Director, Revenue Operations

Lead Peak Technologies’ Sales Operations function, including sales planning, forecasting, compensation program management, performance reporting, Salesforce effectiveness, and leadership of Sales Operations Support (SOS) and commercial pre-sales support. Partner with the Chief Revenue Officer, sales leaders, and Financial Planning and Analysis (FP&A) to strengthen sales execution, improve productivity, and support revenue and margin goals. Establish consistent processes, reliable reporting, and effective commercial support across assigned teams.

• Manage the weekly sales forecast call process, templates, and cadence in coordination with FP&A and Sales SVPs.
• Lead the annual sales quota and financial planning process with the respective sales leaders and FP&A.
• Lead annual sales compensation plan design and implementation in partnership with Sales, Finance, and HR; monitor related KPIs and plan effectiveness.
• Manage monthly sales KPIs, leaderboards, and productivity reporting, providing actionable insights to sales leadership.
• Participate in the preparation, reporting, and overall facilitation of sales quarterly business reviews (QBRs).
• Implement best practices for Salesforce (SFDC) utilization, including adoption, data quality, reporting, and consistent sales processes.
• Facilitate the development and implementation of annual or quarterly SPIFFs and other revenue acceleration programs.
• Support performance inspection at the sales representative and regional levels by providing RVPs with sales data, activity reporting, and performance insights.
• Lead SOS and commercial pre-sales support personnel, establishing clear responsibilities, performance expectations, and accountability.
• Develop staffing, workload allocation, coverage, and training plans aligned with business needs and sales activity.
• Oversee quote preparation and commercial support workflows to improve accuracy, responsiveness, and turnaround time.
• Ensure quotes and supporting documentation reflect approved pricing, applicable terms, and required internal approvals.
• Coordinate with Procurement and vendor partners on pricing, product availability, lead times, and information needed to support customer opportunities.
• Standardize sales support procedures, documentation, escalation paths, and handoffs across assigned teams and business units.
• Partner with Sales, Finance, Procurement, and service delivery teams to resolve commercial issues and support accurate transitions from quotation to order execution.
• Monitor support service levels, quote turnaround, accuracy, backlog, productivity, and rework; use findings to improve workflows and resource allocation.
• Partner with IT and business stakeholders to improve Salesforce, ERP, quoting tools, reporting, and automation supporting sales and commercial operations.
• Manage escalated support issues, identify root causes, and implement corrective actions.
• Coach and develop employees and people leaders, supporting performance management, succession planning, and organizational effectiveness.
• Provide leadership with reporting on operational performance, resource needs, risks, and improvement priorities.
• Promote a collaborative “One Peak” approach to supporting sellers, customers, and internal business partners.

EDUCATION + EXPERIENCE + KEY TRAITS

• Bachelor’s degree in Business Administration, Operations Management, Finance, or a related field preferred; equivalent relevant experience may be considered.
• Eight or more years of progressive experience in sales operations, commercial operations, or related functions, including sales planning, forecasting, and performance analysis.
• Five or more years of experience leading teams, including responsibility for staffing, performance…