Sales Strategy and Operations Director

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

📋 Description

• Systems Architecture & Strategy: Take ownership of the architectural roadmap for our GTM tech stack (Salesforce, LeanData, Gong, and routing engines), ensuring it effectively scales with our multi-channel SMB and Mid-Market pipelines.

• Process Engineering: Assess the complete buyer and partner journeys to remove operational bottlenecks, automate manual transitions, and enhance field productivity.

• Data Integration & Insights: Collaborate with Data Engineering to uphold data integrity across systems, ensuring that executive reporting (including QPR pipelines and conversion rates) accurately reflects actual conditions.

• Cross-Functional Collaboration: Act as the strategic operational link between Sales, Partner Management, Finance, and the newly independent Marketing team to guarantee smooth transitions and clarity in the pipeline.

• Change Management: Spearhead the implementation, documentation, and operational training of new system structures, tools, and workflows across the revenue organization.

⛳️ Requirements

• 8+ years of experience in Sales or Revenue Operations, predominantly in B2B SaaS or high-growth FinTech settings.

• Deep Salesforce Expertise: Demonstrated success in designing, customizing, and scaling intricate Salesforce instances, CPQ tools, and advanced lead-routing setups.

• Analytical Engine: Outstanding ability in data analysis; adept at transforming raw pipeline metrics into actionable insights at the executive level.

• Execution & Drive: Proven experience in navigating highly dynamic, scaling environments and establishing structure, documentation, and standard operating procedures (SOPs) from inception.

• Strategic Partnership: Capability to influence VP-level stakeholders, constructively challenge assumptions, and balance long-term system architecture with immediate business requirements.

🏝️ Benefits

• A great 401(k) plan: Our own! Our 401(k) features a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.

• Top-tier health plans, along with dental and vision insurance.

• Competitive vacation time and parental leave.

• Additional Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to assist you in understanding your equity and supporting your financial wellness.

• Lyra: Enhanced Mental Health Support for employees and their dependents.

• Carrot: Fertility healthcare and family planning benefits.

• Candidly: Student loan resources to help you and your family plan, borrow, and repay student debt.

• Monthly work-from-home stipend; quarterly lifestyle stipend.

• Engaging team-building experiences, from virtual social events to team offsites, fostering collaboration and camaraderie.