About The Position

The Senior Director of Delivery Operations owns the systems, standards, and infrastructure that power how SavvyMoney's solutions are implemented — and ensures that work translates directly to revenue. Reporting to the SVP of Operations, this leader builds and manages implementation forecasts tied to projected revenue recognition, while driving cross-functional alignment across Sales, Product, and Engineering to coordinate and accelerate delivery at scale.

Requirements

  • 7+ years of experience in project management, delivery operations, or implementation roles with a track record of increasing scope and responsibility
  • 5+ years of experience in Financial Services Technology (Fintech) or Software as a Service (SaaS)
  • Proven expertise with implementation and project management tooling (e.g., Smartsheet) and CRM/sales forecasting platforms (e.g., Salesforce)
  • Demonstrated ability to operate effectively in cross-functional environments, with experience influencing and advising senior and executive leadership
  • Exceptional communication and presentation skills, with the ability to translate complex operational data into clear, executive-ready narratives
  • Strong proficiency in data analysis, interpretation, and forecasting — including the ability to build and maintain implementation and revenue models
  • Advanced working knowledge of MS Office (Word, Excel, PowerPoint) and Google Workspace (Docs, Sheets, Slides)
  • Bachelor's degree required

Nice To Haves

  • advanced degree or relevant certifications (PMP, Six Sigma, etc.) a plus

Responsibilities

  • Own and manage implementation capacity forecasting across multiple product lines, serving as a strategic cross-functional partner to implementation leadership
  • Partner with Sales Leadership to align resource availability with sales projections, proactively escalating demand imbalances to senior leadership
  • Evaluate, implement, and manage implementation tools and platforms that drive consistency, scalability, and reduced resource overhead across delivery teams
  • Define and champion operational best practices, ensuring broad adoption across implementation teams
  • Collaborate with Product and Engineering leaders to ensure new products are designed and delivered for efficient, streamlined implementation
  • Develop and deliver implementation and revenue forecasts that align organizational outcomes to the Annual Operating Plan (AOP)
  • Serve as a strategic advisor to the SVP of Operations on matters of optimization, tooling, and process improvement
  • Lead the adoption and evangelization of AI-powered tools and workflows within the Operations organization

Benefits

  • Flexible Time Off (FTO) - take time off as needed to rest and recharge.
  • Medical, Dental, Vision – 100% premium paid for employee
  • Disability/Life Insurance
  • Opportunity for learning and career growth with a top Bay Area technology company
  • Reimbursement for remote work setup
  • Monthly stipend for phone and internet
  • Team building events, culture activities, all hands events
  • Paid time off to volunteer and serve the community
  • Half day Fridays
  • 401k matching contribution
  • Beautiful California East Bay offices in Dublin, CA
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