Sales Strategy and Operations Director
About The Position
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role As the Sales & Strategy Operations Director, you will report directly to the VP of Sales and work cross-functional with leaders to design, scale, and optimize the operational engine driving our sales and partner channels. Following our strategic realignment to focus RevOps on pure infrastructure and revenue efficiency, you will own the business systems strategy, data pipelines, and process design that empowers our field teams to convert and scale effortlessly. You are an expert at translating high-level revenue strategies into clean system architectures, eliminating friction for sales teams, and building bulletproof data tracking for executive visibility.
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.
Responsibilities
- 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.
- Evaluate the end-to-end buyer and partner journeys to eliminate operational bottlenecks, automate manual handoffs, and maximize field productivity.
- Partner with Data Engineering to maintain absolute data integrity across systems, ensuring that executive reporting (including QPR pipelines and conversion rates) accurately reflects realities.
- Serve as the strategic operational bridge between Sales, Partner Management, Finance, and the newly independent Marketing team to ensure seamless handoffs and pipeline clarity.
- Lead the rollout, documentation, and operational training of new system structures, tools, and workflows across the revenue organization.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
