Software, SaaS, Document Management, Sales Enablement, FinTech, Business Services

Director of Sales Operations

RemoteRemoteFull TimeDirectorPosted 1 month ago

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

revenue growth
operational excellence
sales organization
pipeline management
forecasting accuracy
sales motion
data-driven
revenue operations
recommendations
strategic priorities

Nice to have

AI/ML
automation

Role summary

PandaDoc is seeking a Director of Sales Operations to build and scale the engine behind their revenue growth. This role will drive operational excellence by owning key processes, systems, and insights for the sales organization. You will partner with Sales Leadership to optimize pipeline management, forecasting, and sales efficiency. As part of the Revenue Operations leadership team, you will lead a team focused on driving excellence, efficiency, and impact through rigorous analysis and strategic prioritization. Responsibilities include leading a team, defining strategic priorities, owning business operating rhythms, refining KPI dashboards, developing the sales ops roadmap, and acting as a liaison between sales and technical teams. The role requires 7+ years of experience in high-velocity SaaS, deep expertise in sales operations, strong strategic and executional skills, and demonstrated people leadership. Required skills include Salesforce, sales engagement platforms, advanced Excel/Sheets, and data analysis. Preferred skills include SQL, Tableau/Looker, and AI/ML tools.

Director of Sales Operations

PandaDoc is looking for a Director of Sales Operations to build the repeatable, predictable, scalable engine behind our revenue growth. In this role, you will drive operational excellence across the sales organization by owning key processes, systems, and insights that enable our sales team to perform at the highest level. You'll partner closely with Sales Leadership to optimize pipeline management, refine forecasting accuracy, and ensure our sales motion is efficient, data-driven, and poised for scale.

As a member of the Revenue Operations leadership team, you'll lead a team that is constantly hunting for opportunities across the business and tenaciously driving for excellence, efficiency, and impact. You'll proactively identify, analyze, prioritize, and execute on opportunities for optimization, innovation, and growth.

In this role, you will:

Lead a team of operators to draw insights from rigorous analyses, develop informed recommendations, and drive implementation on the most critical opportunities and challenges facing the sales organization

Apply thought leadership, analytical skills, and business judgment to help Sales Leadership define strategic priorities, deliver operational excellence, and foster sustainable revenue growth

Own key business operating rhythms that drive sales performance and accountability, including forecast calls, pipeline reviews, QBRs, and MBRs

Own and refine KPI dashboards to provide visibility into sales performance, trends, and areas for improvement, delivering data-backed insights that drive action plans for growth and efficiency

Partner with Sales Leadership to align on revenue targets, forecast accuracy, and pipeline health, proactively identifying risks and opportunities, and develop the annual sales ops roadmap including territory design, quota setting, and GTM planning milestones

Act as the bridge between Sales Leadership and technical teams (Data, GTM Engineering), translating business needs into clear, actionable technical requirements with defined success criteria and timelines

Maintain working fluency in the sales technology stack, owning tier 1 Salesforce configurations and single-system workflows while partnering with GTM Systems team for multi-system integrations, evaluating new tools and driving change management to ensure adoption and impact

Manage process improvement efforts to constantly identify and execute on opportunities for efficiency, deal velocity, and revenue predictability

Collaborate with cross-functional teams (Marketing, Product, Finance, CS) to improve lead flow, conversion strategies, and overall GTM alignment

Proactively identify opportunities to leverage AI tools and automation to increase efficiency, accuracy, and scale in sales operations workflows

About you:

7+ years of relevant work experience in high-velocity SaaS, partnering with VP+ sales leaders

Deep expertise in sales operations (planning, forecasting, pipeline management, process optimization, KPIs)

Strong balance of strategic vision and executional grit, able to roll up sleeves, deliver immediate impact, and build long-term momentum

Fast learner who thrives in ambiguity, adapts quickly, and maintains resilience under pressure

Demonstrated people leadership: 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 ruthlessly based on business impact, focus on high-leverage, strategic work appropriate for your level

Communicate clearly and effectively, simplifying complex concepts whether through written or oral communication

Accountable, proactive, and solutions-oriented, you see challenges as opportunities and take ownership of outcomes

Required: Salesforce, sales engagement platforms (Outreach, Salesloft, Gong, etc.), Excel/Google Sheets (advanced), data analysis and reporting tools

Preferred: SQL, Tableau/Looker, AI/ML tools and frameworks

The annual OTE is up to $255,000.

Company Overview:

PandaDoc empowers more than 65,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com

Company Culture:

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers.

Check out our LinkedIn to learn more.

Benefits:

An honest, open culture that emphasizes feedback and promotes professional and personal development

An opportunity to work with a global team, distributed worldwide

6 self care days per year

Opportunity to participate in SPIF (sales contests) monthly!

Incredible promotion opportunities

And much more!

PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

EXTERNAL RECRUITERS

Approval Requirement

The use of external recruiters/staffing agencies requires prior approval from our HR Team. The HR Team at PandaDoc requests that external recruiters/staffing agencies not to contact PandaDoc employees directly in an attempt to present candidates. Complying with this request will be a factor in determining future professional relationships with PandaDoc.

Application deadline: 11/30/2026

Ready to apply?

You'll be redirected to PandaDoc's application page.