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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in Client Operations, with expertise in organizational design, financial acumen, and operational governance. Proven ability to influence stakeholders and drive cross-functional initiatives to achieve revenue growth and operational efficiency.
Highest-signal resume keywords
Sales Operations ExperiencePeople LeadershipFinancial AcumenOrganizational Design ExpertiseChange Management Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ManagementForecastingRevenue Recognition ComplianceOperational GovernanceAnalytical Reporting
Soft Skills
Polished Communication SkillsTalent DevelopmentInfluencing StakeholdersPresentation SkillsAbility to Work Under Pressure
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Client OperationsSales SupportTechnology ResellerRevenue GrowthCross-Functional Initiatives
Tech Stack
Tools & technologiesAirflow
About the role
Key responsibilities & impact- Provide strategic leadership for the Client Operations function within an assigned region
- Lead and develop Senior Managers and Managers
- Design and refine regional coverage models aligned to revenue growth and segment complexity
- Evaluate span of control, workload distribution, and structural alignment
- Drive succession planning and leadership bench development
- Partner with regional Sales Leadership on operational alignment and execution readiness
- Lead during financial close and end-of-month, quarter, and year periods
- Establish and maintain regional quote-to-cash governance standards
- Reinforce Salesforce hygiene standards across teams
- Oversee month-end Salesforce activities, including opportunity updates, stage accuracy, close-date integrity, and documentation compliance
- Ensure forecasting cadence and pipeline validation processes are executed
- Identify forecast volatility, revenue timing risks, and margin exposure trends
- Escalate material operational or financial risks to leadership
- Monitor booking errors, documentation gaps, and process inefficiencies and drive corrective action
- Sponsor workflow improvements and system enhancements
- Serve as senior Client Operations partner to regional Sales Leadership, including Managing Directors and EVP
- Provide operational insights supporting financial objectives
- Oversee high-impact escalations involving opportunity management, forecasting, booking compliance, product delivery coordination, AP/AR exposure, and revenue recognition
- Partner with Finance on margin protection, revenue recognition compliance, and financial stability
- Partner with Alliances to operationalize OEM, distributor, and partner program requirements
- Ensure incentives, rebates, special pricing agreements, and funding mechanisms align with booking policies, margin guidelines, and revenue recognition standards
- Partner with peer Directors to ensure consistent Client Operations standards across regions
- Report to the VP of Operations and align with the EVP of Sales
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree required
- 7+ years in Sales Operations, Client Operations, Finance, or Sales Support
- 4+ years people leadership experience preferred
- Experience leading cross-functional initiatives or transformation efforts
- Experience in technology reseller strongly preferred
- Strong people leadership and talent development capabilities
- Organizational design and capacity planning expertise
- Polished presentation and communication skills suitable for senior sales leadership engagement
- Strong business and financial acumen
- Systems thinking and operational governance mindset
- Ability to influence cross-functional stakeholders
- Experience leading change management initiatives
- Strong analytical and reporting capability
- Ability to operate effectively in high-pressure, sales-driven environments
- Ability to safely and effectively perform essential job functions
- Ability to maintain regular and predictable attendance
- Ability to travel safely and reliably to an office and/or client work site, as required
- Ability to perform duties at customer sites or in data center environments
- Ability to stand, walk, bend, and lift or move equipment weighing up to 50 pounds
- Ability to work in fluctuating temperatures and production environments with varying noise, lighting, and airflow
- Ability to use hands and fingers to handle, feel, or operate objects, tools, or controls
- Ability to hear, listen, and communicate clearly
Benefits
Comp & perks- Medical, Dental, and Vision Insurance
- 401(k)
- Paid company holidays
- Paid time off
- Paid parental and caregiver leave
- Cross department training and development
- Sponsoring certifications and credentials for continued learning
- Multi-million-dollar technology lab
