Head Of Operations (Remote Latam) (Chihuahua)

Head of Operations (Remote LATAM)

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About The Company

We provide cost segregation studies and related services to real estate owners and CPAs. The business is in rapid growth mode and operates with a distributed engineering team. We are a startup and require someone who is comfortable with ambiguity, fast‐paced work, and can think on their feet to drive major process improvements. Our product and service is unique : an engineered consulting service that happens almost purely virtually, and its sales service has the feel of a Software as a Service (SaaS) product (a person‐led knowledge product).

We are looking for a true business operator who can quickly make sense of our current processes and tools to drive core efficiencies.

The Opportunity

The Head of Operations will own the operating system that powers sales and delivery. Your mandate is to design, automate, and scale a complex virtual services workflow to optimize the business. This is a crucial, hands‐on role for an integrations and scaling‐focused expert. You will collaborate with engineering and sales to streamline proposals, signatures, payments, intake, and study delivery. We are looking for someone who has proven experience in creating a more streamlined operations flow and can make a lasting impact on our growth trajectory.

Key Responsibilities

• Systems Implementation and Automation
• Implement and own CRM and workflow automations, leading the shift to GoHighLevel (GHL) and managing transition away from tools like HubSpot.
• Serve as integrations / implementations expert, focused on adding, subtracting, or integrating software and new processes to facilitate growth.
• Recommend build versus buy decisions for items such as a simple document upload app.
• Vendor management : actively engage with vendors or develop functionality of existing systems (GHL, Asana).
• Partner with the engineering team (four full‐time engineers, two assisting, a PM, and a head of engineering) to scope quick wins and light development work.
• Process Design and Optimization
• Map, measure, and improve the end‐to‐end customer journey : lead capture, proposal, e‐sign, payment, onboarding, document collection, study delivery, and handoff.
• Standardize proposals and contracting, eliminating bottlenecks in e‐sign and payment.
• Build lightweight SOPs and QA for a fully virtual service.
• Collaborate with sales leadership on lead routing, SLAs, and pipeline hygiene.
• Strategic Outcomes (First 90 Days)
• Cut proposal cycle time and backlog by redesigning the proposal to signature flow.
• Increase speed from signed deal to kickoff through automation and clear handoffs.
• Stand up a metrics dashboard for pipeline, study throughput, and time to close.
• Produce a prioritized automation roadmap across tools like GoHighLevel and adjacent systems.
• Define and track operating KPIs : studies completed, speed of execution, speed of closing, error rates, and customer cycle time.

What You Bring

Logistics

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