Operational Excellence Consultant

About the role

We're building the world's first AI-powered management consulting firm for small businesses. Trainual helps 7,000+ growing companies document how they run. As an OEP Consultant, you'll carry a book of ~20 businesses, embedding yourself in their operations to help them run better.

Responsibilities

• Run weekly or biweekly working sessions with clients across org design, process documentation, role clarity, onboarding, and operational planning.
• Audit each client's Trainual account for gaps and opportunities, using AI-generated insights to proactively surface issues.
• Be a genuine thought partner on decisions like hiring, team structure, and process scalability.
• Help clients build, refine, and use their business playbook, not just create a library of documents.
• Manage renewals within your book, ensuring clients stay and grow.
• Contribute to the ongoing development of the program, shaping its future.

Requirements

• You've been the operator, not the strategist. You've been a Director of Operations, a #2 at a small company, a Chief of Staff, or a head of Continuous Improvement.
• You understand that what works at a 2,000-person company often falls apart at 50.
• You're a business generalist, comfortable discussing hiring decisions, process design, org structure, program development, and AI tools in the same conversation.
• You've worked with small to mid-size businesses (25–250 employees).
• You're energized by the idea of being embedded in a business, not just making recommendations and leaving.
• You're excited by the opportunity to help build something from the ground up, creating the playbook, refining workflows, and helping hire, train, and develop the team as it grows.
• You can't travel regularly. While this role won't be a road warrior, you'll need to be comfortable getting on a plane and working face-to-face when the situation calls for it.

Qualifications

• You have a clear script. You'll have frameworks and tools, but your clients are all different. Judgment and adaptability matter more than process compliance.
• You have a clear profile: you've been the operator, not the strategist; you've worked with small to mid-size businesses; you're a business generalist; you're energized by the idea of being embedded in a business; you're excited by the opportunity to help build something from the ground up; you can't travel regularly.

Benefits

• Base salary: $125,000 - $175,000/year depending on experience.
• Variable component tied to book of business size and renewal rate.
• This role also includes stock options, benefits, and all of our brag-worthy culture perks, like access to our incredible office off of Mill Ave.

Pay

• Base salary: $125,000 - $175,000/year depending on experience.

Schedule

• This is a hybrid position with an in-office expectation of ~3 days per week.