Director, Client Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide strategic direction for the Client Operations team within a designated region.

• Mentor and develop Senior Managers and Managers.

• Create and enhance regional coverage frameworks that align with revenue growth and segment complexity.

• Assess span of control, workload distribution, and organizational alignment.

• Propel succession planning and develop leadership talent bench strength.

• Collaborate with regional Sales Leadership to ensure operational alignment and readiness for execution.

• Take the lead during financial closing periods at the end of the month, quarter, and year.

• Establish and uphold regional governance standards for quote-to-cash processes.

• Strengthen Salesforce data hygiene standards across various teams.

• Supervise month-end Salesforce activities, which include opportunity updates, stage accuracy, close-date integrity, and compliance with documentation.

• Ensure the execution of forecasting cadence and pipeline validation processes.

• Identify forecast volatility, risks related to revenue timing, and trends in margin exposure.

• Escalate significant operational or financial risks to leadership.

• Monitor booking errors, documentation deficiencies, and process inefficiencies, driving necessary corrective actions.

• Champion workflow enhancements and system upgrades.

• Act as the senior Client Operations liaison to regional Sales Leadership, including Managing Directors and EVP.

• Provide operational insights that support financial objectives.

• Oversee significant escalations related to opportunity management, forecasting, booking compliance, product delivery coordination, accounts payable/accounts receivable exposure, and revenue recognition.

• Collaborate with Finance to protect margins, ensure compliance with revenue recognition, and maintain financial stability.

• Work with Alliances to implement OEM, distributor, and partner program requirements operationally.

• Ensure that incentives, rebates, special pricing agreements, and funding mechanisms comply with booking policies, margin guidelines, and revenue recognition standards.

• Collaborate with fellow Directors to maintain consistent Client Operations standards across regions.

• Report to the VP of Operations and coordinate with the EVP of Sales.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree is essential.

• 7+ years of experience in Sales Operations, Client Operations, Finance, or Sales Support.

• Preferred 4+ years of experience in a leadership role.

• Proven experience in leading cross-functional initiatives or transformation projects.

• Experience in technology reselling is highly preferred.

• Strong capabilities in people leadership and talent development.

• Expertise in organizational design and capacity planning.

• Exceptional presentation and communication skills suitable for engaging with senior sales leadership.

• Strong business acumen and financial understanding.

• A mindset oriented towards systems thinking and operational governance.

• Ability to influence stakeholders across various functions.

• Experience in leading change management initiatives.

• Strong analytical skills and reporting capabilities.

• Ability to perform effectively in high-pressure, sales-driven environments.

• Capacity to safely and effectively perform essential job functions.

• Ability to maintain regular and predictable attendance.

• Willingness to travel safely and reliably to an office and/or client work site as needed.

• Capability to perform duties at customer sites or in data center environments.

• Ability to stand, walk, bend, and lift or move equipment weighing up to 50 pounds.

• Comfort working in varying temperatures and production settings with diverse noise, lighting, and airflow conditions.

• Proficiency in using hands and fingers to handle, feel, or operate objects, tools, or controls.

• Ability to hear, listen, and communicate effectively.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• 401(k) plan.

• Paid company holidays.

• Paid time off.

• Paid parental and caregiver leave.

• Opportunities for cross-department training and development.

• Sponsorship for certifications and credentials for ongoing learning.

• Access to a multi-million-dollar technology lab.