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GTM Systems & Operations Manager

Persona · San Francisco, California

Location
San Francisco, California, United States
Workplace
Hybrid
Employment
Full time
Level
Manager
Posted
2 weeks ago

About this role

About Persona

Persona is the configurable identity platform built for businesses in a digital-first world. Verifying individuals and organizations is harder - but more important - than ever, with AI enabling fraudsters to launch sophisticated accounts at scale and regulations evolving rapidly.

We’ve built Persona to support practically every use case and industry - that’s why we’re able to serve a wide range of leading companies. For example, Reddit relies on Persona for age assurance and verification to comply with online safety regulations, protecting younger users while maintaining a seamless experience. Meanwhile, OpenAI relies on Persona to keep bad actors out, protecting one of the world’s most powerful AI platforms from large-scale abuse in a time when AI is reshaping the way we work and live.

We’re growing rapidly and looking for exceptional people to join us!

About the role

As Customer Operations Manager, you’ll report to the RevOps lead and partner with Post-Sales leadership to build and scale the strategy, processes, systems, and reporting that support our customer-facing teams.

You’ll lead improvements across the customer lifecycle - from onboarding and engagement through renewal and expansion - by translating business needs into scalable solutions. This includes shaping our Salesforce and GTM infrastructure, applying AI and automation, defining success metrics, and managing initiatives from design through rollout and adoption.

This role is ideal for someone who combines strategic business judgment with a builder mindset and enjoys turning ambiguous problems into practical, measurable solutions.

What you’ll do

  • Design and implement scalable customer lifecycle processes across onboarding, engagement, renewals, expansion, and churn prevention.

  • Translate business needs into process designs, technical requirements, testing criteria, and rollout plans in partnership with Salesforce administrators, engineers, data teams, and Post-Sales leaders.

  • Guide Salesforce solution design, including objects and relationships, automation, permissions, integrations, reporting, and data-quality controls.

  • Identify and implement AI and automation opportunities that reduce manual work and improve activities such as account research, meeting preparation, risk identification, and customer follow-up.

  • Prototype and evaluate AI-enabled solutions, including their logic, exception handling, data access, reliability, and need for human review.

  • Assess and implement tools that improve Post-Sales efficiency, balancing business value, integration requirements, security, and long-term maintainability.

  • Define and validate metrics for adoption, sentiment, advocacy, renewals, expansion, and churn, turning analysis into actionable recommendations.

  • Prioritize operational improvements based on customer impact, business value, and implementation effort, and help leadership evaluate tradeoffs and measure results.

  • Manage solutions from requirements and testing through deployment, monitoring, troubleshooting, and ongoing ownership.

  • Develop playbooks, documentation, and training that drive consistent execution and support onboarding and continual education.

  • Lead cross-functional initiatives such as feature-request processes, renewal management, and coordinated customer outreach.

What you’ll bring

  • At least five years of experience in GTM operations, customer operations, revenue operations, strategy, or business consulting within a SaaS environment.

  • Experience owning systems, processes, and cross-functional initiatives from initial concept through implementation and adoption.

  • Strong knowledge of Customer Success strategies, lifecycle processes, and metrics, including their impact on retention, expansion, and customer outcomes.

  • A solid understanding of Salesforce architecture, including objects, relationships, Flow automation, validation rules, permissions, integrations, and reporting.

  • The ability to guide technical design, investigate issues, and identify solutions that could create unnecessary complexity or data-quality risks.

  • Familiarity with the broader GTM technology stack, APIs, data synchronization, systems of record, security, and maintainability.

  • Practical experience using AI to solve business problems, evaluate outputs, refine solutions, and determine when to use AI, conventional automation, or specialist support.

  • Strong analytical skills, including defining metrics, validating data and calculations, and translating findings into clear business recommendations.

  • Excellent business judgment, attention to detail, and written and verbal communication skills.

  • The ability to navigate ambiguity, prioritize competing initiatives, explain technical tradeoffs, and operate effectively in a fast-paced environment.

  • Direct experience in Customer Success or Solutions Engineering is a plus.

Benefits and Perks

For full-time US-based employees (excluding internship and contractor opportunities), Persona offers a wide range of benefits, including medical, dental, and vision, 3% 401(k) contribution, unlimited PTO, quarterly mental health days, family planning benefits, professional development stipend, wellness benefits, among others.


For full-time UK employees, Persona offers a wide range of benefits, including private medical insurance, dental insurance, a 6% employer pension contribution, unlimited PTO, a monthly wellness stipend, professional development stipend, co-working stipend, and more.


As part of our interview process, all candidates will be asked to verify their identity with Persona. This step is used solely to confirm that candidates are who they say they are, and will have no impact on hiring decisions.

As published by Persona. Applications are handled on their site.

Skills this posting mentions

Management ConsultingRevenue OperationsMarketing Strategy

About Persona

Persona helps businesses manage KYC/AML/KYB programs, fight fraud, and build trust by automating any identity-related use case with our flexible identity infrastructure. For example, we help Coursera verify learners’ identities before delivering course credentials and Brex comply with strict international KYC/AML regulations. Beyond securely collecting and verifying user information such as PII, government IDs, and selfies, our platform also provides flexible case review and orchestration tools to help businesses streamline and automate all their identity operations - from setting custom rules to ingesting third-party data and triggering external actions. In short, Persona handles the complexities of securely collecting, verifying, and managing sensitive personal information, so you can stay focused on building your product.

All 16 openings at Persona

One click, then it is written

Apply to Persona with a resume written for this role.

Queue GTM Systems & Operations Manager and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Persona’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Persona publishes. Refolk is not the employer and does not handle their hiring. Applications go to Persona directly.