We are seeking a talented individual to join our team as a Director of Business Operations and Systems.

In this role, you will be at the forefront of optimizing our revenue and business systems ecosystem - spanning Sales, Customer Success, Account Management, Implementation, and Deal Desk. Reporting to the SVP - Operations, you will act as a strategic systems architect, RevOps partner, and team lead managing 2 direct reports

You will bridge high-level strategy and hands-on execution: architecting system flows, managing Nue CPQ, driving forecasting and pipeline reporting, and leading day-to-day systems operations while mentoring your team.

WHO YOU ARE

RevOps Partnership & Revenue Strategy

Strategic Business Partner: Trusted operational partner to Sales, Marketing, Finance and Customer Success leaders for process optimization, territory/capacity insights, pipeline reviews, and GTM execution.
Forecasting & Revenue Analytics: Skilled in building and maintaining revenue metrics, renewal forecasting, NRR/GRR tracking, and churn analysis to identify systemic revenue risks.
Process Architecture: Experienced in mapping pre- and post-sale customer journeys, handoffs, and operational playbooks to drive retention, expansion, and team efficiency.

Systems Architecture & Tech Stack Governance

Salesforce & CPQ Ownership: Hands-on architect and administrator for Salesforce (system of record) and Nue CPQ, owning product catalogs, SKU/packaging creation, pricebooks, custom attribute setups, and Deal Desk approvals.
End-to-End System Integration: Expert in designing scalable data flows across interconnected GTM tools (Planhat, LeanData, Maxio, Outreach, Highspot, ChiliPiper) with minimal manual overhead.
Data Architecture & Governance: Skilled in creating technical documentation, field libraries, change logs, and data quality standards that keep cross-system data accurate and audit-ready.

Team Leadership & Project Management

Player-Coach & Team Lead: Proven ability to lead a small team—managing sprint intake, setting clear priorities, conducting flow/code reviews, and developing technical capacity.
Project Delivery: Experienced in leading complex system implementations from requirements gathering through vendor evaluation, testing, deployment, and change management.
Practical AI & Automation: Skilled in leveraging modern AI and automation tools to streamline workflows, enrich CRM data, and improve operational output.

WHAT YOU'LL DO

RevOps Leadership & Business Partnership

Act as the primary operational partner for Sales, Marketing, Finance and CS leadership—translating business priorities into actionable revenue strategies and system workflows.
Own revenue operations, including renewal/expansion forecasting, weekly pipeline hygiene, NRR channel updates, and churn analysis.
Manage Deal Desk operational reviews, order form templates, custom SKU controls, and monthly Finance reconciliations (SFDC Maxio) to maintain quote-to-cash alignment.
Conduct quarterly pricing and discounting analysis in partnership with Finance and Product Marketing to evaluate historical trends and margin impact.

Systems Architecture & Administration

Serve as primary architect and hands-on administrator for Salesforce and Nue CPQ, maintaining high system availability, flow logic, and data integrity.
Co-own the business systems roadmap with the SVP of Operations driving structured intake, trade-off evaluations, and deployment release calendars.
Manage the Planhat-to-Salesforce data flow, ensuring seamless bi-directional synchronization for customer health scores, renewal milestones, and usage data.
Oversee user access provisioning, security configuration reviews, and license management across all GTM and revenue tools.
Manage GTM system vendor contracts, renewals, invoice approvals, and systems budget allocations.

Team Management & Operations

Lead, mentor, and direct small team
Establish structured intake, prioritization, and sprint cadences for all RevOps and systems requests across the organization.
Maintain comprehensive technical documentation, architecture maps, and user training guides for all system modifications.