We're looking for a Senior Operations Director for Revenue & Services who will serve as a trusted advisor to the Chief Commercial Officer, Professional Services leadership and other senior leaders. This role will shape how Professional Services operates, scales, forecasts, and performs, while driving alignment across Operations, Revenue, Sales and Finance. This role will connect services to broader business strategy, with a focus on cross-functional alignment, profitable growth and corporate results. WHAT YOU’LL DO: Shape and evolve the operating model for Revenue and Services, includingProfessional Services to enable scalable, predictable and profitable growth: forecasting methodology, capacity planning, utilization and margin management, and delivery-to-revenue alignment Set the strategic roadmap for services operations and operating infrastructure, including systems architecture (resource management, CRM integration, financial systems, data and reporting) and where to invest next Act as the strategic partner to Professional Services leaders translating business strategy and operating plans into performance targets. Represent services performance directly to executive leadership and the board Partner with President, Chief Commercial Officer, Finance leaders to evaluate profitable and growth opportunities, operating leverage, organizational capabilities, technologies and external partnerships. Lead deal desk strategy for services and deal governance, including pricing frameworks, SOW structuring, and margin guardrails, in partnership with Sales and Legal Partner in quarterly and annual planning for services capacity and revenue targets, and defend the plan directly to Finance and executive leadership Establish and drive a consistent operating cadence and process framework, including KPIs, business reviews, planning, forecasting, and reporting across the full customer lifecycle, identifying where PS operations should own versus influence
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Role overview
Job description
The Position CallRail is looking for a highly analytical and detail oriented Senior Financial Analyst to join our Financial Planning and Analysis team. Reporting to the Sr. Director of FP&A you will be responsible for pulling together reports and analysis to support the decision making of the Executive and Leadership teams. Additionally, you will partner closely with various departments, Talent & Culture and Accounting to improve our internal financial processes and help advance the operating objectives of the business. The best fit for this position is someone who is detail oriented, analytically minded, an advanced excel user and is an excellent communicator who enjoys collaborating with people across all departments. What You'll Do Monitor and analyze budget/forecast variances each month and work with department leadership to help make operating decisions. Run monthly variance
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43
Posted 30d
29
30d movement
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34.9%
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Department · Finance
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CallRail
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$159.5K – $178.5K/yr
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