Sales Strategy and Operations Director

Human Interest

Sales Strategy and Operations Director at Human Interest, overseeing operational efficiency and cross-functional collaboration in high-growth fintech reshaping retirement benefits.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesLead💰 $170,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Systems Architecture and Strategy, particularly with Salesforce and B2B SaaS environments, while effectively driving data integration and cross-functional collaboration to enhance operational efficiency and insights.

Highest-signal resume keywords

Salesforce ExpertiseB2B SaaS ExperienceData AnalysisProcess EngineeringChange Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce CustomizationCPQ ToolsLead-Routing ConfigurationsData IntegrityOperational TrainingStandard Operating ProceduresPipeline Metrics AnalysisArchitectural Roadmap DevelopmentAutomation of Manual HandoffsExecutive Reporting

Soft Skills

Cross-Functional CollaborationInfluencing StakeholdersConstructive ChallengeExecutionDrive

Tools & Technologies

SalesforceLeanDataGongRouting Engines

Industry Keywords

Revenue OperationsHigh-Growth FinTechMulti-Channel PipelinesBuyer Journey EvaluationPartner Management

About the role

Key responsibilities & impact

Systems Architecture & Strategy: 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.
Process Engineering: Evaluate the end-to-end buyer and partner journeys to eliminate operational bottlenecks, automate manual handoffs, and maximize field productivity.
Data Integration & Insights: Partner with Data Engineering to maintain absolute data integrity across systems, ensuring that executive reporting (including QPR pipelines and conversion rates) accurately reflects realities.
Cross-Functional Collaboration: Serve as the strategic operational bridge between Sales, Partner Management, Finance, and the newly independent Marketing team to ensure seamless handoffs and pipeline clarity.
Change Management: Lead the rollout, documentation, and operational training of new system structures, tools, and workflows across the revenue organization.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.