Job Overview:

We're looking for a Growth & Demand Generation Manager to own our demand engine end-to-end and build a predictable, scalable pipeline for Shelf. This is not a "run the playbook" role. This is a role for someone who creates the playbook, wires it together with automation and AI, and has strong startup experience.

You will own momentum across the entire funnel — awareness, engagement, lead creation, pipeline acceleration, and revenue impact. You will automate everything that can be automated, experiment constantly, challenge assumptions, and bring new growth opportunities to life. If you thrive in fast-moving environments, love shipping ideas quickly, and get energy from seeing direct impact on the business, this role is for you.

We want a growth hacker who operates like a one-person growth engineering team: someone who blends creativity, data, automation, and grit. Someone who reaches for Zapier, n8n, Clay, and AI tooling before reaching for headcount. Someone who rolls up their sleeves, moves fast, and takes real ownership of outcomes.

What You'll Do:

Own Demand & Pipeline Impact End-to-End:

• Own the entire demand generation engine — from first touch to qualified pipeline.
• Design and execute strategies that drive consistent inbound and outbound lead flow.
• Take full accountability for pipeline impact and contribution to revenue.
• Maintain constant momentum across the funnel by identifying and removing bottlenecks, and automating anything that slows velocity.

Build an Automated, AI-Powered Growth Stack:

• Architect and operate a connected marketing stack using tools like Clay, HockeyStack, Zapier, n8n, Lemlist, and Pardot to automate lead enrichment, routing, scoring, and nurture.
• Build and maintain the MarOps workflows that move leads through the funnel — lead scoring, routing, nurture, and sales handoff — improving conversion rates and reducing time-to-contact.
• Use AI and automation to compress cycle times — faster list building, faster personalization, faster handoffs, faster reporting.
• Build workflows that let a small team move like a big one: data flowing automatically between CRM, enrichment, outbound, attribution, and analytics with minimal manual touch.
• Treat the stack as a product you're always shipping to — identify friction, automate it away, measure the lift.

Build & Execute Multi-Channel Demand Programs:

• Develop and execute multi-channel demand generation programs that drive awareness, engagement, and conversion across digital, events, and content marketing.
• Own and optimize paid and organic channels including email, content syndication, search, social, partnerships, and community to fuel inbound pipeline growth.
• Launch and refine account-based marketing (ABM) strategies — powered by enrichment and intent data — to engage high-value accounts and drive meaningful conversations with target buyers.

Experiment Relentlessly:

• Experiment with creative, unorthodox approaches and tools to demand gen — if there's a standout way to drive impact, we want you to find it.
• Bring fresh ideas to the table every day and move quickly from idea → test → learn → iterate.
• Treat everything as an experiment: measure results, double down on what works, and stop what doesn't.

Messaging & Collaboration:

• Partner closely with Sales, Marketing, and Product to create compelling messaging and content that resonates with technical audiences.
• Help shape campaigns and narratives that create tension, speak to real customer pain, and genuinely serve our audience — delivering real value while still driving pipeline impact.

Funnel Optimization & Reporting:

• Analyze and report on campaign and funnel performance, ensuring we're investing in high-impact initiatives.
• Own website conversion rate optimization and traffic to ensure our digital presence drives real engagement and pipeline growth.
• Build dashboards and insights (HockeyStack or equivalent) that make performance clear, visible, and actionable across the business.
• Deliver clear, regular reporting to marketing, sales, and leadership — translating funnel data into decisions, not just charts.

Momentum & Ownership:

• Bring urgency and energy to the role — you don't wait for direction, you create it.
• Operate with a founder's mindset: resourceful, accountable, and relentlessly focused on impact.
• Take pride in going above and beyond to drive results.

What You Bring:

• A track record of Startup Experience 
• Experience owning pipeline, not just contributing to activity.
• Hands-on fluency with marketing automation and workflow tools — Zapier, n8n, Clay, HockeyStack, Lemlist, Pardot/HubSpot/Marketo, or equivalents. You've built multi-step workflows, not just used templates.
• Comfort using AI tools (LLMs, agents, enrichment APIs) to accelerate research, copy, list-building, and reporting — and an instinct for what should be automated vs. done by hand.
• A data-driven mindset, with experience in marketing analytics, attribution, and funnel optimization.
• A creative, unorthodox approach to demand generation — you test fast and iterate often.
• Strong cross-functional collaboration skills, especially with sales, product marketing, and engineering teams.
• A true "get it done" operator who thrives in fast-paced, scrappy startup environments.
• If based in New York City, you are comfortable with the expectation to be in the NYC office three days per week.

What We Offer:

• Competitive salary: $150,000 $170,000 base salary with an OTE / Bonus component. 
• Generous equity grant (stock options).
• Comprehensive health and wellness benefits.
• Open PTO.
• Real ownership and influence on company growth.
• Clear goals and expectations.
• A fast-moving, high-accountability, low-ego environment.

Our Values:

Quality: We hold an uncompromising standard for craftsmanship. Everything you produce should be exceptional and thoughtfully executed.

Momentum: Progress matters. We expect continuous forward movement and proactive ownership of outcomes.

Accountability: Everyone takes responsibility beyond their job description. Clear expectations and candid feedback are core to how we operate.

Hard Work: We are building something difficult and meaningful. That requires sustained effort, commitment, and mutual support.

Learning Agility: Curiosity, humility, and continuous learning are essential in a rapidly evolving space.

Adapt and Thrive: Discomfort is part of growth. We embrace change and see challenges as opportunities.

Win Together: We succeed as a team. Candor, trust, and collective ownership define how we work.

About Shelf:

The enterprise is going agentic — but most AI agents fail when they hit real business complexity. Shelf is changing that.

We’ve built the operating system for agentic AI: a platform that models your policies, workflows, and operational logic into an AI Data Model so agents don’t just respond — they reason. The result? AI that understands how your business actually runs and delivers precise, compliant, auditable outcomes at scale.

Brands like Amazon, Nespresso, HelloFresh, and KeyBank trust Shelf to power AI agents that resolve 85% of cases autonomously, cut handle times by 20–25%, and turn hours long processes into seconds. We’re partnered with Microsoft, Salesforce, OpenAI, Snowflake, and Databricks — and recognized by Gartner (Cool Vendor) and IDC (Innovator) for our approach.

If you want to sell the infrastructure that makes agentic AI actually work in the enterprise, you’re in the right place.

Our mission is to empower humanity with better answers everywhere.

About the Role:

We’re looking for a high-impact Director of Operations to help scale Shelf’s internal execution engine as we grow. This is a fast paced, long hours work environment that will require a detail oriented and very disciplined person. The role requires elite project management skills and the ability to not get flustered in high stress environments. 

This is a builder role — not a maintenance role. The Director of Operations will design, implement, and optimize the systems, processes, and reporting frameworks that power our go-to-market, customer delivery, and internal operations. 

The role will work cross-functionally with Sales, Customer Success, Product, and Engineering to ensure operational clarity, efficiency, and scalability.

What You’ll Do: 

1. Office Operations:

• Own day-to-day office operations to ensure a smooth, productive work environment. 
• Manage office vendors, supplies, equipment, and facilities-related needs. 
• Coordinate in-office logistics, team events, and internal meetings.
• Ensure a high-quality employee experience for both in-office and hybrid teams.

2. HR Operations:

• Manage end-to-end employee onboarding, including offer documentation, system setup, and first-day experience. 
• Own off-boarding processes, ensuring smooth transitions, access removal, and documentation compliance. 
• Maintain and update employee records, HR systems, and internal documentation. 
• Partner with leadership on HR processes, policies, and employee experience initiatives. 

3. Legal & Compliance Support:

• Coordinate with external legal counsel on contracts, NDAs, and general legal requests.
• Track and manage key legal documents, renewals, and compliance requirements.
• Support internal processes related to risk, compliance, and documentation governance.
• Ensure operational adherence to company policies and regulatory requirements.

4. Systems & Tools Management:

• Own administration of core internal systems. 
• Manage user access, permissions, and system provisioning/ de-provisioning. 
• Troubleshoot day-to-day system issues and coordinate with vendors when needed.
• Identify opportunities to streamline workflows through better tooling and automation.

5. Operational Support & Execution:

• Support day-to-day business operations across GTM teams as needed (Sales, Customer Success, Leadership). 
• Manage internal processes, documentation, and task tracking to ensure consistent execution.
• Assist with vendor management, procurement, and basic budgeting tracking.
• Take ownership of ad hoc operational projects that keep the business running efficiently.

6. Implement Automation & AI-Driven Workflows:

• Identify opportunities to automate manual processes using AI and tooling.
• Partner with Product and Engineering to operationalize internal AI use cases.
• Improve efficiency without adding unnecessary complexity.

What We’re Looking For: 

Experience:

• 5–8+ years in Operations, Business Operations, or similar roles. 
• Experience in a high-growth SaaS or AI company. 
• Proven track record of building and scaling operational systems. 

Skills:

• Detail oriented and fiercely disciplined.
• Elite project management skills.
• Strong analytical and data-driven mindset.
• Experience with tools like Salesforce, HubSpot, BI tools.
• Excellent communication and stakeholder management skills. 

Mindset:

• Even keeled temperament - won't get flustered easily and can work in stressful environments.
• Builder mentality — thrives in ambiguity and fast-paced environments.
• Process Oriented — designs for scale, not short-term fixes.
• Operator with strong ownership and accountability.

Why This Role Matters:

At Shelf, operations is not a back office function — it is a core driver of growth and competitive advantage. You will help build the operational foundation that enables Shelf to scale efficiently, deliver better customer outcomes, and power the next generation of AI-driven customer experiences.

About Shelf:

There is no AI Strategy without a Data Strategy. Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI. 

Simply put, Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers. 

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI, and other big tech players who are bringing GenAI to the enterprise. 

Our mission is to empower humanity with better answers everywhere.

Job Description:

We are seeking a dynamic and results-driven founding Account Executive to join our team and drive the growth of our end to end AI Agents & Knowledge Management offerings, which combine proprietary technology stacks purpose built to deliver business outcomes for our customers across unstructured data, content intelligence, customer service agent assist, AI voice and AI chat.

As a Senior / Founding Account Executive for our sales division, you will be responsible for identifying new opportunities from leads, developing, and closing new business opportunities with key enterprise clients. Your primary focus will be to build strong relationships with potential customers across the New York and United States, understanding their unique business needs, and demonstrating how our product can add value to their organization. We are interested in intellectually curious, motivated people who have a growth mindset and get energized each day to seize a massive opportunity. If this sounds like you, come and join us!

What We’re Looking For:

• New business development: Identify and prospect potential customers within the target market segments. Conduct research to understand their business needs, challenges, and pain points. Develop and execute effective sales strategies to generate new leads and opportunities.
• Consultative selling: Engage with key decision-makers, stakeholders, and influencers within target organizations. Conduct needs analysis and present tailored product demonstrations to showcase the value and benefits of our products. Articulate how it can address their specific knowledge management challenges and deliver tangible results.
• Relationship building: Build and maintain strong relationships with prospects and clients. Nurture long-term partnerships by understanding their business objectives, providing exceptional customer service, and serving as a trusted advisor. Continuously engage with clients to identify upselling and cross-selling opportunities.
• Sales pipeline management: Manage and prioritize sales opportunities effectively. Track leads, prospects, and deals using CRM software. Develop and maintain accurate sales forecasts, pipeline reports, and account plans. Provide regular updates to the sales management team.
• Collaboration: Work closely with cross-functional teams, including marketing, product development, and customer success, to ensure a seamless customer experience. Collaborate with marketing to develop and execute targeted campaigns and events to drive awareness and demand for our products.
• Industry expertise: Stay updated on industry trends, competitive landscape, and emerging technologies in the knowledge management and artificial intelligence (AI) space. Act as a subject matter expert, staying on top of market changes and customer needs to effectively position our product.
• Achieve sales targets: Meet or exceed assigned sales targets and revenue goals. Actively manage the sales cycle from lead generation to contract closure. Negotiate pricing and contractual terms in collaboration with the sales management team.

What You Bring:

• Proven track record of success in Artificial Intelligence, Agentic sales or longer track record of B2B SaaS sales.
• Experience in selling to a diverse set of senior-level decision-makers, including VPs of GenAI, Transformation/Innovation, IT, and Customer Service at mid-market and enterprise companies. Vertical-specific experience in Insurance, Consumer Apps, Finance is a plus. 
• Excellent communication and presentation skills, with the ability to articulate complex concepts and solutions effectively.
• Exceptional relationship-building and networking abilities, with a customer-centric approach.
• Demonstrated ability to manage a sales pipeline, forecast accurately, and achieve sales targets.
• You are coachable, with a continuous learning mindset and deep passion for staying updated on the latest advancements in AI and knowledge management.
• Self-motivated, driven, and results-oriented mindset, with a passion for exceeding customer expectations.
• Ability to work independently and collaboratively in a fast-paced, entrepreneurial environment.
• Proficiency in using CRM software and other sales productivity tools; including agentic frameworks.
• You are proactive and demonstrate immense initiative - you’re always thinking about what can be done next!
• You maintain a positive attitude while demonstrating flexibility and adaptability; you can operate in ambiguity.

If you are a highly motivated individual with a proven track record in AI Sales or B2B sales and a passion for driving the successful adoption of GenAI, we invite you to apply for this exciting opportunity. Join our team and play a pivotal role in accelerating the growth of Shelf, empowering organizations to unlock the full potential of their knowledge assets.

What We Offer:

• Competitive starting salary, with additional bonus opportunities (based on team and individual investment performance)
• Generous equity grant in the form of company stock options
• PTOs
• Comprehensive health and wellness packages

Why Shelf:

• GenAI will be at least a $18 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale
• We are blazing the path for the future of Artificial Intelligence globally. 
• Our Leadership Team has deep AI domain expertise and enterprise SaaS background to execute this plan 
• We love our customers and our customers love us. Ask a Shelf customer why, and they’ll tell you it’s because of our innovative capabilities, rock-solid reliability, they truly enjoy working with our people, but most of all – it’s the improvements they see in their business KPIs.
• We have raised over $60 million in funding and our investors include; Insight Partners, Tiger Global, Base10, and others
• We have high velocity growth powered by the most innovative product in our category
• We now have over 100 employees in multiple U.S. states and European countries, and we have ambitious hiring goals over the next few quarters.

Our Values:

Quality:

We hold an uncompromising standard for craftsmanship. Everything you produce should be exceptional and thoughtfully executed.

Momentum:

Progress matters. We expect continuous forward movement and proactive ownership of outcomes.

Accountability:

Everyone takes responsibility beyond their job description. Clear expectations and candid feedback are core to how we operate.

Hard Work:

We are building something difficult and meaningful. That requires sustained effort, commitment, and mutual support.

Learning Agility:

Curiosity, humility, and continuous learning are essential in a rapidly evolving space.

Adapt and Thrive:

Discomfort is part of growth. We embrace change and see challenges as opportunities.

Win Together:

We succeed as a team. Candor, trust, and collective ownership define how we work.

(No H1B or OPT Visa Sponsorship will be provided).

About Shelf:

There is no AI Strategy without a Data Strategy.  Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it  is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI.

Simply put,  Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers.

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise.

Our mission is to empower humanity with better answers everywhere.

Head of Automation:

The Head of Automation will spearhead Shelf's company-wide automation transformation, building and leading multiple specialized automation teams while establishing automation as a strategic function across all departments. This role combines deep technical expertise with strategic leadership to create AI-powered automation solutions that drive operational excellence throughout the organization.

This is a foundational leadership role reporting to the CTO with strong involvement from the CEO. You'll be the architect of Shelf's automation strategy, leveraging our internal Shelf AI Platform to create intelligent agents that transform processes across GTM, Product, Engineering, Operations, Finance, and Customer Success functions.

What makes this role unique is the opportunity to build automation capabilities from the ground up at a fast-growing AI company, with access to cutting-edge internal AI infrastructure. Unlike traditional automation roles focused on a single department, you'll have enterprise-wide scope and the autonomy to define how automation drives business value across every function.

This role offers exceptional growth potential for automation leaders who want to shape the future of AI-powered business operations. You'll be building not just processes, but the teams and infrastructure that will scale with Shelf from Series C to IPO and beyond.

What We're Looking For:

• Strategic Automation Leader with proven experience building automation functions from scratch in high-growth environments
• Technical Excellence in Node.js, Python, GenAI/LLM technologies, and agentic frameworks (both no-code and code solutions)
• Data & AI Expertise with experience in data modeling, ontology design, and platforms like Databricks/Snowflake
• Team Building Excellence with track record of hiring and scaling technical teams across multiple specializations
• Startup Experience preferably in Series A to C companies, understanding the pace and flexibility required
• Hands-On Approach - comfortable building end-to-end automation solutions while leading strategic initiatives
• Cross-Functional Collaboration with ability to work effectively with all departments to identify and prioritize automation opportunities
• Results-Driven Mindset focused on measurable automation adoption, reliability, and business impact

Key Responsibilities:

Strategic Leadership & Vision

• Develop and execute company-wide automation strategy leveraging Shelf AI Platform's ontological graph structure
• Partner with department leaders to identify high-impact automation opportunities and establish automation roadmaps
• Define success metrics and KPIs for automation initiatives across all business functions
• Present automation strategy and progress to executive team and board

Team Building & Management

• Build and scale several specialized automation teams within 12 months, starting immediately
• Recruit and manage teams including Data & Integration Engineers, Automation Engineers, Business Analysts, and Data Modelers/Ontology Designers
• Establish team structures, processes, and workflows for effective automation delivery
• Foster a culture of innovation, quality, and continuous improvement across automation teams

Technical Implementation

• Lead hands-on development of automation solutions and AI agents across all organizational processes
• Integrate and optimize existing automation tools (such as Lindy, n8n, Typingmind, custom builds) with Shelf AI Platform
• Establish technical standards, best practices, and quality assurance processes for automation development
• Collaborate with Product and Engineering teams to enhance Shelf AI Platform capabilities

Cross-Functional Partnership

• Work closely with GTM, Finance, Operations, Customer Success, Engineering, and Product teams to drive automation adoption
• Lead automation assessment and integration projects across different platforms and departments
• Establish automation governance and change management processes
• Champion automation initiatives and drive organizational change management

Qualifications

• 8+ years of overall experience including 2+ years in automation and 3+ years in leadership roles 
• Proven track record of scaling technical teams and automation capabilities in startup environments (Series B/C preferred)
• Strong technical background in Node.js, Python, AI/LLM technologies, and agentic frameworks
• Experience with data engineering, ontology design, and enterprise data platforms (Databricks, Snowflake)
• Experience with automation platforms and integration tools (RPA, workflow automation, API integrations)
• Bachelor's degree in Computer Science, Engineering, or related field; advanced degree preferred
• Excellent communication skills with ability to present technical concepts to executive audiences

Success Metrics

To be successful in this role, you should aim to achieve the following within the first 12 months:

• Build and scale several automation teams with full team composition including 20+ team members total
• Deliver measurable automation adoption with high reliability and accuracy across all departments
• Achieve significant automation coverage percentage per department with focus on high-impact processes
• Successfully integrate existing automation tools with Shelf AI Platform while maintaining operational continuity
• Establish automation as a strategic competitive advantage driving measurable business outcomes

Location: Remote/hybrid. Based in the NYC Metro or SF Bay Area, or in the UK or continental Europe.

What Shelf Offers:

• Competitive salary, equity, & benefits
• Realistic, clearly communicated expectations
• Team-wide aligned values and goals
• Comprehensive health and wellness packages

Why Shelf:

• GenAI is expected to be a $4 trillion market by 2032, and Shelf is a core infrastructure that enables GenAI to be deployed at scale.
• Our Leadership Team possesses deep knowledge management and AI domain expertise, as well as an enterprise SaaS background, to execute this plan effectively.
• We've been helping our customers prevent knowledge mismanagement since our founding in 2017.
• We have raised over $60 million in funding, with investors including Tiger Global, Insight Partners, Base10, and others.
• We have experienced high velocity growth, powered by the most innovative product in our category, achieving 3X growth for 3 consecutive years.
• We now have over 100 employees in multiple U.S. states and European countries, and we have ambitious hiring goals over the next few months.

Our Values:

Quality - We’re united by our focus on world‑class Quality. Quality in all things – starting with everything that leaves your desk. Everything you touch – every email, report, campaign, and piece of code – should be outstanding. Your work product should blow people away. Having people look at what you’ve done and say, “Wow.” That’s the standard here. Remember that how you do anything is how you do everything. Focus on craftsmanship—your ability to make things better.

Momentum - for us means that you should know that the things you’re responsible for are moving forward. When you look around and see something that’s stalled, get it moving again. We pride ourselves on “ball movement.” When your boss or team leaves you with something, they should return to see measurable progress. Small, continuous movement is our recipe for success. Constantly look for how to make the work around you move forward. We want you to initiate solutions, ideas, and progress. Don’t wait for it to come to you—reach out and create movement. All the time.

Accountability - We expect every team member to feel that they are accountable for more than anyone might normally expect. Each of us should feel real responsibility for things even at the edge of our control. We consistently share and align on expectations, give each other open and respectful feedback, and use those two drivers to ensure that every agreement we make with one another is clear and complete.

Hard Work - We’re here to do something difficult together. We care intensely about the mission and we expect that from our teammates. That care means that we work hard here. Hard work comes with long hours, extra effort…and real opportunity at Shelf. Your passion for creating and sustaining output is a part of our DNA. Support each other, cheer each other on, drive the mission forward. Great teams sustain intense effort together to win.

Learning Agility - We’re innovating in one of the fastest‑moving spaces in history at a time of accelerating global change. That’s incredibly exciting and requires each of us to commit fully to learning each and every day so that we can be the best at what we do. None of us know everything. All of us can learn anything. Staying open and constantly curious is a key success driver at Shelf. It also requires humility. We prize people who are consistently humble and open to making mistakes and growing from them. Recognize also that learning itself is a skill…we need you to be really good at it. Keep dialing in your own understanding about how you learn best and push yourself to keep growing.

Adapt and Thrive - Overcoming challenges lives deep in our DNA. We have a proud history of understanding and living the reality that obstacles are our opportunities…they’re the key to our success. Change is a constant in our business and fighting change is counterproductive. We need you to be good at being uncomfortable and understand that discomfort is the key to growth. Cultivate your own ability to adapt and know that struggling well is something you’ll share with every team you’re on at Shelf. Our company stories are about thriving through real difficulty…together.

Win Together - We win or lose as a team. Always. Everything you do here is connected to the rest of the organization. Part of our shared team environment demands full honesty…real candor and directness with one another. We expect you to constantly be thinking about how to support your teammates and the company, always acting in service to our shared mission and what’s best for the organization as a whole.

About Shelf:

There is no AI Strategy without a Data Strategy.  Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it  is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI. 

Simply put,  Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers. 

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise. 

Our mission is to empower humanity with better answers everywhere.

Job Description:

We’re hiring a Field Marketing Coordinator who is exceptional at coordination, orchestration, and project management across field programs. You will own the operational heartbeat of our field programs- planning, logistics, timelines, task management, asset readiness, partner alignment, and post-event follow-through.

This is a role for someone who loves to run point, keep complex moving parts aligned, and make execution look easy. You’ll translate GTM strategy into detailed project plans and deliverables, and partner with Sales, SDRs, Marketing, and Partners to ensure every field activation is set up to land with impact.

Your superpower is turning ideas into highly organized, flawlessly executed programs.

What We’re Looking For:

• Project manage all field programs end-to-end (timelines, milestones, tasks, owners, risks)
• Manage logistics for events, conferences, executive dinners, and hosted field experiences
• Coordinate vendor selection, contracts, shipments, booth assets, swag, collateral, and deliverables
• Ensure pre-event alignment: target lists, messaging, talk tracks, and SDR follow-up plans
• Support event budget + ROI reporting with clean data, KPI queries, attribution tagging, and recurring scorecards
• Run post-event workflows: follow-up assignments, reporting, touch tracking, and results roll-ups
• Maintain and continuously improve field “runbooks” for repeatability and efficiency
• Lead operations for our Partner Advisory Board (calendar, agenda, prep, materials, follow-through)
• Keep all GTM cross-functional stakeholders informed, aligned, and on track

What Great Looks Like:

• You create clarity and momentum for cross-functional teams
• You make complex execution feel simple to the teams around you
• You anticipate blockers and remove them before they show up
• You are a systematic executor - not chaotic activity
• You are a calm driver of precision in high-velocity GTM environments

What You Bring: 

• 2–5 years experience in field marketing, event marketing, program coordination, or project / operations roles
• Experienced in managing logistics, timelines, dependencies, vendors, and stakeholders
• Exceptionally organized -  you keep information, tasks, and people moving with clarity
• High-energy, proactive operator - always scanning ahead for what’s next, spotting gaps early, and jumping in before things slip
• Comfortable interfacing with sales, SDR, marketing, leadership, and partners
• Thrive in fast-moving startup or high-growth environments where you own the plan and the execution

Travel Requirement:

This role requires frequent travel across the US to support conferences, partner field programs, regional sales activations, and onsite event execution. You’ll also need the flexibility to travel on short notice (sometimes same-day) when priority events or field needs arise.

What We Offer:

• Competitive salary: $90k - $110k
• Generous equity grant in the form of company stock options
• Open PTO
• Comprehensive health and wellness packages
• Team-wide aligned values and goals

Location:

Remote work in the NYC Metro Area with travel to Stamford, CT as needed.

Why Shelf:

• GenAI will be at least a $4 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale
• Our Leadership Team has deep knowledge management and AI domain expertise and enterprise SaaS background to execute this plan
• We've been helping our customers prevent knowledge mismanagement since our founding in 2017
• We have raised over $60 million in funding and our investors include Tiger Global, Insight Partners, Connecticut Innovations, and others
• We have high velocity growth powered by the most innovative product in our category, 3X growth for 3 years in a row
• We now have over 100 employees in multiple U.S. states and European countries, and we have ambitious hiring goals over the next few months
  
  

Our Values:

Quality - We’re united by our focus on world‑class Quality. Quality in all things – starting with everything that leaves your desk. Everything you touch – every email, report, campaign, and piece of code – should be outstanding. Your work product should blow people away. Having people look at what you’ve done and say, “Wow.” That’s the standard here. Remember that how you do anything is how you do everything. Focus on craftsmanship—your ability to make things better.

Momentum - for us means that you should know that the things you’re responsible for are moving forward. When you look around and see something that’s stalled, get it moving again. We pride ourselves on “ball movement.” When your boss or team leaves you with something, they should return to see measurable progress. Small, continuous movement is our recipe for success. Constantly look for how to make the work around you move forward. We want you to initiate solutions, ideas, and progress. Don’t wait for it to come to you—reach out and create movement. All the time.

Accountability - We expect every team member to feel that they are accountable for more than anyone might normally expect. Each of us should feel real responsibility for things even at the edge of our control. We consistently share and align on expectations, give each other open and respectful feedback, and use those two drivers to ensure that every agreement we make with one another is clear and complete.

Hard Work - We’re here to do something difficult together. We care intensely about the mission and we expect that from our teammates. That care means that we work hard here. Hard work comes with long hours, extra effort…and real opportunity at Shelf. Your passion for creating and sustaining output is a part of our DNA. Support each other, cheer each other on, drive the mission forward. Great teams sustain intense effort together to win.

Learning Agility - We’re innovating in one of the fastest‑moving spaces in history at a time of accelerating global change. That’s incredibly exciting and requires each of us to commit fully to learning each and every day so that we can be the best at what we do. None of us know everything. All of us can learn anything. Staying open and constantly curious is a key success driver at Shelf. It also requires humility. We prize people who are consistently humble and open to making mistakes and growing from them. Recognize also that learning itself is a skill…we need you to be really good at it. Keep dialing in your own understanding about how you learn best and push yourself to keep growing.

Adapt and Thrive - Overcoming challenges lives deep in our DNA. We have a proud history of understanding and living the reality that obstacles are our opportunities…they’re the key to our success. Change is a constant in our business and fighting change is counterproductive. We need you to be good at being uncomfortable and understand that discomfort is the key to growth. Cultivate your own ability to adapt and know that struggling well is something you’ll share with every team you’re on at Shelf. Our company stories are about thriving through real difficulty…together.

Win Together - We win or lose as a team. Always. Everything you do here is connected to the rest of the organization. Part of our shared team environment demands full honesty…real candor and directness with one another. We expect you to constantly be thinking about how to support your teammates and the company, always acting in service to our shared mission and what’s best for the organization as a whole.

About Shelf:

There is no AI Strategy without a Data Strategy.  Getting GenAI to work is mission critical for most companies but 90% of AI projects haven't deployed. Why? Poor data quality - it  is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI. 

Simply put,  Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers. 

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise. 

Our mission is to empower humanity with better answers everywhere.

Job Description

We’re looking for a strategic, systems-oriented Senior Director of Revenue Operations to build and scale the operational engine behind our go-to-market teams. This role sits at the intersection of data, process, and execution—owning the infrastructure that powers pipeline generation, sales productivity, customer retention, and revenue forecasting.

As a key member of the GTM leadership team, you’ll work cross-functionally to drive growth efficiency and predictability across the full customer lifecycle. You’ll architect and optimize how Marketing, Sales, and Customer Success work together to win and retain enterprise clients. This is a high-impact role for someone who can toggle between strategic planning and hands-on systems work—and wants to help shape the trajectory of a breakout SaaS company.

About the Role

This role is laser-focused on one thing: revenue acceleration. As the Senior Director of Revenue Operations, you’ll architect, align, and optimize the entire go-to-market (GTM) engine—from lead to renewal to expansion. You'll combine strategic thinking with systems expertise to ensure predictable growth, improve conversion across every stage of the funnel, and enable Sales, Marketing, and Customer Success to hit their targets.

You’ll work closely with executive leadership to refine KPIs, manage GTM systems, and build the operational infrastructure needed to drive adoption of our AI platform and take us through Series C and beyond.

If you're a high-impact operator with a proven track record of scaling SaaS revenue, we want to hear from you.

Key Responsibilities

1. Own the GTM Operating System

• Implement the Revenue Architecture Methodology by Revenue by Design
• Implement and continuously improve full-funnel processes across Marketing, Sales, and Customer Success.
• Define and enforce lead lifecycle stages, handoff criteria, SLAs, and territory/account structures.
• Ensure the smooth orchestration of the buyer journey—from lead to closed-won and beyond.

2. Revenue Intelligence & Forecasting

• Own forecasting methodologies, reporting infrastructure, and KPI frameworks across GTM teams.
• Deliver executive dashboards that clearly communicate funnel health, stage conversions, sales velocity, CAC, retention, and LTV.
• Establish attribution and ROI models that inform go-to-market strategy and investment.

3. Data, Systems, and Automation

• Manage the GTM tech stack (Salesforce, Pardot, ZoomInfo, Segment/Rudderstack, Optimizely/VWO, etc.).
• Drive automation and data integrity across systems.
• Partner with engineering and analytics to unify data sources and maintain a clean, actionable single source of truth.

4. Pipeline & Process Optimization

• Analyze the performance of each funnel stage and identify bottlenecks, gaps, and opportunities.
• Work cross-functionally to improve stage conversion, accelerate time-to-revenue, and reduce customer acquisition costs.
• Optimize outreach, lead scoring, routing, and account prioritization strategies.

5. Enablement & Strategic Planning

• Support annual and quarterly revenue planning, including target setting, territory design, and quota modeling.
• Partner with Sales Enablement and Marketing to equip GTM teams with insights, tools, and processes needed to succeed.
• Drive operational alignment across departments, ensuring everyone is executing toward shared goals.

Qualifications

• 3 – 5 years of experience in Revenue Operations, Sales/Marketing Ops, or GTM Strategy.
• Proven track record in B2B SaaS, preferably with experience in AI, data, or developer-focused platforms.
• Deep knowledge of Salesforce and adjacent GTM systems (e.g., Pardot, ZoomInfo, Segment/Rudderstack, Optimizely/VWO).
• Strong analytical and financial acumen; fluency in CAC, LTV, funnel metrics, and cohort analysis.
• Comfortable working cross-functionally and influencing executive stakeholders.
• Thrives in a fast-paced, high-growth environment and excels at balancing strategy with execution.
• Bachelor's degree required; advanced degree a plus.

Success Metrics (First 12 Months)

• Increase marketing-to-sales conversion and funnel velocity by 20–30%.
• Improve sales forecasting accuracy to within 5–10%.
• Reduce CAC by 15–25% through process optimization and improved targeting.
• Operationalize clear attribution, lifecycle stage definitions, and reporting dashboards across GTM.
• Drive significant improvement in data quality and cross-functional GTM alignment.

Ready to architect the next phase of growth in a company building the future of AI? We want to hear from you.

What We Offer:

• Competitive salary: $125,000 - $160,000
• Generous equity grant in the form of company stock options
• Open PTO
• Comprehensive health and wellness packages

Location:

NYC Metro Area or SF Metro Area. Job is remote with flexibility to meet onsite in Stamford, CT as needed

Why Shelf:

• GenAI will be at least a $4 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale
• Our Leadership Team has deep knowledge management and AI domain expertise and enterprise SaaS background to execute this plan
• We've been helping our customers prevent knowledge mismanagement since our founding in 2017
• We have raised over $60 million in funding and our investors include Tiger Global, Insight Partners, Connecticut Innovations, and others
• We have high velocity growth powered by the most innovative product in our category, 3X growth for 3 years in a row
• We now have over 100 employees in multiple U.S. states and European countries, and we have ambitious hiring goals over the next few months
  
  

Our Values:

Quality - We’re united by our focus on world‑class Quality. Quality in all things – starting with everything that leaves your desk. Everything you touch – every email, report, campaign, and piece of code – should be outstanding. Your work product should blow people away. Having people look at what you’ve done and say, “Wow.” That’s the standard here. Remember that how you do anything is how you do everything. Focus on craftsmanship—your ability to make things better.

Momentum - for us means that you should know that the things you’re responsible for are moving forward. When you look around and see something that’s stalled, get it moving again. We pride ourselves on “ball movement.” When your boss or team leaves you with something, they should return to see measurable progress. Small, continuous movement is our recipe for success. Constantly look for how to make the work around you move forward. We want you to initiate solutions, ideas, and progress. Don’t wait for it to come to you—reach out and create movement. All the time.

Accountability - We expect every team member to feel that they are accountable for more than anyone might normally expect. Each of us should feel real responsibility for things even at the edge of our control. We consistently share and align on expectations, give each other open and respectful feedback, and use those two drivers to ensure that every agreement we make with one another is clear and complete.

Hard Work - We’re here to do something difficult together. We care intensely about the mission and we expect that from our teammates. That care means that we work hard here. Hard work comes with long hours, extra effort…and real opportunity at Shelf. Your passion for creating and sustaining output is a part of our DNA. Support each other, cheer each other on, drive the mission forward. Great teams sustain intense effort together to win.

Learning Agility - We’re innovating in one of the fastest‑moving spaces in history at a time of accelerating global change. That’s incredibly exciting and requires each of us to commit fully to learning each and every day so that we can be the best at what we do. None of us know everything. All of us can learn anything. Staying open and constantly curious is a key success driver at Shelf. It also requires humility. We prize people who are consistently humble and open to making mistakes and growing from them. Recognize also that learning itself is a skill…we need you to be really good at it. Keep dialing in your own understanding about how you learn best and push yourself to keep growing.

Adapt and Thrive - Overcoming challenges lives deep in our DNA. We have a proud history of understanding and living the reality that obstacles are our opportunities…they’re the key to our success. Change is a constant in our business and fighting change is counterproductive. We need you to be good at being uncomfortable and understand that discomfort is the key to growth. Cultivate your own ability to adapt and know that struggling well is something you’ll share with every team you’re on at Shelf. Our company stories are about thriving through real difficulty…together.

Win Together - We win or lose as a team. Always. Everything you do here is connected to the rest of the organization. Part of our shared team environment demands full honesty…real candor and directness with one another. We expect you to constantly be thinking about how to support your teammates and the company, always acting in service to our shared mission and what’s best for the organization as a whole.

About Shelf

There is no AI Strategy without a Data Strategy. Getting GenAI to work is mission-critical for most companies, but 90% of AI projects haven't deployed. Why? Poor data quality - it is the #1 obstacle companies have in getting GenAI projects into production.

We've helped some of the best brands like Amazon, Mayo Clinic, AmFam, and Nespresso solve their data issues and deploy their AI strategy with Day 1 ROI.

Simply put, Shelf unlocks AI readiness. We provide the core infrastructure that enables GenAI to be deployed at scale. We help companies deliver more accurate GenAI answers by eliminating bad data in documents and files before they go into an LLM and create bad answers.

Shelf is partnered with Microsoft, Salesforce, Snowflake, Databricks, OpenAI and other big tech players who are bringing GenAI to the enterprise. 

Our mission is to empower humanity with better answers everywhere.

Customer Success & GenAI Enablement Lead

We’re looking for a hybrid thinker and doer - a high-caliber GenAI Solutions & Success Strategist who thrives at the intersection of emerging technology, customer strategy, and post-sales execution. This role is 60% solutions consulting and project management, 40% customer success management.

You will play a pivotal role in enabling our customers to derive maximum business value from our GenAI-enablement platform - serving as a trusted advisor, value architect, and long-term success partner. Your core mission: help forward-thinking companies turn GenAI potential into reality using Shelf.

Key Responsibilities

Strategic Consulting & Enablement (50%)

• Act as the strategic advisor for GenAI adoption - guiding enterprise clients on real-world implementation of AI initiatives.
• Map customer use cases and business objectives to tailored GenAI solutions through Shelf.
• Lead solution design efforts, drive integration scoping, and steer customers through successful deployments.
• Proactively identify opportunities to improve knowledge structures, enrich content pipelines, and optimize GenAI workflows.

Customer Success Management (40%)

• Own long-term post-go-live customer success, driving product adoption, satisfaction, and expansion.
• Develop measurable success plans with KPIs tied to business value and GenAI impact.
• Build deep relationships across technical and business stakeholders (IT, data, product, etc.).
• Surface and drive expansion opportunities by aligning platform capabilities with customer pain points and new initiatives.
• Lead QBRs, performance reviews, and renewal conversations with clear, data-backed value delivery.

Processes Development and Improvement  (10%)

• Create and document playbooks, guides, and helpful resources 
• Review, improve and iterate on existing processes with the goal of creating the best experience possible both externally and internally  

What Success Looks Like

• Measurable GenAI impact stories delivered at your accounts.
• High Net Dollar Retention (NDR) and low churn across your book of business.
• Repeatable playbooks and frameworks you’ve helped build to scale customer onboarding, value realization, and GenAI enablement.

What You Bring

Experience

• 4+ years in Customer Success, Solutions Consulting, or a hybrid post-sales role at a B2B SaaS company - preferably in startup or scale-up environments.
• Track record of driving expansion and retention across complex enterprise accounts.
• Strong domain knowledge of Generative AI trends, unstructured data pipelines, and enterprise AI use cases and hands-on experience working with such tools (e.g. building agents and automation flows).
• Familiarity working with value metrics like Net Dollar Retention (NDR) and connecting them to strategy and outcomes.

Skills

• Deep consultative ability - can identify opportunity, architect a solution, and lead execution.
• Strong technical acumen with the ability to collaborate with product, data, and engineering stakeholders.
• Confident communication across senior business and technical audiences.
• Working proficiency with tools like Snowflake, Mixpanel, Looker, or analytics platforms.
• Hands-on skills designing health scorecards or creating customer-facing content (knowledge bases, onboarding tutorials).

What Sets You Apart

• You thrive in ambiguity and are energized by solving complex, open-ended problems.
• You’re ambitious, outcome-oriented, and willing to outwork the average to achieve exceptional results.
• You have a founder-like mentality - you care deeply about customer outcomes and move with urgency and ownership.

We Offer

• Competitive salary
• Generous equity grant in the form of company stock options
• Open PTO
• Comprehensive health and wellness packages

Why Shelf

• GenAI will be at least a $4 Trillion market by 2032 and Shelf is a core infrastructure that enables GenAI to be deployed at scale
• Our Leadership Team has deep knowledge management and AI domain expertise and enterprise SaaS background to execute this plan
• We've been helping our customers prevent knowledge mismanagement since our founding in 2017
• We have raised over $60 million in funding and our investors include Tiger Global, Insight Partners, Connecticut Innovations, and others
• We have high velocity growth powered by the most innovative product in our category, 3X growth for 3 years in a row
• We now have over 100 employees in multiple U.S. states and European countries, and we have ambitious hiring goals over the next few months
  
  

Our Values:

Quality - We’re united by our focus on world‑class Quality. Quality in all things – starting with everything that leaves your desk. Everything you touch – every email, report, campaign, and piece of code – should be outstanding. Your work product should blow people away. Having people look at what you’ve done and say, “Wow.” That’s the standard here. Remember that how you do anything is how you do everything. Focus on craftsmanship—your ability to make things better.

Momentum - for us means that you should know that the things you’re responsible for are moving forward. When you look around and see something that’s stalled, get it moving again. We pride ourselves on “ball movement.” When your boss or team leaves you with something, they should return to see measurable progress. Small, continuous movement is our recipe for success. Constantly look for how to make the work around you move forward. We want you to initiate solutions, ideas, and progress. Don’t wait for it to come to you—reach out and create movement. All the time.

Accountability - We expect every team member to feel that they are accountable for more than anyone might normally expect. Each of us should feel real responsibility for things even at the edge of our control. We consistently share and align on expectations, give each other open and respectful feedback, and use those two drivers to ensure that every agreement we make with one another is clear and complete.

Hard Work - We’re here to do something difficult together. We care intensely about the mission and we expect that from our teammates. That care means that we work hard here. Hard work comes with long hours, extra effort…and real opportunity at Shelf. Your passion for creating and sustaining output is a part of our DNA. Support each other, cheer each other on, drive the mission forward. Great teams sustain intense effort together to win.

Learning Agility - We’re innovating in one of the fastest‑moving spaces in history at a time of accelerating global change. That’s incredibly exciting and requires each of us to commit fully to learning each and every day so that we can be the best at what we do. None of us know everything. All of us can learn anything. Staying open and constantly curious is a key success driver at Shelf. It also requires humility. We prize people who are consistently humble and open to making mistakes and growing from them. Recognize also that learning itself is a skill…we need you to be really good at it. Keep dialing in your own understanding about how you learn best and push yourself to keep growing.

Adapt and Thrive - Overcoming challenges lives deep in our DNA. We have a proud history of understanding and living the reality that obstacles are our opportunities…they’re the key to our success. Change is a constant in our business and fighting change is counterproductive. We need you to be good at being uncomfortable and understand that discomfort is the key to growth. Cultivate your own ability to adapt and know that struggling well is something you’ll share with every team you’re on at Shelf. Our company stories are about thriving through real difficulty…together.

Win Together - We win or lose as a team. Always. Everything you do here is connected to the rest of the organization. Part of our shared team environment demands full honesty…real candor and directness with one another. We expect you to constantly be thinking about how to support your teammates and the company, always acting in service to our shared mission and what’s best for the organization as a whole.