Sortly

• Serve as the CRO's second in command across the Sales-Assisted GTM organization — a trusted proxy in leadership forums, cross-functional decisions, and day-to-day operational leadership • Partner with the CRO to shape GTM strategy, annual planning, and resource allocation across Sales, Marketing, Customer Success, and Customer Experience • Facilitate alignment among GTM leaders on strategic questions such as ICP targeting, lead qualification criteria, joint planning, and SLAs • Represent the revenue organization in executive level reporting, and drive accountability against company growth goals • Own the strategy, architecture, and optimization of the full revenue operations and website tech stack, including CRM, marketing automation, CS platforms, and reporting tools (HubSpot,Avoma, Hightouch and lead router). • Set the multi-year roadmap for the GTM systems landscape; evaluate, implement, and sunset tools to support growth and scale • Audit system health, integrations, and utilization; drive adoption through enablement and training across teams • Partner with Data team to own a shared governance model — clean, connected revenue data with consistent definitions across systems • Set CRM, opportunity management, and data hygiene standards that scale with the business • Co-own the workflows that deliver insights, recommendations, and next steps to GTM teams as part of the RevOps / Customer Insights / Data Engineering pod — jointly deciding definitions, priorities, and what ships • Contribute to and serve as a stakeholder in the company's revenue forecasting, pipeline analysis, and performance reporting, supporting accurate planning across the revenue organization • Build and maintain the core suite of RevOps dashboards spanning funnel metrics and key SaaS indicators (ARR, CAC, CLTV, NRR), ensuring consistency between Hubspot and the data warehouse • Lead recurring insight forums such as a monthly Revenue Metrics Review, surfacing trends and driving strategic decisions with data • Own the full lead-to-renewal lifecycle, including routing, qualification, handoffs, funnel metrics, and attribution modeling • Partner with Marketing on lead scoring, campaign effectiveness, and continuous CRO of the website • Map, refine, and document core revenue workflows (e.g., lead management, sales-to-CS handoff) to drive clarity, consistency, and efficiency at scale • Lead high-impact, cross-functional initiatives that enhance revenue performance — system upgrades, process transformations, and org-wide alignment programs • Develop business cases and secure executive buy-in for longer-term investments in the GTM engine • Collaborate with Customer Success and Data team on churn analysis, health scores, and upsell/cross-sell insights that lead to repeatable processes to expand revenue from the existing base

Role Description The Principal Revenue Operations is a senior leadership role at the center of Sortly's go-to-market engine. Reporting to the Chief Revenue Officer and serving as their second in command across the GTM organization, as well as a strategic partner to the VP, Data. This leader owns the operational backbone that connects Sales, Marketing, Customer Success, and Customer Experience into one aligned, high-performing revenue team. This is a role for a strategic operator: someone who can shape GTM strategy alongside the CRO, represent revenue operations at the leadership table, and translate ambitious growth goals into the systems, processes, and insights that make them achievable. You will drive operational efficiency, pipeline integrity, forecasting accuracy, and consistent execution against business goals; and you'll act on behalf of the CRO to keep the entire GTM org moving in the same direction. Your work will span six core areas of ownership: - GTM Leadership & Strategic Partnership to the CRO - Serve as the CRO's second in command across the Sales-Assisted GTM organization — a trusted proxy in leadership forums, cross-functional decisions, and day-to-day operational leadership. - Partner with the CRO to shape GTM strategy, annual planning, and resource allocation across Sales, Marketing, Customer Success, and Customer Experience. - Facilitate alignment among GTM leaders on strategic questions such as ICP targeting, lead qualification criteria, joint planning, and SLAs. - Represent the revenue organization in executive level reporting, and drive accountability against company growth goals. - Revenue Tech Stack Ownership & Evolution - Own the strategy, architecture, and optimization of the full revenue operations and website tech stack, including CRM, marketing automation, CS platforms, and reporting tools (HubSpot, Avoma, Hightouch and lead router). - Set the multi-year roadmap for the GTM systems landscape; evaluate, implement, and sunset tools to support growth and scale. - Audit system health, integrations, and utilization; drive adoption through enablement and training across teams. - Data Integrity & Systems Governance - Partner with Data team to own a shared governance model — clean, connected revenue data with consistent definitions across systems. - Set CRM, opportunity management, and data hygiene standards that scale with the business. - Co-own the workflows that deliver insights, recommendations, and next steps to GTM teams as part of the RevOps / Customer Insights / Data Engineering pod — jointly deciding definitions, priorities, and what ships. - Forecasting, Reporting & Revenue Analytics - Contribute to and serve as a stakeholder in the company's revenue forecasting, pipeline analysis, and performance reporting, supporting accurate planning across the revenue organization. - Build and maintain the core suite of RevOps dashboards spanning funnel metrics and key SaaS indicators (ARR, CAC, CLTV, NRR), ensuring consistency between Hubspot and the data warehouse. - Lead recurring insight forums such as a monthly Revenue Metrics Review, surfacing trends and driving strategic decisions with data. - Lead Lifecycle, Funnel & Process Optimization - Own the full lead-to-renewal lifecycle, including routing, qualification, handoffs, funnel metrics, and attribution modeling. - Partner with Marketing on lead scoring, campaign effectiveness, and continuous CRO of the website. - Map, refine, and document core revenue workflows (e.g., lead management, sales-to-CS handoff) to drive clarity, consistency, and efficiency at scale. - Strategic Initiatives & Revenue Growth Programs - Lead high-impact, cross-functional initiatives that enhance revenue performance — system upgrades, process transformations, and org-wide alignment programs. - Develop business cases and secure executive buy-in for longer-term investments in the GTM engine. - Collaborate with Customer Success and Data team on churn analysis, health scores, and upsell/cross-sell insights that lead to repeatable processes to expand revenue from the existing base. Qualifications - 8+ years of experience in Revenue Operations ideally as a one person team, Sales or Marketing Operations, including several years in a senior leadership capacity in a B2B SaaS environment. - A strong cross-functional leader operating as a strategic partner to executive GTM leadership, with the judgment and credibility to act on a CRO's behalf. - Strong experience managing and optimizing CRM and revenue systems and tools (HubSpot, Segment, Amplitude, Looker, etc.). - Deep understanding of sales funnels, customer journeys, and SaaS metrics (ARR, CAC, CLTV, NRR, etc.). - AI Fluency: You stay curious about AI, test tools that are relevant to your work, and apply them thoughtfully - not just for efficiency, but to expand your scope and impact. - Strong analytical skills and comfort building executive-level reporting and dashboards across multiple tools. - Proven ability to lead through influence, align senior stakeholders, and drive change across a cross-functional organization. - Excellent communication and project management skills, with experience presenting to executive audiences. - Self-starter who thrives in a fast-paced, remote-first environment. Benefits - Opportunity to work with a passionate and dedicated team. - A culture that fosters innovation, growth, and collaboration. - Competitive salary and benefits package. - Chance to make a significant impact on the future of inventory management. - Annual off-site retreats. - Home office stipend. - 401k match. - Yearly learning and development reimbursement. - Annual Salary: $175,000 - $184,000.

Role Description Sortly, renowned for its simplicity and ease of use, is seeking a Software Engineer 1 - Frontend who is enthusiastic about crafting user-centric experiences. Contribute to designing and implementing intuitive frontend interfaces, write clean and testable code, and collaborate with cross-functional teams. Stay current with frontend trends and assist in enhancing our product’s functionality and performance. - Design and deliver awesome frontend product experience for our customers - Write clear, readable and testable code - Work with UX and PM teams to iterate and deliver the frontend experience balancing functionality, performance and usability - Do code reviews - Evaluate and adopt technologies that improve developer productivity, code simplicity and new functionality Qualifications - 0 - 2 years of experience in React/Angular/Vue or any similar modern frameworks - Very good problem solving skills - Ability to effectively debug issues to identify and address root causes with a focus on performance - Flexibility to work across team members in multiple time zones working remotely Benefits - A remote-first culture with flexible hours to help you do your best work. - A competitive compensation package. - Comprehensive health coverage for you and your family including term life insurance, unlimited telehealth (including mental health), annual health checkups, diet coaching, veterinary care, and physiotherapy support. - Learning and development stipend to keep your skills sharp. - Home office setup allowance for a comfortable workspace. - Team offsites focused on fun, connection, and collaboration. - Supportive colleagues invested in your growth and success.

• Write clean, readable and testable code • Do code reviews, participate in design & architecture discussions • Build product features via reliable, performant distributed backend platform and services • Participate in on-call rotation of engineers to keep the site up • Own feature/service in production and ensure the system is up for our customers via monitoring, quick fixes and address root cause of issues

• Design and deliver awesome frontend product experience for our customers • Write clear, readable and testable code • Work with UX and PM teams to iterate and deliver the frontend experience balancing functionality, performance and usability • Do code reviews • Evaluate and adopt technologies that improve developer productivity, code simplicity and new functionality

• The Customer Experience Senior Specialist serves as a frontline expert and internal connector, delivering responsive support across account, product, and technical inquiries. • Using Zendesk, you manage a daily mix of tickets, schedule troubleshooting calls, and guide customers through onboarding. • You'll work closely with Engineering to stay current on bugs and resolutions, and partner with Product to surface customer insights and trends. • Handle ~40 support tickets per day across product, technical, and account-related inquiries with accuracy, empathy, and efficiency. • Provide scheduled phone support to troubleshoot issues and help customers evaluate whether Sortly is the right fit for their business needs. • Support new customers in successfully adopting Sortly through clear, timely email guidance and scheduled Zoom sessions. • Help customers get set up, understand core workflows, and ensure they are positioned for long-term success with the product. • Partner closely to report bugs, track resolution progress, update customers, and strengthen the CX and Engineering feedback loop. • Serve as the voice of the customer by surfacing insights, trends, and feature requests across both product and account-related experiences. • Contribute to building a world-class CX operation by suggesting improvements, optimizing workflows, and communicating clearly across Slack, email, and team meetings. • Regularly contribute to weekly, bi-weekly, and monthly meetings by sharing insights on customer trends, recurring issues, and opportunities to improve the customer experience. • Help shape the future of the CX team by training, onboarding, and motivating new hires.

The Customer Experience Senior Specialist serves as a frontline expert and internal connector, delivering responsive support across account, product, and technical inquiries. Using Zendesk, you manage a daily mix of tickets, schedule troubleshooting calls, and guide customers through onboarding. You'll work closely with Engineering to stay current on bugs and resolutions, and partner with Product to surface customer insights and trends. As part of a small, collaborative CX team, you also help maintain and improve the help center and broader customer experience. What You Will Do - Customer Support Ownership: Handle ~40 support tickets per day across product, technical, and account-related inquiries with accuracy, empathy, and efficiency. Provide scheduled phone support to troubleshoot issues and help customers evaluate whether Sortly is the right fit for their business needs. - Customer Onboarding & Enablement: Support new customers in successfully adopting Sortly through clear, timely email guidance and scheduled Zoom sessions. Help customers get set up, understand core workflows, and ensure they are positioned for long-term success with the product. - Cross-Functional Partnership: - Engineering: Partner closely to report bugs, track resolution progress, update customers, and strengthen the CX and Engineering feedback loop - Product: Serve as the voice of the customer by surfacing insights, trends, and feature requests across both product and account-related experiences. - Process & Communication: Contribute to building a world-class CX operation by suggesting improvements, optimizing workflows, and communicating clearly across Slack, email, and team meetings. Regularly contribute to weekly, bi-weekly, and monthly meetings by sharing insights on customer trends, recurring issues, and opportunities to improve the customer experience. Operate as a collaborative team member in a small, fast-moving environment by sharing knowledge, supporting teammates, and stepping in to help where needed. - Future Opportunities: Help shape the future of the CX team by training, onboarding, and motivating new hires. Requirements - Experience: 3+ years on a SaaS CX team with hands-on responsibility for account, technical, and product support across tickets and calls. - Customer-Centric: Skilled at identifying customer needs, solving problems, and providing solutions that positively impact CX metrics (CSAT, SLA, First Response Time).Communication: Excellent verbal and written skills with the ability to simplify complex technical concepts for non-technical audiences and build trust with customers. - Project Management: Highly organized with the ability to manage shifting priorities, balance multiple responsibilities, and deliver results under pressure in a fully remote environment. - Preferred schedule: Ideally, available 9 AM – 6 PM ET (with flexibility for the right candidate). The role will be required to provide coverage on some company wide holidays. - Tech- Savvy: Quick to learn and comfortable navigating new tools, systems, and processes with minimal direction. Familiarity with AI tools and an understanding of how AI can improve customer support workflows, efficiency, and quality is strongly preferred. - Proactive & Accountable: Anticipates needs, identifies opportunities for improvement, and takes ownership of outcomes. Follow through with consistency and reliability, knowing your contributions have a direct impact on the team. - Results-Driven: A self-starter who thrives in fast-paced environments, prioritizes effectively, and consistently delivers a high standard of service. - Team Player: Collaborative, flexible, and eager to support cross-functional partners and the evolving needs of a small, fast-paced CX team. Annual Salary: $60, 000 - $75, 000 The salary band outlined above reflects compensation levels that are competitively benchmarked based on geographic location. Where an individual may fall within this band is determined by market data specific to their location, ensuring fairness and alignment with our compensation philosophy. BenefitsWe take care of our people. Sortly offers full health, dental, and vision coverage, 401(k) with company match, and a learning stipend to support your continued growth and development. And plenty of opportunities to socialize with your colleagues through Random Coffee or Wellness chats. As well as our annual in-person retreats.

The Customer Experience Senior Specialist serves as a frontline expert and internal connector, delivering responsive support across account, product, and technical inquiries. Using Zendesk, you manage a daily mix of tickets, schedule troubleshooting calls, and guide customers through onboarding. You'll work closely with Engineering to stay current on bugs and resolutions, and partner with Product to surface customer insights and trends. As part of a small, collaborative CX team, you also help maintain and improve the help center and broader customer experience. What You Will Do - Customer Support Ownership: Handle ~40 support tickets per day across product, technical, and account-related inquiries with accuracy, empathy, and efficiency. Provide scheduled phone support to troubleshoot issues and help customers evaluate whether Sortly is the right fit for their business needs. - Customer Onboarding & Enablement: Support new customers in successfully adopting Sortly through clear, timely email guidance and scheduled Zoom sessions. Help customers get set up, understand core workflows, and ensure they are positioned for long-term success with the product. - Cross-Functional Partnership: - Engineering: Partner closely to report bugs, track resolution progress, update customers, and strengthen the CX and Engineering feedback loop - Product: Serve as the voice of the customer by surfacing insights, trends, and feature requests across both product and account-related experiences. - Process & Communication: Contribute to building a world-class CX operation by suggesting improvements, optimizing workflows, and communicating clearly across Slack, email, and team meetings. Regularly contribute to weekly, bi-weekly, and monthly meetings by sharing insights on customer trends, recurring issues, and opportunities to improve the customer experience. Operate as a collaborative team member in a small, fast-moving environment by sharing knowledge, supporting teammates, and stepping in to help where needed. - Future Opportunities: Help shape the future of the CX team by training, onboarding, and motivating new hires.

ABOUT SORTLY Sortly is a simple, multi-device inventory management solution. Our visual & intuitive approach to inventory enables thousands of SMBs and teams within iconic corporations, government entities, music bands & sports teams to stay on top of their consumables, assets, and material things. With over 8,000 five-star ratings in the App Store and a net promoter score greater than 55, our impressive growth has primarily been driven by organic sources and word of mouth. We are profitable, financially independent, and primed to scale within our $20B market! We are proudly a distributed and remote-first company since inception with teams across 4 countries. OUR VALUES Real - We lead with authenticity, show transparency through being honest and clear, and take accountability by owning our actions and outcomes. Inspiring - We think big, empower others to achieve their best, and celebrate wins by recognizing large and small contributions. Smart - We demonstrate First Principles thinking by always asking “why” and seek to understand deeply, embrace growth mindset and drive decisions with data. Empathetic - We are humble and listen with an open mind, show up mentally and emotionally to make others feel valued, and consider how our actions impact others. ABOUT THE ROLE Sortly is hiring a Senior Product Manager – AI & Inventory Management to evolve our core Inventory Management product line. This platform helps thousands of businesses track assets and consumables across construction, field services, manufacturing, and medical industries. As Senior PM, you'll shape the strategic vision and execution of AI-powered Inventory Management that transforms how businesses manage operational workflows. You’ll help evolve Sortly from basic inventory tracking into an intelligent inventory operations platform powered by AI. You’ll own the roadmap for high-impact capabilities including inventory forecasting & replenishment, smart inventory insights and workflows, automated reconciliation and reporting, and AI-driven workflow guidance — features that enable customers to operate more efficiently while maintaining Sortly’s signature mobile-first simplicity. You’ll work closely with engineering, design, and data science teams to deliver intelligent product capabilities that drive retention, expansion, and operational efficiency for SMB customers. If you're passionate about building AI-enabled B2B SaaS products that solve real operational problems, this is an opportunity to make a major impact at a fast-growing, profitable company. WHAT YOU’LL DOOwn The AI Powered Inventory Management Product Features - Define and drive the 1–3 year roadmap for AI-powered Inventory Management, balancing customer needs, market opportunities, and business objectives. - Identify and prioritize features that deliver the highest value across key verticals, including inventory forecasting and replenishment, smart inventory insights & workflows, automated reconciliation and reporting, and AI-driven workflow guidance - Make strategic decisions on scope, sequencing, and investment to maximize customer value and enable expansion through AI-driven operational intelligence Ship Features That Drive Business Impact - Lead end-to-end product development for major initiatives like predictive inventory recommendations, intelligent workflow automation, automated reconciliation and reporting, and AI-guided inventory operations - Write clear, detailed PRDs with jobs-to-be-done, user stories, acceptance criteria, success metrics, and AI-specific requirements - Partner closely with engineering, design, and data science teams to scope features, resolve technical tradeoffs, and maintain delivery velocity - Launch features on aggressive timelines while ensuring quality, strong customer impact, and measurable performance of AI-driven capabilities Become an Expert in Customer Workflows - Conduct deep customer research across construction, field services, manufacturing, and medical verticals to identify opportunities for AI-powered operational intelligence - Build strong empathy for different personas (business owners, warehouse managers, field technicians) and their daily workflows - Analyze product usage data, customer feedback, and AI-driven insights to identify opportunities for smarter automation and workflow optimization - Run validation sessions and beta programs to ensure product-market fit for intelligent features before launch Lead Cross-Functional Collaboration - Work daily with engineering, design, and data science teams to unblock development and make fast, informed decisions - Partner with GTM teams (Sales, Marketing, Customer Success) on positioning, pricing, and go-to-market strategy for AI-enabled workflows - Present roadmaps and progress updates to executive leadership with clarity and conviction - Communicate proactively about risks, tradeoffs, and decisions to keep stakeholders aligned Drive Measurable Results - Define success metrics for features, including customer adoption, operational efficiency improvements, and AI performance indicators - Track product performance using data, analytics, and model insights to continuously improve the product experience - Take ownership of business outcomes, not just feature delivery; your work should directly impact revenue, customer satisfaction, and operational efficiency WHAT YOU BRING - 5+ years of product management experience, with 2+ years in B2B SaaS - Experience working on AI-enabled or data-driven product capabilities with real customer impact - Proven track record of shipping successful B2B products that drove measurable business outcomes - Experience working with cross-functional teams (engineering, design, GTM, and data science) in fast-paced, high-growth environments - Strong technical fluency; able to discuss AI/ML concepts, APIs, system architecture, and technical tradeoffs with engineering Product Management Excellence - Customer Obsession: Deep curiosity about customer workflows, pain points, and jobs-to-be-done. Ability to translate complex operational needs into simple AI-powered product experiences - Strategic Thinking: Can develop multi-year product vision for intelligent workflows while making smart short-term tradeoffs. Balances innovation with pragmatism - Execution & Delivery: Writes clear, detailed requirements. Ships features on time without sacrificing quality. Makes fast decisions to maintain momentum - Data-Driven: Uses analytics, research, AI model performance, and customer feedback to inform decisions. Defines success metrics and tracks performance rigorously - Technical Depth: Understands technical constraints and opportunities of AI/ML systems, data pipelines, model performance, and integrations - Leadership & Communication - Ownership: Takes full accountability for outcomes. Proactively identifies and solves problems without waiting for direction - Bias for Action: Moves quickly, makes decisions with imperfect information, and iterates based on feedback - Stakeholder Management: Communicates clearly and persuasively with executives, engineering, design, and GTM teams. Builds trust through transparency - Collaboration: Works effectively with distributed teams. Navigates ambiguity and builds consensus across competing priorities Preferred Experience - Experience in operations-focused B2B SaaS products (inventory management, workflow automation, field service management, ERP/supply chain, etc.) - Understanding of SMB customer segment and their buying behaviors - Familiarity with AI/ML product development in B2B SaaS - Mobile product experience (iOS/Android) - International product experience (localization, multi-currency, regional compliance) - Experience working in startup/scale-up environments (15-100 person companies) WHY JOIN SORTLY - Opportunity to work with a passionate and dedicated team - A culture that fosters innovation, growth, and collaboration - Competitive salary and benefits package - Chance to make a significant impact on the future of inventory management - Annual off-site retreats - Home office stipend - 401k match - Yearly learning and development reimbursement Annual Salary: $145,000 - $225,000 The salary band outlined above reflects compensation levels that are competitively benchmarked based on geographic location. Where an individual may fall within this band is determined by market data specific to their location, ensuring fairness and alignment with our compensation philosophy.

• Define and drive the 1–3 year roadmap for AI-powered Inventory Management, balancing customer needs, market opportunities, and business objectives. • Identify and prioritize features that deliver the highest value across key verticals, including inventory forecasting and replenishment, smart inventory insights & workflows, automated reconciliation and reporting, and AI-driven workflow guidance • Make strategic decisions on scope, sequencing, and investment to maximize customer value and enable expansion through AI-driven operational intelligence • Lead end-to-end product development for major initiatives like predictive inventory recommendations, intelligent workflow automation, automated reconciliation and reporting, and AI-guided inventory operations • Write clear, detailed PRDs with jobs-to-be-done, user stories, acceptance criteria, success metrics, and AI-specific requirements • Partner closely with engineering, design, and data science teams to scope features, resolve technical tradeoffs, and maintain delivery velocity • Launch features on aggressive timelines while ensuring quality, strong customer impact, and measurable performance of AI-driven capabilities • Conduct deep customer research across construction, field services, manufacturing, and medical verticals to identify opportunities for AI-powered operational intelligence • Build strong empathy for different personas (business owners, warehouse managers, field technicians) and their daily workflows • Analyze product usage data, customer feedback, and AI-driven insights to identify opportunities for smarter automation and workflow optimization • Run validation sessions and beta programs to ensure product-market fit for intelligent features before launch • Work daily with engineering, design, and data science teams to unblock development and make fast, informed decisions • Partner with GTM teams (Sales, Marketing, Customer Success) on positioning, pricing, and go-to-market strategy for AI-enabled workflows • Present roadmaps and progress updates to executive leadership with clarity and conviction • Communicate proactively about risks, tradeoffs, and decisions to keep stakeholders aligned • Define success metrics for features, including customer adoption, operational efficiency improvements, and AI performance indicators • Track product performance using data, analytics, and model insights to continuously improve the product experience • Take ownership of business outcomes, not just feature delivery; your work should directly impact revenue, customer satisfaction, and operational efficiency