Director, Operations

About the Role

The Director of Operations within the TAAP (Tax, Accounting and Audit Professionals) Business Integration team will play a critical role in driving operational excellence across key commercial functions, with accountability for outcomes in three domains:

• Sales Support - Overseeing resources that enable the TAAP sales teams to operate efficiently and effectively across GTM systems and complex commercial processes.
• Process Excellence - Designing and implementing best-in-class processes for critical aspects of the TAAP business leveraging an AI-first mindset to drive efficiency and automation where possible.
• Data/Reporting - Establishing a centralized capability to gather, integrate, and analyze segment commercial and performance data, providing actionable insights to support decision-making and business growth.

This role requires a strategic thinker with strong operational and data expertise, exceptional leadership skills, and the ability to collaborate across multiple functions to deliver scalable solutions.

• Own, optimize, and continuously improve end-to-end operating processes that support day-to-day TAAP sales execution, establishing clear service levels, controls, and feedback loops to ensure reliability and scale.
• Ensure alignment between operations and broader business objectives - driving scalability, accuracy, and efficiency in workflows.
• Partner with Sales leadership to identify and implement processes that elevate seller and customer experience across the revenue lifecycle.
• Lead the design and execution of initiatives or special projects as needed in response to evolving business needs and workflow gaps for TAAP sales and commercial teams.
• Champion experimentation and adoption of AI and automation for continuous operations improvement and transformation.
• Deliver real-time insights and reporting on sales support demand, capacity and delivery that can be used to optimize day-to-day team focus and efficiency.
• Develop and operationalize best-in-class frameworks and support for new strategic and acquired products, including (but not limited to) product entitlement across disparate systems.
• Serve as a subject‑matter expert on TAAP business and sales processes to inform design and support the transition to strategic/future commercial systems.
• Establish a next‑gen data and reporting function to support all teams, roles and stakeholders within the segment.
• Deliver actionable insights through best‑in‑class visual dashboards, reports, and analysis to support business strategic decision‑making, performance, and planning.
• Serve as a trusted advisor to segment leadership, providing data‑driven recommendations and operational insights.
• Drive end-to-end process alignment across sales, marketing, and customer success to support a seamless and successful customer journey that optimizes sustained revenue growth.
• Build, lead, and develop a high‑performing team, actively developing and supporting key talent to optimize delivery against business needs.
• Foster a culture of continuous improvement, accountability, and collaboration in achieving team and business goals.

• 7+ years of progressive experience in operations, sales operations, commercial strategy, or related functions within SaaS or technology‑enabled businesses
• 5+ years of people management experience, including building and leading cross‑functional teams, setting operating cadences, and developing talent.
• Demonstrated success designing, scaling, and governing enterprise‑grade operating processes for commercial organizations; proven ability to drive measurable improvements in efficiency, quality, and outcomes.
• Advanced proficiency in data analytics, visualization, reporting, and BI platforms; experience establishing standardized metrics, dashboards, and data governance for executive decision support.
• Track record of leading AI and automation‑enabled transformations in operational workflows.
• Exceptional communication and stakeholder management skills; effective at executive‑level influence, change leadership, and cross‑functional alignment.
• Bachelor's degree required; MBA or equivalent experience preferred

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