Role Description
We’re looking for an Associate Director, Revenue Operations to help lead and scale Directive’s Revenue Operations practice. This is a senior, client-facing player-coach role for someone who combines strong people leadership with deep technical expertise across Salesforce, marketing automation, and HubSpot.
You’ll partner closely with the Director of Revenue Operations to lead a team of RevOps Strategists, oversee complex client engagements, and ensure we consistently deliver high-quality strategic and technical work. You’ll also remain hands-on, stepping into client environments to guide architecture, troubleshoot complex issues, conduct audits, and support implementations when deeper expertise is required.
The right person is equally comfortable leading a team, presenting recommendations to senior client stakeholders, and getting into the details of a Salesforce or marketing automation environment.
What You’ll Do
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Manage and mentor a team of Revenue Operations Solution Engineers, including workload management, prioritization, coaching, and performance support.
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Serve as an escalation point for complex client and technical challenges.
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Own or oversee strategic client relationships, ensuring strong communication, delivery quality, and client satisfaction.
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Lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects.
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Provide hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub.
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Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance.
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Translate complex technical findings into clear recommendations for executive and non-technical stakeholders.
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Review strategist work for technical accuracy and strategic quality before client delivery.
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Partner with Account Directors and internal leadership to identify expansion and cross-sell opportunities.
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Support scoping, solution design, and new business conversations for RevOps opportunities.
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Help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales.
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Maintain visibility into project health, capacity, utilization, and delivery risks across the team.
Qualifications
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5+ years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a related discipline.
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1–2+ years of direct people management or formal team leadership experience.
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Active Salesforce Administrator Certification.
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Strong hands-on Salesforce Sales Cloud administration and implementation experience.
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Deep experience with Salesforce Account Engagement/Pardot:
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Pardot/Account Engagement certification strongly preferred; or
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At least 2–3 years of hands-on Pardot implementation and administration experience.
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Strong hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting.
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Experience leading complex CRM and marketing automation implementations, audits, migrations, or optimization initiatives.
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Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance.
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Demonstrated ability to lead senior-level client conversations and translate technical issues into business recommendations.
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Strong written and verbal communication with the ability to confidently manage client expectations and difficult conversations.
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Ability to balance leadership responsibilities with hands-on technical execution.
Requirements
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Previous agency experience strongly preferred; consulting or professional services experience is also highly relevant.
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Salesforce Account Engagement/Pardot certification.
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Additional Salesforce certifications.
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HubSpot certifications.
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Experience working across both Salesforce and HubSpot environments for B2B organizations.
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Experience scoping projects, supporting sales conversations, and identifying account expansion opportunities.
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Experience working across multiple concurrent client engagements.
Benefits
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Compensation for this role includes a competitive base salary.
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Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle.
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Including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX).
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Mental health support through Spring Health and Headspace membership.
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Physical therapy through Omada and access to Aaptiv virtual workouts.
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Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave.
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Traditional and Roth 401(k) with a 3% company match.
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Annual bonus based on tenure, which scales in total amount over time.
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Annual Company-wide Retreat.