Director of Sales Operations

Our client is a fast-growing fintech company transforming how insurance is distributed. Their platform designs and powers custom insurance programs for affinity groups, enabling partners to unlock stronger economics while delivering a modern, tech-enabled experience to clients.

Backed by leading institutional investors, the company has experienced significant growth over the past year and has reached meaningful recurring revenue scale. With product-market fit established, they are entering the next phase of growth within a large, attractive market.

Our client is seeking a Sales Operations leader who is an execution-driven builder and thrives in fast-growth, early-stage fintech or SaaS environments. This individual will own the go-to-market engine, drive predictable revenue, and help shape the commercial operating model as the business scales substantially.

• Own revenue growth: Build, manage, and scale a multi-channel sales organization spanning multiple distribution channels and strategic partnerships.
• Coach and develop: Lead and develop a growing team of sellers and account executives, setting the standard for performance, accountability, and velocity.
• Build the playbook: Design scalable sales processes, KPIs, enablement strategies, and operating rhythms to support rapid growth.
• Forecast and report: Deliver accurate pipeline visibility, forecasting, and performance insights to executive leadership.
• Cross-functional collaboration: Partner closely with Marketing, Product/Engineering, and Partnerships to ensure strong GTM alignment and feedback loops.
• Revenue operations ownership: Own CRM strategy, funnel optimization, incentive structures, and sales tooling to drive predictable, compounding growth.

• Execution-first operator: Proven experience building and scaling sales teams in high-growth environments, ideally fintech, SaaS, or insurance distribution.
• Strategic builder: Ability to architect scalable revenue motions while remaining hands-on when needed.
• Data-driven leader: Strong command of metrics, forecasting, and pipeline analytics to drive decision-making.
• People leader and recruiter: Track record of hiring, developing, and motivating high-performing teams.
• Industry familiarity: Experience in insurance, insurtech, or fintech is preferred but not required.
• High-velocity mindset: Thrives in environments where speed, accountability, and precision matter.
• Tech-forward approach: Comfortable adopting new tools, systems, and operating models quickly.

• 7+ years of B2B sales or enterprise business development experience, including 2+ years in leadership.
• Demonstrated success scaling revenue and sales teams in a growth-stage company.
• Hands-on experience with Salesforce, Hub Spot, or comparable CRM and sales enablement tools.
• Strong communication skills and executive presence.
• Experience in an early-stage or fast-growth startup environment is strongly preferred.
• Exposure to insurance brokerage, carrier, or MGA ecosystems is a plus.
• Competitive base salary with a meaningful performance-based incentive and equity component.
• Opportunity to join a growth-stage fintech company with strong momentum, product-market fit, and significant upside in a large, underserved market.

The base salary range for this role is $180,000 – $250,000 annually for New York–based hires, in compliance with applicable pay transparency laws. Compensation may vary based on experience, qualifications, and location.