Senior Business Solutions Team Lead

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Oversee and guide a team of Revenue Operations Solution Engineers, focusing on workload management, prioritization, coaching, and performance enhancement.

• Act as an escalation point for intricate client and technical issues.

• Manage or supervise strategic client relationships, ensuring effective communication, quality service delivery, and client satisfaction.

• Lead and assist in audits, implementations, integrations, and optimization projects for Salesforce, HubSpot, and marketing automation.

• Provide practical expertise in Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub.

• Design and provide guidance on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance.

• Convert intricate technical findings into straightforward recommendations for both executive and non-technical stakeholders.

• Review strategist work for technical accuracy and strategic quality prior to client delivery.

• Collaborate with Account Directors and internal leadership to pinpoint expansion and cross-selling opportunities.

• Assist with scoping, solution design, and new business dialogues for RevOps opportunities.

• Contribute to the development of repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice grows.

• Maintain oversight of project health, capacity, utilization, and delivery risks across the team.

• Lead and expand Directive’s Revenue Operations practice.

⛳️ Requirements

• Minimum of 5 years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a similar field.

• 1 to 2+ years of direct people management or formal team leadership experience.

• Active Salesforce Administrator Certification is required.

• Extensive hands-on experience with Salesforce Sales Cloud administration and implementation.

• In-depth knowledge of Salesforce Account Engagement/Pardot.

• Pardot/Account Engagement certification is highly preferred, or at least 2 to 3 years of hands-on Pardot implementation and administration experience.

• Significant hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting.

• Experience in leading complex CRM and marketing automation implementations, audits, migrations, or optimization projects.

• Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance.

• Proven ability to lead senior-level client discussions and translate technical issues into business recommendations.

• Excellent written and verbal communication skills with the capability to manage client expectations and challenging conversations effectively.

• Ability to balance leadership roles with hands-on technical execution.

• Previous agency experience is strongly preferred; consulting or professional services experience is also highly relevant.

• Additional Salesforce certifications are preferred.

• HubSpot certifications are preferred.

• Experience working in both Salesforce and HubSpot environments for B2B organizations is preferred.

• Experience in scoping projects, supporting sales discussions, and identifying account expansion opportunities is preferred.

• Experience managing multiple concurrent client engagements is preferred.

• Established work authorization and permanent residence in the eligible country, where applicable.

• Capability to work from a professional home office with reliable internet access.

• Ability to remain stationary for extended periods and to observe and interpret written and verbal communication.

🏝️ Benefits

• Comprehensive medical, dental, vision plans, disability, and life insurance coverage for you and your family.

• 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX).

• Access to certified therapists through Spring Health.

• Membership to Headspace.

• Physical therapy services through Omada.

• Thousands of Aaptiv virtual workouts available.

• Complimentary One Medical membership for primary and virtual care.

• Unlimited PTO (with a minimum of 2 weeks).

• Paid Company Holidays.

• Your Birthday Off.

• End of Year Recharge (Closed from December 24 to January 1).

• Paid Parental Leave.

• Traditional and Roth 401(k) options with a 3% company match.

• Annual bonus based on tenure, which increases over time.

• Annual Company-wide Retreat.

• 100% virtual work from a home office.

• PC or Mac provided.