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PandaDoc

Document automation SaaS with e-signature

Director of Sales Operations

Sales OperationsConfirmed live in the last 24 hours
Full-timeRemote in USARemote

About the Job

Requirements

  • At least 7 years of relevant work experience in high-velocity SaaS, partnering with VP-level or more senior sales leaders.
  • Deep expertise in sales operations, including planning, forecasting, pipeline management, process optimization, and key performance indicators.
  • Demonstrated people leadership, including building, coaching, and inspiring high-performing teams with clear accountability and a growth mindset.
  • Strong influencing and communication skills, with a track record of driving consensus across complex stakeholder groups.
  • Ability to prioritize based on business impact and focus on high-leverage strategic work appropriate for the role's level.
  • Experience with Salesforce, sales engagement platforms such as Outreach, Salesloft, and Gong, advanced Excel or Google Sheets, and data analysis and reporting tools.

Responsibilities

  • Lead a team of operators to analyze opportunities and challenges facing the sales organization, develop recommendations, and drive implementation.
  • Help Sales Leadership define strategic priorities, deliver operational excellence, and foster sustainable revenue growth through analytical skills and business judgment.
  • Own operating rhythms that drive sales performance and accountability, including forecast calls, pipeline reviews, quarterly business reviews, and monthly business reviews.
  • Own and refine key performance indicator dashboards that show sales performance, trends, and improvement areas, and deliver data-backed insights that drive growth and efficiency action plans.
  • Partner with Sales Leadership to align on revenue targets, forecast accuracy, and pipeline health; identify risks and opportunities; and develop the annual sales operations roadmap, including territory design, quota setting, and go-to-market planning milestones.
  • Translate business needs into clear technical requirements, success criteria, and timelines as the liaison between Sales Leadership and technical teams, including Data and go-to-market Engineering.
  • Maintain working fluency in the sales technology stack, own tier-one Salesforce configurations and single-system workflows, partner with the go-to-market Systems team on multi-system integrations, evaluate new tools, and drive change management to ensure adoption and impact.
  • Manage process-improvement efforts to identify and execute opportunities for efficiency, deal velocity, and revenue predictability.
  • Collaborate with Marketing, Product, Finance, and Customer Success to improve lead flow, conversion strategies, and overall go-to-market alignment.
  • Identify opportunities to use artificial intelligence tools and automation to increase efficiency, accuracy, and scale in sales operations workflows.

Desired Qualifications

  • Experience with SQL, Tableau or Looker, and artificial intelligence or machine learning tools and frameworks.

About the Company

PandaDoc

Document automation SaaS with e-signature

PandaDoc is a cloud-based platform that helps teams create, manage, track, and e-sign business documents such as proposals, quotes, and contracts. Users start with templates and a drag-and-drop editor to generate documents, collaborate in real time, and view analytics showing when a document is opened. It binds to CRM, payment, and storage tools (like Salesforce, HubSpot, Stripe, Dropbox) to automate routing and workflows and offers legally binding e-signatures. Its goal is to streamline the entire document lifecycle for SMBs and mid-market teams, reducing cycle times and helping close deals.

Company size
501-1,000
Company stage
Late Stage VC
Total funding
$66.6M
Headquarters
San Francisco, CA
Founded
2011

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