Director of Business Operations and Systems - Hyperproof

We are seeking a talented individual to join our team as a Director of Business Operations and Systems.

In this role, you will be at the forefront of optimizing our revenue and business systems ecosystem — spanning Sales, Customer Success, Account Management, Implementation, and Deal Desk. Reporting to the SVP of Operations, you will act as a strategic systems architect, RevOps partner, and team lead managing 2 direct reports.

You will bridge high-level strategy and hands-on execution: architecting system flows, managing Nue CPQ, driving forecasting and pipeline reporting, and leading day-to-day systems operations while mentoring your team.

Who You Are

RevOps Partnership & Revenue Strategy

• Strategic Business Partner: Trusted operational partner to Sales, Marketing, Finance, and Customer Success leaders for process optimization, territory/capacity insights, pipeline reviews, and GTM execution.
• Forecasting & Revenue Analytics: Skilled in building and maintaining revenue metrics, renewal forecasting, NRR/GRR tracking, and churn analysis to identify systemic revenue risks.
• Process Architecture: Experienced in mapping pre- and post-sale customer journeys, handoffs, and operational playbooks to drive retention, expansion, and team efficiency.

Systems Architecture & Tech Stack Governance

• Salesforce & CPQ Ownership: Hands-on architect and administrator for Salesforce (system of record) and Nue CPQ, owning product catalogs, SKU/packaging creation, pricebooks, custom attribute setups, and Deal Desk approvals.
• End-to-End System Integration: Expert in designing scalable data flows across interconnected GTM tools (Planhat, LeanData, Maxio, Outreach, Highspot, ChiliPiper) with minimal manual overhead.
• Data Architecture & Governance: Skilled in creating technical documentation, field libraries, change logs, and data quality standards that keep cross-system data accurate and audit-ready.

Team Leadership & Project Management

• Player-Coach & Team Lead: Proven ability to lead a small team — managing sprint intake, setting clear priorities, conducting flow/code reviews, and developing technical capacity.
• Project Delivery: Experienced in leading complex system implementations from requirements gathering through vendor evaluation, testing, deployment, and change management.
• Practical AI & Automation: Skilled in leveraging modern AI and automation tools to streamline workflows, enrich CRM data, and improve operational output.

What You'll Do

RevOps Leadership & Business Partnership

• Act as the primary operational partner for Sales, Marketing, Finance, and CS leadership — translating business priorities into actionable revenue strategies and system workflows.
• Own revenue operations, including renewal/expansion forecasting, weekly pipeline hygiene, NRR channel updates, and churn analysis.
• Manage Deal Desk operational reviews, order form templates, custom SKU controls, and monthly Finance reconciliations (SFDC Maxio) to maintain quote-to-cash alignment.
• Conduct quarterly pricing and discounting analysis in partnership with Finance and Product Marketing to evaluate historical trends and margin impact.

Systems Architecture & Administration

• Serve as primary architect and hands-on administrator for Salesforce and Nue CPQ, maintaining high system availability, flow logic, and data integrity.
• Co-own the business systems roadmap with the SVP of Operations driving structured intake, trade-off evaluations, and deployment release calendars.
• Manage the Planhat-to-Salesforce data flow, ensuring seamless bi-directional synchronization for customer health scores, renewal milestones, and usage data.
• Oversee user access provisioning, security configuration reviews, and license management across all GTM and revenue tools.
• Manage GTM system vendor contracts, renewals, invoice approvals, and systems budget allocations.

Team Management & Operations

• Lead, mentor, and direct a small team.
• Establish structured intake, prioritization, and sprint cadences for all RevOps and systems requests across the organization.
• Maintain comprehensive technical documentation, architecture maps, and user training guides for all system modifications.

Success Milestones

First 3 Months

• Complete a comprehensive audit of the business systems landscape and successfully complete onboarding on Nue CPQ, taking full ownership of SKU management, pricebook updates, and Deal Desk approvals.
• Establish and document data governance standards across Salesforce, Planhat, and Maxio, delivering a remediation plan for identified data quality issues.
• Establish a recurring RevOps reporting cadence for post-sales leadership (NRR/churn analytics) and streamline the monthly SFDC Maxio reconciliation workflow.
• Achieve a measurable reduction in quote cycle time or CPQ order form error rate.

First 6 Months

• Design and deploy a semi-automated renewal tracking process between Planhat and Salesforce with automated status triggers and clear checkpoint ownership.
• Deliver at least three prioritized roadmap projects (e.g., LeanData routing optimization, CPQ structure cleanup, or automated attribution mapping).
• Reduce custom SKU exception requests by 20% through standardized Nue CPQ rules.

What You’ll Bring

• 6+ years of progressive experience in Revenue Operations, Sales Operations, or Business Systems within a B2B SaaS environment.
• 3+ years of team lead or managerial experience guiding direct reports (delegating sprint tasks, conducting technical reviews, and mentoring team members).
• Deep Salesforce Expertise: Advanced experience with Salesforce strategy, architecture, complex Flows, and system integration patterns.
• Hands-on CPQ Experience: Direct administration experience with CPQ platforms (Nue CPQ preferred).
• Post-Sales Tooling Knowledge: Hands-on experience administering Customer Success platforms (Planhat, Gainsight, ChurnZero, or similar) integrated with CRM systems.
• SaaS Revenue Metrics: Strong understanding of B2B SaaS financial models, including ARR, NRR, GRR, logo retention, quote-to-cash, and sales capacity modeling.
• Data & Analytics Rigor: Expert-level capability in reporting, dashboard creation, data modeling, and financial system reconciliations.
• Education: Bachelor's degree in Business, Information Systems, Finance, or equivalent practical experience.

Core Tech Stack

• CRM & Core: Salesforce (Sales, Service, Experience Clouds)
• CPQ & Billing: Nue CPQ, Maxio
• Customer Success: Planhat, Intercom
• Marketing & Engagement: Pardot, Outreach, ChiliPiper, LeanData
• Analytics & Intelligence: ZoomInfo, LinkedIn Sales Navigator, Chorus.ai, Gong, 6Sense, Highspot

Interview Process

• Screening call with Talent Acquisition (30 mins)
• 1st interview with Hiring Manager (45 mins)
• 4 additional interviews (45 mins each)
• Final Meetup with Hiring Manager (30 mins)

Benefits & Compensation

• Base Pay: $146,000 — $206,000 USD + equity
• PTO & Leave: Unlimited PTO and two company-wide shut-down weeks (July & Dec); 12 weeks parental leave
• Retirement: 401(k) with immediate vesting and 4% company match
• Work Setup: $500 home office stipend, choice of PC or Mac laptop
• Health & Wellness: Comprehensive medical, dental, and vision coverage, plus a $100 quarterly wellness stipend