About WelcomeHome
WelcomeHome is an Atlanta-based SaaS startup with the mission to build the best Customer Relationship Management (CRM) platform in the Senior Living and Home Care industries.
Profitable from day one, we've hit hypergrowth with a team that prioritizes client results over external / VC reporting and internal politics.
WelcomeHome's differentiation extends beyond providing the most technologically advanced, easiest to use software in the space. Clients receive world class support, from the migration from their legacy CRM platform to ongoing day to day training and troubleshooting.
About the Operations Team at Welcome Home
Led by a team of former strategy consultants, the Operations Team at Welcome Home acts as a team of internal consultants, driving impact across the organization. We work cross-functionally with every department to identify and solve pressing challenges facing the business.
Operations Associate - Role Responsibilities
1. Process Improvement
- Identify and implement opportunities to streamline and improve sales and marketing team workflows, tools, and processes.
- Act as a key point of communication for Sales Reps, BDRs, and the Marketing team-gathering bottom-up feedback on process pain points, data needs, and tool improvements
- Work cross-functionally with our Customer Success Operations Associate to ensure smooth communication, handoff, and data flow between sales and CX
2. Decision Making
- Own and maintain existing sales dashboards that track quota attainment, pipeline health, conversion rates, and other key performance indicators
- Prepare and distribute weekly reports tracking sales and BDR quota attainment
- Prepare monthly reports summarizing key sales and marketing metrics to leadership
- Identify and highlight opportunities and areas for improvement in regular reporting
- Partner with sales leadership to define key sales metrics and reporting requirements as the organization scales
3. Data Enablement and Architecture
- Document and communicate sales and marketing data entry processes to ensure consistency and accuracy.
- Perform ongoing audits to identify and correct data discrepancies within the CRM system.
- Collaborate with the Customer Insights and Product teams to ensure critical data is tracked and accessible in our internal shared database.
Qualifications
- Bachelor's degree in Business (e.g., Finance, Marketing, Management), Computer Science, or a related field
- Strong proficiency in Microsoft Excel (e.g., formulas, pivot tables, basic data analysis) and PowerPoint (e.g., building clean, clear presentations)
- Some exposure to or interest in SQL and Python is preferred, but not required
- Demonstrated ability to work independently, manage time effectively, and stay organized in a fast-paced environment
- Proactive problem-solver with a willingness to roll up your sleeves and find creative solutions to operational and data-related challenges
- Strong communication skills, both written and verbal, with the ability to collaborate across functions
- A growth mindset and passion for learning-eager to grow your skills and take on increasing responsibility over time
- Excitement to join a small, high-impact team at a growing B2B SaaS company and make a tangible difference from day one
This position is based in our Atlanta office. While WelcomeHome supports hybrid work (3 days in office, 2 at home), employees are only eligible after 6 months of full-time employment.
What you'll Get
WelcomeHome values all of its employees and strives to provide a competitive compensation package. Benefits include health, vision and dental coverage, 401(k) matching, and unlimited PTO.
But, on top of that, you'll be surrounded by awesome people who care deeply about what they do and will do whatever it takes to help you succeed.