Work at Herb

Agency Operations Manager

Herb is the largest and most trusted digital platform in cannabis, connecting millions of consumers with the brands, products, and education they care about most. We work with dispensaries and global brands to drive awareness, traffic, and sales in a compliant, scalable way. We combine media, creative, and performance marketing to help our partners drive real business results; whether that’s store visits, online sales, or brand awareness. Our SaaS-style revenue model is built for scale, and our client relationships are rooted in long-term success, not one-off campaigns.

A brief overview

As the Agency Operations Manager, you’ll be the operational backbone of the revenue organization — connecting Sales, CSM, Tech, and Finance to ensure a smooth, predictable, and scalable operation across the entire client lifecycle. You’ll lead internal processes, systems, and cross-department workflows that impact onboarding, campaign execution, performance reporting, renewals, and upsells. You’ll tighten accountability, eliminate inefficiencies, and build the frameworks that enable our teams to operate with clarity and consistency. This is a highly cross-functional role where you’ll translate business goals into scalable processes, ensure operational discipline, create reporting visibility, and help build the infrastructure needed for Herb’s next stage of growth.

What You'll Own

Operational Excellence:

  • Own the end-to-end revenue operations workflow across Sales → SDR → AE → CSM → Execution
  • Build, document, and optimize repeatable processes for sales operations, client onboarding, campaign QA, reporting, and renewals
  • Ensure every team has clarity on responsibilities, handoff points, and timelines
  • Lead project management across revenue teams (Sales, CSM, Design, Tech, Content) for smooth coordination and delivery

Systems & Reporting

  • Own HubSpot architecture, deal stages, automations, pipelines, and lifecycle management
  • Build dashboards that create visibility into performance, forecasting, renewals, and at-risk accounts
  • Improve data hygiene and ensure clean reporting across SDR, AE, and CSM teams

Sales & Client Delivery Support

  • Partner with Sales to improve qualification frameworks, proposal structure, and handoff consistency
  • Collaborate with CSMs on client health scoring, churn risk frameworks, and renewal workflows
  • Support leadership with weekly, monthly, and quarterly revenue performance insights

Revenue Operations & Forecasting

  • Manage capacity planning for CSMs, designers, content, and dev resources
  • Maintain forecast models and align cross-team prioritization
  • Identify operational bottlenecks and propose solutions that improve efficiency and client outcomes

Cross-Functional Leadership

  • Drive alignment across Sales, CSM, Product, Marketing, and Finance
  • Ensure accurate billing inputs, product usage tracking, and alignment with Finance
  • Support special projects, including product rollouts, pricing strategies, and internal tooling improvements

Performance Metrics You’ll Be Measured On

  • Process SLA Adherence (handoffs, onboarding, delivery timelines)
  • Client Onboarding Time-to-Launch
  • CSM/Team Capacity Utilization
  • Renewal Rate & Churn Reduction (via improved process & attribution)
  • Forecast Accuracy
  • Data Hygiene & HubSpot Pipeline Accuracy
  • Internal Stakeholder Satisfaction (CSM/Sales/Leadership feedback)

Required Experience

  • 4-6+ years in Operations, Revenue Operations, Project Management, or Agency Ops (required)
  • Experience building systems and workflows for a digital marketing agency or SaaS environment
  • Strong familiarity with CRM platforms (HubSpot required), project management tools (ClickUp), and analytics/data workflows
  • Proven track record of improving operational efficiency, building processes, and supporting revenue teams
  • Experience coordinating across Sales, CSM, Creative, and Tech teams
  • Ability to translate business goals into scalable workflows and documentation
  • Comfort working with data — forecasting, dashboards, reporting, and troubleshooting
  • Bonus: experience in cannabis, advertising, or regulated industries

Who You Are

  • A systems thinker who loves taking chaos and turning it into clarity and structure
  • Highly organized with a strong bias toward process, documentation, and operational discipline
  • Collaborative — able to partner across Sales, CSM, Leadership, Product, and Finance
  • Data-driven decision-maker who understands how metrics translate into business outcomes
  • A proactive problem-solver who anticipates issues before they arise
  • Comfortable leading cross-functional conversations and driving accountability
  • Thrives in a fast-paced, scaling environment where priorities shift and speed matters

Compensation

  • Competitive salary based on level of experience (up to $100k a year).

How to Apply

  • Send us your resume and a short note on why you’re the right fit for this role to careers@herb.co

Are you ready for your new career?