Director of Business Operations – Performance

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

📋 Description

• Spearhead the development and continuous improvement of the Business Operations & Performance function.

• Create management systems that integrate strategy, sales, delivery, staffing, financial performance, and organizational priorities.

• Collaborate with senior leadership to enhance operational efficiency, business transparency, decision-making, and accountability.

• Establish and sustain operating rhythms, including monthly business reviews, forecasting processes, KPI reporting, performance evaluations, and leadership dashboards.

• Promote cross-functional alignment among Sales, Consulting, Product, Analytics, Operations, Finance, and Client Success.

• Design governance structures, operational processes, and decision frameworks that enhance scalability and organizational effectiveness.

• Evaluate future organizational requirements and provide recommendations regarding the growth and structure of the Business Operations function.

• Manage sales operations processes that support pipeline management, opportunity progression, forecasting, renewal tracking, and revenue performance.

• Create pipeline reporting, sales productivity metrics, conversion analyses, and growth performance dashboards.

• Collaborate with sales leadership to enhance forecast accuracy, opportunity management discipline, and revenue predictability.

• Direct enterprise forecasting processes across bookings, revenue, utilization, staffing, margin, profitability, and business performance.

• Develop pipeline-to-capacity planning processes that align expected demand with available consulting, analytics, technology, and support resources.

• Establish governance and operational discipline regarding time tracking and utilization management.

• Produce profitability reporting and analyses across clients, projects, service offerings, products, and business segments.

• Create and maintain an enterprise performance management framework that aligns with strategic, operational, commercial, and financial objectives.

⛳️ Requirements

• Over 10 years of progressive experience in Business Operations, Financial Planning & Analysis, Sales Operations, Revenue Operations, Consulting Operations, Strategy, or related business management roles.

• Proven experience in supporting senior leadership teams with forecasting, planning, performance management, and strategic decision-making.

• Strong knowledge of professional services economics, resource planning, utilization management, and profitability analysis.

• Experience in developing KPI frameworks, dashboards, operating reviews, and management reporting systems.

• Demonstrated ability to influence across various business functions without direct authority.

• Advanced analytical, financial modeling, planning, and problem-solving skills.

• Exceptional written and verbal communication skills, capable of effectively engaging with senior leadership.

🏝️ Benefits

• Generous Paid Time Off.

• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days for hourly/non-exempt employees starting out; 12 company-observed paid holidays; 4 early-close days.

• Extensive leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.

• Attractive employee referral bonus program of $1,500 per hired referral.

• Employee recognition programs for exemplifying EPIC’s values, along with additional awards and programs (and trips!).

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.

• Opportunities for professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development.

• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.

• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

• 50/50 Work Culture: EPIC promotes a 50/50 culture between producers and the rest of the business, fostering collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation.

• We rank among the top 10 property/casualty agencies according to “Insurance Journal”.