Finalsite-posted 2 days ago
Full-time • Director
Remote • Glastonbury, CT

Finalsite is the first community relationship management platform for K-12 schools, transforming how schools attract students, engage families, build community — and thrive. More than 7,000 schools and districts worldwide trust Finalsite’s integrated platform for their websites, communications, mobile apps, enrollment, and marketing services. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com . VISION Finalsite will transform the way school communities engage with their schools. SUMMARY OF THE ROLE The Director of Operations, Sales & Marketing leads the operating system behind our go-to-market (GTM) engine—owning GTM systems management (Salesforce, HubSpot, CloudCoach), sales operations and marketing operations enablement, and cross-functional program management that connects teams across the business (Finance, Legal, Client Success, Product, Engineering, and more). This leader balances strategy and execution: setting the roadmap for scalable processes and data, managing a team, and ensuring our GTM teams are supported by reliable tooling, clear governance, and actionable insights.

  • Own the end-to-end strategy, administration, and roadmap for Salesforce, HubSpot, and CloudCoach—ensuring they enable pipeline growth, marketing performance, forecasting accuracy, and customer outcomes.
  • Establish and maintain system governance: data standards, object/field strategy, lifecycle definitions (Lead → Opportunity → Customer), and role-based access controls.
  • Drive system adoption through enablement, documentation, training, and release communications.
  • Partner with stakeholders to translate business needs into prioritized backlog items and measurable outcomes.
  • Set best practices for architecture, automation (Flow/Apex), integrations, testing, deployment, and environment management.
  • Ensure operational excellence: incident response, root cause analysis, release management, and sustainable technical debt reduction.
  • Design and continuously improve core GTM workflows: lead management, routing, SLA frameworks, campaign attribution, pipeline hygiene, opportunity stages, forecasting, territory planning, and quota support.
  • Partner with Sales Leadership and Marketing Leadership to define success metrics and operating cadences
  • Lead cross-functional programs spanning Sales, Marketing, Finance, Legal, Client Success, Product, Engineering, and Operations—for example: Quote-to-cash workflow improvements and handoffs Contracting and approval workflows with Legal and Finance Renewals expansion motions and lifecycle automation with Client Success Data governance and reporting consistency across departments
  • Build repeatable program frameworks: charters, RACI models, timelines, risk registers, stakeholder communications, and executive readouts.
  • Align priorities across departments and remove friction in handoffs from lead → close → onboarding → renewal.
  • Own KPI frameworks for pipeline and marketing performance (conversion rates, CAC signals, velocity, win/loss, stage aging, attribution).
  • Deliver executive-ready insights and recommendations; identify bottlenecks and propose operational solutions.
  • Own vendor relationships and integration strategy for GTM tooling ecosystem (data enrichment, marketing automation add-ons, CPQ/CLM, BI tools).
  • Ensure integrations are stable, secure, and aligned with internal privacy/security standards.
  • 5+ years of experience in GTM Operations, Revenue Operations, Sales Operations, Marketing Operations, Client Success Operations, or Business Operations in a B2B SaaS or technology environment.
  • 3+ years leading teams, including technical roles (Salesforce developers/engineers, admins, analysts)
  • Deep hands-on expertise with Salesforce (architecture, automation, reporting, security model, integrations); strong working knowledge of HubSpot and/or CloudCoach.
  • Strong business acumen across the GTM funnel (lead → pipeline → close → renew) and ability to translate strategy into measurable operational execution.
  • Excellent stakeholder management and communication skills, including executive-level storytelling with data.
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