Director, Services Operations – Planning

Role Overview

• Own the executive client operations performance package and narrative used for executive leadership team (ELT), board, and investor reporting.
• Develop and maintain clear visibility into operational performance, priorities, risks, and outcomes across the client organization.
• Partner with executive leadership to translate strategic priorities into operational plans and measurable outcomes.
• Ensure alignment of operational initiatives with enterprise strategy and business unit goals.
• Run the enterprise client initiative portfolio, including intake, prioritization, sequencing, and execution discipline.
• Establish governance processes that ensure initiatives are aligned with strategic priorities and appropriately resourced.
• Monitor initiative progress, identify risks, and ensure clear escalation paths to leadership when execution risks arise.
• Maintain transparency across leadership teams regarding priorities, dependencies, and progress.
• Drive cross-functional accountability across initiatives by working closely with functional leaders to track commitments, timelines, and outcomes.
• Challenge assumptions, timelines, and risks constructively to ensure initiatives remain on track and deliver intended results.
• Facilitate alignment across Sales, Client Operations, Product, Marketing, Finance, and other functional partners to resolve operational dependencies.
• Govern the operational enablement standards library, including playbooks, templates, operating cadences, and best practices.
• Ensure teams have access to standardized operational frameworks that support scalable execution and consistency across the organization.
• Continuously refine operating models, processes, and internal frameworks to improve efficiency and execution quality.
• Own identification and evaluation of AI-enabled operational opportunities across the client organization.
• Develop business cases for automation and AI adoption that improve productivity, efficiency, and operational performance.
• Track adoption, outcomes, and benefits through a structured AI benefits register and operational improvement roadmap.
• Lead the principal expert bench, ensuring expertise is deployed transparently against the organization’s highest-priority opportunities and initiatives.
• Coordinate subject matter expertise to support complex operational initiatives, strategic projects, and high-impact transformation efforts.
• Own operational strategies for Retail Media, Digital Marketing, and Service Partnerships in partnership with functional leaders.
• Ensure operational plans support strategic growth priorities while maintaining execution discipline and resource alignment.
• Build strategic content and performance narratives for Town Halls, Operations Council meetings, executive reviews, and board sessions.
• Partner closely with the CEO Chief of Staff to coordinate executive-level messaging, updates, and leadership alignment.
• Maintain regular engagement with the CEO Chief of Staff to ensure business unit responsiveness to ELT priorities, requests, and strategic initiatives.

Requirements

• 10+ years of experience in strategy, operations, business operations, consulting, or similar leadership roles within technology, SaaS, or complex enterprise environments.
• Proven experience leading cross-functional initiatives and driving operational execution across multiple functions.
• Strong strategic and analytical skills with the ability to translate complex data and operational insights into actionable plans.
• Demonstrated experience managing complex initiative portfolios or strategic programs across large organizations.
• Strong executive communication skills with experience preparing materials and insights for senior leadership or board-level discussions.
• Ability to influence senior stakeholders and drive accountability across organizational boundaries.
• Exceptional organizational and program management skills with the ability to manage competing priorities and complex initiatives simultaneously.

Benefits

• Medical, dental and vision benefits: Affordable health care plans and company HSA contributions, starting on Day 1
• A 6% 401(k) match
• Competitive time off package with 20 days of Paid Time Off, 9 Company-Paid holidays, 2 paid floating holidays, 7 paid sick days, 2 Wellness days, and 1 Paid Volunteer Day; at 3 years of service PTO increases to 22 days, and at 5 years it increases to 25 days
• 12 weeks primary caregiver leave & 4 weeks secondary caregiver leave
• Accident, critical illness, and hospital indemnity insurance
• Pet insurance
• Legal assistance and identity theft insurance plans
• Life insurance 2x salary
• Access to the Calm app and the Employee Assistance Program
• $65/month Remote work stipend for internet
• Culture and team-building activities
• Tuition assistance
• Career development opportunities
• Charitable contribution match up to $250 per year