Director of Operations

Finalsite is the first community relationship management platform for K-12 schools, transforming how schools attract students, engage families, build community — and thrive. More than 7,000 schools and districts worldwide trust Finalsite’s integrated platform for their websites, communications, mobile apps, enrollment, and marketing services. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com.

VISION

Finalsite will transform the way school communities engage with their schools. SUMMARY OF THE ROLE

The Director of Operations, Sales & Marketing leads the operating system behind our go-to-market (GTM) engine—owning GTM systems management (Salesforce, HubSpot, CloudCoach), sales operations and marketing operations enablement, and cross-functional program management that connects teams across the business (Finance, Legal, Client Success, Product, Engineering, and more). This leader balances strategy and execution: setting the roadmap for scalable processes and data, managing a team, and ensuring our GTM teams are supported by reliable tooling, clear governance, and actionable insights.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

• Own the end-to-end strategy, administration, and roadmap for Salesforce, HubSpot, and CloudCoach—ensuring they enable pipeline growth, marketing performance, forecasting accuracy, and customer outcomes.

• Establish and maintain system governance: data standards, object/field strategy, lifecycle definitions (Lead → Opportunity → Customer), and role-based access controls.

• Drive system adoption through enablement, documentation, training, and release communications.

• Partner with stakeholders to translate business needs into prioritized backlog items and measurable outcomes.

• Set best practices for architecture, automation (Flow/Apex), integrations, testing, deployment, and environment management.

• Ensure operational excellence: incident response, root cause analysis, release management, and sustainable technical debt reduction.

• Design and continuously improve core GTM workflows: lead management, routing, SLA frameworks, campaign attribution, pipeline hygiene, opportunity stages, forecasting, territory planning, and quota support.

• Partner with Sales Leadership and Marketing Leadership to define success metrics and operating cadences

• Lead cross-functional programs spanning Sales, Marketing, Finance, Legal, Client Success, Product, Engineering, and Operations—for example:

  • Quote-to-cash workflow improvements and handoffs

  • Contracting and approval workflows with Legal and Finance

  • Renewals expansion motions and lifecycle automation with Client Success

  • Data governance and reporting consistency across departments

• Build repeatable program frameworks: charters, RACI models, timelines, risk registers, stakeholder communications, and executive readouts.

• Align priorities across departments and remove friction in handoffs from lead → close → onboarding → renewal.

• Own KPI frameworks for pipeline and marketing performance (conversion rates, CAC signals, velocity, win/loss, stage aging, attribution).

• Deliver executive-ready insights and recommendations; identify bottlenecks and propose operational solutions.

• Own vendor relationships and integration strategy for GTM tooling ecosystem (data enrichment, marketing automation add-ons, CPQ/CLM, BI tools).

• Ensure integrations are stable, secure, and aligned with internal privacy/security standards.

WHO YOU'LL WORK WITH

• Sales Leadership & Enablement: pipeline execution, forecasting, rep productivity, territory/quota support

• Marketing Leadership: campaign ops, lifecycle marketing, attribution, lead management and scoring

• Client Success: lifecycle handoffs, renewals/expansion signals, customer health data alignment

• Finance: forecasting, budgeting, bookings/revenue alignment, quote-to-cash controls

• Legal: contracting workflows, compliance requirements, approval processes

• Product & Engineering: integrations, data architecture, reliability, shared tooling strategy

• Centralized Operations: operational governance, prioritization, performance management, executive reporting

QUALIFICATIONS AND SKILLS

• 5+ years of experience in GTM Operations, Revenue Operations, Sales Operations, Marketing Operations, Client Success Operations, or Business Operations in a B2B SaaS or technology environment.

• 3+ years leading teams, including technical roles (Salesforce developers/engineers, admins, analysts)

• Deep hands-on expertise with Salesforce (architecture, automation, reporting, security model, integrations); strong working knowledge of HubSpot and/or CloudCoach.

• Strong business acumen across the GTM funnel (lead → pipeline → close → renew) and ability to translate strategy into measurable operational execution.

• Excellent stakeholder management and communication skills, including executive-level storytelling with data.

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.