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Workiva

Field Operations Director – AMER

Workiva

. Operate as a trusted operating partner to the Americas field team, preparing them for forecast calls, pipeline reviews, and QBRs .

Posted 10/13/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Sales Strategy and Operations, with a strong focus on forecasting, pipeline management, and performance metrics in a high-growth SaaS environment. Proven ability to drive adoption of sales processes and methodologies while collaborating across multiple regions and segments.

Highest-signal resume keywords
Sales Strategy & OperationsForecasting & Pipeline ManagementSales Process DesignAdvanced Proficiency in SalesforceExperience in SaaS Environment

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
ForecastingPipeline ManagementSales Process DesignPerformance MetricsRevenue IntelligenceLead-to-Cash ProcessSales Methodology (MEDDICC)Commercial Data AnalysisAutomation ImplementationAI-Enabled Tools
Soft Skills
CollaborationProblem-SolvingCommunicationLeadershipAnalytical Thinking
Tools & Technologies
SalesforceGoogle WorkspaceClariGongQuickSightTableauPower BISQLSnowflake
Industry Keywords
High-Growth Enterprise SalesMulti-Segment Sales OrganizationField OperationsRevenue OperationsCommercial Process Friction

Tech Stack

Tools & technologies
CloudSQLTableau

About the role

Key responsibilities & impact
  • Operate as a trusted operating partner to the Americas field team, preparing them for forecast calls, pipeline reviews, and QBRs
  • Design and run the region’s pipeline, forecast, deal review, and performance operating rhythms
  • Improve forecast predictability through sales process and methodology adoption, evidence-based deal inspection, and management accountability
  • Identify emerging performance risks and opportunities before they materially affect outcomes
  • Translate commercial data into business diagnosis and recommend interventions
  • Work with Insights and Analytics to design, test, and implement automation and AI-enabled tools with the field
  • Drive consistent opportunity progression and management standards while challenging unnecessary field friction
  • Diagnose execution gaps, fix issues with appropriate owners, and escalate systemic risks with evidence and recommendations
  • Implement global GTM initiatives, including new sales stages, across segments, verticals, and subregions
  • Distinguish legitimate local-market requirements from unnecessary process variation
  • Create feedback loops from Americas into Global Field Operations and cross-functional organizations
  • Validate planning assumptions against actual field performance
  • Partner with Enablement where capability constrains results
  • Work with Partner Field Operations to consolidate partner-sourced and co-sell deals in one pipeline and forecast

Requirements

What you’ll need
  • 10+ years of related career experience in Sales Strategy & Operations, Field Operations, Business Operations, or Revenue Operations
  • Experience building or significantly rebuilding forecasting, pipeline management, and rhythm-of-business cadences for a high-growth enterprise sales organization, ideally across multiple countries
  • Track record of measurable improvement in forecast accuracy, pipeline discipline, or sales productivity in a SaaS environment, working as a trusted operating partner to senior sales leaders
  • Advanced proficiency in Salesforce or comparable CRM
  • Advanced proficiency in spreadsheet and presentation tools; Google Workspace a plus
  • Working knowledge of sales process and qualification methodology, such as MEDDICC
  • Working knowledge of forecasting and revenue intelligence platforms, such as Clari and Gong
  • Undergraduate degree or equivalent combination of relevant experience and expertise
  • Experience supporting a multi-segment or multi-region sales organization
  • Experience introducing new sales stages, processes, or operating rhythms and driving field adoption across functional lines without direct authority
  • Experience in sales process design, performance metrics, and go-to-market execution for enterprise SaaS
  • Familiarity with BI and analytics platforms such as QuickSight, Tableau, or Power BI
  • Familiarity with modern cloud data platforms such as SQL or Snowflake
  • Experience with the lead-to-cash process and understanding of commercial-process friction
  • Experience with partner or co-sell sales motions
  • Up to 25% travel
  • Reliable home internet connection for remote collaboration across multiple time zones

Benefits

Comp & perks
  • A discretionary bonus typically paid annually
  • Restricted Stock Units granted at time of hire
  • 401(k) match
  • Comprehensive employee benefits package
  • Remote work from any location within the country of employment
  • Reasonable accommodations for applicants with disabilities