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Broccoli AI

AI receptionist for home-service trades

AI Strategy Senior Director

Customer SuccessConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA$270k - $350k /yr

About the Job

Requirements

  • 10+ years across private equity value creation or operating-partner roles, top-tier consulting (MBB), or senior operating roles in trades, industrials, or field services.
  • A track record of measurable EBITDA, margin, revenue, or operational improvement driven through execution.
  • Credibility advising sponsors, boards, CEOs, and CFOs as a trusted partner.
  • Ability to pull data and build models.
  • Ability to create polished, executive-ready slides that make complex work easy to follow.
  • Deep operational knowledge of how roll-up businesses run and where leverage can be found.
  • An AI-native mindset, daily use of AI tools, and strong intuition for how AI reshapes organizational operations.
  • Willingness to work in person five days a week in San Francisco.

Responsibilities

  • Own the outcome on each account by ensuring every location gets the highest value from its AI products, quantifying ROI, EBITDA impact, revenue, conversion, and labor savings, and turning frontline results into board-level reporting.
  • Diagnose why some locations outperform while others lag, then close gaps across technology, people, and process.
  • Drive expansion into more AI products and locations, growing each account across the platform.
  • Direct the on-account implementation, customer success, and forward-deployed engineering team responsible for execution, while remaining accountable for outcomes.
  • Act as a proactive partner to CEOs, CFOs, and private equity partners, carrying the value story to senior stakeholders.
  • Feed field learnings back to Product, Engineering, and Operations to shape the roadmap and operating model.
  • Travel to customers as needed to build executive relationships and ensure results.

Desired Qualifications

  • Experience at a private-equity portfolio company, specifically in home services such as HVAC, roofing, garage, or pest control.
  • Startup experience.

About the Company

Broccoli AI

AI receptionist for home-service trades

Broccoli AI provides AI voice and messaging agents for home-service and trades businesses, offering a B2B SaaS platform that handles inbound calls, SMS, and digital leads to turn them into booked jobs and revenue. Its product includes AI receptionist agents, scheduling widgets, and outbound agents for sales, memberships, and reminders, plus fast speed-to-lead responses across channels like Google LSA, Yelp, and Angi. The platform is tailored for multi-location trades companies, integrating workflows to manage leads across different revenue sizes. The goal is to convert inbound inquiries and digital leads into scheduled appointments and measurable revenue through around-the-clock automation.

Company size
51-200
Company stage
Series B
Total funding
$55M
Headquarters
San Francisco, CA
Founded
2024

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