Attivo Partners

Role Description The Resource Manager owns staffing, utilization, and capacity planning - the operational backbone of our client delivery engine. The role matches more than 150 consultants to the right engagements (400+), drives accountability against utilization targets, and serves as a trusted point of contact for the team on workload, availability, and project fit. This is a new role, created in response to significant growth across the firm over the past several years. It is an individual contributor seat with meaningful decision authority over staffing and utilization, reporting directly to leadership. Responsibilities - Staffing & Allocation - Manage end-to-end staffing for ~200 consultants across active client engagements. - Match consultants to projects based on skills, experience, development goals, and availability. - Maintain a real-time view of who is on what, for how long, and at what capacity. - Partner with engagement leads and Partners to forecast staffing needs 4–8 weeks out. - Resolve staffing conflicts and bottlenecks proactively before they become escalations. - Utilization & Capacity Planning - Own firm-wide utilization metrics; track, report, and drive accountability against targets. - Identify under- and over-utilized consultants and rebalance assignments accordingly. - Build and maintain dashboards and reporting cadences for Partners on staffing and utilization health. - Surface capacity gaps and inform hiring forecasts in partnership with Talent and Finance. - Wrangle and transform large, messy data sets from multiple sources into clean, presentable metrics and visuals that drive decisions. - Operational Excellence & Cross-Functional Partnership - Build and continuously improve staffing processes, tooling, and documentation. - Partner closely with Finance to align on utilization metrics, billable hour definitions, revenue forecasting, and margin health—ensuring staffing decisions are grounded in the numbers that matter. - Partner closely with Business Development to understand the incoming pipeline, anticipate staffing needs from deals in flight, and flag capacity constraints before they impact close decisions. - Collaborate with Talent on workforce planning, hiring forecasts, onboarding, and offboarding. - Systems, Tools & Process Optimization - Build and maintain simple, effective systems (trackers, dashboards, workflows) to improve visibility and organization. - Utilize tools such as Google Sheets, Monday, Hubspot, modern AI tools (LLMs, custom agents, automations) or similar platforms to manage work. - Identify inefficiencies and proactively implement improvements. - Continuously explore ways to use technology to streamline administrative and operational work. Qualifications - 5+ years of experience in resource management, staffing, practice operations, ideally within consulting, professional services, or a high-growth startup. - Demonstrated ability to manage staffing or operations for a team of 100+ professionals. - Strong analytical and operational instincts: comfortable with utilization math, capacity modeling, and building reporting from the ground up. - Excellent judgment and people skills—able to navigate sensitive conversations with empathy and discretion. - High ownership mentality; thrives in ambiguity and builds structure where none exists. - Direct, clear communicator who can interface with Partners, consultants, and cross-functional leaders. - Process-minded with a bias for automation: you spot inefficiencies, design cleaner workflows, and aren't afraid to rebuild a system that's slowing the team down. - Hands-on experience with the modern operations stack—Monday.com, Bizinta (or comparable PSA/resource planning tools), HubSpot, and AI tools like Claude—and comfort integrating them to create a single source of truth. - Comfortable operating at the intersection of Finance, BD, and Delivery—translating pipeline signals and financial metrics into staffing and capacity decisions. - Excel power user with strong data analytics chops—able to manipulate large data sets, build pivot tables and models, and translate raw data into clear, presentable metrics for leadership team. - Preferred: Familiarity with professional services economics or accounting/finance environments. Requirements - Remote - Pacific Time Zone, preferred but not required. - Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups. Hourly Rate $60-80/hour Position Status Part-time, 20-30hrs/week. Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.

• Proactively source active and passive candidates through LinkedIn, job boards, networking, referrals, and industry events. • Build and maintain robust, role-specific candidate pipelines for current and anticipated hiring needs. • Leverage AI-powered sourcing tools and develop role-specific prompt libraries to improve reach and pipeline quality. • Identify and engage high-quality passive candidates through targeted outreach and relationship building. • Conduct thorough resume reviews, applying both independent judgment and AI-assisted screening tools to assess candidate fit. • Lead structured prescreen calls to evaluate candidates’ qualifications, experience, communication, and cultural fit. • Prepare detailed candidate summaries and recommendations for the Recruiting Manager and hiring teams. • Maintain consistent evaluation standards to ensure quality and fairness across all candidates. • Serve as a primary point of contact for candidates throughout the screening and interview process, ensuring a positive and responsive experience. • Draft personalized outreach and follow-up communications, using AI as a starting point while preserving an authentic, human voice. • Keep candidates informed, engaged, and prepared at every stage of the process. • Maintain accurate and up-to-date candidate records in Greenhouse ATS. • Track and report on individual sourcing and pipeline metrics to the Recruiting Manager. • Ensure data integrity across all candidate records and activity logs. • Serve as an informal resource for junior recruiters, sharing sourcing techniques, screening best practices, and AI tool usage. • Contribute to team discussions on process improvement and candidate quality.

Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. What We Offer: - Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. - Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. - Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. - Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. Our Values: - Lasting Relationships: We build solid and enduring connections with our clients and team members. - Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results. - Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation. - Collaboration-First: We prioritize teamwork and believe the best solutions come from working together. - Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! Role Overview The Executive Assistant will provide comprehensive administrative, operational, and strategic support to the Partner, ensuring their time, priorities, and responsibilities are managed efficiently and effectively. This role is responsible for owning the day-to-day coordination of the Partner’s schedule, tasks, and operational commitments, enabling them to focus on high-impact leadership activities. As the primary administrative partner, this individual will serve as the central coordinator between the Partner and internal team members—managing calendar logistics, maintaining accurate time tracking, supporting staffing coordination, and proactively ensuring key priorities and deliverables remain on track. Responsibilities Calendar Management & Scheduling - Serve as the primary owner of the Partner’s calendar, ensuring meetings, priorities, and commitments are organized and optimized. - Schedule, coordinate, and adjust internal and external meetings while proactively resolving scheduling conflicts. - Prepare daily and weekly calendar overviews to ensure visibility into upcoming priorities and commitments. - Ensure meeting agendas, materials, and relevant information are organized and accessible ahead of scheduled meetings. - Manage rescheduling, cancellations, and follow-up coordination with professionalism and efficiency. Time Tracking & Administrative Coordination - Maintain accurate daily time tracking by entering timesheet entries based on scheduled meetings and calendar activities. - Coordinate with internal teams as needed to confirm accurate time allocation across clients and internal initiatives. Staffing Coordination & Capacity Management - Assist with staffing coordination by communicating with team members regarding current workload, capacity, and availability. - Gather and organize information from team members regarding bandwidth, project assignments, and potential staffing needs. - Follow up with individuals and leadership to ensure appropriate alignment between work demands and team capacity. - Provide administrative support to staffing discussions, including tracking assignments and coordinating follow-up actions. Operational & Task Management Support - Act as a key accountability partner to the Partner by tracking ongoing priorities, commitments, and action items. - Provide reminders and structured follow-up to ensure completion of daily and weekly tasks and responsibilities. - Maintain task lists, project trackers, and operational checklists to ensure key initiatives remain organized and on schedule. - Assist with coordinating operational initiatives and addressing administrative tasks as needed to support leadership priorities. - Identify opportunities to improve workflow efficiency and proactively recommend organizational improvements. Executive Support & Communication Management - Serve as a gatekeeper and communication liaison for the Partner, helping manage inbound requests and prioritizing responses. - Draft, organize, and manage communications as needed, ensuring timely and professional correspondence. - Coordinate internal follow-ups to ensure requests, decisions, and action items are communicated clearly and completed. - Maintain confidentiality and discretion when handling sensitive information and leadership discussions. Requirements - Exceptional organizational and time management skills with the ability to manage multiple priorities simultaneously. - Strong attention to detail and ability to maintain accurate records and administrative documentation. - Ability to proactively anticipate needs and follow through on tasks with minimal oversight. - Strong interpersonal communication skills with the ability to coordinate across multiple team members. - High level of discretion and professionalism when handling confidential or sensitive information. - Comfortable holding leadership accountable for schedules, tasks, and follow-ups in a professional and constructive manner. - Ability to operate in a fast-paced environment and adapt to shifting priorities. Qualifications - 3+ years of experience supporting senior executives, partners, or business owners in an Executive Assistant or similar administrative role. - Experience managing complex calendars, scheduling logistics, and executive-level coordination. - Prior experience supporting operational coordination, staffing discussions, or internal team workflows preferred. - Strong proficiency with calendar management tools, communication platforms, and administrative software. - Demonstrated ability to manage executive priorities and maintain organization across multiple workstreams. Location/Travel - Remote - Pacific Time Zone, preferred but not required - Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups Reports To: Partner - Rebecca Lee Hourly Rate: $45-65/hr. Position Status: Part-Time, non-exempt, up to 20 hours per week Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.

Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. What We Offer: - Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. - Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. - Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. - Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. Our Values: - Lasting Relationships: We build solid and enduring connections with our clients and team members. - Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results. - Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation. - Collaboration-First: We prioritize teamwork and believe the best solutions come from working together. - Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! Role Overview The AI & Workflow Innovation Lead manages and executes Attivo Partners’ internal AI strategy and implementation initiatives to accelerate AI-enabled service delivery across the firm. This role is responsible for owning the end-to-end AI implementation experience—ensuring successful technical deployment, measurable operational impact, and the development of a repeatable, scalable AI enablement playbook for Attivo. As the primary AI implementation lead, they will serve as the bridge between firm leadership, internal teams, technology platforms, and pilot clients—driving structured experimentation, ensuring data integrity and governance, and documenting best practices to support long-term service innovation and expansion. Key Responsibilities AI Implementation & Project Management - Serve as the primary owner for implementing AI tools and workflow automation initiatives across Attivo from strategy through deployment. - Lead internal stakeholder meetings to assess operational pain points and prioritize AI use cases. - Develop and manage detailed AI implementation project plans, timelines, and milestone tracking. - Act as the first line of communication for AI-related questions, troubleshooting, and workflow optimization. - Ensure clarity of scope, ownership, governance, and measurable outcomes across teams. Technical Implementation & System Execution Generative AI & Knowledge System Development: - Design and implement an internal AI-powered chat and knowledge interface. - Integrate internal documentation, playbooks, SOPs, and prior client deliverables into a searchable AI-enabled system. - Develop structured prompt libraries and templates for accounting, finance, and client-response workflows. - Continuously optimize response accuracy, usability, and speed. AI-Enabled Workflow Design & Automation: - Identify high-friction accounting and finance processes suitable for AI augmentation. - Design and deploy AI-enabled workflows (e.g., onboarding support, close assistance, reconciliation review, technical research acceleration). - Build repeatable automation templates for internal and client-facing use. - Ensure AI workflows integrate effectively with core systems (ERP, CRM, document management tools). Data Integrity, Governance & Validation: - Establish QA frameworks to validate AI-generated outputs and automated workflows. - Define AI governance standards, usage policies, and guardrails. - Monitor data security, confidentiality, and compliance considerations. Client Pilot & Go-To-Market (GTM) Collaboration - Maintain a limited portfolio of anchor clients to pilot AI-enabled workflows in live delivery environments. - Measure time savings, quality improvements, and operational impact. - Identify scalable AI-enabled service opportunities for client offerings. - Partner with leadership and sales teams to assess technical feasibility and implementation scope for potential AI services. - Provide insights from pilot implementations to inform future packaging, pricing, and positioning. Documentation & Process Development - Review AI platform documentation and training materials to ensure alignment with best practices. - Document weekly learnings, experimentation results, implementation challenges, and resolution strategies. - Develop Attivo’s internal AI implementation playbook, including: - AI opportunity identification framework - Workflow automation standards - Prompt engineering and template libraries - QA and validation protocols - Governance and risk guidelines - Troubleshooting documentation - Build scalable SOPs and training resources to enable broader team adoption. Measurement & Continuous Improvement - Establish performance metrics for AI initiatives (response time, efficiency gains, error reduction, adoption rates). - Develop dashboards or reporting mechanisms to track ROI and firm-wide impact. - Deliver regular updates to leadership on AI experimentation, results, and expansion opportunities. Continuously refine workflows based on usage data and stakeholder feedback. Requirements - Strong understanding of accounting and finance operations and modern accounting technology stacks. - Ability to translate AI capabilities into practical workflow applications. - Experience leading cross-functional technology or systems implementations. - High attention to detail with strong validation and quality control capabilities. Exceptional organizational and documentation skills with the ability to transform experimentation into scalable process. - Ability to manage ambiguity in an evolving AI landscape and proactively solve complex operational challenges. - Comfortable serving as a strategic and technical lead across internal and client-facing initiatives. Qualifications - 5+ years of experience in accounting, finance operations, consulting, or systems implementation. - Experience implementing workflow automation or AI-enabled tools preferred. Familiarity with generative AI tools and automation platforms strongly preferred. - Demonstrated success managing full-cycle technology implementations from discovery through deployment. - Experience building SOPs, documentation frameworks, and scalable internal processes. - Strong written and verbal communication skills with the ability to explain complex technical concepts clearly. Location/Travel - Remote – Pacific Time Zone (preferred) - Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups Reports To: Head of Technology & Innovation Salary Range: $145,000 - $185,000 (depending on experience), with a 12% bonus target Position Status: Full-time, exempt Benefits Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires. Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.

Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. What We Offer: - Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. - Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. - Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. - Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. Our Values: - Lasting Relationships: We build solid and enduring connections with our clients and team members. - Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results. - Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation. - Collaboration-First: We prioritize teamwork and believe the best solutions come from working together. - Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! Role Overview The Sales Operations Specialist is responsible for optimizing our sales technology ecosystem—anchored in HubSpot CRM—and ensuring our sales processes are streamlined, data-driven, and efficient. This role ensures the operational backbone of the sales function supports performance, visibility, and long-term scalability. Responsibilities - HubSpot Administration & Strategy: Serve as primary administrator for HubSpot CRM, managing property architecture, pipelines, permissions, and data integrity. - Develop and maintain dashboards and reporting to provide clear visibility into pipeline health, forecasting, and sales performance. - Process Automation: Design and implement workflows that automate lead routing, task management, and cross-functional handoffs. - Continuously evaluate and optimize the Sales Cycle to improve efficiency, scalability, and accuracy. - Tech Stack Integration & Management: Oversee integration and performance of the sales tech stack, ensuring seamless data flow between HubSpot and: - Communication Tools: Call recording and conversational intelligence platforms. - Sales Enablement: Quoting and proposal software. - Contract Lifecycle Management: Digital signature and contract execution tools. - Standard Operating Procedures (SOPs): Create and update SOPs and documentation to ensure consistent system usage and process alignment. - Pipeline meetings:Participate in weekly pipeline meetings, providing operational insights and system-driven recommendations. - Data Governance: Maintain CRM data governance standards through regular audits and quality control practices. Requirements - Extensive hands-on experience administering HubSpot CRM, including property architecture, pipelines, permissions, and workflow automation - Demonstrated expertise in designing and implementing advanced CRM workflows and process automations - Experience integrating HubSpot with sales enablement, communication, and contract management tools - Strong analytical skills with the ability to translate business requirements into technical system solutions and reporting dashboards - Proven ability to build executive-level reports and interpret sales performance metrics - Strong understanding of sales cycle management and pipeline optimization - High attention to detail with a focus on data integrity and governance - Excellent organizational and documentation skills, including SOP development - Ability to work autonomously and deliver results with minimal supervision Qualifications - 3+ years of experience administering HubSpot CRM in a sales-driven environment, including property architecture, pipeline configuration, and reporting dashboards. - 3+ years of experience designing and implementing CRM workflows and automation to support lead management, task assignment, and cross-functional handoffs - HubSpot certifications (e.g., HubSpot CRM, Marketing Hub, Sales Hub) preferred and considered a strong asset. - Experience managing and integrating sales technology tools (e.g., sales enablement platforms, call recording/conversational intelligence software, quoting/proposal systems, and digital contract tools). - Experience supporting sales operations, revenue operations, or business operations functions with direct impact on pipeline visibility and forecasting. - Experience developing executive-level reporting and analyzing sales performance metrics to drive strategic decision-making. - Experience in a growing or mid-sized organization, with demonstrated ability to build scalable systems and processes. Location/Travel - Remote - Pacific Time Zone - Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups Reports To: Head of Business Development Hourly Rate: $50-65 per hour - based on experience Position Status: Part-Time (20-30 hours per week), Non-exempt Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.