Director, Sales Planning & Operations, (CMS)

Role Overview

The Director, Sales Planning & Operations, leads a global team responsible for CRM adoption, pipeline governance, forecasting, reporting, and commercial analytics. This role partners closely with Sales, Account Management, Finance, Global Sales & Commercial Operations, Technology, and regional teams to drive operational excellence, improve commercial visibility, and strengthen data-driven decision-making across CMS.

What You Will Do

The Director will lead a high-performing CRM Adoption & Pipeline team, establish business roadmaps, drive platform optimization, and govern global pipeline management processes. They will also modernize sales reporting through Power BI, automation, and AI-driven analytics, and lead forecasting, pipeline review, and business reporting processes.

Why It Might Be a Fit

The ideal candidate will have extensive experience in Sales Planning, Sales Operations, Revenue Operations, Commercial Operations, or a related discipline, and will be able to lead and develop teams in a complex, global, and matrixed organization.

Requirements

• 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD
• Extensive experience in Sales Planning, Sales Operations, Revenue Operations, Commercial Operations, or a related discipline
• Demonstrated experience leading and developing teams in a complex, global, and matrixed organization
• Strong experience with CRM platforms, preferably Microsoft Dynamics, including business requirements, process design, adoption, governance, and optimization
• Deep understanding of pipeline management, forecasting, opportunity governance, account data, territory management, and sales performance reporting
• Experience implementing data-quality, operating-governance, and change-management frameworks
• Experience managing CRM transformation or migration initiatives
• Experience introducing AI or automation into sales reporting, forecasting, pipeline analysis, or operational workflows
• Familiarity with payments, financial services, fintech, money movement, or another complex B2B commercial environment
• Experience establishing global standards while enabling appropriate regional execution
• Strong understanding of account-to-territory mapping, product catalog governance, coverage analysis, and customer-data lifecycle management
• Experience supporting MBR, QBR, executive, shareholder, or regional performance-review processes

Benefits

• Medical
• Dental
• Vision
• 401(k)
• FSA/HSA
• Life Insurance
• Paid Time Off
• Wellness Program