Limitless Advisor OPERATIONS MANAGER Reports to: Chief of Staff WHO YOU AREA hands-on operations pro, you make the complex simple, turn big ideas into operational excellence and love finding smarter ways to deliver results. You’re passionate about using technology and AI to deliver value to clients and the business, and have the experience and judgment to recommend, design and drive operations that continuously support our success. WHO WE ARELimitless Advisor is an industry-leading coaching company helping financial advisors elevate their work, wealth, and well-being. We create results-driven coaching and growth experiences that help advisors build wildly successful businesses and lives they love. We’re a positive-mojo, people-first, continuous-growth kind of company. Expect meaningful work, real growth opportunity, personal flexibility, and the chance to work with a happy, high-performing team. LOOKING FOR THAT SPECIAL SOMEONEWe have a reputation for quality, experience, and results. You should, too. We need an experienced, hands-on manager to strengthen our operating foundation, improve how the business runs, and keep a lean, remote team moving. This isn’t a director-level strategy role or an administrative coordinator job. THE IMPACTFUL WORK• Make big ideas happen: Turn business priorities into plans, progress, and operational excellence across our Programs, Marketing, Coaching, and Services groups. Build systems for scale: Create clear SOPs, handoffs, decision rights, accountability, and operating rhythms. Manage cross-functional projects and team to goals and outcomes. Own our systems and CRM: Protect and optimize key business systems. Ongoing CRM implementation, testing, and optimization across enrollment, membership, marketing, and service workflows. Keep integrations, data, and reporting reliable. Support marketing operations: Support the technical setup, execution, and QA of email campaigns, nurture sequences, landing pages, lead funnels, webinar registrations, segmentation, and HubSpot automations. Partner with Marketing on launches and conversion reporting. Put AI and automation to work: Help define and Implement AI applications to improve team productivity, coaching experience, and business performance. Lead people and performance: Manage the Operations Specialist and assigned staff/contractors; set priorities, coach performance, remove obstacles, and hold team accountable. Make numbers actionable: Partner with the CEO and Finance on budgets, forecasts, profitability, resources, vendors, and costs. Build useful KPI dashboards and concise progress/risk reporting. Keep enrollment and the member journey seamless: Partner with Finance on billing, ACH/card checkout, subscriptions, and related automations; connect onboarding, delivery, and renewals. THE AWESOME-SAUCE YOU BRING• 7+ years of experience: Operations, project management, or organizational leadership, with success across functions in a growing entrepreneurial company. Real systems chops: Hands-on CRM implementation or redesign, marketing automation, email campaigns and funnels, and cross-functional workflows. HubSpot preferred; confident with integrations, testing, and data quality People management: A track record managing internal teams, specialists, and contractors with clear communication, coaching, and accountability. Practical AI experience: You’ve deployed AI or automation in a business and can show measurable results. No need to be a developer; you do need to turn opportunities into working solutions. Business judgment: Strong financial literacy, analytics, project management, and reporting; able to evaluate recurring payments, subscriptions, and customer-lifecycle workflows. A love of making things better: Ownership, organization, detail, and the ability to translate technical issues into simple business decisions. Bonus points: Financial services, coaching, consulting, membership, or professional services; HubSpot, Asana, Make, Zapier, Stripe, ChatGPT, Claude, Perplexity, EOS/Traction, multi-tier programs, or renewals. THE RIDE & THE REWARDS• Base salary: $90,000–$110,000, DOE and contribution with significant growth potential Performance bonus: Up to 10% of salary; paid quarterly Profit Sharing bonus: Up to 10% of salary; paid annually Time off: Two weeks PTO in Y1, three weeks from Y2-Y5 and four weeks Y5+, plus an (avg) additional 11 days per year: flex days (3), 4-day weekends (3) and Christmas closure (5days) for another 11 days. Benefits and flexibility: Medical & well-being allowance, remote position with flexible schedule. IF YOU’RE THE ONE, LET’S CONTINUE THE PROCESSIf building smarter operations, making technology useful, and helping a high-performing team grow without losing what makes it special sounds like your kind of challenge, we’d love to hear from you.