Director of Business Operations at Merlin Search Technologies | Torre
Director of Business Operations
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Merlin Search Technologies

Director of Business Operations

Merlin Search Technologies
Posted by
John Tredennick
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Emma
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Full-time

Legal agreement: Depends on the location of the candidate

Currency exchange and payroll taxes to be paid by:

Depends on the location of the candidate

Base compensation
USD100k - 150k/year

+ Health insurance

Negotiable
location_on
Remote (specific timezone)
public
GMT-10:00 to GMT-02:00
Posted 3 months ago

Responsibilities

Role Details: - Reports to: Chief Operations Officer. - Location: Remote. Company Overview: - Merlin builds and hosts cloud AI software for investigation and discovery involving large document sets. - Clients include corporate legal departments, international law firms, and consulting firms. Role Summary: - Own the processes that keep the company audit-ready, financially organized, and running smoothly. - Shape operational workflows. - Manage tasks across spreadsheets, contracts, and client communications. Compliance and Audit Readiness: - Own SOC 2 audit preparation, including documentation and project readiness. - Lead ISO 27001 certification efforts and ongoing compliance. - Manage corporate insurance policies, including renewals and coverage review. - Assist with client security questionnaires and requirements. Documentation and Process Management: - Review and update process documentation on a regular schedule. - Keep documentation current as the organization evolves. - Evaluate whether existing processes still earn their keep through usage tracking and cost/benefit review. Financial Operations: - Manage contracts, including tracking, filing, redlines, and client follow-up. - Handle invoicing, accounts receivable, and collections. - Prepare commission statements and monthly financial reports. - Conduct market research to support pricing and planning decisions. Client and Team Support: - Manage HubSpot pipeline tracking and forecasting. - Support recruiting, including candidate identification. - Kick-off onboarding for new clients and partners. - Track client success and proof-of-concept metrics. - Own employee onboarding and offboarding processes, including HR administration. Strategic Operations: - Lead special projects focused on automation and system efficiency. - Support marketing efforts as needed. Qualifications: - Eight or more years in sales and/or business operations, ideally at a SaaS or B2B technology company. - Experience supporting or managing SOC 2 and ISO 27001 or similar compliance and audit processes. - Comfort owning financial operations, including contracts, invoicing, AR, and basic reporting. - Working knowledge of CRM tools, ideally HubSpot. - Clear writing and the self-direction to work well in a small remote team where priorities shift often. - Experience in legal tech, litigation support, or a professional services firm.
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