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Human Interest is a high-growth fintech company on a mission to make retirement benefits accessible to small and medium-sized businesses across the United States. Backed by major investors including BlackRock, SoftBank, and TPG, the company has raised approximately $500 million to date and is transforming the retirement industry by enabling SMBs to offer employees a path to financial independence through retirement savings.
As Sales Strategy and Operations Director, you will report directly to the VP of Sales and own the operational engine driving the company's sales and partner channels. Following a strategic realignment to focus RevOps on pure infrastructure and revenue efficiency, you will be responsible for designing, scaling, and optimizing business systems strategy, data pipelines, and process design that empower field teams to convert and scale.
Key responsibilities include:
• Systems Architecture & Strategy: Own the architectural roadmap for the GTM tech stack (Salesforce, LeanData, Gong, routing engines), ensuring seamless scaling across multi-channel SMB and Mid-Market pipelines.
• Process Engineering: Evaluate end-to-end buyer and partner journeys to eliminate bottlenecks, automate manual handoffs, and maximize field productivity.
• Data Integration & Insights: Partner with Data Engineering to maintain data integrity across systems and ensure executive reporting (QPR pipelines, conversion rates) accurately reflects business realities.
• Cross-Functional Collaboration: Serve as the strategic operational bridge between Sales, Partner Management, Finance, and Marketing to ensure seamless handoffs and pipeline clarity.
• Change Management: Lead rollout, documentation, and operational training of new system structures, tools, and workflows across the revenue organization.
You bring 8+ years of Sales or Revenue Operations experience in B2B SaaS or high-growth FinTech environments. You have deep Salesforce expertise with a proven track record designing, customizing, and scaling complex instances, CPQ tools, and advanced lead-routing configurations. You excel at data analysis, turning raw pipeline metrics into actionable executive insights. You thrive in fluid, scaling environments and can build structure, documentation, and SOPs from the ground up. You influence VP-level stakeholders effectively, challenge assumptions constructively, and balance long-term system architecture with immediate business needs.
