Join the Rapidly Growing Team at Attivo Partners!

Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!

Why Attivo?

Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.

What We Offer:

• Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
• Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
• Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
• Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.

Our Values:

• Lasting Relationships: We build solid and enduring connections with our clients and team members.
• Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
• Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
• Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
• Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.

Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!

Role Overview

The Sales Operations Specialist owns the structure, integrity, and day-to-day operation of our sales technology ecosystem—anchored in HubSpot CRM. Working in close partnership with our Business Development team, this role ensures our sales processes are streamlined, data-driven, and scalable as Attivo continues to grow. The Sales Operations Specialist serves as the operational backbone of the BD function, translating business needs into clean systems, reliable data, and dashboards leadership can trust.

Responsibilities

• HubSpot Ownership & Administration
• Own the structure of HubSpot and how it is utilized across internal workflows and processes
• Serve as primary administrator: pipelines, property architecture, custom objects, layouts, permissions, and user management
• Translate Business Development feedback into layout, view, and workflow changes
• Manage day-to-day workflow progression and data quality, including accuracy and completion of activity logging, notes, and required fields
• Maintain CRM data governance through regular audits and quality control practices

• Reporting, Dashboards & Deal Intelligence
• Build and maintain dashboards that surface pipeline health, forecasting, and sales performance, with ongoing accuracy validation
• Proactively recommend new reports and views that would benefit the BD team
• Lead win/loss and competitor analysis, surfacing patterns that inform sales strategy and positioning
• Participate in weekly pipeline meetings, providing operational insights and system-driven recommendations

• Process Automation & Sales Workflow
• Design and implement workflows that automate lead routing, task management, and cross-functional handoffs
• Continuously evaluate and optimize the end-to-end Sales Cycle for efficiency, scalability, and accuracy
• Document, refine, and own the standard sales workflow and process

• Tech Stack Integration & Management
• Oversee integration and performance of the sales tech stack, ensuring seamless data flow between HubSpot and:
• Communication tools — call recording and conversational intelligence platforms
• Sales enablement, quoting, and proposal software, including evaluation of new tools
• Contract lifecycle management and digital signature platforms
• Drive adoption and utilization of integrated tools — templates, e-signatures, contract automation, and email templates — to reduce manual work
• Maintain CRM data consistency across firm platforms

• Client Data Architecture
• Build and maintain a structured approach to client tagging, descriptors, and categorization — including # of entities, industry, government vs. commercial, active vs. termed status, and reference-suitability
• Integrate with Double to automatically pull client specifics, replacing manual entry where possible and keeping records current with regular automated updates

• Documentation & Standard Operating Procedures
• Create and maintain SOPs that ensure consistent system usage, onboarding, and process alignment

Requirements

• Extensive hands-on experience administering HubSpot CRM, including property architecture, pipelines, permissions, and workflow automation
• Demonstrated expertise designing and implementing advanced CRM workflows and process automations
• Experience integrating HubSpot with sales enablement, communication, and contract management tools
• Strong analytical skills with the ability to translate business requirements into technical system solutions and reporting dashboards
• Proven ability to build executive-level reports and interpret sales performance metrics
• Strong understanding of sales cycle management and pipeline optimization
• Experience with deal-level win/loss and competitive analysis
• High attention to detail with a focus on data integrity and governance
• Excellent organizational and documentation skills, including SOP development
• Ability to work autonomously and deliver results with minimal supervision

Qualifications

• 3+ years of experience administering HubSpot CRM in a sales-driven environment, including property architecture, pipeline configuration, and reporting dashboards.
• 3+ years of experience designing and implementing CRM workflows and automation to support lead management, task assignment, and cross-functional handoffs
• HubSpot certifications (e.g., HubSpot CRM, Marketing Hub, Sales Hub) preferred and considered a strong asset.
• Experience managing and integrating sales technology tools (e.g., sales enablement platforms, call recording/conversational intelligence software, quoting/proposal systems, and digital contract tools).
• Experience supporting sales operations, revenue operations, or business operations functions with direct impact on pipeline visibility and forecasting.
• Experience developing executive-level reporting and analyzing sales performance metrics to drive strategic decision-making.
• Experience in a growing or mid-sized organization, with demonstrated ability to build scalable systems and processes.
• Professional services or consulting industry experience is a plus.

Location/Travel

• Remote - Pacific Time Zone
• Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups

Reports To: Head of Business Development

Hourly Rate: $55-75 per hour - based on experience

Position Status: Part-Time (minimum of 20-30 hours per week), Non-exempt

Final Notes

Join the Rapidly Growing Team at Attivo Partners!

Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!

Why Attivo?

Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.

What We Offer:

• Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
• Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
• Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
• Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.

Our Values:

• Lasting Relationships: We build solid and enduring connections with our clients and team members.
• Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
• Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
• Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
• Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.

Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!

Role Overview

The Resource Manager owns staffing, utilization, and capacity planning - the operational backbone of our client delivery engine. The role matches more than 150 consultants to the right engagements (400+), drives accountability against utilization targets, and serves as a trusted point of contact for the team on workload, availability, and project fit. This is a new role, created in response to significant growth across the firm over the past several years. It is an individual contributor seat with meaningful decision authority over staffing and utilization, reporting directly to leadership. 

Responsibilities

Staffing & Allocation

• Manage end-to-end staffing for ~200 consultants across active client engagements.
• Match consultants to projects based on skills, experience, development goals, and availability.
• Maintain a real-time view of who is on what, for how long, and at what capacity.
• Partner with engagement leads and Partners to forecast staffing needs 4–8 weeks out.
• Resolve staffing conflicts and bottlenecks proactively before they become escalations.

Utilization & Capacity Planning

• Own firm-wide utilization metrics; track, report, and drive accountability against targets.
• Identify under- and over-utilized consultants and rebalance assignments accordingly.
• Build and maintain dashboards and reporting cadences for Partners on staffing and utilization health.
• Surface capacity gaps and inform hiring forecasts in partnership with Talent and Finance.
• Wrangle and transform large, messy data sets from multiple sources into clean, presentable metrics and visuals that drive decisions.

Operational Excellence & Cross-Functional Partnership

• Build and continuously improve staffing processes, tooling, and documentation
• Partner closely with Finance to align on utilization metrics, billable hour definitions, revenue forecasting, and margin health—ensuring staffing decisions are grounded in the numbers that matter
• Partner closely with Business Development to understand the incoming pipeline, anticipate staffing needs from deals in flight, and flag capacity constraints before they impact close decisions
• Collaborate with Talent on workforce planning, hiring forecasts, onboarding, and offboarding

Systems, Tools & Process Optimization

• Build and maintain simple, effective systems (trackers, dashboards, workflows) to improve visibility and organization
• Utilize tools such as Google Sheets, Monday, Hubspot,  modern AI tools (LLMs, custom agents, automations) or similar platforms to manage work
• Identify inefficiencies and proactively implement improvements
• Continuously explore ways to use technology to streamline administrative and operational work

Requirements

• 5+ years of experience in resource management, staffing, practice operations, ideally within consulting, professional services, or a high-growth startup.
• Demonstrated ability to manage staffing or operations for a team of 100+ professionals.
• Strong analytical and operational instincts: comfortable with utilization math, capacity modeling, and building reporting from the ground up.
• Excellent judgment and people skills—able to navigate sensitive conversations with empathy and discretion.
• High ownership mentality; thrives in ambiguity and builds structure where none exists.
• Direct, clear communicator who can interface with Partners, consultants, and cross-functional leaders.
• Process-minded with a bias for automation: you spot inefficiencies, design cleaner workflows, and aren't afraid to rebuild a system that's slowing the team down
• Hands-on experience with the modern operations stack—Monday.com, Bizinta (or comparable PSA/resource planning tools), HubSpot, and AI tools like Claude—and comfort integrating them to create a single source of truth
• Comfortable operating at the intersection of Finance, BD, and Delivery—translating pipeline signals and financial metrics into staffing and capacity decisions 
• Excel power user with strong data analytics chops—able to manipulate large data sets, build pivot tables and models, and translate raw data into clear, presentable metrics for leadership team
• Preferred:  Familiarity with professional services economics or accounting/finance environments

Location/Travel

• Remote - Pacific Time Zone, preferred but not required
• Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups

Reports To: Partner

Hourly Rate:  $60-80/hour

Position Status: Part-time, 20-30hrs/week. 

Join the Rapidly Growing Team at Attivo Partners!

Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!

Why Attivo?

Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.

What We Offer:

• Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
• Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
• Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
• Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.

Our Values:

• Lasting Relationships: We build solid and enduring connections with our clients and team members.
• Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
• Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
• Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
• Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.

Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!

At Attivo, AI isn't a side project — it's the strategy. And we're looking for the person to own it.

We're a tech-forward finance and accounting consulting firm with a genuine organizational commitment to AI-enabled service delivery. We have a foundation in place — an existing tech stack and a thoughtful approval process that keeps us moving with intention — but we are actively looking for someone who will evaluate what we have, bring new ideas to the table, and make a compelling case for where we go next.

This isn't a role where you execute someone else's vision. It's a role where you help shape ours. You'll have direct access to leadership, a seat in the conversation, and the platform to drive meaningful change — with the organizational support behind you to actually make it happen.

At a firm our size, your ideas won't disappear into a queue. They'll be heard, evaluated, and when they're right — built.

If you're looking for a place where your expertise in AI will be valued, challenged, and put to work in ways that matter — this is it.

Role Overview

The AI & Workflow Innovation Lead manages and executes Attivo Partners’ internal AI strategy and implementation initiatives to accelerate AI-enabled service delivery across the firm. This role is responsible for owning the end-to-end AI implementation experience—ensuring successful technical deployment, measurable operational impact, and the development of a repeatable, scalable AI enablement playbook for Attivo.

As the primary AI implementation lead, they will serve as the bridge between firm leadership, internal teams, technology platforms, and pilot clients—driving structured experimentation, ensuring data integrity and governance, and documenting best practices to support long-term service innovation and expansion.

Key Responsibilities

AI Implementation & Project Management

• Serve as the primary owner for implementing AI tools and workflow automation initiatives across Attivo from strategy through deployment.
• Lead internal stakeholder meetings to assess operational pain points and prioritize AI use cases.
• Develop and manage detailed AI implementation project plans, timelines, and milestone tracking.
• Act as the first line of communication for AI-related questions, troubleshooting, and workflow optimization.
• Ensure clarity of scope, ownership, governance, and measurable outcomes across teams.

Technical Implementation & System Execution

Generative AI & Knowledge System Development:

• Design and implement an internal AI-powered chat and knowledge interface.
• Integrate internal documentation, playbooks, SOPs, and prior client deliverables into a searchable AI-enabled system.
• Develop structured prompt libraries and templates for accounting, finance, and client-response workflows.
• Continuously optimize response accuracy, usability, and speed.

AI-Enabled Workflow Design & Automation:

• Identify high-friction accounting and finance processes suitable for AI augmentation.
• Design and deploy AI-enabled workflows (e.g., onboarding support, close assistance, reconciliation review, technical research acceleration).
• Build repeatable automation templates for internal and client-facing use.
• Ensure AI workflows integrate effectively with core systems (ERP, CRM, document management tools).

Data Integrity, Governance & Validation:

• Establish QA frameworks to validate AI-generated outputs and automated workflows.
• Define AI governance standards, usage policies, and guardrails.
• Monitor data security, confidentiality, and compliance considerations.

Client Pilot & Go-To-Market (GTM) Collaboration

• Maintain a limited portfolio of anchor clients to pilot AI-enabled workflows in live delivery environments.
• Measure time savings, quality improvements, and operational impact.
• Identify scalable AI-enabled service opportunities for client offerings.
• Partner with leadership and sales teams to assess technical feasibility and implementation scope for potential AI services.
• Provide insights from pilot implementations to inform future packaging, pricing, and positioning.

Documentation & Process Development

• Review AI platform documentation and training materials to ensure alignment with best practices.
• Document weekly learnings, experimentation results, implementation challenges, and resolution strategies.
• Develop Attivo’s internal AI implementation playbook, including:
  • AI opportunity identification framework
  • Workflow automation standards
  • Prompt engineering and template libraries
  • QA and validation protocols
  • Governance and risk guidelines
  • Troubleshooting documentation
• Build scalable SOPs and training resources to enable broader team adoption.

Measurement & Continuous Improvement

• Establish performance metrics for AI initiatives (response time, efficiency gains, error reduction, adoption rates).
• Develop dashboards or reporting mechanisms to track ROI and firm-wide impact.
• Deliver regular updates to leadership on AI experimentation, results, and expansion opportunities.
  Continuously refine workflows based on usage data and stakeholder feedback.

Requirements

• Strong understanding of accounting and finance operations and modern accounting technology stacks.
• Ability to translate AI capabilities into practical workflow applications.
• Experience leading cross-functional technology or systems implementations.
• High attention to detail with strong validation and quality control capabilities.
  Exceptional organizational and documentation skills with the ability to transform experimentation into scalable process.
• Ability to manage ambiguity in an evolving AI landscape and proactively solve complex operational challenges.
• Comfortable serving as a strategic and technical lead across internal and client-facing initiatives.

Qualifications

• 5+ years of experience in accounting, finance operations, consulting, or systems implementation.
• Experience implementing workflow automation or AI-enabled tools preferred.
  Familiarity with generative AI tools and automation platforms strongly preferred.
• Demonstrated success managing full-cycle technology implementations from discovery through deployment.
• Experience building SOPs, documentation frameworks, and scalable internal processes.
• Strong written and verbal communication skills with the ability to explain complex technical concepts clearly.

Location/Travel

• Remote – Pacific Time Zone (preferred)
• Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups

Reports To: Head of Technology & Innovation

Salary Range: $145,000 - $185,000 (depending on experience), with a 12% bonus target

Position Status: Full-time, exempt