Director, Client Operations
United States7h ago
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Key details
- Salary
- $150K–$200K/yr
- Location
- United States
- Work style
- Remote
- Level
- Lead / Staff+
- Job type
- Full-time
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 7h ago
Skills
About the role
The Director of Client Operations is responsible for the strategic leadership, organizational design, and financial stewardship of the Client Operations function within an assigned region. Reporting to the VP of Operations and aligned to the EVP of Sales, this leader ensures operational rigor, forecasting discipline, and margin protection across their regional sales segment.
In addition to regional accountability, each Director partners closely with peer Directors to ensure consistent governance standards, coverage models, and operational practices across the broader Client Operations organization. This role balances regional ownership with enterprise-wide functional alignment to support scalable growth and financial discipline.
Duties / Responsibilities
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Lead and develop Senior Managers and Managers within the assigned region
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Design and continuously refine regional coverage models aligned to revenue growth and segment complexity
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Evaluate span-of-control, workload distribution, and structural alignment
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Drive succession planning and leadership bench development
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Partner with regional Sales Leadership to ensure operational alignment and execution readiness
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Lead during periods of Financial Close, End of Month/Quarter/Year. Marshalling resources to achieve results during high stress, time constraint periods.
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Establish and maintain regional quote-to-cash governance standards aligned to enterprise frameworks
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Ensure disciplined Salesforce hygiene standards are consistently reinforced across teams
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Own regional oversight of month-end Salesforce activities, including opportunity updates, stage accuracy, close date integrity, and required documentation compliance
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Ensure forecasting cadence and pipeline validation processes are consistently executed by Managers
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Identify systemic forecast volatility, revenue timing risks, or margin exposure trends within the region
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Escalate material operational or financial risks to leadership
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Monitor recurring booking errors, documentation gaps, or process inefficiencies and drive structural corrective action
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Sponsor regional and enterprise workflow improvements and system enhancements to increase scalability and execution consistency
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Serve as the senior Client Operations partner to regional Sales Leadership, including Managing Directors and EVP alignment
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Maintain regular cadence with Sales Leadership regarding pipeline health, forecasting discipline, coverage effectiveness, and operational readiness
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Provide structured operational insights to support Sales in achieving financial objectives
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Oversee resolution of high-impact escalations related to opportunity management, forecasting integrity, booking compliance, product delivery coordination, AP/AR exposure, and revenue recognition considerations
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Partner closely with Finance to ensure margin protection, compliance with revenue recognition standards, and financial stability
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Partner with Alliances to interpret OEM, distributor, and partner program structures and translate program requirements into scalable operational processes and governance standards
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Ensure partner program incentives, rebates, special pricing agreements, and funding mechanisms are operationalized in alignment with internal booking policies, margin guidelines, and revenue recognition standards
Regional Leadership & Organizational Design
Operational Governance, Forecast Discipline & Salesforce Integrity
Sales Partnership & Cross-Functional Alignment