Sales Strategy and Operations Director

Job not on LinkedIn

🔥 11 minutes ago

🇺🇸 United States – Remote

💵 $170k - $175k / year

⏰ Full Time

🔴 Lead

📊 Sales Operations

🦅 H1B Visa Sponsor

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Logo of Human Interest

Human Interest

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Systems Architecture & Strategy: Own the architectural roadmap for our GTM tech stack (Salesforce, LeanData, Gong, and routing engines), ensuring it seamlessly scales with our multi-channel SMB and Mid-Market pipelines. • Process Engineering: Evaluate the end-to-end buyer and partner journeys to eliminate operational bottlenecks, automate manual handoffs, and maximize field productivity. • Data Integration & Insights: Partner with Data Engineering to maintain absolute data integrity across systems, ensuring that executive reporting (including QPR pipelines and conversion rates) accurately reflects realities. • Cross-Functional Collaboration: Serve as the strategic operational bridge between Sales, Partner Management, Finance, and the newly independent Marketing team to ensure seamless handoffs and pipeline clarity. • Change Management: Lead the rollout, documentation, and operational training of new system structures, tools, and workflows across the revenue organization.

🎯 Requirements

• 8+ years of Sales or Revenue Operations experience, with a heavy concentration in B2B SaaS or high-growth FinTech environments. • Deep Salesforce Expertise: Proven track record designing, customizing, and scaling complex Salesforce instances, CPQ tools, and advanced lead-routing configurations. • Analytical Engine: Exceptional capacity for data analysis; experience turning raw pipeline metrics into actionable executive-level insights. • Execution & Drive: A track record of stepping into highly fluid, scaling environments and building structure, documentation, and standard operating procedures (SOPs) from the ground up. • Strategic Partnership: The ability to influence VP-level stakeholders, challenge assumptions constructively, and balance long-term system architecture with immediate business needs.

🏖️ Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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