Vice President of Operations & CRM
About The Position
Orchestra is seeking a Vice President of Operations & CRM who will: Operations: Lead internal projects, support and lead junior and mid-level staff and proactively make process improvements across the firm. This person will work closely with a wide range of staff from senior team leaders to administrative staff. This is a great opportunity for someone who stays cool under pressure and thrives in a fast-paced environment ripe with complex problem-solving opportunities. CRM: Oversee HubSpot as Orchestra’s system of record for growth, pipeline management, and client operations. As the central authority for CRM administration, data governance, reporting, and process design, this person will partner closely with Leadership, Growth, Finance, and cross-functional teams to translate business strategy into scalable workflows, high data integrity, strong user adoption, and actionable insights. VP of Operations (50%) Proactively identify opportunities to enhance operational efficiency, leverage technology and optimize processes across the company Work cross-functionally with Leadership, Growth, Finance, Operations, HR and other teams to successfully drive projects against deadlines Lead change management, ensuring successful implementation of initiatives Oversee relationships with key vendors, negotiate contracts, and ensure optimal service delivery and cost-effectiveness CRM Administration & Platform Management (50%) Manage user access, roles, permissions, and licenses across the full user lifecycle Serve as the first point of contact for all CRM platform inquiries and troubleshooting Oversee CRM integrations with other internal systems (e.g., NetSuite, Paylocity, CLM) to ensure reliable data flows Build and maintain scalable automated workflows to support business processes that reduce manual effort Partner cross-functionally with Growth, Finance, and client leads to ensure accuracy of pipeline data Build and maintain CRM reports and dashboards, ensuring alignment with business objectives and KPIs Prepare business development data for leadership, org-wide presentations, and ad-hoc requests Design and deliver structured onboarding and ongoing training programs to support new and existing CRM users Document and maintain CRM standard operating procedures, guides, and FAQs Continuously assess and refine CRM-related processes, ensuring the platform evolves with business needs Manage external partners and vendors as needed to build systems integrations and continue to optimize CRM systems and processes
Requirements
- 5-7+ years of managing operations, preferably for a mid to large organization, and 3+ years of hands-on experience in CRM platform, HubSpot is a plus
- Proven ability to design and scale automations, processes, and reporting that improve efficiency, accuracy, and consistency across teams
- Demonstrated success driving change management through training and documentation
- Strong understanding of growth and revenue operations, including lead management, pipeline structure, forecasting, lifecycle stages, and cross-functional handoffs
- Drive to learn new things and problem-solve off the cuff
- Strong project management and collaboration skills, with the ability to prioritize and track multiple workstreams across teams while managing concurrent projects in a fast-paced, deadline-driven environment with high attention to detail
- Strong writing, editing and research skills with a penchant for paring down and presenting information in a clear and succinct fashion
- Ability to take initiative, maintain confidentiality and exercise discretion
Nice To Haves
- Experience in public relations, at a firm or agency, or in mergers and acquisitions
Responsibilities
- Proactively identify opportunities to enhance operational efficiency, leverage technology and optimize processes across the company
- Work cross-functionally with Leadership, Growth, Finance, Operations, HR and other teams to successfully drive projects against deadlines
- Lead change management, ensuring successful implementation of initiatives
- Oversee relationships with key vendors, negotiate contracts, and ensure optimal service delivery and cost-effectiveness
- Manage user access, roles, permissions, and licenses across the full user lifecycle
- Serve as the first point of contact for all CRM platform inquiries and troubleshooting
- Oversee CRM integrations with other internal systems (e.g., NetSuite, Paylocity, CLM) to ensure reliable data flows
- Build and maintain scalable automated workflows to support business processes that reduce manual effort
- Partner cross-functionally with Growth, Finance, and client leads to ensure accuracy of pipeline data
- Build and maintain CRM reports and dashboards, ensuring alignment with business objectives and KPIs
- Prepare business development data for leadership, org-wide presentations, and ad-hoc requests
- Design and deliver structured onboarding and ongoing training programs to support new and existing CRM users
- Document and maintain CRM standard operating procedures, guides, and FAQs
- Continuously assess and refine CRM-related processes, ensuring the platform evolves with business needs
- Manage external partners and vendors as needed to build systems integrations and continue to optimize CRM systems and processes
Benefits
- This role is eligible for end of year bonuses based on firm, team and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
501-1,000 employees
