Full-Time

Customer Experience Operations Lead

Posted on 8/29/2025

HoneyBook

HoneyBook

201-500 employees

Client management platform for freelancers

Compensation Overview

$120k - $145k/yr

+ Equity Grants

San Francisco, CA, USA

Hybrid

Three days on-site per week in SF office.

Category
Customer Experience & Support (1)
Requirements
  • 5+ years of experience in CX technology, AI operations, or support automation—ideally in a software-as-a-service or platform-driven environment.
  • Proven track record managing AI-powered tools (e.g. Intercom Fin, Zendesk AI, Forethought, Kore.ai) in a live support setting.
  • Experience integrating new tools into existing technology stack ecosystems.
  • Experience designing, optimizing, and maintaining automated workflows in complex environments—multilingual or multi-product preferred.
  • Strong grasp of experimentation design, A/B testing, and performance analysis across key customer experience metrics.
  • Familiarity with language model behavior and prompt design for chatbots, knowledge search, and digital assistants.
  • Experience structuring and maintaining knowledge bases or training data to improve retrieval and system performance.
  • Familiarity with REST APIs and JSON objects.
  • Ability to read and understand code, while not required, is a plus.
Responsibilities
  • Own the configuration and optimization of our customer experience automation systems, including AI bots, workflows, and knowledge tools. You’ll ensure performance, quality, and alignment with member experience goals.
  • Design and implement automation flows that include branching logic, fallback handling, handoff pathways, and prompt tuning across our digital support surfaces.
  • Improve system-level performance of tools like Intercom Fin by running structured experiments, refining flow logic, and driving containment, resolution rate, and customer satisfaction outcomes.
  • Build the infrastructure to support digital experimentation, including reporting pipelines, test design, and performance benchmarks.
  • Define and track key AI performance metrics (ex. resolution rate, deflection, satisfaction), ensuring clean instrumentation and regular reporting to key stakeholders.
  • Collaborate with Product, Engineering, and Support teams to align on automation strategy, launch timelines, and shared outcomes.
  • Contribute to the Voice of the Customer program, surfacing systemic issues, tagging content gaps, and closing the loop between AI signals and team insights.

HoneyBook provides a clientflow management platform for independent businesses and freelancers. It offers tools for invoicing, contract management, scheduling, project management, and workflow automation in a subscription-based model. The platform works by centralizing client interactions, proposals, payments, and ongoing tasks in a web-based dashboard, with customizable templates, automated replies, follow-ups, and interactive proposals to streamline communications and workflows while integrating with existing tools. HoneyBook differentiates itself by focusing on professional services and freelancers with ready-to-use templates and an all-in-one suite that covers client intake to payment. Its goal is to help small businesses and independent professionals present a professional image, improve operational efficiency, and boost client engagement and revenue.

Company Size

201-500

Company Stage

Series E

Total Funding

$498M

Headquarters

San Francisco, California

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • Raised $250M Series E in late 2025 at $2.4B valuation led by Tiger Global.
  • AI pricing tools suggest optimal rates using market data and client profiles.
  • Financing options provide early access to funds from pending payments.

What critics are saying

  • Keap erodes market share with superior CRM and lead nurturing in 12-18 months.
  • Dubsado captures users via lower-cost feature parity, driving churn in 6-12 months.
  • Intuit QuickBooks steals payment volume with AI invoicing in 6-12 months.

What makes HoneyBook unique

  • HoneyBook embeds AI directly into clientflows using 10 years of data for proactive automation.
  • Conditional logic enables if-then automations triggered by specific client actions.
  • AI generates personalized email drafts matching user tone, industry, and context.

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Benefits

Wellness Program

Parental Leave

Company Equity

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

4%

2 year growth

3%
PYMNTS
Mar 25th, 2025
Honeybook Debuts Ai Business Management Tools To Help Smbs

HoneyBook, a business platform for service-based entrepreneurs, introduced artificial intelligence-powered business management tools. “While AI solutions have largely been built for enterprises or consumers, independent entrepreneurs have been left with fragmented tools that require constant coordination,” the company said in a Tuesday (March 25) news release. “HoneyBook is changing that by embedding AI directly into business workflows, making automation seamless, proactive and deeply integrated into the way entrepreneurs work.”. HoneyBook’s AI offering can suggest leads and help create content to manage those leads. It can also manage projects and tackle finances after booking. Using “deep contextual intelligence” from 10 years of independent business data, HoneyBook AI allows for “smarter, more personalized decisions” with no need for users to train the AI, the release said

Teknovation.biz
Aug 20th, 2023
Jampacked Agenda Released For This Year’S “The Maker City Summit”

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NoCamels
Nov 4th, 2021
Israeli-Founded Firm HoneyBook Raises $250M At $2B Valuation

Israeli-founded business management firm HoneyBook announced this week that they have raised a $250 million Series E equity round just six months after raising a $155 million Series D round in May and becoming a unicorn at over $1 billion valuation.

TechStartups.com
Nov 3rd, 2021
HoneyBook raises $250M to help independent businesses with client management needs; now valued at $2.4 billion valuation

HoneyBook, a business software tech startup and a provider of customer relationship management platform aimed at freelancers and small businesses in creative fields, announced today it has raised $250 million in funding led by investment giant Tiger Global Management. The […]

FinSMEs
May 4th, 2021
HoneyBook Raises $155M in Series D Funding; at Over $1 Billion Valuation

HoneyBook, a San Francisco, CA-based client experience and financial management platform for independent service-based businesses, raised $155m in Series D equity funding at a $1 billion valuation. The round was led by Durable Capital Partners with participation from Tiger Global Management, Battery Ventures, Zeev Ventures, 01 Advisors as well as existing investors Norwest Venture Partners, […]

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