Director of Business Operations – Systems

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Enhance the revenue and business systems landscape across Sales, Customer Success, Account Management, Implementation, and Deal Desk.

• Serve as a strategic systems architect, RevOps collaborator, and team leader overseeing two direct reports.

• Collaborate with leaders from Sales, Marketing, Finance, and Customer Success on process enhancement, territory and capacity analysis, pipeline assessments, and go-to-market execution.

• Take ownership of renewal and expansion forecasting, weekly pipeline maintenance, NRR channel updates, and churn assessment.

• Supervise Deal Desk evaluations, order form templates, custom SKU management, and monthly reconciliations between SFDC and Maxio.

• Execute quarterly analyses on pricing and discounting in conjunction with Finance and Product Marketing.

• Manage Salesforce and Nue CPQ, including product catalogs, SKUs, packaging, pricebooks, custom attributes, workflows, data integrity, and approval processes.

• Co-manage the business systems roadmap and deployment release timelines.

• Oversee bidirectional data synchronization between Planhat and Salesforce.

• Administer access provisioning, security assessments, license management, vendor contracts, renewals, invoices, and systems budget oversight.

• Lead, mentor, and guide a small team; set up intake procedures, prioritization, and sprint cycles.

• Maintain technical documentation, architecture diagrams, and user training materials.

• Leverage AI and automation to optimize workflows, enhance CRM data, and boost operational efficiency.

• Conduct system audits, develop data governance frameworks, implement process improvements, manage roadmap projects, and achieve measurable efficiency enhancements.

⛳️ Requirements

• Over 6 years of progressive experience in Revenue Operations, Sales Operations, or Business Systems within a B2B SaaS context.

• At least 3 years of experience in a team leadership or managerial role overseeing direct reports.

• Advanced knowledge of Salesforce strategy, architecture, complex Flows, and system integration methodologies.

• Direct experience in administering CPQ platforms; preference for Nue CPQ.

• Practical experience managing customer success platforms such as Planhat, Gainsight, ChurnZero, or similar, in integration with CRM systems.

• Strong understanding of B2B SaaS financial models, including ARR, NRR, GRR, logo retention, quote-to-cash processes, and sales capacity modeling.

• Expert-level proficiency in reporting, dashboard creation, data modeling, and financial system reconciliations, such as SFDC to Maxio.

• Bachelor’s degree in Business, Information Systems, Finance, or equivalent relevant experience.

• Familiarity with Salesforce, Nue CPQ, Maxio, Planhat, Intercom, Pardot, Outreach, ChiliPiper, LeanData, ZoomInfo, LinkedIn Sales Navigator, Chorus.ai, Gong, 6Sense, Highspot, Slack, Teams, and Zoom.

• A valid non-VOIP phone number is required.

🏝️ Benefits

• Competitive base salary along with equity compensation.

• Unlimited paid time off (PTO).

• 401K plan with immediate vesting and a 4% company match.

• $500 stipend for home office setup.

• Option to choose between a PC or Mac laptop.

• Slack notifications are muted after 5 pm, based on your time zone.

• Annual in-person company events.

• Quarterly in-person meetups.

• Comprehensive medical, dental, and vision coverage for employees and their dependents.

• Annual reviews of compensation.

• 12 weeks of parental leave.

• One year of free diapers and wipes through Honest.

• $100 wellness stipend paid quarterly.

• Discounted pet insurance.

• Two company-wide rest weeks in July and December.