Sales Strategy and Operations Director

Position Overview

This opportunity is offered through a partner organization seeking a Sales Strategy and Operations Director based in the United States. The role is pivotal in establishing and expanding the operational backbone of a rapidly growing sales division.

The selected individual will be responsible for crafting the systems, workflows, and data frameworks that enhance sales team efficiency and support predictable expansion of revenue streams. Collaborating closely with executive management and multiple cross-functional teams, the director will translate strategic business objectives into scalable, operational solutions.

This position suits a strategic thinker with considerable technical capabilities, focused on refining revenue processes, increasing operational transparency, and reducing inefficiencies. The director will oversee core business systems design, reporting mechanisms, and process advancements that significantly influence company progression.

Key Responsibilities

• Lead the strategy, framework, and growth of the go-to-market technology infrastructure to support present and future business expansion.
• Create and manage scalable systems integrating CRM, sales platforms, routing tools, analytics, and revenue technologies.
• Assess entire sales and partner procedures to detect inefficiencies and enhance team productivity by removing obstacles.
• Develop optimized procedures to improve management of leads, pipeline visibility, forecasting precision, and revenue delivery.
• Collaborate with analytics and data teams to ensure stable data pipelines and precise executive reporting.
• Construct dashboards, key performance indicators, and reporting systems to offer leadership actionable insights regarding pipeline and conversion trends.
• Bridge operations strategically between Sales, Partnerships, Finance, Marketing, and other departments.
• Oversee implementation of new systems, workflows, and operations, ensuring widespread team adoption.
• Develop documentation, training resources, and standard operating protocols to maintain operational uniformity.
• Champion ongoing improvements emphasizing automation, scalability, and revenue effectiveness.
• Influence senior leadership by converting business requirements into technical and operational solutions.
• Manage the balance between long-term systems architecture and immediate priorities in a dynamic setting.

Candidate Profile and Requirements

• Minimum 8 years of experience in Sales Operations, Revenue Operations, Business Systems, or comparable operational leadership capacities.
• Background working within B2B SaaS, fintech, or similarly fast-growing technology sectors.
• Strong proficiency with Salesforce encompassing architecture, customization, process optimization, CPQ solutions, and lead routing.
• Comprehensive understanding of revenue technology ecosystems and business process engineering.
• Proven competency in analyzing complex datasets and converting pipeline metrics to executive insights.
• Experience in designing scalable processes, establishing documentation, and creating operational frameworks from initial stages.
• Expertise in maintaining data accuracy, reporting structures, system integrations, and operational analytics.
• Excellent stakeholder and senior executive collaboration skills.
• Demonstrated capacity to influence decision-makers, challenge existing assumptions, and guide change.
• Strong problem-solving abilities with aptitude for managing uncertainty and prioritizing competing tasks.
• Strategic orientation coupled with high attention to detail and efficient execution skills.

Compensation and Benefits

• Competitive base salary estimated between $170,000 and $175,000, varying by location, skills, and experience.
• Opportunities for additional earnings through bonuses, commissions, and equity participation.
• Employer-sponsored 401(k) with dollar-for-dollar matching up to 4% of compensation.
• Comprehensive health coverage including medical, dental, and vision plans.
• Attractive paid time off and parental leave schemes.
• Resources for financial wellness and professional advice.
• Mental health programs supporting employees and their dependents.
• Benefits addressing fertility healthcare and family-building needs.
• Assistance with student loan support initiatives.
• Monthly allowance for working from home and quarterly lifestyle stipends.
• Engagement in team-building events, virtual gatherings, and networking opportunities.
• Chance to contribute meaningfully to a mission-driven organization enhancing financial security and retirement solutions.

Additional Information

The application process utilizes AI-driven matching technology to fairly and quickly assess candidates against essential role requirements, forwarding top matches to the hiring partner who handles next steps. Personal data is processed under legitimate interests consistent with relevant data protection legislation. Artificial intelligence tools may be used during recruitment screening but final decisions involve human judgment.