About The Position

The Operations & Strategy Director, Private Enterprise supports the Business Development Director by translating growth strategy into execution. This role leads the operating rhythm for Private Enterprise business development, runs cross-functional growth projects end-to-end, and builds repeatable systems that increase pipeline, improve conversion, and strengthen relationships with business owners and community influencers.

Requirements

  • Bachelor’s Degree of Business Administration or Commerce.
  • 7+ years of experience in strategy execution, business operations, sales enablement, consulting, or program/project management (professional services experience strongly valued).
  • Demonstrated ability to run multiple projects simultaneously, with strong planning, prioritization, and stakeholder management.
  • Comfort working directly with senior leaders/partners; able to influence without authority and drive accountability.
  • Strong understanding of B2B sales motions (pipeline stages, CRM discipline, forecasting, win/loss).
  • Analytical capability: can translate data into insights and actions; proficient with CRM reporting and common business tools (e.g., Excel/Power BI, presentation tools).
  • Excellent written and verbal communication; able to create clear agendas, playbooks, and executive-ready updates.

Responsibilities

  • Execute Private Enterprise growth strategy: convert annual/quarterly priorities into a clear roadmap, milestones, owners, and weekly progress reporting; identify risks early and remove blockers.
  • Run the sales operating rhythm: assist with launch biweekly sales meetings (agenda, pipeline reviews, win/loss learnings, account/industry focus, action tracking); ensure follow-through and measurable outcomes.
  • Work with sales enablement to build and roll out “Private Enterprise Academy”: refresh sales training content and delivery (playbooks, discovery, value messaging, pricing conversations, proposal best practices); coordinate facilitators; track participation and capability uplift.
  • Lead generation through internal systems: partner with CRM and data owners to improve hygiene, segmentation, and reporting; build repeatable lead lists and triggers (e.g., life events, industry signals, referral prompts); ensure leads move into pipeline with clear next steps.
  • Alumni strategy (KPMG alumni): design and run an alumni engagement motion that drives referrals and warm introductions (target lists, outreach cadences, event moments, content sharing); track alumni-sourced leads and outcomes in the CRM.
  • Alumni strategy (Shift Program alumni): build a structured approach to engage Shift Program alumni as connectors to business owners and decision-makers; coordinate touchpoints with Partners and Client Service leaders and ensure follow-up is captured and actioned.
  • Unified community approach: create a consistent approach for being visible in the community (events, boards, speaking, sponsorships, partner networking); build a calendar and coverage plan; capture relationships and touchpoints to strengthen rapport with business owners.
  • Cross-functional project leadership: manage multiple concurrent initiatives (program plans, stakeholder alignment, budgets, vendors, communications); drive decisions and deliverables on time.
  • Performance tracking & insights: define and monitor KPIs across pipeline, activity, conversion, training adoption, and community engagement; provide insights and recommendations to optimize strategy.
  • Enablement & tools: maintain sales collateral and playbooks; standardize templates (meeting agendas, call plans, opportunity plans); improve process documentation for scale.
  • Build trusted relationships across the firm to drive alignment, influence outcomes, and enable rapid execution across a complex stakeholder environment.
  • Create and maintain cross-functional relationships working closely with the Sales Enablement and Marketing team to deliver on key strategic initiatives.
  • Develop executive-ready reporting (dashboards, KPIs, and narrative insights) to track progress against national business development plans and surface risks, dependencies, and decisions needed.

Benefits

  • may be eligible for bonus awards
  • comprehensive and competitive Total Rewards program
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