Who We Are

Coverflow was founded to help commercial insurance brokers automate their most challenging workflows. Our AI platform integrates with client data systems to analyze millions of data points, enabling brokers to work more efficiently and deliver deeper insights.

Trusted by top-100 brokerages, we process thousands of policies weekly for comparison, proposal generation, and contract review. Backed by AIX Ventures, Founder Collective, and Afore Capital, we've achieved 10x revenue growth in six months and are building the category-defining solution for the $310B insurance brokerage industry.

We're hiring our second Business Operations Lead to architect and scale our operational infrastructure - building the systems, processes, and frameworks that drive efficient execution across our entire business from GTM through customer success.

The Role

We're at an inflection point - what got us here won't get us to our next revenue milestone. We need someone to build the operational machinery that turns our early traction into a repeatable, scalable revenue engine. This role has the potential to be a career accelerant for someone with ambitious goals and a "whatever it takes" attitude. This is not a typical 9-5!

You'll be the operational backbone that enables our team to scale efficiently. This is a systems-first, data-driven role focused on building repeatable processes and operational excellence. You'll help own business operations across the full customer lifecycle, creating the infrastructure and documentation that turns manual work into scalable systems.

You'll have broad operational ownership with particular emphasis on building our revenue engine and GTM/Growth infrastructure. As a force multiplier, you'll work cross-functionally to optimize everything revenue related. You'll report to the COO.

What You'll Do

Build comprehensive databases of our $310B insurance market, mapping broker networks and identifying high-value prospects
Create financial models to optimize our pricing strategy, forecast revenue growth, and support board reporting
Document our sales process from lead to close, creating repeatable playbooks and training materials for our growing team
Build planning models, quota setting frameworks, and sales capacity planning as we scale the team
Own our lead scoring system, pipeline processes, and forecasting to drive predictable revenue growth
Analyze conversion rates, deal cycle times, and cohort performance to identify growth levers and operational bottlenecks
Partner with leadership on strategic planning and cross-functional project management
Build executive dashboards tracking ARR, pipeline health, team productivity, and key operational metrics

Who You Are

2-5+ years in investment banking, consulting, private equity, corporate finance, etc.
Expert in Excel/Google Sheets with financial modeling experience
Proficient in SQL for data extraction and reporting
Experience with business systems (CRM, ERP, automation platforms)
Strong process documentation and workflow design skills
Quantitative mindset with dashboard and forecasting experience
Excellent written communication for creating training materials and SOPs
Detail-oriented with experience managing complex operational processes
Self-directed operator who can build scalable systems from scratch

Compensation

Base salary: 75,000−120,000 (based on experience)
Equity: Significant early-stage equity package
Benefits: Full medical, dental, and vision coverage

We are an in-person-first team based in San Francisco.

Additional Details:

Must be authorized to work in the U.S. without sponsorship
Compensation is based on experience, skill set, and market benchmarks
Start date: ASAP

Coverflow

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Business Operations Lead