Director, Sales Operations

Socket.dev; Boston (MA); Hybrid; USD 170,000 - 210,000; Full time

Job summary

Duck Creek Technologies in Boston seeks a Director of Sales Operations to lead forecasting, planning, budgeting, quota setting, and compensation design for the sales organization. You will partner with Finance, HR, Marketing, and Product to ensure data integrity and enable decision-making with robust dashboards and KPIs.

This role blends strategic leadership with hands-on analytics, including CRM governance, KPI development, and quarterly business review support.

Qualifications

• Four-year college degree from an accredited institution; MBA or equivalent preferred.
• 7+ years of B2B SaaS sales or sales operations experience, including at least 5 years in a sales operations, business planning, or sales support management role.
• Demonstrated experience leading, managing, coaching, and developing high-performing teams, including setting priorities, managing performance, and building team capabilities.
• Salesforce experience required.
• Track record of successfully managing analytically rigorous corporate initiatives.

Responsibilities

• Design, implement, and manage sales forecasting, planning, and budgeting processes across the sales organization.
• Build and develop a high-performing Sales Operations team with clear roles, objectives, and accountability while creating opportunities for professional growth.
• Set priorities and allocate resources across the Sales Operations team, ensuring focus on high-impact initiatives.
• Own sales compensation plan administration — establishing rules, policies, and procedures in partnership with Accounting, Finance, and HR.
• Equitably assign sales force quotas, ensuring financial objectives are allocated across all sales channels.
• Partner with senior sales leadership to identify and implement sales process improvements.
• Prioritize investment in enabling technologies, including CRM platform changes.
• Define performance measurement and management programs, aligning reporting, training, and incentive programs.
• Develop and maintain sales KPIs, pipeline metrics, and forecasting accuracy reporting.
• Build and maintain sales performance dashboards for Sales VPs, supporting quarterly business reviews.
• Work with Sales Enablement to streamline processes and implement SOPs across regions.
• Lead sales force training planning in partnership with HR.

Skills

Leadership

Forecasting

Analytical thinking

Communication

Strategic planning

Team development

Travel readiness

Problem solving

Education

Bachelor's degree

MBA or equivalent

Tools

Salesforce

PowerBI

Job description

Director, Sales Operations

WHO WE ARE

Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) insurance industry. Our modern SaaS platform enables insurers to run agile, cloud-based operations and deliver better customer experiences.

Duck Creek is a flexible-first company, offering employees autonomy in how they manage their day-to-day work. As part of our Flying Together approach, we are thoughtfully increasing opportunities for in-person collaboration by focusing on hiring in designated locations. This role is aligned to a specific location, and you’ll partner with your leader to participate in meaningful in-person moments that support team connection and collaboration.

ABOUT VISTA

Duck Creek Technologies is a portfolio company of Vista Equity Partners, a global investment firm that partners with mission-critical enterprise software and technology-enabled businesses to drive growth and operational excellence. As part of a Vista portfolio company, you’ll work in an environment backed by deep expertise, long-term investment, and a strong commitment to building market-leading businesses and meaningful careers.

POSITION OVERVIEW

As Director, Sales Operations, you will lead the strategy and execution behind our sales organization’s productivity. You’ll own the full sales operations remit - forecasting, planning, budgeting, quota setting, compensation design, and process optimization - while also driving the day-to-day operational rigor that keeps our regional Sales VPs equipped with the data and tools they need.

This is a role for someone who’s equally comfortable setting the strategic agenda and rolling up their sleeves on dashboards, CRM data integrity, and pipeline analysis.

You’ll report into senior sales leadership and work closely with Finance, HR, Marketing, and Product to make sure the sales organization operates efficiently and hits its numbers.

WHAT YOU’LL DO

• Design, implement, and manage sales forecasting, planning, and budgeting processes, ensuring quality, accuracy, and consistency across the sales organization.


• Build, lead, coach, and develop a high-performing Sales Operations team, establishing clear roles, objectives, and accountability while creating opportunities for professional growth.


• Set priorities and allocate resources across the Sales Operations team, ensuring the function is focused on the highest-impact initiatives and effectively supports business and sales leadership priorities.


• Own sales compensation plan administration — establishing rules, policies, and procedures in partnership with Accounting, Finance, and HR.


• Equitably assign sales force quotas, ensuring the company’s financial objectives are optimally allocated across all sales channels.


• Partner with senior sales leadership to identify and implement sales process improvements, fostering a culture of continuous improvement.


• Prioritize investment in enabling technologies, including recommending changes to the CRM platform.


• Define performance measurement and management programs, aligning reporting, training, and incentive programs accordingly.


• Develop and maintain sales KPIs, pipeline metrics, and forecasting accuracy reporting.


• Build and maintain sales performance dashboards for Sales VPs, and support their Quarterly Business Reviews with relevant data.


• Work with Sales Enablement to streamline processes and implement best practices and standard operating procedures across regions.


• Lead sales force training planning in partnership with HR, prioritizing objectives for selling, sales management, and support roles.


• Drive an AI-forward approach across analyst-related work, staying ahead of tools and practices in the space; partner with Directors on territory-level data reporting, including building PowerPoint decks for quarterly business reviews.

WHAT YOU’VE DONE

Required:

• Four-year college degree from an accredited institution; MBA or equivalent preferred.


• 7+ years of B2B SaaS sales or sales operations experience, including at least 5 years in a sales operations, business planning, or sales support management role.


• Demonstrated experience leading, managing, coaching, and developing high-performing teams, including setting priorities, managing performance, and building team capabilities.


• Salesforce experience required.


• Track record of successfully managing analytically rigorous corporate initiatives.

PREFERRED

• Experience with PowerBI or an equivalent BI tool.


• Understanding of the quote-to-cash process.


• Experience designing sales incentive compensation programs.

SKILLS & CAPABILITIES

• Proficient in Excel, with the ability to quickly pick up new systems and tools.


• Strong oral, written, and interpersonal communication skills.


• Advanced analytical and problem-solving skills, comfortable working with data sets and synthesizing insights into recommendations.


• Ability to balance strategic ownership with hands‑on operational execution.


• Comfortable managing ambiguity and driving initiatives across multiple stakeholders.


• Travel: 10–25%.


• Legally authorised to work in the country where the role is based.

CORE COMPETENCIES

Our team is built on strong core values that guide how we work and grow together. We prioritize clear and thoughtful communication, fostering open collaboration across diverse perspectives to achieve shared goals. We approach challenges with curiosity and critical thinking, seeking creative solutions while remaining adaptable in a fast-changing environment. We take accountability for our work and outcomes, holding ourselves to high standards of integrity and professionalism. Above all, we are committed to doing the right thing—treating others with respect, embracing continuous learning, and engaging inclusively across cultures and backgrounds.

LEARN MORE

• Company Website: Transforming Insurance with Duck Creek's SaaS Solutions


• Life at Duck Creek: Life at Duck Creek - Duck Creek


• Benefits & Rewards: Wellbeing & Rewards - Duck Creek

LOCATION & WAYS OF WORKING

Duck Creek is a flexible-first company, offering employees autonomy in how they manage their day-to-day work. As part of our Flying Together approach, we are thoughtfully increasing opportunities for in-person collaboration by focusing on hiring in designated locations.

This role is aligned to a specific location, and you are expected to reside within reasonable proximity to that location. You will partner with your leader to participate in meaningful in-person moments that support team connection, collaboration, and business priorities.

At the start of your employment, your work may be performed remotely, subject to business needs and company guidelines. As our Flying Together approach continues to evolve, you may be expected to transition to a hybrid work arrangement, including working from a designated office location on a schedule determined by your leader and organizational needs.

The Company reserves the right to modify your work arrangement, including location expectations and in-person requirements, based on business needs, organizational policy, or regulatory considerations.

WHAT WE STAND FOR

Our global team values the unique perspectives each employee brings. Our success is driven by an inclusive culture where everyone can learn from one another, regardless of role or background. This collaborative approach helps us continuously improve our products, services, and systems.

Duck Creek is committed to equal opportunity for all employees and applicants, with decisions based on skills, experience, and achievements—without regard to any protected status.

We strive to lead by example in inclusion, diversity, and equity, creating an environment where employees can be their authentic selves. Our values guide us: We Prioritize Respect, We Listen, We Care, We Add Value, and We Lead.

To learn more: Life at Duck Creek - Duck Creek

AI STATEMENT

To ensure an equitable and consistent process, candidates are expected to complete all interviews based on their own knowledge and experience. The use of AI tools during interviews is not permitted.

PRIVACY NOTICE

By submitting your application, you acknowledge that Duck Creek Technologies may collect and process your personal data – Refer Privacy Notice.

NOTICE

Duck Creek Technologies does not accept agency resumes.