• Ensure seamless day-to-day operations by managing workflows, optimizing internal processes, and maintaining clear documentation. • Draft company policies, SOPs, and internal guidelines to enhance structure and clarity. • Identify inefficiencies in business operations and implement practical solutions to improve overall performance. • Coordinate cross-functional initiatives, ensuring teams are aligned with key business objectives. • Track and analyze key performance indicators (KPIs) to measure operational success and identify areas for improvement. • Manage the flow of critical business information, ensuring the Executive has timely access to relevant insights. • Maintain strong relationships with internal and external stakeholders to facilitate smooth operations and decision-making. • Collaborate with the client to identify opportunities for business scalability and efficiency. • Implement best practices and support long-term strategic planning efforts to drive sustainable growth. • Serve as the point of contact for your client’s emails, phone calls, and other professional communication, ensuring responses are timely and professional.

Role Description As a Business Operations / GTM Assistant, you will be the operational backbone of a fast-growing, AI-forward tech company - keeping contracts, payments, CRM data, and vendor relationships running accurately and on time, while building the systems that make repeatable work disappear. This is a cross-functional support role split between Business Operations and GTM/Sales support. - Send contracts and agreements for signature; track status and file signed copies to the correct customer record. - Keep contract and agreement templates current as requirements evolve. - Process vendor and ad hoc invoice payments; monitor and resolve failed payments daily. - Track referral and partner payments. - Confirm billing and subscription systems are updated on customer offboarding; coordinate related tickets. - Manage recurring vendor/partner billing and monthly cost-allocation reporting for accurate P&L reporting. - Process weekly reimbursements and coordinate company card issuance and requests. - Track and incorporate HR policy updates (e.g., state law compliance, employee handbook updates). - Document SOPs and identify where AI or automation could take over manual work. Qualifications - 1–3+ years of experience in business operations, sales operations, executive support, or a similar cross-functional role. - Strong organizational skills - owns many concurrent, detail-heavy workflows without dropping things. - Experience handling invoicing, billing, or vendor payment processing accurately and with discretion. - CRM fluency - keeps HubSpot (or similar) clean and current, or learns fast. - Ability to manage the contract signature process end to end. - Clear, professional written English communication - for internal coordination and external follow-ups. - Proactive follow-through - closes the loop without being asked. - Comfort working across multiple tools: CRM, payments, HR systems, and contracts simultaneously. - AI-forward mindset - motivated to use AI tools to eliminate repetitive manual work. - Comfortable working independently in a fast-paced startup environment with shifting priorities. Requirements - HubSpot CRM experience - creating and maintaining deals, contacts, and pipeline attribution. - Hands-on experience with billing or payment platforms such as Stripe or Ramp. - BDR or SDR background - helpful for supporting the GTM and outbound side of the role. - Experience building SOPs or internal process documentation. - Background in cross-functional roles: project management, merchandising operations, logistics, or startup executive support. - Demonstrated use of AI tools (ChatGPT, Claude, or similar) to streamline or automate daily workflows. Benefits - Salary: $1,500 - 2,500 USD per month. - PTO: 15 days PTO. - Holidays: Local or US Holidays.

• Own the GTM systems stack end-to-end, including Salesforce, Salesforce CPQ, Marketo, Clay, ZoomInfo, CommonRoom and the integrations between them. • Lead Salesforce architecture and governance across objects, fields, flows, validation rules, routing logic, and integration endpoints. • Build automation and AI-powered workflows that remove manual work across lead routing, lifecycle management, handoffs, enrichment, and other core GTM motions. • Own data quality and enrichment infrastructure across Salesforce and Marketo to support ABM, outbound, forecasting, and operational visibility. • Turn ambiguous requests from Sales, Marketing, and Customer Success into scalable system solutions with clear tradeoffs, strong follow-through, and durable documentation. • Manage and develop a small team, set priorities, unblock work, and create the operating rhythm that keeps GTM systems fast, reliable, and maintainable.

Role Description At Coconut 🥥, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins. Clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for top talent to fill the role below: - Role: Operations Business Manager - Monthly Rate: $6,066.55 - Availability: 40 hours/week - Time Zone: 9:00 AM to 4:00 PM EST To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form. What to Prepare: - English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check. - Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️ - 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification. Qualifications - Strong experience managing up and confidently working with visionary, Type A executives. - Highly process-driven with exceptional follow-through and execution. - Comfortable leading remote teams, holding people accountable to KPIs, and making difficult people decisions (including performance management and termination recommendations). - Excellent communication skills with experience working closely with U.S.-based leadership. - Experience working with Scrum/Agile methodologies and leading daily stand-ups. - Experience building and improving SOPs, documentation, and operational systems. Requirements - People Management - Lead and manage the remote team, ensuring everyone stays accountable to their KPIs. - Conduct daily Scrum/stand-up meetings to identify accomplishments, priorities, and blockers. - Coach, motivate, and support team members while fostering autonomy. - Onboard new hires and ensure a smooth transition into existing workflows. - Address performance issues proactively and recommend hiring, replacement, or termination when necessary. - Manage up confidently and hold both team members and leadership accountable. - Project Management - Oversee projects from planning through execution. - Coordinate cross-functional initiatives and ensure deadlines are met. - Remove blockers preventing projects from moving forward. - Ensure projects align with organizational priorities and KPIs. - Task Management - Prioritize work using frameworks such as the Eisenhower Matrix. - Assign and monitor tasks across the team. - Track deliverables and follow up to ensure commitments are completed. - Keep team members focused on high-impact work. - Process Management - Own and improve operational workflows and SOPs. - Ensure processes are consistently followed across the organization. - Identify inefficiencies and implement process improvements. - Build scalable systems as the organization grows. - Knowledge Management - Maintain and expand the organization's SOP library and documentation. - Keep training materials and internal knowledge base updated. - Improve onboarding documentation and operational playbooks. - Encourage continuous documentation as workflows evolve. - Communication - Serve as the operational bridge between leadership and the team. - Clearly communicate priorities, expectations, and organizational updates. - Facilitate collaboration across departments. - Escalate issues early while presenting recommended solutions. - Strategy & Executive Support - Manage up effectively with visionary, Type A executives. - Help leadership prioritize initiatives using structured decision-making. - Balance strategic thinking with hands-on execution. - Proactively identify operational gaps and recommend solutions. - Participate in hiring decisions and workforce planning. - Support leadership in building and scaling the operations team. - Reporting & Visualization - Monitor KPIs and team performance. - Prepare executive scorecards and operational reports. - Leverage AI tools to consolidate data, generate reports, and create dashboards. - Present actionable insights that support leadership decision-making. - Track team progress against weekly and monthly KPIs. Benefits - ✅ Competitive Salary – We recognize your skills and experience with a great compensation package. - ✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus? - ✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all! - ✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year. - ✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents. - ✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits. - ✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind. - ✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources. - ✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better! - ✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too! - ✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.