Role Description
The Sales and Business Operations Director is responsible for driving operational excellence across the revenue organization through strategic planning, business analytics, process optimization, forecasting, and cross-functional program leadership. This role serves as a key partner to Sales, Customer Success, Finance, Marketing, Legal, and Technology teams to improve business performance, accelerate growth, and enhance customer retention.
The successful candidate will combine strategic thinking with operational execution, leveraging data-driven insights to guide decision-making, improve organizational effectiveness, and support revenue growth initiatives.
Key Responsibilities
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Strategic Business Planning
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Lead annual and quarterly business planning processes.
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Develop operational strategies that align with company growth objectives.
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Support executive leadership with business reviews, recommendations, and performance tracking.
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Identify opportunities to improve organizational effectiveness and scalability.
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Revenue Operations & Analytics
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Develop and maintain executive dashboards, reports, and performance metrics.
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Analyze sales, renewal, retention, and revenue trends to identify opportunities and risks.
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Partner with Finance and Sales leadership to support forecasting activities.
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Drive data quality, governance, and reporting consistency across systems.
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Customer Retention & Renewals Operations
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Support strategies and programs designed to improve customer retention and renewal performance.
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Monitor key customer lifecycle metrics and create actionable insights.
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Develop reporting frameworks that enable proactive management of renewal pipelines and at-risk accounts.
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Partner with Customer Success and Sales leadership to optimize customer engagement processes.
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Process Improvement & Governance
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Evaluate and improve end-to-end business processes across the customer lifecycle.
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Develop process documentation, governance frameworks, and operational policies.
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Lead cross-functional initiatives focused on efficiency, scalability, and automation.
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Establish measurement frameworks to monitor effectiveness and adoption.
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Systems & Technology Management
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Partner with business and technology teams to define system enhancements and automation opportunities.
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Manage CRM processes, governance, and business requirements.
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Translate business needs into actionable system solutions.
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Drive user adoption and process compliance across revenue technologies.
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Cross-Functional Program Leadership
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Lead strategic projects involving multiple business functions.
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Facilitate stakeholder alignment on priorities, dependencies, and expected outcomes.
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Manage project timelines, communication plans, and executive updates.
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Support organizational change management efforts related to process and technology initiatives.
Qualifications
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Bachelor's degree in Business, Finance, Operations, or related field.
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8+ years of experience in Sales Operations, Revenue Operations, Business Operations, Customer Success Operations, or related disciplines.
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Experience supporting recurring revenue and customer-focused business models.
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Demonstrated ability to lead complex cross-functional projects from planning through execution.
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Experience presenting business recommendations to senior leadership.
Preferred Experience
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Experience in software, technology, SaaS, or subscription-based businesses.
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Knowledge of customer retention, renewals, and customer success operating models.
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Experience with partner operations, channel programs, or ecosystem management.
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MBA or advanced business degree preferred.
Technical Skills
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Advanced Salesforce CRM experience.
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Strong analytical and data visualization skills.
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Advanced Microsoft Excel capabilities.
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Experience with business intelligence and reporting platforms.
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Process mapping and business requirements documentation expertise.
Key Competencies
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Strategic Thinking
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Executive Communication
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Business Acumen
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Data Analysis & Insights
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Cross-Functional Influencing
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Process Improvement
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Project & Program Management
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Change Leadership
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Problem Solving
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Customer-Centric Mindset
Success Measures
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Forecast accuracy
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Business process effectiveness
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Operational efficiency improvements
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Data quality and reporting integrity
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Customer retention and renewal support outcomes
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Strategic initiative delivery
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Executive stakeholder satisfaction
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Cross-functional partnership effectiveness
Benefits
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Medical, Dental, and Vision insurance
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Disability insurance
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Paid Parental Leave
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401(k) program
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Generous Paid time off (PTO)