[Hiring] Director of Business Operations and Performance @EPIC Brokers

Role Description

PSG is entering an important phase of growth and organizational evolution. The business has established a strong reputation in the market, built deep client relationships, expanded its capabilities, and continues to pursue meaningful growth opportunities across consulting, analytics, and technology-enabled solutions.

The Director of Business Operations & Performance is responsible for building and leading the business operating infrastructure that connects commercial growth, client delivery, financial performance, resource planning, and strategic priorities into a scalable, data-driven management system.

This role serves as a key business partner to the President and senior leadership team, providing visibility, insight, and accountability across the full business lifecycle—from pipeline generation and sales operations through forecasting, staffing, utilization, profitability, and performance management.

The successful candidate will be energized by the opportunity to build something meaningful, create structure where needed, influence decisions through data and business insight, and leave a lasting impact on how the organization plans, measures, operates, and executes its growth strategy.

Qualifications

• 10+ years of progressive experience in Business Operations, Financial Planning & Analysis, Sales Operations, Revenue Operations, Consulting Operations, Strategy, or related business management roles.
• Demonstrated experience supporting senior leadership teams with forecasting, planning, performance management, and strategic decision-making.
• Strong understanding of professional services economics, resource planning, utilization management, and profitability analysis.
• Experience developing KPI frameworks, dashboards, operating reviews, and management reporting systems.
• Proven ability to influence across multiple business functions without direct authority.
• Advanced analytical, financial modeling, planning, and problem-solving capabilities.
• Strong written and verbal communication skills with the ability to communicate effectively with senior leadership.

Requirements

• Strategic Business Acumen
• Financial & Operational Management
• Commercial Orientation
• Analytical Decision Making
• Performance Management
• Cross-Functional Leadership
• Senior Leadership Presence and Communication
• Organizational Effectiveness

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation