Sales Strategy and Operations Director
Human InterestRetirement Planning company
United States$170,000 - $175,000Director
BlackRock
SoftBank Vision Fund 2
TPG
Baillie Gifford
Glynn Capital
NewView Capital
Operations & Strategy
About the role
TL;DR
Owns GTM tech stack, data pipelines, and process design for sales and partner channels.
- •As the Sales & Strategy Operations Director, you will own the business systems strategy, data pipelines, and process design that empowers our field teams to convert and scale effortlessly.
- •You are an expert at translating high-level revenue strategies into clean system architectures, eliminating friction for sales teams, and building bulletproof data tracking for executive visibility.
- •Key Responsibilities Own the architectural roadmap for our GTM tech stack (Salesforce, LeanData, Gong, and routing engines).
- •Evaluate the end-to-end buyer and partner journeys to eliminate operational bottlenecks and automate manual handoffs.
- •Partner with Data Engineering to maintain absolute data integrity across systems.
- •Serve as the strategic operational bridge between Sales, Partner Management, Finance, and Marketing.
- •Lead the rollout, documentation, and operational training of new system structures, tools, and workflows.
- •Requirements 8+ years of Sales or Revenue Operations experience, with a heavy concentration in B2B SaaS or high-growth FinTech environments.
- •Deep Salesforce Expertise: Proven track record designing, customizing, and scaling complex Salesforce instances.
- •Exceptional capacity for data analysis; experience turning raw pipeline metrics into actionable executive-level insights.
- •A track record of building structure, documentation, and standard operating procedures (SOPs) from the ground up.
- •The ability to influence VP-level stakeholders and balance long-term system architecture with immediate business needs.
Required skills
Revenue OperationsSalesforceSQLPythonJavaScriptB2B SalesCRMPipeline Management
Nice-to-have skills
Change Management
Domain expertise
fintech
Benefits & perks
401(k) plan with employer match, Health insurance, Dental insurance, Vision insurance, Competitive time off, Parental leave, Equity, Mental health support, Fertility healthcare, Student loan resource, Work-from-home stipend, Lifestyle stipend, Team-building events
Tech stack
SalesforcePythonJavaScriptSQL