Sales Strategy and Operations Director

For our client, a leader in the Finance & Insurance space, we are seeking a Sales Strategy and Operations Director to join their team. This role will lead operational priorities focused on execution quality, efficiency, safety, and measurable performance outcomes. You will collaborate with field leadership, support functions, and cross-functional stakeholders to improve accountability, service delivery, and operational consistency. The position offers the opportunity to influence operational scale, customer outcomes, and organizational performance within a regulated financial services environment.

Responsibilities

• Own the architectural roadmap for the GTM tech stack and ensure scalability
• Evaluate buyer and partner journeys to eliminate operational bottlenecks
• Partner with Data Engineering to maintain data integrity across systems
• Serve as the operational bridge between Sales, Partner Management, Finance, and Marketing
• Lead the rollout and operational training of new systems and workflows

Qualifications

• 8+ years of Sales or Revenue Operations experience in B2B SaaS or high-growth FinTech environments
• Proven track record with complex Salesforce design and customization
• Exceptional data analysis skills for actionable insights
• Experience in building structure and SOPs in fluid environments
• Strong ability to influence VP-level stakeholders

Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4%
• Comprehensive health, dental, and vision insurance
• Competitive time off and parental leave
• Access to financial tools and resources for financial wellness
• Enhanced mental health support for employees and dependents
• Fertility healthcare and family planning benefits
• Student loan resources for planning and repayment assistance
• Monthly work-from-home stipend and quarterly lifestyle stipend
• Team-building experiences to promote collaboration and camaraderie

Pay

$170,000 – $175,000 annually

Location: Remote - US based candidates only, no visa sponsorship available