Sales Strategy and Operations Director
Accountabilities: The Sales Strategy and Operations Director will lead the design, optimization, and execution of the operational systems supporting sales and partner channels. This role will serve as a strategic partner to business leaders, ensuring revenue teams have the tools, processes, and insights needed to scale effectively.
Own the strategy, architecture, and evolution of the go-to-market technology ecosystem, ensuring systems support current and future business growth.
Develop and maintain scalable business systems across CRM, sales platforms, routing tools, analytics solutions, and revenue technologies.
Evaluate end-to-end sales and partner workflows to identify inefficiencies, remove operational barriers, and improve team productivity.
Design and optimize processes that improve lead management, pipeline visibility, forecasting accuracy, and revenue execution.
Partner with data and analytics teams to maintain reliable data pipelines and ensure accurate executive reporting.
Build dashboards, metrics, and reporting frameworks that provide leadership with actionable insights into pipeline performance and conversion trends.
Serve as a strategic operational connector between Sales, Partnerships, Finance, Marketing, and other business functions.
Lead implementation of new systems, workflows, and operational processes while ensuring strong adoption across teams.
Establish documentation, training materials, and standard operating procedures to support operational consistency.
Drive continuous improvement initiatives focused on automation, scalability, and revenue efficiency.
Influence senior stakeholders by translating business needs into technical solutions and operational strategies.
Balance long-term systems architecture with immediate business priorities in a rapidly changing environment.
Requirements:
The ideal candidate is a strategic and analytical operations leader with extensive experience building revenue systems, optimizing sales processes, and supporting high-growth organizations. This role requires strong technical knowledge, excellent stakeholder management skills, and the ability to create structure in complex environments.
8+ years of experience in Sales Operations, Revenue Operations, Business Systems, or related operational leadership roles.
Experience working within B2B SaaS, fintech, or other high-growth technology environments.
Deep expertise with Salesforce, including system architecture, customization, workflow optimization, CPQ solutions, and lead-routing strategies.
Strong understanding of revenue technology ecosystems and business process design.
Proven ability to analyze complex data sets and transform pipeline metrics into executive-level insights.
Experience designing scalable processes, documentation, and operational frameworks from the ground up.
Strong understanding of data integrity, reporting structures, integrations, and operational analytics.
Ability to collaborate effectively with senior executives and cross-functional leaders.
Demonstrated experience influencing stakeholders, challenging assumptions, and driving organizational change.
Strong problem-solving skills with the ability to manage ambiguity and prioritize competing initiatives.
Strategic mindset combined with strong execution skills and attention to detail.
Benefits:
Competitive base salary range of approximately $170,000 - $175,000, depending on location, experience, and skills.
Additional compensation opportunities, including potential bonuses, commissions, and equity depending on role structure.
Employer-sponsored 401(k) plan with dollar-for-dollar matching up to 4% of compensation.
Comprehensive health benefits, including medical, dental, and vision insurance.
Competitive paid time off and parental leave programs.
Access to financial wellness resources and professional guidance tools.
Mental health support programs for employees and dependents.
Fertility healthcare and family-building benefits.
Student loan support resources.
Monthly work-from-home stipend and quarterly lifestyle stipend.
Team-building activities, virtual events, and opportunities to connect with colleagues.
Opportunity to contribute to a mission-driven organization focused on expanding financial security and retirement access.
How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether?
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