We are seeking a talented individual to join our team as a Director of Business Operations and Systems.
In this role, you will be at the forefront of optimizing our revenue and business systems ecosystem - spanning Sales, Customer Success, Account Management, Implementation, and Deal Desk. Reporting to the SVP - Operations, you will act as a strategic systems architect, RevOps partner, and team lead managing 2 direct reports
You will bridge high-level strategy and hands-on execution: architecting system flows, managing Nue CPQ, driving forecasting and pipeline reporting, and leading day-to-day systems operations while mentoring your team.
WHO YOU ARE RevOps Partnership & Revenue Strategy- Strategic Business Partner: Trusted operational partner to Sales, Marketing, Finance and Customer Success leaders for process optimization, territory/capacity insights, pipeline reviews, and GTM execution.
- Forecasting & Revenue Analytics: Skilled in building and maintaining revenue metrics, renewal forecasting, NRR/GRR tracking, and churn analysis to identify systemic revenue risks.
- Process Architecture: Experienced in mapping pre- and post-sale customer journeys, handoffs, and operational playbooks to drive retention, expansion, and team efficiency.
- Salesforce & CPQ Ownership: Hands-on architect and administrator for Salesforce (system of record) and Nue CPQ, owning product catalogs, SKU/packaging creation, pricebooks, custom attribute setups, and Deal Desk approvals.
- End-to-End System Integration: Expert in designing scalable data flows across interconnected GTM tools (Planhat, LeanData, Maxio, Outreach, Highspot, ChiliPiper) with minimal manual overhead.
- Data Architecture & Governance: Skilled in creating technical documentation, field libraries, change logs, and data quality standards that keep cross-system data accurate and audit-ready.
- Player-Coach & Team Lead: Proven ability to lead a small team—managing sprint intake, setting clear priorities, conducting flow/code reviews, and developing technical capacity.
- Project Delivery: Experienced in leading complex system implementations from requirements gathering through vendor evaluation, testing, deployment, and change management.
- Practical AI & Automation: Skilled in leveraging modern AI and automation tools to streamline workflows, enrich CRM data, and improve operational output.
- Act as the primary operational partner for Sales, Marketing, Finance and CS leadership—translating business priorities into actionable revenue strategies and system workflows.
- Own revenue operations, including renewal/expansion forecasting, weekly pipeline hygiene, NRR channel updates, and churn analysis.
- Manage Deal Desk operational reviews, order form templates, custom SKU controls, and monthly Finance reconciliations (SFDC Maxio) to maintain quote-to-cash alignment.
- Conduct quarterly pricing and discounting analysis in partnership with Finance and Product Marketing to evaluate historical trends and margin impact.
- Serve as primary architect and hands-on administrator for Salesforce and Nue CPQ, maintaining high system availability, flow logic, and data integrity.
- Co-own the business systems roadmap with the SVP of Operations driving structured intake, trade-off evaluations, and deployment release calendars.
- Manage the Planhat-to-Salesforce data flow, ensuring seamless bi-directional synchronization for customer health scores, renewal milestones, and usage data.
- Oversee user access provisioning, security configuration reviews, and license management across all GTM and revenue tools.
- Manage GTM system vendor contracts, renewals, invoice approvals, and systems budget allocations.
- Lead, mentor, and direct small team
- Establish structured intake, prioritization, and sprint cadences for all RevOps and systems requests across the organization.
- Maintain comprehensive technical documentation, architecture maps, and user training guides for all system modifications.
- Perform other operational duties and special projects as assigned.
- System Audit & CPQ Onboarding: Complete a comprehensive audit of the business systems landscape and successfully complete onboarding on Nue CPQ, taking full ownership of SKU management, pricebook updates, and Deal Desk approvals.
- Data Governance Framework: Establish and document data governance standards across Salesforce, Planhat, and Maxio, delivering a remediation plan for identified data quality issues.
- Process Alignment: Establish a recurring RevOps reporting cadence for post-sales leadership (NRR/churn analytics) and streamline the monthly SFDC Maxio reconciliation workflow.
- Targeted Operational Win: Achieve a measurable reduction in quote cycle time or CPQ order form error rate.
- Automated Renewal & Expansion Workflow: Design and deploy a semi-automated renewal tracking process between Planhat and Salesforce with automated status triggers and clear checkpoint ownership.
- Roadmap Execution: Deliver at least three prioritized roadmap projects (e.g., LeanData routing optimization, CPQ structure cleanup, or automated attribution mapping).
- Quantifiable Efficiency Targets: Achieve measurable improvements across key metrics:
- Reduce custom SKU exception requests by 20% through standardized Nue CPQ rules.
- Improve Planhat-to-Salesforce data synchronization accuracy to
- Decrease lead routing turnaround times.
- 6+ years of progressive experience in Revenue Operations, Sales Operations, or Business Systems within a B2B SaaS environment.
- 3+ years of team lead or managerial experience guiding direct reports (delegating sprint tasks, conducting technical reviews, and mentoring team members).
- Deep Salesforce Expertise: Advanced experience with Salesforce strategy, architecture, complex Flows, and system integration patterns.
- Hands-on CPQ Experience: Direct administration experience with CPQ platforms (Nue CPQ preferred).
- Post-Sales Tooling Knowledge: Hands-on experience administering Customer Success platforms (Planhat, Gainsight, ChurnZero, or similar) integrated with CRM systems.
- SaaS Revenue Metrics: Strong understanding of B2B SaaS financial models, including ARR, NRR, GRR, logo retention, quote-to-cash, and sales capacity modeling.
- Data & Analytics Rigor: Expert-level capability in reporting, dashboard creation, data modeling, and financial system reconciliations (e.g., SFDC to Maxio).
- Education: Bachelor's degree in Business, Information Systems, Finance, or equivalent practical experience.
Post Sales Tools
- CRM & Core: Salesforce (Sales, Service, Experience Clouds)
- CPQ & Finance Billing: Nue CPQ, Maxio
- Customer Success & Engagement: Planhat, Intercom
- Marketing & Sales Engagement: Pardot, Outreach, ChiliPiper, LeanData
- Intelligence & Analytics: ZoomInfo, LinkedIn Sales Navigator, Chorus.ai, Gong, 6Sense, Highspot
- Collaboration: Slack, Teams, Zoom
LOCATION
We are a fully remote company! Rather than restrict ourselves to only finding talent in one city, we’d rather find the absolute best people regardless of where they live.
CANDIDATE EXPERIENCE
- We value your time and want you to know what to expect from us. This role is critical to the growth of Hyperproof and as such, for this interview, we expect to ask you to participate in;
- Screening call with Talent Acquisition 30 mins
- 1st interview with Hiring Manager (45 minutes)
- 4 additional interviews (45 minutes each)
- Final Meetup with Hiring Manager (30 minutes)
WHERE YOU’LL GO
- Hyperproof also loves to see an internal transfer. If a linear career path is not what you’re looking for, you can work with your manager and our people team to explore lateral moves to other parts of the organization as you continue to grow with us.
WHAT WE OFFER
- Base salary and equity compensation
- Unlimited PTO: strongly encourage to unplug and recharge
- 401K which vests immediately, complete with 4% company match
- $500 home office stipend
- Choose your tech - PC or Mac laptop
- Slack channel notifications turn off after 5 pm based on your time zone
- Annual company in-person events
- Health & Wellness: coverage for medical, dental, and vision - employee and dependents.
WHERE YOU’LL GO
- Hyperproof also loves to see an internal transfer. If a linear career path is not what you’re looking for, you can work with your manager and our people team to explore lateral moves to other parts of the organization as you continue to grow with us.
WHAT WE OFFER TO OUR EMPLOYEES
Please note: Benefits listed below are for employees in the United States; contractor roles or international positions may differ
- Annual compensation reviews + equity
- Unlimited PTO: strongly encouraged to unplug and recharge
- Health: coverage for medical, dental, and vision - employee and dependents
- 401K, which vests immediately, complete with a 4% company match
- 12 weeks of Parental leave and 1 year free diapers and wipes with Honest
- Annual company in-person events and quarterly in-person connects
- $500 home office stipend - at the time of hire. Any additional home office needs are requested as needed.
- $100 quarterly paid wellness stipend
- Pet insurance discount
- Slack channel notifications turn off after 5 pm based on your time zone
- Two Hypercharge weeks of rest where we close company-wide (July & Dec)
It’s an exciting time to be at Hyperproof — we recently raised $40 million in our Series B financing, further cementing Hyperproof as the emerging leader in the risk and compliance management space.
At Hyperproof’s core are our passionate team members who focus on user experience, beautiful design, and evangelize a positive social impact of our cloud based platform. We help organizations streamline their risk and compliance workflows so our customers can spend more time strategically managing programs and less time wrangling spreadsheets.
We are disrupting the governance, risk, and compliance software space with our innovative platform by helping traditionally unsung heroes (compliance professionals) do the right things so the wrong things don’t happen.
Learn more about the @hyperproof culture and how it all started.
A NOTE ABOUT OUR INTERVIEW PROCESS
We’re committed to creating a fair, respectful, and secure hiring experience for everyone. As part of that commitment, we use standard verification steps throughout our interview process.
Here’s what that means for you:
- We may conduct routine verification checks during the hiring process.
- You might be asked additional questions to better understand your experience and background.
- For video interviews, we ask that candidates be on camera without filters or visual modifications.
These steps are applied consistently for all candidates and are designed to ensure an equitable experience for everyone.
EQUAL OPPORTUNITY EMPLOYER
Hyperproof is committed to a diverse and inclusive workplace — it’s one of our core values! Hyperproof is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.
To ensure a smooth interview process, all candidates will be required to provide a valid phone number that is not a VOIP (Voice Over Internet Protocol) number. This helps us maintain clear and reliable communication throughout your interview experience.
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