CareerPlan

Director of Operations

New York City (Hybrid)Full-time$180k–$200k2026-10-29 → 2026-11-10
Hybrid

Core

Own the end-to-end process from first sales conversation through contract, implementation, go-live, and first payment, managing a small team to run sales and implementation operations as a single system.

Role type

Director of Operations (Sales & Implementation)

Builds

A unified operating system connecting sales, implementation, and finance for asset-backed finance transactions.

Domain

Financial Services / Asset-Backed Lending / Enterprise Software

Required skills

Sales operations, Revenue operations, Business operations, CRM administration, Forecasting, Compensation plan administration, Territory modeling, Implementation capacity planning, Team management, Data analysis (Excel/Sheets), Process design

Preferred skills

HubSpot, Financial services background, Asset-backed lending knowledge, Implementation/professional services operations in enterprise software

Technologies

HubSpot, Asana, Excel, Google Sheets

Responsibilities

Own HubSpot pipeline management, stage definitions, and reporting; Run pipeline and forecast cadences with Sales leadership; Administer sales compensation in partnership with Finance; Design territory, lead routing, and rep capacity models; Own Closed/Won-to-kickoff handoff processes; Run implementation capacity planning with VP of Solutions; Own implementation system (Asana) reporting and go-live/billing triggers; Standardize implementation playbook; Manage two operations team members.

Seniority

Director, hands-on IC with people management