Sales Operations Director

Xceedance; Fort Lauderdale (FL); Hybrid; USD 130,000 - 185,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Xceedance in Fort Lauderdale, FL is seeking a Sales Operations Director to lead forecasting, governance, and operating discipline across Americas and strategic accounts. You will strengthen Salesforce workflows, provide reliable backlog and pipeline insights, and coordinate cross-functional processes to convert pipeline into revenue.

The role requires 8+ years in sales or revenue operations, strong change leadership, executive communication, and collaboration.

Qualifications

• 8+ years in sales or revenue operations, or related fields.
• Experience building forecasting and governance in a matrix org.
• Strong Salesforce, Excel, dashboards, data quality.
• Experience in global B2B, consulting, tech or services; insurance preferred.
• Bachelor's degree or equivalent experience.

Responsibilities

• Own the consolidated revenue forecast across regions and accounts.
• Establish forecast definitions, cadences, and ownership; translate variances to actions.
• Manage Salesforce as system of record for pipeline and forecast inputs.
• Partner with Delivery and Finance on revenue timing and project economics.
• Use insights to focus resources on priority accounts and opportunities.
• Support budgeting, pricing, and cross-functional workflows.

Skills

Analytical thinking

Change leadership

Executive communication

Cross-functional collaboration

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Excel

Power BI

Tableau

Job description

Job Title: Sales Operations Director

Location: Fort Lauderdale, Florida - Hybrid

Who We Are

Xceedance is a global consulting, managed services, and technology company dedicated to serving the insurance ecosystem. We collaborate with insurers, reinsurers, MGAs, brokers, and captives to modernize operations, enable cloud transformation, and drive sustainable growth. Through strategic partnerships with technology providers and other system integrators, we empower our clients to embrace change, accelerate innovation, and achieve meaningful business outcomes.

Opportunity

The Sales Operations Director will help build and lead the forecasting, governance, and operating discipline needed to improve revenue predictability across Xceedance Americas and Strategic Accounts. Partnering with the Chief Business Officer and leaders across Sales, Marketing, Client Partnerships, Delivery, Domains, and Finance, the role will strengthen Salesforce and reporting; provide a reliable view of backlog, likely new wins, and upside opportunities; and coordinate cross-functional processes, management routines, and decisions that convert pipeline into recognized revenue. The role will also drive adoption of new commercial ways of working by establishing accountability across the organization. Success requires practical change leadership, strong commercial judgment, and the ability to build effective relationships in a matrixed environment.

What You’ll Be Doing

• Own the consolidated revenue forecast across regions, accounts, domains, and delivery portfolios, integrating contracted backlog, high-confidence new wins, and upside opportunities.
• Establish common forecast assumptions, definitions, review cadences, and ownership; reconcile forecasts to actuals and translate variances, risks, and opportunities into executive actions.
• Manage Salesforce as the system of record for pipeline and forecast inputs, strengthening data quality, stage discipline, dashboards, and reporting.
• Partner with Delivery and Finance to assess revenue timing, recognition, capacity, utilization, margin, project economics, and corrective actions.
• Use account and portfolio insights to focus resources on priority accounts, forecast gaps, and growth opportunities.
• Support budgeting, pricing, and commercial decisions while clarifying roles and decision rights, improving cross-functional workflows, and reinforcing adoption and continuous improvement across the commercial operating model.

What You Bring

Experience

• 8+ years of progressive experience in sales or revenue operations, commercial planning, finance, business analytics, or enterprise performance.
• Demonstrated success building and running forecasting, pipeline governance, reporting, or commercial-performance, or business-enablement processes in a matrixed organization.
• Strong Salesforce, Excel, dashboard, and data-quality capabilities; Power BI, Tableau, or similar tools preferred.
• Experience in global B2B, consulting, managed services, technology, or professional services; insurance experience is preferred.
• Bachelor's degree or equivalent relevant experience.

Skills

• Strong analytical and commercial judgment, with the ability to turn complex data into clear decisions and actions.
• Effective change leader who can influence cross-functional stakeholders, challenge assumptions, and build accountability.
• Clear executive communicator with strong collaboration, facilitation, and presentation skills.

What You Can Expect from Us

• A collaborative, entrepreneurial environment where your ideas drive change
• Opportunities to work with cutting-edge technologies and a worldwide network of insurance experts
• A culture rooted in teamwork, integrity, continuous learning, and client success

At Xceedance, you will discover the possibility to exceed yourself and grow persistently with us. We offer career development opportunities to our members for a well-rounded development throughout their journey with us. Xceedance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.