Director, Sales Operations at insightsoftware (Remote)

| Raleigh-Durham, NC | Remote
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Company Description

insightsoftware is a leading provider of financial reporting and enterprise performance management software. We enable the Office of the CFO to connect to and make sense of their data in real time so they can proactively drive greater financial intelligence across their organization. Over 28,000 organizations worldwide rely on insightsoftware’s portfolio of best-in-class reporting, analytics, budgeting, forecasting, consolidation, and tax solutions to provide them with increased productivity, visibility, accuracy, and compliance. Learn more at

Job Description

The Director, Sales Operations will play a critical role in managing and driving best-in-class sales operations processes across the insightsoftware portfolio. This person will lead the scaling of sales tools and business processes for the sales team including CPQ, sales support and deal desk. They will also drive CRM integrations for acquired businesses. 


  • Collaborate with sales leadership to develop tools and processes to improve the productivity of the sales organization.
  • Participate in cross-functional meetings, representing the sales organization
  • Enhance, maintain and drive adoption of sales KPI dashboards 
  • Analyze the performance of the sales organization throughout the sales process to identify areas for improvement and best practices. Keep senior leadership apprised of emerging trends and drive sales excellence and enablement.
  • Enforce best practices for CRM/SFDC usage, improve data collection, and set up best-of-breed reports and sales analytics utilizing SFDC and Power BI to deliver timely and effective support for fast paced sales motions
  • Drive the creation of a Deal Desk using CPQ to streamline and automate approvals based on set rules, provide deal support for complex deals, and enable the team to close complex deals faster.
  • Evaluate and propose sales tools for the organization; Drive the evolution, enhancement, and usage of sales and operations tools and applications
  • Implement processes, programs and tools to accelerate sales performance by leveraging capabilities for self-prospecting, market intelligence, and lead scoring using AI tools.
  • Lead the maintenance of CPQ including the required process redesign and documentation of business requirement across the entity
  • Partner with legal department for negotiation process and contract structuring including managing the collation of required contracts and associated signing process and serving as the primary point of contact and legal escalation filter for sales team
  • Work stream lead for CRM migration of acquired companies
  • Proven team play, working effectively across all Business Units and Departments.


  • BA/BS Degree in a related field
  • Minimum of 7+ years of related experience in Sales Analytics/Operations
  • Software industry experience required
  • Outstanding analytical capabilities and ability to distill large data sets into meaningful information
  • Proficient in
  • Strong interpersonal, verbal/written communication, organization and customer service skills
  • Ability to work in a fast-paced environment and simultaneously manage multiple projects, priorities and deadlines; outstanding project management and time management skills
  • Proven track record of success in Sales Analytics/Ops and effectively implementing tools and processes to enhance the function
  • Innovative, creative mindset
  • Demonstrated ability to effectively collaborate with colleagues and leaders across the organization

Additional Information

All your information will be kept confidential according to EEO guidelines.
insightsoftware is unable to provide visa sponsorship at this time.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the stated work location. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (

More Information on insightsoftware
insightsoftware operates in the Fintech industry. The company is located in Raleigh, NC. insightsoftware was founded in 1993. It has 781 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 68 open jobs at insightsoftware, click here.
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