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Flexible, fit-to-purpose consulting services.
The Role
The Director of Sales Operations oversees Catalant's sales execution, focusing on strategy, forecasting, performance management, and CRM systems to enable scalable revenue growth.
Summary Generated by Built In
About Catalant:
As the pioneer of Consulting 2.0, Catalant gives the world’s leading companies on-demand access to a community of highly vetted independent consultants and former operators. Together, we deliver strategic solutions that solve our clients’ most important challenges through flexible and fit-to-purpose consulting engagements. Growing rapidly over the last 10 years, our client base now includes more than 30% of the Fortune 500, top private equity firms, and a range of other organizations seeking independent, external perspectives and professional expertise to help their businesses grow and succeed.
We’ve reimagined consulting for today’s world: it’s digitally enabled and powered by the insights and capabilities of over 100,000 seasoned professionals drawn from leading consultancies and global businesses Our consultants offer clients a competitive edge: actionable insights and hands-on support from leaders who have successfully solved similar problems before. Our business is lean, agile, and optimized to deliver best-in-class value in a way that disrupts how executives think about consulting.
Backed by world-class venture investors, we’re building the team that will take Catalant and the future of consulting to the next level.
Role Overview:
The Senior Sales Operations Manager is the architect and operator of Catalant’s sales execution engine, accountable for enabling predictable, scalable, and profitable revenue growth.
This role owns the end-to-end sales operating system from design to forecasting, performance management, deal governance, incentives, and CRM architecture. The Senior Sales Operations Manager partners deeply with Sales leadership and cross-functional GTM teams to ensure the organization is correctly designed, execution is visible and disciplined, margins are protected, and growth scales efficiently.
This is a hands-on role for a builder who thrives in complexity, brings analytical rigor, and can translate strategy into execution across a fast-evolving GTM environment.
What you'll do
- Sales Strategy, Planning & Capacity Modeling
- Design and maintain territory and account segmentation models aligned to growth strategy
- Own coverage and capacity models, including headcount planning, ramp assumptions, and productivity targets
- Lead annual and quarterly sales planning in partnership with Sales and Finance
- Develop quota-setting and allocation methodologies that balance fairness, stretch, and attainability
- Build scenario and sensitivity models (base / bear / bull) to inform leadership decision-making
- Sales Performance Management & Analytics
- Define and govern the sales KPI framework across pipeline, bookings, ASP, take rate, and productivity
- Own forecasting processes, accuracy targets, and governance cadence
- Deliver performance dashboards and executive-ready reporting for Monthly and Board reviews
- Track actual vs. plan and proactively surface risks and opportunities
- Lead root-cause analysis for underperformance and overperformance to drive corrective action
- Sales Process, Workflow & Tool Enablement
- Optimize and govern the full sales cycle
- Own CRM architecture and optimization (e.g., Salesforce), including data model, workflows, and reporting
- Implement automation, guardrails, and controls that improve seller efficiency and data quality
- Standardize sales stages, fields, and definitions across the organization
- Partner with Enablement to ensure playbooks and SOPs align with system design and process standards
- Deal Governance, Pricing & Commercial Operations
- Define and enforce pricing strategy, discount guardrails, and approval policies
- Operate deal desk workflows to balance speed, flexibility, and margin protection
- Govern contracting workflows and policy adherence
- Manage exception handling and escalation paths
- Analyze deal economics, margin performance, and deal quality trends
- Incentives, Compensation & Attribution
- Design and model sales compensation plans aligned to company objectives
- Own quota-to-pay processes, ensuring accuracy, transparency, and timeliness
- Define attribution logic (seller of record, coverage pools, overlays)
- Analyze performance and payout effectiveness to identify unintended behaviors
- Cross-Functional Revenue Orchestration
- Lead GTM interlock cadences across Sales, Finance, Marketing, Product, and Delivery
- Ensure clean handoffs from Sales to Delivery / Customer Success
- Establish structured feedback loops to Product and Marketing based on market signals
- Integrate sales execution into the broader Order-to-Cash (O2C) process
- Drive change management and adoption of new processes, tools, and operating rhythms
What you'll bring
- 10+ years of experience in Sales Operations, Revenue Operations, or Commercial Operations, supporting complex B2B sales motions or consulting.
- Proven experience owning sales planning, capacity modeling, quota design, and forecasting in a scaling organization
- Strong analytical background with hands-on experience building productivity, capacity, and scenario models
- Deep working knowledge of CRM platforms (Salesforce or equivalent), including data models, workflows, reporting, and governance
- Demonstrated experience designing and operating sales performance dashboards and executive reporting
- Experience partnering closely with Sales, Finance, Enablement, Marketing, Product, and Delivery teams
- Track record of improving forecast accuracy, sales predictability, and operational rigor
- Comfortable presenting insights, tradeoffs, and recommendations to senior executives and Boards
Additional preferred qualifications
- Experience in consulting firms, services-based sales models
- Prior ownership of deal desk, pricing governance, or commercial operations
- Experience designing or administering sales compensation plans and quota-to-pay processes
- Familiarity with Order-to-Cash (O2C) workflows and downstream revenue impacts
- Background in high-growth or transformation environments where processes and systems needed to scale quickly
Benefits
At Catalant, we strive to offer a work environment where employees can bring however much of their full, authentic self as they desire. With this in mind, we are happy to offer our employees:
- Flexible paid time off
- 13 company holidays + a week off from Christmas through New Years
- Twelve weeks of paid parental leave regardless of how you choose to grow your family
- Generous health insurance coverage as well as optional vision and dental
- 401k to save for retirement
- Pre-tax commuter and flexible spending accounts
- A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
- Wellness stipend for your mental, emotional, or physical wellbeing needs and support
- Work from Home stipend
Equal Employment Opportunity Policy
Catalant is proud to be an equal opportunity workplace. Catalant makes employment decisions on the basis of merit and business objectives and does not discriminate against applicants or employees on the basis of age, race, color, religion, national origin, ancestry, gender (including gender nonconformity and status as a transgender individual), sexual orientation, pregnancy, marital status, military or veteran status, qualified physical or mental disability, genetic condition or predisposition, or any other status protected by law. All Catalant employees are prohibited from engaging in any form of discrimination.
Our Flexible Work Model
We align our work environment with both the requirements of the role and the needs of our people. For positions local to our Boston headquarters, we utilize a flexible hybrid model to support team collaboration. Other roles are designed for full remote work.
The Interview & Onboarding Experience
We aim for a hiring process that is both rigorous and respectful of your time. Interviews and onboarding are conducted either virtually or in person, determined by the nature of the role and the individual circumstances of the candidate. Our People Team is here to coordinate the best path forward for you.
Top Skills
CRM
Salesforce
What the Team is Saying
Suzy
Associate Client Partner, Private Equity
John
Client Partner
Julia
Principal Product Manager
Caroline
Associate Client Partner, Private Equity
Binu
Vice President, Practice Community and Expert Services
Victoria
Chief Legal Officer & Head of People
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The Company
What We Do
Catalant, the pioneer of Consulting 2.0, has helped the biggest and best companies use independent consultants for their most important work for over 10 years. More than 30% of the Fortune 500, top PE firms, and leading consultancies partner with Catalant to gain access to highly skilled, experienced business professionals who’ve solved their exact problems before. Over 100k talented independent consultants count themselves as Catalant Experts. We reinvented the traditional consulting model with our modern, digitally-enabled approach to solving complex business problems, giving leaders (even those outside of the C-suite) direct access through a technology platform to the expertise of senior operators, SMEs, and former consultants. With backing from some of the world's top venture capital firms, we continue to bolster our industry-leading platform by growing the team that will take Catalant to the next level.
Why Work With Us
With more companies shifting to having a flexible and agile workforce, the freelance economy is taking off, making Catalant more relevant than ever. As companies are leveraging our marketplace more, the work our employees do is incredibly impactful. We take our work seriously but have a lot of fun and laughter along the way.
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Catalant Technologies Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a flexible hybrid work model, where employees local to our Boston HQ come into our office on a flexible basis (typically once a week), and other employees are fully remote. Talk to our People team to learn more!
Typical time on-site:
Flexible
Boston, MA
Our Boston HQ is in the Seaport neighborhood — an area with a dynamic food scene and many of Boston's emerging tech companies.
