Director of Business Planning & Strategic Initiatives - Office of the CPTO

About the Role

For over 20 years, the company has empowered teams to manage work seamlessly and scale solutions smarter. Now, in its most ambitious chapter yet, the organization is uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks, and uncovering insights at scale, the company creates space for people to focus on judgment, creativity, and big thinking. This role is a high-visibility, high-accountability, and high-velocity position reporting to the Chief Product and Technology Officer (CPTO). The successful candidate will use emotional intelligence and business acumen to inform strategic priorities and collaborate across the organization to accomplish ambitious goals during a pivotal transformation into the agentic era.

This is a remote-eligible position and work may be performed from anywhere in the U.S. where the company is a registered employer.

Responsibilities

• Annual Planning and Transformation Operations:
  • Partner with the CPTO to build the org-wide 3-year strategic plan, focused on product adoption, revenue retention & growth, and customer value delivery aligned to the GTM strategy.
  • Provide lift to Executives on strategic initiatives.
  • Serve as business leader in the annual strategic and financial planning process, connecting streams of work across all product functions and partnering with Finance and GTM organizations.
  • Identify and manage critical planning decisions, cross-functional dependencies, and gaps that arise through the planning process.
  • Partner with Revenue Operations on OKR and initiative tracking and progress to support accountability across the business.
  • Facilitate alignment and collaboration amongst the Executive Leadership Teams.
• Leadership Team Operations:
  • Serve as a trusted thought partner and force multiplier to the leadership team, ensuring their time and decision-making focus on the highest-leverage priorities.
  • Own the leadership operating rhythm—staff meetings, leadership offsites, QBRs, and board or executive committee touchpoints—ensuring each is well-structured and purposeful.
  • Establish and manage a leadership operating system, including operational cadence for the CPTO and leadership team, overseeing rituals such as team meetings, offsites, and reviews.
  • Help prepare for board presentations, investor briefings, and executive leadership forums, including developing narratives, structuring materials, and synthesizing data.
  • Research, understand, and respond to the needs of global product and tech leaders related to coordination, communication, and reporting to create a cohesive organization.
  • Work with Finance and Revenue Operations partners to track budget and headcount planning.
• Communications and Culture:
  • Build and maintain team-wide communications rituals and content (e.g., team intranet, monthly newsletter, town halls) to foster visibility, alignment, and connection.
  • Develop and publish a regular cadence of intra-R&D and company-wide blogs and presentations to drive shared understanding of R&D strategy.
  • Monitor organizational health signals—team sentiment, retention risk, cross-functional friction—and surface them proactively with recommended actions.
  • Craft critical communications and presentations for the CPTO’s team cascades, speaking engagements, and organization-wide communications for internal and external branding.
• Strategic Cross-Functional Initiatives:
  • Opportunistically run point on cross-functional projects.
  • Run governance on change management planning for transformation initiatives, including establishing a standardized approach across teams.
  • Partner with functional and technical program management teams to execute project and initiative plans.

Requirements

• Minimum 10+ years of experience in strategy, operations, or program management in a SaaS business.
• Management consulting or equivalent experience is required; MBA preferred.
• Successful track record in building, scaling, mobilizing, and refining strategy and associated programs/initiatives for complex businesses, ideally in a go-to-market function.
• Excellent communication and stakeholder management skills, capable of building relationships at every organizational level.
• Experience with organizational design, organizational behavior, leadership development, and/or team development.
• Meticulous attention to detail and the capacity to juggle multiple projects simultaneously.
• Proficient in data analysis and adept at using metrics to guide decision-making and continuous improvement.
• Travel average 25% of the time, up to 50% on occasion (primarily domestic, some international).

Benefits

• Employer-subsidized medical, vision, and dental coverage for full-time employees.
• 401k match (50% of contribution up to the first 6% of eligible pay).
• Monthly stipend to support work and productivity.
• Flexible Time Away Program, plus Sick Time Off.
• 12 paid holidays per year for U.S. employees.
• Up to 24 weeks of Parental Leave.
• Personal paid Volunteer Day to support the community.
• Opportunities for professional growth and development, including access to online courses.
• Company-funded perks, including a counseling membership, local retail discounts, and a personal account.
• Teleworking options from any registered location in the U.S. (role-specific).

Pay

This role offers a competitive base salary range of $223,750–$261,250 USD, determined by professional experience, skills, and location. Additionally, this role is eligible for a market-competitive incentive opportunity.