Director of Sales and Cx Operations

| Greater NYC Area
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As a Director of Sales and Cx Operations you will lead and grow our operations team to continue to develop and deploy go-to-market business solutions to ensure the utmost productivity within our NYC Melio team. You will be responsible for operationalizing our tools for Sales and Cx as well as building our operations roadmap as we scale. Being both analytical and data focused, you will utilize the expertise of GTM tools along with strategic thinking to deliver top-notch critical insights for leadership, and ensure we are performing at a high level through the operational standpoint within our GTM functions. You will work cross functionally among the organization to improve processes which will ultimately lead to amazing results!

How you’ll make an impact:

  • Lead a team responsible for operations in our go-to-market functions which includes Sales, Customer Success, Customer Experience, Marketing, etc. 
  • Expand and adjust upon the models for team productivity, utilizing insights and data management to provide recommendations to leadership from findings
  • Evaluate our current processes, and define where stronger process efficiencies need to be placed in order to improve the overall team performance
  • Establish and execute scalable processes to drive best practices within lead management through both inbound and outbound efforts
  • Be at the forefront of creating and implementing a training program for GTM on-boarding strategy, along with implementing cross-functional operational initiatives 
  • Pioneer new technology applications to optimize and improve the overall team performance
  • Maintain and evaluate all data reports, while rolling all strategic projects

What we’d love to see: 

  • 7+ years of operations experience, with 2-3 years supporting Sales and Cx operations preferably within a fintech or startup environment
  • 3+ years within a management role, ideally supporting operations professionals
  • Experience being a leader within a go-to-market team
  • Proven ability to run and deliver results on large-scale
  • Proven ability to fulfill complex technical projects across several sites under tight deadlines through organized planning and prioritization
  • Strong analytical background. You also have experience within SQL, along with reporting tools such as Salesforce, Redash, Tableau, Looker or any other visualization 
  • Bonus points for successfully implementing OKR in a previous role
  • Bonus points for knowledge of fintech, AP/AR, and/or B2B strategy

Benefits and Perks:

  • Comprehensive health benefits (medical/dental/vision) where Melio pays a majority of the monthly premiums 
  • Competitive compensation plans
  • 401K matching
  • Flexible PTO
  • Stocked kitchen full of snacks, drinks, coffee and much more!
  • Weekly catered lunch
  • Yoga Fridays
  • Plenty of fun team outings
  • Extensive career growth and development opportunities throughout a growing startup

About us: 

When we started Melio, we wanted to build more than an efficient Accounts Payable tool. We wanted to build a service that helps small businesses keep up with business. Melio is a B2B payments experience that not only saves time but also significantly improves cash flow. We aid to make the payment workflow so simple it helps businesses focus on their customers, not their back office. With a company that works in the heart of Soho, the Melio team has continued to grow exponentially. Our faMELIO is made up of hardworking go-getters. We love to celebrate the successes of our team, and the continued success of our growing company! 

Here at Melio, culture is one of our biggest priorities. We champion a team that fosters diversity and inclusivity in all aspects. Regardless of gender, age, race, nationally, sexual orientation, parental status, or disability, Melio will consider all qualified applicants during our process as we are proud to be an equal opportunity employer. Even if you’re on the fence about applying to an open role, please throw your specs in the mix -- we’d love to connect with you!

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Technology we use

  • Sales & Marketing
    • IntercomCRM
    • SalesforceCRM
    • IntercomEmail


Melio sits right in the heart of Soho, close by cool bars, restaurants and shopping! The office is easily accessible by major subway and bus lines.

An Insider's view of Melio

What are some social events your company does?

I loved the cooking class, followed by a trip to the Tenement Museum and a rooftop bar. It was educational, a great way to mingle with the team, and it was culturally enriching which perfectly captured Melio's diversity. Melio redefines your typical office culture by providing great events & activities to celebrate the team and our accomplishments!

Brissia Perez

Inbound Sales Manager

What projects are you most excited about?

It's been an amazing opportunity to build out a brand new team along with the internal and cross-functional processes, which adds huge value to our company growth. Each month, we share our key wins to the founders. We showcase our “golden data nuggets," which demonstrates team progress along with customer feedback and patterns we've noted.

Alexandra Briner

Senior Customer Success Manager

How does the company support your career growth?

At Melio, company success and employee development go hand-in-hand. We truly care about our people! Supervisors empower their direct reports to take on new initiatives, make mistakes, learn, & grow. This ensures Melio continues the company's culture and mission, where self-improvement is also collective success among the collaborate organization.

Elliot Daniels

Bill Operations Manager

How do you make yourself accessible to the rest of the team?

I think I'm accessible by just being myself! I love to have fun and joke around, which creates transparency and openness within building relationships among the team. I prioritize the weekly team meetings, and continue to have 1:1 syncs with everyone in the office. The end goal is that everyone always feels at ease to come forward to leadership!

Shai Fortuna

NY GM & Head of Strategic Markets

How does your team reward individual success?

Whether it’s a career milestone such as a “Melioversary," a promotion, or simply a job well-done, Melio makes certain to highlight the amazing accomplishments of individuals on a consistent basis. I love hearing about and commemorating the successes of my teammates company-wide - it’s an always welcome reminder of just how special they are!

Anand Mehta

Customer Experience Partnerships Specialist

What are Melio Perks + Benefits

Melio Benefits Overview

Here at Melio, our culture and our people are some of the company's biggest priorities. We champion a team that fosters diversity and inclusivity in all aspects. We champion and continue to build upon our employee experience, which drives collaboration, transparency and overall development on an individual and team level.

Volunteer in local community
Melio participates in local volunteer activities that focuses on supporting small businesses, especially those impacted by COVID-19.
Friends outside of work
Eat lunch together
Intracompany committees
Melio has a culture and fun committees that manage events and programs from our annual holiday party to our weekly catered lunches.
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Documented equal pay policy
Unconscious bias training
All hiring managers at Melio go through an intensive unconscious bias training to ensure that we continuing to champion diversity and inclusion, especially with hiring!
Diversity manifesto
Mean gender pay gap below 10%
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Team workouts
Melio's team fitness initiatives include In-office yoga, In-office fitness classes, even virtually as well!
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Melio offers pre-tax commuter benefits for all employees.
Company Outings
Acme Co. hosts company outings Monthly.
Stocked Kitchen
Melio has a fully stocked kitchen including unlimited snacks, coffee, tea and much more!
Some Meals Provided
Employees get free lunch on Thursday. We have implemented a Seamless partnership that subsidizes that free meal while working from home due to COVID-19.
Happy Hours
Pet Friendly
Acme Co.'s pet policy is dog friendly daily.
Professional Development Benefits
Job Training & Conferences
Melio offers employees professional development opportunities like Annual individual budget for training, Onsite training courses, The ability to attend job related conferences and seminars.
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings once per month.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Cross-department program, Career mentoring, Leadership mentoring.
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