Director of Operations

Clinicallyai
San Diego, CA
On-site

Who this role is best for

Geared toward operations leaders with SaaS experience in healthcare or B2B domains, comfortable with cross-functional systems ownership and building scalable processes.

Best fit for

  • Candidates who have built or scaled operations functions, not just maintained them
    — “Experience building or scaling an operations function or team, not just running one”
  • Individuals who can translate strategic priorities into measurable execution plans
    — “translating our 2026 themes — Be Known, Be Used, Scale — into the processes, systems, and metrics”

Things to consider

  • This role demands end-to-end ownership of operational systems and processes
    — “own the operations function end-to-end, with the opportunity to build and grow a team”
  • Candidates must be fluent in CRM and project management tools
    — “Strong hands-on fluency with CRM tools (HubSpot, Salesforce, or similar)”

How to stand out

  • Highlight experience building cross-departmental workflows and SOPs
    — “Design and own standard operating procedures company-wide”
  • Emphasize your ability to align teams around strategic themes
    — “translate our 2026 themes — Be Known, Be Used, Scale — into the processes”
  • Showcase your track record in SaaS or regulated industries
    — “fast-growing SaaS (healthtech or B2B strongly preferred)”
  • Demonstrate leadership in driving strategic initiatives from concept to execution
    — “Serve as the operating partner to the executive team on high-priority strategic initiatives”
  • Detail your experience with CRM architecture and data governance
    — “Own the CRM architecture (fields, stages, automations)”
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • building operational backbone for company growth
  • defining leading and lagging indicators
Typical background
operational leadership in fast-growing SaaS companies

Skills & requirements

Required

Operational StrategyCross-departmental CoordinationProcess DesignMetrics DevelopmentCRM Architecture

Preferred

Security ComplianceAI Governance

Stack & domain

Operations ManagementCross-functional CollaborationProcess ImprovementProject ManagementData AnalysisLeadershipCommunicationProblem-solvingTeamworkHealthcareAITechnology

About the role

Original posting from Clinicallyai via Ashby

About Clinically AI

Clinically AI is a rapidly scaling healthcare AI company transforming how behavioral health and healthcare organizations manage clinical documentation, compliance workflows, chart auditing, and operational efficiency through artificial intelligence.

Our platform helps clinicians, compliance teams, administrators, and healthcare organizations reduce administrative burden, improve documentation quality, strengthen audit readiness, and operate more efficiently. We're profitable, expanding rapidly, and engineering our way through some of the hardest problems in healthcare and AI governance.

The Opportunity

We are seeking a Director of Operations to build and lead the operational backbone behind Clinically AI's next stage of growth.

This is a strategic, high-ownership leadership role for someone who thrives on turning ambiguity into structure. You will work directly with the executive team to translate our 2026 themes — Be Known, Be Used, Scale — into the processes, systems, and metrics that keep Engineering, Sales, Implementation, Support, and Marketing aligned and accountable. As we scale, you will own the operations function end-to-end, with the opportunity to build and grow a team as scope expands.

What You'll Own

  • Own the operational strategy behind Clinically AI's company-wide themes, translating executive priorities into clear processes, metrics, and workflows across every department.
  • Build cross-departmental operating rhythms so Engineering, Sales, Implementation, Support, and Marketing stay aligned on priorities and progress.
  • Design and own standard operating procedures company-wide — how we launch, escalate, close deals, and report performance.
  • Define leading and lagging indicators for every team and theme, with a focus on 2026 growth and scalability.
  • Own the end-to-end process for incoming development escalations, ensuring they're captured, prioritized, and tracked against business impact and customer risk.
  • Drive the standard release checklist across every feature launch — implementation playbooks, sales enablement, marketing and customer communications, and support documentation — with a clear owner and measurable adoption goals for each.
  • Own the CRM architecture (fields, stages, automations) to ensure clean data, enforced policies, and accurate handoffs from Sales to Finance and Implementation.
  • Build and maintain leadership-facing dashboards for revenue, customer health, and funnel performance.
  • Lead cross-functional coordination on security and compliance programs, including SOC 2, HIPAA, and ISO/IEC 42001 for AI governance.
  • Serve as the operating partner to the executive team on high-priority strategic initiatives — new product lines, major partnerships — ensuring they're scoped, tracked, and delivered on time.
  • Own the company's operational tool stack (CRM, project management, documentation, support desk) and the integrations that connect them.
  • Build and grow the operations function as the company scales, including future hiring and team structure.

What We're Looking For

  • Operational Leadership. You've led operations, revenue operations, or business operations at a fast-growing SaaS company and know how to build structure without slowing the business down.
  • Cross-Functional Systems Ownership. You're equally comfortable configuring a CRM field as you are running a leadership alignment meeting — and you know how to translate between technical and non-technical teams.
  • Process Design at Scale. You design intake workflows, release processes, and team handoffs that hold up as headcount doubles, not just processes that work today.
  • Data & Reporting Rigor. You default to asking “what problem are we solving?” and “how will we know it worked?” — and you build the dashboards and reporting to answer both.
  • Security & Compliance Fluency. You're comfortable coordinating cross-functional work around SOC 2, HIPAA, and AI governance frameworks like ISO/IEC 42001, even if you're not the compliance expert in the room.
  • Executive Partnership. You've operated as a direct partner to founders or executive leadership, turning strategic decisions into clear, trackable execution plans.
  • Startup Execution. You thrive in fast-moving, early-stage environments and are comfortable moving between big-picture strategy and hands-on execution in the same day.

Required Qualifications

  • 5+ years of experience in business operations, revenue operations, or a similar leadership role, ideally in SaaS (healthtech or B2B strongly preferred).
  • Track record of owning cross-functional programs spanning Engineering, Sales, Marketing, and Customer Success.
  • Direct experience partnering with founders or executive leadership on company-wide strategic initiatives.
  • Strong hands-on fluency with CRM tools (HubSpot, Salesforce, or similar), project/issue tracking (Jira, Asana, ClickUp, etc.), documentation tools (Confluence, Notion, Google Workspace), and reporting/analytics.
  • Demonstrated experience designing and improving processes — intake workflows, release processes, order flows, and handoffs between teams.
  • Comfort working around security and compliance efforts (SOC 2, HIPAA, ISO/IEC 42001, or similar frameworks) even without deep compliance expertise.
  • Excellent written and verbal communication skills — SOPs, release notes, and facilitating leadership alignment.
  • High ownership mindset: you identify gaps, propose solutions, and drive them to completion without waiting to be asked.

Preferred Qualifications

  • Background in behavioral health, healthcare, or another regulated industry.
  • Prior experience at a high-growth startup where revenue scaled quickly.
  • Experience building or scaling an operations function or team, not just running one.
  • Prior involvement in implementing or maintaining SOC 2 / HIPAA / ISO-compliant controls or similar frameworks.

Compensation & Benefits

Base salary: $150,000–$175,000

Actual compensation will depend on experience, scope, and overall alignment with the role. Equity participation is an important component of our compensation philosophy.

We offer competitive compensation, stock options, unlimited PTO, medical, dental, and vision coverage, and a 401(k) with company match and Roth option.

Equal Employment Opportunity

Clinically AI provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetics, or any other characteristic protected by applicable law.

Source: Clinicallyai careers (Ashby)

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