Role Description
The Director, Sales Operations & Forecasting, serves as a strategic business partner to the Commercial SVP and sales leadership team, responsible for driving revenue performance, forecasting accuracy, and data-driven decision making across the commercial organization. This leader combines strong business acumen, analytical rigor, and technology fluency to improve sales execution, optimize go-to-market strategies, and accelerate growth.
The Director will leverage Salesforce, Clari, Power BI, sales enablement platforms, and other commercial technologies to deliver actionable insights, strengthen forecast predictability, improve pipeline health, and help drive accountability throughout the revenue lifecycle. This individual will identify trends, risks, and opportunities within the business, translating data into strategic recommendations that improve revenue outcomes.
The role requires a proactive and assertive leader who is comfortable challenging assumptions, driving forecast discipline, holding teams accountable to pipeline hygiene standards, and partnering with senior executives to improve business performance. This individual will lead the commercial operating rhythm, including:
-
Monthly Business Reviews (MBRs)
-
Quarterly Business Reviews (QBRs)
-
Forecasting reviews
-
Pipeline inspections
-
Territory planning
-
Strategic growth initiatives
Qualifications
-
Bachelor's degree in Business, Finance, Economics, Analytics, related field or equivalent experience.
-
8+ years of progressive leadership experience in Sales Operations, Revenue Operations, Business Operations, Strategy, or related functions.
-
Demonstrated experience supporting enterprise sales organizations and senior commercial leaders.
-
Expertise in Salesforce, Clari, Power BI, Excel, PowerPoint, and modern revenue technology platforms.
-
Experience in identifying and leveraging AI, automation, and analytics tools to improve forecasting, productivity, and business performance.
-
Strong understanding of enterprise sales processes, pipeline management, forecasting methodologies, and revenue planning.
-
Experience developing executive dashboards, scorecards, KPIs, and performance reporting frameworks.
-
Proven ability to influence senior leaders and drive accountability across a matrixed organization.
-
Exceptional analytical, problem-solving, and financial modeling skills.
-
Strong executive communication and presentation capabilities.
-
Demonstrated ability to transform data into actionable business recommendations.
-
Strong project management and organizational leadership skills.
-
Self-directed leader capable of operating in fast-paced, high-growth environments.
-
Ability to build trusted relationships and effectively challenge leaders when necessary to improve business outcomes.
Requirements
-
Owns forecast methodology, forecast cadence, forecast governance, executive forecast reviews, forecast accuracy, and revenue commit processes.
-
Drive forecast accuracy through disciplined pipeline management, opportunity inspection, risk identification, and executive review processes.
-
Utilize Salesforce, Clari, and revenue intelligence platforms to identify trends, gaps, risks, and growth opportunities.
-
Establish forecasting best practices and hold sales leaders accountable for forecast quality and accuracy.
-
Develop predictive models and scenario analyses to improve revenue predictability and support business planning.
-
Lead recurring pipeline reviews and inspection processes to ensure opportunity quality, progression, and forecast integrity.
-
Establish and enforce pipeline management standards, opportunity qualification criteria, and CRM data quality expectations.
-
Define business performance metrics, executive insights, scorecards, KPI requirements, and analytical narratives that support decision-making.
-
Own the recurring commercial operating cadence that connects forecasting reviews, pipeline inspections, MBRs, QBRs, annual planning, and executive performance discussions.
-
Act as the business sponsor and primary user representative for commercial technologies that support forecasting, revenue planning, pipeline management, and performance analytics.
-
Partner with commercial leadership to design, implement, and optimize go-to-market strategies that drive revenue growth, improve productivity, and increase market penetration.
-
Lead change management efforts related to commercial processes, technology adoption, organizational transformation, and strategic initiatives.
-
Partner with Finance, Marketing, Product, Commercial Operations, and Executive Leadership to align priorities and improve business outcomes.
Benefits
-
Comprehensive total rewards package.
-
Health, dental, and vision coverages starting Day One.
-
Wellbeing programs.
-
Retirement plans with contribution matching.
-
Generous time off and parental leave.
-
Continuing education and career growth opportunities.
-
Flexible working arrangements.