Offer summary

Qualifications:

1-2 years of experience in an operations role at an early-stage B2B SaaS company., Proficiency with tools like HubSpot, Airtable, Notion, QuickBooks, and Gusto., Strong organizational skills and adaptability in fast-paced environments., Ability to build systems, processes, and documentation from scratch..

Key responsibilities:

Own and streamline back-office operations across finance, people, and administration.

Manage bookkeeping, expenses, invoicing, and vendor relationships.

Enforce data hygiene in HubSpot and optimize knowledge-sharing for the team.

Surface revenue insights and KPIs to drive data-backed decisions.

Job description

Clipbook is looking for a highly organized and proactive Business & Revenue Operations Associate to support our back-office systems and help drive operational excellence across the business. This is a unique opportunity to get in early at a fast-growing, venture-backed startup and work closely with our CEO and founding team.

We're looking for someone with 1–2 years of experience in an operations role at an early-stage B2B SaaS company who’s eager to roll up their sleeves and make an immediate impact. If you're excited about creating structure from scratch, supporting key revenue workflows, and building scalable systems that keep the business humming, this role is for you.

Responsibilities

Back Office & General Ops

Own and streamline back-office operations across finance, people, and general administration

Manage bookkeeping, expenses, invoicing, and vendor relationshipsSupport People Ops: onboarding, benefits coordination, compliance, and team engagement

Evaluate, implement, and manage tools and systems (e.g., Hubspot, Notion, Airtable, Gusto, QuickBooks)

Maintain internal documentation and create repeatable processes

Serve as a thought partner to the CEO and team on strategic and operational projects

Take initiative on special projects across the business to unblock the team and keep Clipbook moving forward

Revenue Ops

Enforce HubSpot data hygiene & validation: design field-level rules, run weekly audits, and automate de‑dupe workflows so every record is clean, complete, and trustworthy.

Continuously optimize enablement & knowledge‑sharing: document core plays, update playbooks in real time, and run bite‑size trainings so reps can find answers and ramp faster.

Own and maintain data integrations: monitor sync health, map new fields, and QA each release to keep HubSpot, Gong, and Growth tools perfectly aligned.

Surface revenue insights & KPIs: build self‑serve dashboards, reconcile pipeline versus actuals, and flag gaps in the funnel to drive faster, data‑backed decisions.

This role is a good fit if:

You have 1–2 years of experience in an ops role at an early-stage B2B SaaS startup

You’re organized, adaptable, and thrive in fast-moving, ambiguous environments

You have a knack for building systems, processes, and documentation from scratch

You’re comfortable with tools like HubSpot, Airtable, Notion, QuickBooks, Gusto, or similar

You’re naturally curious, love solving operational challenges, and enjoy working cross-functionally

You’re energized by the idea of blending ops and revops responsibilities in one high-impact role

This role is a bad fit if:

You prefer a highly structured, narrowly defined role

You’re not comfortable owning messy or undefined processes and figuring them out

You don’t enjoy working in systems like HubSpot or managing internal tools

You need a lot of hand-holding or aren’t comfortable working independently

Why Clipbook?

Clipbook will be a category-defining company with very strong product-market fit. We’ve signed some of the top customers in the world in this segment. Our core offering is used by several thousand users every day across 200+ organizations—having a consistent & daily impact on the most prominent leaders in the country.

We have a world-class team that is smart, hard-working, and resourceful—and most of all, passionate about our success and excited for the future. Our team has come from leading companies & orgs, including BCG, the White House, and U.S. House & Senate. Team members have previously held leadership positions backed by top VCs including Sequoia, Tiger Global, Insight Partners, Coatue, and NFX.

The opportunity to work as the day-to-day, hour-to-hour right hand to the CEO of a venture-backed & rapidly growing company. We are a profitable and rapidly growing startup with commercial rigor at our core.

As the company’s first Operations Associate, you will have the opportunity to make a high-leverage impact in an early-stage, venture-backed company at a critical stage of execution.

A fun, jet-fuel-driven culture of nimble execution and innovation

Required profile