About the Role
We're looking for a Director of GTM Strategy and Operations to be the operational engine behind our go-to-market team. We know our market — now we need to win it faster. This role is about building the infrastructure, automation, and analytics that compress our sales cycle, increase pipeline velocity, and give leadership the visibility to forecast with confidence.
You'll sit at the intersection of sales operations, marketing operations, and revenue intelligence — owning the systems, data, and workflows that turn our GTM strategy into repeatable, measurable execution. This is not a "keep the lights on" role. You'll identify gaps, design solutions, and drive adoption across the team.
What You'll Do
Revenue Operations & Automation
- Own and evolve the GTM tech stack — Salesforce, HubSpot, and the surrounding ecosystem — ensuring clean data flow, tight integrations, and minimal manual work
- Design and implement automation across the funnel: lead routing, handoff workflows, enrichment pipelines, follow-up sequences, and deal stage triggers
- Build and maintain integrations between revenue tools (CRM, MAP, sequencing platforms, data enrichment, BI) so teams operate from a single source of truth
- Identify and eliminate process friction that slows deals down — from first touch through closed-won
- Partner with technical resources to architect scalable RevOps infrastructure; you set the strategy and requirements, others execute the builds
Sales Operations & Cycle Optimization
- Operationalize the sales process — MEDDPICC adoption, stage exit criteria, deal inspection frameworks — so reps are consistent and managers have real visibility
- Build and maintain pipeline management cadences: weekly reviews, deal health scoring, and escalation triggers that surface risk early
- Analyze sales cycle data to identify where deals stall, drop, or slow — then build fixes into the process and tooling
- Partner with Sales leadership on territory management, quota modeling, and capacity planning
- Support call review and coaching workflows to surface winning patterns and replicate them across the team
Data, Tracking & Analytics
- Define and own the GTM data model: what we track, how we track it, and how it flows between systems
- Build dashboards and reporting that give leadership real-time visibility into pipeline health, velocity, conversion rates, and forecast accuracy
- Create predictive models and lead/deal scoring frameworks that help reps and managers prioritize where to spend their time
- Establish win/loss tracking and analysis to feed continuous learning back into sales and marketing strategy
- Ensure data hygiene across CRM and marketing platforms — standardized fields, enforced inputs, reliable reporting
Marketing Operations
- Partner with Marketing on campaign attribution, lead lifecycle tracking, and MQL-to-SQL conversion optimization
- Own the lead routing and handoff process between marketing and sales — clean, fast, and accountable
- Build closed-loop reporting between marketing activity and revenue outcomes
- Support segmentation models that power targeted campaigns, personalized outreach, and account prioritization
What We're Looking For
Must-Haves
- 7+ years in revenue operations, sales operations, or GTM strategy at a B2B SaaS company
- Deep hands-on experience with Salesforce and HubSpot — you know how to configure, integrate, and get the most out of both
- Proven track record building automation and workflow systems that measurably improved sales team efficiency or cycle time
- Strong analytical skills — you can build a model, interpret pipeline data, and translate findings into clear recommendations for leadership
- Experience building or owning forecasting and pipeline visibility frameworks
- Excellent communicator who can work across Sales, Marketing, and the C-suite without losing clarity or speed
- A bias toward automation: if you do something twice, you build a system for it
- Comfort with AI/LLM tooling for GTM use cases — you've used it to save time and you'll bring that mindset to the team
Nice-to-Haves
- Experience with enrichment and data tools: Clay, Apollo, Clearbit, ZoomInfo, or similar
- Familiarity with workflow automation platforms like Zapier, n8n, or Make
- Experience with BI/reporting tools (Tableau, Looker, or similar)
- Background in or exposure to the insurance or insurtech space
Why This Role
You'll have direct access to C-level leadership and real ownership over the systems and strategy that drive revenue. This is a build role — we have the foundation, the market, and the product. We need someone who can operationalize it all and make our GTM team run faster and smarter. If you want the seat where those decisions get made, this is it.
90-Day Success Milestones
- Systems audit and roadmap — document current state of the GTM stack, identify integration gaps, data quality issues, and automation opportunities; deliver a prioritized roadmap
- Pipeline visibility and forecasting — build or rebuild the dashboards and cadences leadership uses to inspect pipeline health and call the number
- Quick wins on automation — identify and ship 2–3 high-impact automation improvements (lead routing, handoff workflows, follow-up sequences, or similar)
- Win/loss framework — design and stand up a structured win/loss program that feeds insights back to sales and marketing on a recurring basis
Our Guiding Principles
Our products are for nothing if their creators are not fulfilled in their work. We want our employees to flourish at Sureify. We do not fawn over status or titles, instead, we honor effort and intelligence. The best idea wins no matter which colleague proposed it. We do not shortcut our mission with overblown claims or false promises. Sticking to the truth is both a strategy and a principle for us.
Sureify is an Equal Opportunity Employer committed to diversity. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, sex, sexual orientation, gender perception or identity, age, disability, veteran or military status, or any other basis prohibited by law.
Skills Required
- 7+ years of experience in revenue operations, sales operations, or go-to-market strategy at a B2B SaaS company
- Deep hands-on experience configuring and integrating Salesforce and HubSpot
- Proven experience building automation and workflow systems that improved sales efficiency or cycle time
- Strong analytical skills, including modeling, pipeline analysis, and executive recommendations
- Experience building or owning forecasting and pipeline visibility frameworks
- Excellent communication skills across Sales, Marketing, and executive leadership
- Bias toward automation and systematizing repetitive processes
- Comfort using AI and LLM tooling for go-to-market use cases
- Experience with enrichment and data tools such as Clay, Apollo, Clearbit, or ZoomInfo
- Familiarity with workflow automation platforms such as Zapier, n8n, or Make
- Experience with BI and reporting tools such as Tableau or Looker
- Background in or exposure to insurance or insurtech
What We Do
Sureify is a SaaS platform for Life and Annuity companies around the globe. Sureify’s sales, customer self-service engagement solution, and their up-sell cross-sell solutions enable life insurers to connect, service, and sell to their new and existing customers using the most life insurance focused platform in the market today. The enterprise platform solution is secure, scalable, and delivers pragmatic features with the basics of the everyday digital life insurer front of mind. The Sureify solution encompasses the consumer-facing web and mobile applications, automated messaging and self-service platform, agent engagement console, marketing dashboard, underwriters data platform with analytics and reporting for executive overview. Sureify also can be implemented right on top of existing core systems and CRM systems while integrating with existing contact center platforms, customer apps, and most life insurance emerging and traditional 3rd party applications. All this is supported by Sureify’s Customer Experience team to ensure best practices, ideation, configuration both inside enterprise and end-user digitalization. Life insurers use the Sureify platform for direct and agent digital sales, policyholder service and self service, new product education and marketing, churn reduction, upsell cross-sell, and complete digital tracking of policyholders. The time is now for the life and annuity insurer.
