Business Operations Specialist

About the role:

At 8am, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals get paid! Our drive to become leaders in Fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!

As the Business Operations Specialist, you will work cross-functionally across the entire organization to define and drive strategic projects that support our revenue growth. You are someone who surrounds themselves with data and loves digging into processes and technology to understand where improvements can be made. You are a natural leader who is looking for an organization they can dive into head first, taking the initiative to make an impact wherever they can!

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

• Identify, drive, and execute process improvements to drive revenue and retention productivity.
• Champion complex cross-functional projects from inception to completion, including ensuring high quality of deliverables, measuring their results, and communicating the business impact.
• Build and evolve reports and dashboards in Salesforce to help individual contributors manage their daily workflows and to help leaders manage their team’s performance.
• Partner with the Sales Enablement team to ensure the right tools, training, and communications are in place to enable strategic initiatives.
• Partner with the Business Operations and Business Systems team to oversee Salesforce and our surrounding tech stack, including Slack, Intercom, Gong, Outreach, and more.
• Nurture strong relationships with partners in Marketing, Customer Success, Finance, and Product to align priorities, remove blockers, and keep projects moving forward.
• Act as a leader in our growing Delivery Operations team, helping level each other up by setting a personal example.
• Ad hoc requests, unblock users, and maintenance of automation.
• Process Optimization & Automation: Support special projects that centralize, automate, or otherwise improve communication and customer journeys.
• Adoption Enablement: Support tool and process adoption through documentation and user support to ensure the right tools, training, and communications are in place to enable strategic initiatives.
• Exception Management: Manage dashboards that track and audit process exceptions and outliers to ensure team adherence and accuracy for project and enhancement rollout. 
• Nurture strong relationships with partners in Sales, Marketing, Customer Success, Finance, and Product to align priorities, remove blockers, and keep projects moving forward.

About you:

• 2+ years of sales, business operations, or revenue operations.
• Expertise with Salesforce, including process, audit trail, and dashboard design.
• Post-secondary education in computer science, business administration, or relevant discipline.
• Excellent communication skills, including presentations, facilitation, and consultative questioning.
• Meticulous organization, detail orientation, and task-driven nature.
• Natural curiosity, proactive mindset, and the tenacity to challenge the status quo.
• Enthusiasm to learn a new, complex domain and the humility to ask for help when needed.
• Team player, willingness to step in for team members that need help, demonstrating integrity and positive communication, collaboration, and feedback.
• Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation.

Nice to Have

• Experience in high-velocity, B2B SaaS sales and/or revenue operations.
• An understanding of revenue metrics across Post Sale Functions and Sales, Marketing, and Customer Success.
• Experience with setting up automation
• Experience with any of these systems: Marketo, Pardot, Marketing Cloud, Outreach, Slack, Gong, Intercom, or equalivant
• Salesforce certification.

Diversity, equity & inclusion at 8am

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. 

Why 8am 

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Statutory Benefits – Full compliance with Colombian social security (health, pension, and risk coverage)
• Staff Referral Bonus – Rewards for referring great candidates to the 8Team
• Paid Sick Leave – Covered from day one, with EPS support after the 2nd day
• Flexible Time Off (FTO) – Up to 15 paid days off per year
• Parental Leave – Maternity and paternity leave in line with Colombian law
• Company Holidays – Paid time off for all official Colombian public holidays

Security advisory

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.