Director of Sales Operations

Posted 2 Days Ago
Hiring Remotely in USA
Remote
255K-255K Annually
Senior level
Cloud • Marketing Tech • Sales • Software
PandaDoc is the leading all-in-one document workflow automation platform with eSignature capabilities.
The Role
Lead the sales operations function and team, driving forecasting, pipeline management, KPI reporting, territory design, quota setting, and revenue planning. Partner with sales leadership and cross-functional teams to improve sales performance, process efficiency, data quality, and GTM alignment. Own operating rhythms, Salesforce workflows, sales technology adoption, automation, and the annual sales operations roadmap while delivering actionable insights and scalable operational improvements.
Summary Generated by Built In

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

Skills Required

  • 7+ years of relevant work experience in high-velocity SaaS
  • Experience partnering with VP-level or higher sales leaders
  • Deep expertise in sales operations, including planning, forecasting, pipeline management, process optimization, and KPIs
  • People leadership experience building, coaching, and inspiring high-performing teams
  • Strong influencing, communication, consensus-building, and stakeholder management skills
  • Ability to prioritize strategic work based on business impact
  • Salesforce experience
  • Experience with sales engagement platforms such as Outreach, Salesloft, or Gong
  • Advanced Excel or Google Sheets skills
  • Experience with data analysis and reporting tools
  • SQL experience
  • Tableau or Looker experience
  • Experience with AI/ML tools and frameworks

PandaDoc Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PandaDoc and has not been reviewed or approved by PandaDoc.

  • Healthcare Strength Employer-covered medical with low-deductible options plus comprehensive dental and vision create a strong core benefits foundation. Mental-health support and disability/life coverage further reinforce overall healthcare strength.
  • Leave & Time Off Breadth Generous PTO that increases with tenure, separate self-care days, paid holidays, and a birthday day off point to ample time away from work. Paid parental leave for all parents, with extended time for birth parents, adds meaningful depth to the leave offering.
  • Wellbeing & Lifestyle Benefits A remote-first setup with flexible schedules, wellness initiatives/allowances, and a home-office stipend support day-to-day wellbeing. Education stipends and regular team events contribute to lifestyle and growth outside base pay.

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The Company
HQ: San Francisco, CA
689 Employees

What We Do

Since its founding in 2013, PandaDoc has been on a mission to empower growing businesses to thrive by taking the work out of document workflows. PandaDoc provides an all-in-one document workflow automation platform with eSignature capabilities that helps fast scaling teams accelerate the ability to create, manage and sign digital documents, including proposals, quotes and contracts and more. More than 30,000 customers are using PandaDoc to improve document workflow, insights and speed while providing an amazing experience for the end users. PandaDoc is backed by leading venture firms and corporate investors, including OMERS Growth Equity, G-Squared, Altos Ventures, Rembrandt Venture Partners, One Peak Partners, M12 (Microsoft), and HubSpot. PandaDoc is proudly a remote-first global company.

Why Work With Us

Maintaining and preserving our company culture is imperative as we continue to grow, especially as a remote-first company. Our culture is centered on hiring the best and empowering them to do their jobs - provide employees the right technology to succeed, encourage risk taking, and foster an environment built on transparency, trust and empathy.

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