Director of Operations

Overview

Since 2012, Happily has helped world-positive organizations design, launch, and produce ambitious events, experiential campaigns, and community programs through a global network of creative and production talent assembled by our proprietary software.

The Director of Operations reports to the CEO and  sits at the center of Happily’s operating system. This person turns company priorities into clear plans, aligns teams around the roadmap, owns pitch and proposal operations, manages goals and dashboards, improves internal systems, and ensures the company follows through.

This is a high-context, high-accountability individual contributor leadership role to start, with the potential to manage operations, systems, or people operations support as the company scales. It is designed for someone who can bring structure to ambiguity, move work across teams, and make sure the business is not just busy, but actually progressing.

Responsibilities

Operational Management

Own the operating rhythm that keeps Happily focused, accountable and moving against company priorities.

• Translate leadership priorities into clear owners, timelines and weekly next steps. 

• Maintain the company operating roadmap across sales, product, client services, growth and internal systems. 

• Track progress against goals and flag what is stuck, late, blocked, or no longer relevant.

• Support the sales team by tracking pipeline performance, proposal activity, conversion rates, deal size, timing, and bottlenecks.

• Help translate qualified opportunities into clear scopes, timelines, staffing plans, and budget assumptions.

• Pressure-test whether proposed scopes are operationally realistic, properly resourced, and aligned with company priorities.

• Run weekly goal reviews, leadership check-ins, and internal operating meetings. 

• Identify operational risks and create practical systems to improve accountability, follow through and decision making. 

• Coordinate legal and compliance workflows related to contracts, disputes, equity administration, and business operations.

Systems & Technology

Build and improve the internal systems, dashboards, and tools that make the company easier to run and scale. 

• Own company dashboards across sales, revenue, marketplace performance, delivery, product usage and team goals. 

• Build and maintain KPI reporting in Happily, Hubspot, Google, and other internal systems. 

• Partners with product, engineering, and growth teams to connect product priorities to revenue, customer needs and operational efficiency.

• Translate business needs into product requirements, workflows, and implementation plans. 

• Support rollout plans for new features, internal tools, client-facing systems and operational improvements. 

• Create and maintain SOPs, templates, planning tools, and internal handoff documents for recurring workflows.

• Leverage AI tools and no-code platforms to enhance company-wide productivity. 

• Ensure key systems have clear owners, clean data, and useful reporting. 

• Develop, document, and refine internal and client service delivery systems to improve consistency, scalability, and efficiency.

Strategic Planning & Reporting

Help the CEO translate company strategy into clear reporting, planning materials, and leadership-level decisions. 

• Monitor company performance against key metrics and recommend adjustments as needed. 

• Prepare internal leadership updates, stakeholder reports, and quarterly planning materials. 

• Maintain a clear view of active initiatives, product priorities, sales priorities, and operational tradeoffs. 

• Support quarterly and annual planning by identifying risks, resources gaps and decisions needed from leadership. 

• Track competitor, market, and customer insights to inform planning, positioning, product priorities, and operational decisions.

People Operations & HR

Own the administrative and proce