zapier** (Workflow Automation)
- ** Zoom** (Video Conferencing)
**Key Responsibilities**
**Workflow Management & Process Optimization**:
- Analyze and optimize workflows to reduce bottlenecks and improve efficiency.
- Implement and maintain templates and SOPs for recurring tasks across entities.
- Continuously evaluate and recommend automation solutions, particularly using ClickUp, to enhance productivity.
**SaaS Infrastructure & Vendor Management**:
- Audit and track all SaaS subscriptions, ensuring effective utilization and mínimal overlap.




- Manage vendor relationships, gather team feedback, and assess operational health.
- Maintain detailed records of SaaS tools, licenses, and associated costs.
**Team Coordination & Cross-Functional Collaboration**:
- Serve as the operational point of contact between teams to ensure seamless communication and task handovers.
- Set up automated workflows, notifications, and reminders for key milestones in ClickUp.
- Foster collaboration through optimized usage of communication tools like Slack and HubSpot.
**Financial Operations Support**:
- Collaborate with the Controller to support bookkeeping, vendor payments, and financial tracking.
- Ensure alignment between operational processes and financial systems for accuracy and efficiency.
**Reporting & Metrics**:
- Develop and maintain performance dashboards in ClickUp to track team productivity, task completion, and workflow efficiency.
- Provide weekly updates on operational progress and recommend next steps to the leadership team.
**Special Projects**:
- Lead short-term projects such as SaaS clean-ups, data organization, and tool migrations.
- Support system enhancements and ensure all processes align with company goals.
**Operations & Team Integration**
- ** How Operations Works with Finance**: Ensuring financial workflows are streamlined, payments are processed efficiently, and financial reporting aligns with operational processes.




- ** How Operations Works with Leadership (Audrey, Moj, Sara)**: The Operations Manager will primarily work with **Audrey** on a daily basis while maintaining strong accountability to **Moj**. They will collaborate with **Sara** on specific initiatives to maintain organizational alignment.
- ** How This Role Partners with the Team**: Ensuring all departments are following streamlined systems, removing bottlenecks, and maintaining transparency in team workflows.
**Role Responsibilities & Reporting Structure**
- ** Who You Report To**: Directly to **Moj & Audrey**, with a primary working relationship with **Audrey**.
- ** What You Own**: All **systems and processes**how we do our work, how we operate day to day, how we maintain our standards, and how we retain our team. While this role isn't responsible for the **what** that's created, it ensures that the **how** is efficient, optimized, and meets the scope.
- ** What You Are Managing**: Ensuring operational efficiency across all teams, driving system adoption, optimizing workflows, and holding team members accountable to established processes.
- ** What You Are Non-Negotiably Responsible For**:
- Ensuring **ClickUp and all operational tools** are fully adopted and optimized.
- Creating and enforcing **standardized onboarding and training** for all new hires.
- Maintaining **seamless communication and accountability frameworks** across teams.
- ** Scaling operations efficiently**, ensuring smooth growth without operational breakdowns.
- Working with finance to **ensure timely payroll, invoicing, and budget alignment.**
**Success Roadmap**
**First 3 Days**:
- Develop a **prioritized action plan** outlining key areas to tackle, including next steps and owners.
- Meet with leadership and key t

📌 Operations Manager (Ciudad de México)
🏢 Trolley
📍 Ciudad de México