Director, Revenue Operations

Posted Oct 30

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Oversee the Sales Operations function at Peak Technologies, encompassing sales planning, forecasting, management of compensation programs, performance reporting, Salesforce effectiveness, and leadership of Sales Operations Support along with commercial pre-sales assistance.

• Collaborate with the Chief Revenue Officer, sales leaders, and FP&A to enhance sales execution, boost productivity, and achieve revenue and margin objectives.

• Manage the weekly sales forecasting call process, including templates and cadence.

• Direct annual sales quota and financial planning in conjunction with sales leaders and FP&A.

• Spearhead the design and implementation of annual sales compensation plans, while monitoring KPIs and evaluating plan effectiveness.

• Supervise monthly sales KPIs, leaderboards, and productivity reporting, offering actionable insights.

• Conduct quarterly business reviews for sales.

• Drive Salesforce implementation, ensuring data quality, reporting accuracy, and consistent sales procedures.

• Coordinate SPIFFs and various revenue acceleration initiatives.

• Deliver sales data, activity reports, and performance insights to regional sales leaders.

• Lead the Sales Operations Support team and personnel involved in commercial pre-sales assistance.

• Formulate staffing plans, workload distribution, coverage strategies, and training programs.

• Oversee the preparation of quotes and manage commercial support workflows.

• Ensure that quotes and documentation comply with approved pricing, terms, and internal approvals.

• Liaise with Procurement and vendor partners regarding pricing, product availability, lead times, and opportunity support.

• Standardize sales support processes, documentation, escalation protocols, and handoffs.

• Address commercial issues and facilitate smooth transitions from quotation to order execution.

• Monitor service levels, quote turnaround time, accuracy, backlog, productivity, and rework.

• Collaborate with IT and stakeholders to enhance Salesforce, ERP, quoting tools, reporting capabilities, and automation processes.

• Manage escalated support issues, identify root causes, and execute corrective actions.

• Mentor and develop employees and team leaders; assist with performance management, succession planning, and organizational efficiency.

• Report on operational performance, resource requirements, risks, and priorities for improvement to leadership.

• Foster a collaborative “One Peak” culture.


⛳️ Requirements

• A Bachelor’s degree in Business Administration, Operations Management, Finance, or a related field is preferred; relevant equivalent experience may also be considered.

• At least eight years of progressive experience in sales operations, commercial operations, or related areas, including sales planning, forecasting, and performance analysis.

• A minimum of five years’ experience in team leadership, encompassing staffing, performance management, and employee development responsibilities.

• Experience with supporting a technology reseller, distributor, systems integrator, or technology services organization is preferred.

• Proven track record in managing sales forecasting, quota and financial planning, sales compensation programs, and commercial support workflows.

• Experience in driving Salesforce adoption, ensuring data quality, reporting, and process enhancements; familiarity with ERP, quoting, and business intelligence tools is essential.

• Strong analytical capabilities, including the ability to convert sales, financial, and activity data into actionable reports, QBR materials, and performance recommendations.

• Working knowledge of pricing strategies, gross margin, sales incentive frameworks, and approval controls.

• Demonstrated ability to standardize processes and enhance service quality, productivity, and operational efficiency.

• Excellent communication, stakeholder management, and problem-solving skills.

• Capacity to lead change, manage competing priorities, and establish accountability across distributed teams.

• A collaborative, service-oriented leadership style with sound business judgment and a commitment to continuous improvement.

• Proficiency in English as the primary language used in daily operations.

• Ability to read and interpret documents, procedure manuals, and correspondence.

• Effective verbal communication skills for engaging with external customers and employees.

• Responsible for staffing, workload allocation, goal setting, coaching, performance evaluation, and employee development.


🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements and a supportive work environment.

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