Head of Program Management

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

About The Role

As we scale our Core Planning business in 2025, our Revenue Operations (RevOps) team is launching new revenue streams, expanding acquisition channels, and driving toward 3 consecutive years of 2x revenue growth.

Within Our Professional Services Division, Revenue Is Managed By Dedicated Business Line Owners, With Minimal To No Dependency On Core Product Development. To Accelerate And Coordinate These Efforts, We’re Looking For High-impact Program Management To Support Cross-functional Execution Across

• Internal Call Center
• Member Support Teams
• Product Management
• Marketing
• 150+ B2B Partner Relationships
  
  

Responsibilities

This role is critical to ensuring alignment and operational excellence across a fast-moving, high-growth segment of the business. As the Head of Program Management you will be responsible for:

• Call Center Operations & Customer Engagement Programs: Own the day-to-day operations of our “Customer Development” Call Center
• Professional Services Program Management: Support the Professional Services business line manager through best-in-class project execution to map and track cross-functional dependencies as well as manage timelines and coordination across Product, Engineering, and GTM teams
• Premium Support Product Development: Lead the development of premium support solutions
• New Channel Exploration & Enablement: Identify, develop, and operationalize new support and acquisition channels
• ADA Accessibility Program Ownership: Implement and manage ADA-compliant tools and systems within Member Support and own ongoing maintenance, reporting, and expansion as partner-based ARR grows
  
  

On Any Given Program, You Might Work With

• RevOps (BD & D2C): Building integrated tooling with a focus on automation and data continuity
• Data Team: Defining and maintaining dashboards tied to RevOps KPIs; monitor impact on business outcomes
• Professional Services: Supporting monetization of our attorney network for both direct and B2B2C channels (banks, advisors, etc.)
• Martech: Ensuring proper event instrumentation and campaign performance tracking
  
  

About You

You are a systems thinker that leads with questions, is capable of identifying and mapping interdependencies, and creates cross-functional commitments to support revenue generating objectives, focusing on a quick and effective rollout of RevOps initiatives.

Over time, you will take on building reporting dashboards, service roadmap maintenance and development for growing these RevOps-led initiatives. You will also consult with the VP of Operations and manage programs for business line managers, including Head of Pro Services and RevOps leads.

You will serve as an internal champion for bringing these businesses to life from a Revenue Operations perspective, working closely with cross-functional teams to manage peers and colleagues to success.

Desired Attributes

• Proven ability to communicate effectively across functions to achieve desired outcomes
• Capability to implement and refine third-party software tool solutions
• An ability to orchestrate and train AI point solutions developed from discreet datasets to create efficiencies in proprietary processes
• Strong analytical skills with the ability to troubleshoot data, translate accurate data into actionable plans
• Detail-oriented with a focus on accuracy and quality
• Proven ability to identify needs and establish new workflows where necessary
• Demonstrated ability to inspire peers and lead change
• Affable and influential, yet tenacious drive to overcome obstacles
  
  

Qualifications

• 10 years of experience in progressively challenging roles in marketing, growth, product management or operations
• A mix of startup and large company experiences
• Experience setting up new processes, successfully
• Experience managing people remotely
• Experience setting up teams within a larger organization
• Experience presenting to an executive and BOD audience
• A full and complete understanding of creating a “business case”
• An end-to-end understanding of how tech product companies ship products, from Lean MVP to post-release QA
  
  

Employee Benefits & Perks

• Compensation: Salary + Equity
• • Our salary range for this position is $125,000 - $165,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories
    

About Trust & Will

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required.
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.