Underscore Marketing - VP, Operational Systems & Enablement
Requirements
• 12+ years of experience in operations, systems, or enablement roles within a services or project-based organization • Extensive experience with Wrike required • Experience designing and implementing cross-functional workflows and operating models • Strong understanding of operational systems, automation, and data integrity • Proven ability to translate strategic intent into practical execution • Strong leadership and cross-functional influence skills • Ability to balance structure with pragmatism in a fast-paced environment
Responsibilities
• Cross-Functional Workflow Design & Handoffs • Design and maintain end-to-end workflows that span multiple departments (Sales to SOW to Pricing to Kickoff to Delivery to Reporting) • Define required handoffs, inputs, approvals, and artifacts at each stage • Clarify ownership and accountability at transition points between teams • Reduce ambiguity, rework, and dropped deliverables caused by unclear handoffs • Continuously improve workflows as strategy, services, or scale evolves • Operational Systems & Tool Strategy (PSA / Wrike and Beyond) • Own the strategy, configuration, and evolution of Wrike as an operational system • Translate workflow design and policy decisions into system behavior (fields, templates, automations, gating, permissions) • Ensure systems produce reliable, usable data • Evaluate when tools are being stretched beyond purpose and require redesign • Automation & AI Enablement • Identify high-friction, high-volume operational activities suitable for automation • Implement AI and automation to reduce manual effort, improve consistency, and increase speed • Ensure automation aligns to real workflows, not theoretical use cases • Measure adoption and impact, not just deployment • SOP System Ownership & Documentation Governance • Own the SOP operating model for the organization • Define what qualifies as an SOP versus guidelines or job aids, including structure, ownership, and review cadence • Maintain a single, trusted repository with version control and archival • Ensure SOPs reflect how work actually happens in systems and workflows • Retire outdated SOPs to eliminate ambiguity • Change Management & Adoption • Design and execute change plans for workflow, system, and policy changes • Own rollout plans, training, enablement materials, and adoption tracking • Monitor adoption and intervene when workarounds emerge • Partner with leadership to address resistance or misalignment • Ensure operational changes are sustained beyond initial rollout • Clear, consistent workflows adopted across the organization • Reduced operational friction and fewer handoff issues • Improved data reliability and system usage • Effective adoption of automation and AI that drives measurable efficiency • SOPs that are trusted, current, and actively used • Sustained operational improvements that scale with the business • Interested? • Underscore Marketing is a woman-owned, independent agency specializing in life sciences. Since 2002, we've helped clients gain a competitive edge through bold, data-driven promotional strategies that deliver measurable results. • Our team comprises media, strategy, and omnichannel analytics experts who thrive on collaboration, innovation, and results. When you join Underscore, you become part of a dynamic environment where your ideas matter, your growth is supported, and your work helps elevate brands in a competitive healthcare landscape. • If you're passionate about making a difference and want to be part of a team that values integrity, creativity, and results, if that sounds like you, we invite you to share.
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