{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/upstack/jobs/4856667008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4313191008,"location":{"name":"Remote - Georgia/Florida  Preferred"},"metadata":null,"id":4856667008,"updated_at":"2026-06-04T11:59:55-04:00","requisition_id":null,"title":"Account Director, Advisory Services","company_name":"UPSTACK","first_published":"2025-08-04T13:44:12-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Overview\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:200,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://upstack.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;UPSTACK\u0026lt;/a\u0026gt;\u0026amp;nbsp;i\u0026lt;strong\u0026gt;s the leading full-service technology advisory firm\u0026lt;/strong\u0026gt;, transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades of expertise, enhanced support, and UPSTACK’s proprietary technology—delivering faster deployments, cost savings, and streamlined access to critical solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our expertise includes:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI, private/public cloud, security, mobility, business continuity, and IoT.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Under the leadership of Founder and CEO\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.linkedin.com/in/ctrapp?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAChg5gBosQ3WiZEIVmxE-krU76_xTVRZmk\u0026amp;amp;lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3BLXfm70vXQ0yeXVdgjJ%2BCxQ%3D%3D\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Christopher Trapp\u0026lt;/a\u0026gt;,\u0026amp;nbsp;\u0026lt;strong\u0026gt;UPSTACK is committed to exceptional customer experiences\u0026lt;/strong\u0026gt;, serving 6,500+ clients—from SMBs to enterprises—and managing over $550M in annual technology spend across industries.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;About the Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;174\u0026quot; data-end=\u0026quot;501\u0026quot;\u0026gt;This is a \u0026lt;strong data-start=\u0026quot;184\u0026quot; data-end=\u0026quot;205\u0026quot;\u0026gt;hunter-first role\u0026lt;/strong\u0026gt; with a primary focus on \u0026lt;strong data-start=\u0026quot;230\u0026quot; data-end=\u0026quot;308\u0026quot;\u0026gt;generating new business and building a book of business from the ground up\u0026lt;/strong\u0026gt;. While there will be opportunities to expand existing accounts over time, success in this position will be driven by the ability to \u0026lt;strong data-start=\u0026quot;441\u0026quot; data-end=\u0026quot;500\u0026quot;\u0026gt;prospect, penetrate new accounts, and win net-new logos\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;503\u0026quot; data-end=\u0026quot;875\u0026quot;\u0026gt;As an Account Director, Advisory Services, you will take ownership of the full sales cycle—identifying target accounts, creating and executing outreach strategies, and closing new business. You will be expected to \u0026lt;strong data-start=\u0026quot;717\u0026quot; data-end=\u0026quot;773\u0026quot;\u0026gt;self-generate a significant portion of your pipeline\u0026lt;/strong\u0026gt;, using a combination of outbound prospecting, strategic account targeting, and relationship-building.\u0026amp;nbsp;In addition to new business development, you will grow and expand relationships within accounts by acting as a trusted advisor—understanding customer needs, uncovering opportunities, and delivering solutions that drive measurable business impact.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1125\u0026quot; data-end=\u0026quot;1431\u0026quot;\u0026gt;This role requires strong cross-functional collaboration. You will partner with teams across customer success, marketing, product, sales enablement, solution engineering, and sales development—but are expected to \u0026lt;strong data-start=\u0026quot;1338\u0026quot; data-end=\u0026quot;1430\u0026quot;\u0026gt;lead the commercial motion and not rely solely on internal teams for pipeline generation\u0026lt;/strong\u0026gt;.\u0026amp;nbsp;The ideal candidate is highly driven, adaptable, and comfortable operating in a fast-paced environment. You are someone who takes initiative, is disciplined in prospecting, and thrives in situations where you are responsible for creating your own opportunities. Strong communication skills, organization, and the ability to navigate complex sales cycles are critical for success.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1814\u0026quot; data-end=\u0026quot;2024\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1814\u0026quot; data-end=\u0026quot;1839\u0026quot;\u0026gt;Location Preference:\u0026lt;/strong\u0026gt;\u0026lt;br data-start=\u0026quot;1839\u0026quot; data-end=\u0026quot;1842\u0026quot;\u0026gt;Candidates based in Georgia or Florida with existing relationships or networks within the territory will be prioritized.\u0026lt;/p\u0026gt;\n\u0026lt;p data-ccp-border-between=\u0026quot;0px none #000000\u0026quot; data-ccp-padding-between=\u0026quot;0px\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1qzgn15\u0026quot; data-start=\u0026quot;197\u0026quot; data-end=\u0026quot;330\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;199\u0026quot; data-end=\u0026quot;224\u0026quot;\u0026gt;Generate new business\u0026lt;/strong\u0026gt; by identifying, targeting, and prospecting into net-new accounts to build a strong, self-sourced pipeline.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;pbru9r\u0026quot; data-start=\u0026quot;332\u0026quot; data-end=\u0026quot;463\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;334\u0026quot; data-end=\u0026quot;381\u0026quot;\u0026gt;Develop and execute strategic account plans\u0026lt;/strong\u0026gt; for both new and existing accounts, with a focus on land-and-expand opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;kjfcct\u0026quot; data-start=\u0026quot;465\u0026quot; data-end=\u0026quot;612\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;467\u0026quot; data-end=\u0026quot;503\u0026quot;\u0026gt;Build and maintain relationships\u0026lt;/strong\u0026gt; with stakeholders across all levels of an organization, from individual contributors to executive leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1eed8bp\u0026quot; data-start=\u0026quot;614\u0026quot; data-end=\u0026quot;712\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;616\u0026quot; data-end=\u0026quot;645\u0026quot;\u0026gt;Lead the full sales cycle\u0026lt;/strong\u0026gt;, from initial outreach and discovery through negotiation and close.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;bti90m\u0026quot; data-start=\u0026quot;714\u0026quot; data-end=\u0026quot;882\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;716\u0026quot; data-end=\u0026quot;754\u0026quot;\u0026gt;Drive a coordinated sales approach\u0026lt;/strong\u0026gt; by effectively leveraging internal teams (e.g., solutions engineering, customer success, marketing, BDRs) and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;xsvs4o\u0026quot; data-start=\u0026quot;884\u0026quot; data-end=\u0026quot;1027\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;886\u0026quot; data-end=\u0026quot;936\u0026quot;\u0026gt;Deeply understand customer business objectives\u0026lt;/strong\u0026gt; and organizational structures to identify opportunities and position solutions effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1e6ownq\u0026quot; data-start=\u0026quot;1029\u0026quot; data-end=\u0026quot;1131\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1031\u0026quot; data-end=\u0026quot;1071\u0026quot;\u0026gt;Proactively research target accounts\u0026lt;/strong\u0026gt; and document insights to inform outreach and sales strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1gkduwe\u0026quot; data-start=\u0026quot;1133\u0026quot; data-end=\u0026quot;1228\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1135\u0026quot; data-end=\u0026quot;1192\u0026quot;\u0026gt;Maintain accurate pipeline management and forecasting\u0026lt;/strong\u0026gt; within CRM tools (e.g., Salesforce).\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1pup75x\u0026quot; data-start=\u0026quot;1230\u0026quot; data-end=\u0026quot;1341\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1232\u0026quot; data-end=\u0026quot;1265\u0026quot;\u0026gt;Partner with Customer Success\u0026lt;/strong\u0026gt; to support account growth, retention, and expansion opportunities over time.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1r0ovrz\u0026quot; data-start=\u0026quot;1343\u0026quot; data-end=\u0026quot;1486\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1345\u0026quot; data-end=\u0026quot;1409\u0026quot;\u0026gt;Conduct regular business reviews and strategic conversations\u0026lt;/strong\u0026gt; with customers to uncover additional opportunities and drive long-term value.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Education\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Bachelor\u0026#39;s degree encouraged, but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Required Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;At least 3+ years of proven full-cycle sales experience\u0026lt;/strong\u0026gt; in the Technology and/or Telecommunications industry.\u0026amp;nbsp;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;While the original scope targeted 7+ years, we are open to high-performing candidates earlier in their careers who demonstrate strong hunting ability and sales fundamentals.\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;13xtn3f\u0026quot; data-start=\u0026quot;491\u0026quot; data-end=\u0026quot;605\u0026quot;\u0026gt;Proven success in \u0026lt;strong data-start=\u0026quot;511\u0026quot; data-end=\u0026quot;555\u0026quot;\u0026gt;new business development and prospecting\u0026lt;/strong\u0026gt;, with the ability to build pipeline independently.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;219xvw\u0026quot; data-start=\u0026quot;607\u0026quot; data-end=\u0026quot;766\u0026quot;\u0026gt;Experience selling into \u0026lt;strong data-start=\u0026quot;633\u0026quot; data-end=\u0026quot;675\u0026quot;\u0026gt;multiple levels within an organization\u0026lt;/strong\u0026gt;, including but not limited to the C-suite (e.g., director, VP, and executive stakeholders).\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;18nw7q8\u0026quot; data-start=\u0026quot;768\u0026quot; data-end=\u0026quot;858\u0026quot;\u0026gt;Strong ability to \u0026lt;strong data-start=\u0026quot;788\u0026quot; data-end=\u0026quot;834\u0026quot;\u0026gt;build and deliver compelling presentations\u0026lt;/strong\u0026gt; to a range of audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;zih38h\u0026quot; data-start=\u0026quot;860\u0026quot; data-end=\u0026quot;998\u0026quot;\u0026gt;Demonstrated ability to \u0026lt;strong data-start=\u0026quot;886\u0026quot; data-end=\u0026quot;928\u0026quot;\u0026gt;orchestrate cross-functional resources\u0026lt;/strong\u0026gt;, including solutions engineering, customer success, and product teams.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;m0r5hs\u0026quot; data-start=\u0026quot;1000\u0026quot; data-end=\u0026quot;1123\u0026quot;\u0026gt;High degree of \u0026lt;strong data-start=\u0026quot;1017\u0026quot; data-end=\u0026quot;1058\u0026quot;\u0026gt;adaptability, drive, and coachability\u0026lt;/strong\u0026gt;, with a willingness to take a hands-on, hunter-oriented approach.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Additional Requirements\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;15eerl9\u0026quot; data-start=\u0026quot;196\u0026quot; data-end=\u0026quot;375\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;198\u0026quot; data-end=\u0026quot;217\u0026quot;\u0026gt;Hunter Mindset:\u0026lt;/strong\u0026gt; Demonstrated willingness and ability to proactively prospect, generate pipeline, and win new business—especially in environments with limited inbound support.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;147zx4z\u0026quot; data-start=\u0026quot;377\u0026quot; data-end=\u0026quot;518\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;379\u0026quot; data-end=\u0026quot;396\u0026quot;\u0026gt;Self-Starter:\u0026lt;/strong\u0026gt; Highly motivated with a strong sense of ownership and accountability; able to operate independently while driving results.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;4g4cdo\u0026quot; data-start=\u0026quot;520\u0026quot; data-end=\u0026quot;646\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;522\u0026quot; data-end=\u0026quot;539\u0026quot;\u0026gt;Adaptability:\u0026lt;/strong\u0026gt; Comfortable working in a fast-paced, evolving environment with changing priorities and growth expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1qd80hf\u0026quot; data-start=\u0026quot;648\u0026quot; data-end=\u0026quot;819\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;650\u0026quot; data-end=\u0026quot;682\u0026quot;\u0026gt;Strong Communication Skills:\u0026lt;/strong\u0026gt; Ability to engage and influence stakeholders across \u0026lt;strong data-start=\u0026quot;735\u0026quot; data-end=\u0026quot;768\u0026quot;\u0026gt;all levels of an organization\u0026lt;/strong\u0026gt;, from individual contributors to senior leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;cj7k8v\u0026quot; data-start=\u0026quot;821\u0026quot; data-end=\u0026quot;1049\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;823\u0026quot; data-end=\u0026quot;850\u0026quot;\u0026gt;Collaborative Approach:\u0026lt;/strong\u0026gt; Proven ability to work cross-functionally and effectively leverage internal teams (e.g., BDRs, Customer Success, Marketing) as force multipliers—without over-reliance on them for pipeline generation.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;eo1ybb\u0026quot; data-start=\u0026quot;1051\u0026quot; data-end=\u0026quot;1192\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1053\u0026quot; data-end=\u0026quot;1080\u0026quot;\u0026gt;Analytical \u0026amp;amp; Organized:\u0026lt;/strong\u0026gt; Strong pipeline management, forecasting discipline, and attention to detail within CRM tools (e.g., Salesforce).\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;kwfkoc\u0026quot; data-start=\u0026quot;1194\u0026quot; data-end=\u0026quot;1304\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1196\u0026quot; data-end=\u0026quot;1218\u0026quot;\u0026gt;Resilience \u0026amp;amp; Grit:\u0026lt;/strong\u0026gt; Persistence in navigating rejection, long sales cycles, and complex deal environments.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;cuqyhh\u0026quot; data-start=\u0026quot;1306\u0026quot; data-end=\u0026quot;1454\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1308\u0026quot; data-end=\u0026quot;1335\u0026quot;\u0026gt;Technology Proficiency:\u0026lt;/strong\u0026gt; Comfortable using CRM systems, sales engagement platforms, and other digital tools to manage and grow a sales pipeline.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Salary Range\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure, which is based on a variety of factors, including location, experience, and job-related skills.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The salary for this role is fixed at $90,000 to $110,000 annually, with no room for negotiation.\u0026lt;/strong\u0026gt;\u0026amp;nbsp;Please apply with this understanding. The role also includes participation in an\u0026amp;nbsp;\u0026lt;strong\u0026gt;uncapped commission and residual structure\u0026lt;/strong\u0026gt;, with\u0026amp;nbsp;\u0026lt;strong\u0026gt;top performers earning an average OTE of $200,000+ in their first year\u0026lt;/strong\u0026gt;\u0026amp;nbsp;and\u0026amp;nbsp;\u0026lt;strong\u0026gt;unlimited earning potential\u0026lt;/strong\u0026gt; beyond that.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Closing\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;UPSTACK is an Equal Opportunity Employer and does not discriminate based on race, gender, ethnicity, religion, national origin, age, disability, veteran status, gender identity/expression, sexual orientation, or on any other basis prohibited by law. Consistent with applicable state and local law, UPSTACK will consider employment for all qualified applicants.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application, interview, or assessment process, as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At this time, UPSTACK will not sponsor a new applicant for employment authorization for this position.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process, please contact us at \u0026lt;a href=\u0026quot;mailto:recruiting@upstack.com\u0026quot;\u0026gt;\u0026lt;u\u0026gt;recruiting@upstack.com\u0026lt;/u\u0026gt;.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4038300008,"name":"Advisory Services","child_ids":[],"parent_id":null}],"offices":[{"id":4027609008,"name":"Remote, USA ","location":"United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/upstack/jobs/5225078008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4476977008,"location":{"name":"United States"},"metadata":null,"id":5225078008,"updated_at":"2026-05-27T15:24:20-04:00","requisition_id":null,"title":" Director, Customer Experience (CX) Operations","company_name":"UPSTACK","first_published":"2026-05-21T11:27:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Overview\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://upstack.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;UPSTACK\u0026lt;/a\u0026gt;\u0026amp;nbsp;i\u0026lt;strong\u0026gt;s the leading full-service technology advisory firm\u0026lt;/strong\u0026gt;, transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades of expertise, enhanced support, and UPSTACK’s proprietary technology—delivering faster deployments, cost savings, and streamlined access to critical solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our expertise includes:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI, private/public cloud, security, mobility, business continuity, and IoT.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Under the leadership of Founder and CEO\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.linkedin.com/in/ctrapp?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAChg5gBosQ3WiZEIVmxE-krU76_xTVRZmk\u0026amp;amp;lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3BLXfm70vXQ0yeXVdgjJ%2BCxQ%3D%3D\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Christopher Trapp\u0026lt;/a\u0026gt;,\u0026amp;nbsp;\u0026lt;strong\u0026gt;UPSTACK is committed to exceptional customer experiences\u0026lt;/strong\u0026gt;, serving 6,500+ clients—from SMBs to enterprises—and managing over $550M in annual technology spend across industries.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;About the Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;The Director, Customer Experience (CX) Operations will \u0026lt;/span\u0026gt;own the operational backbone of UPSTACK’s customer experience function. You’ll build and enforce the standards, workflows, and measurement systems that make CX delivery consistent, scalable, and measurable across teams that come from different firms with different habits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You sit at the intersection of two accountabilities: revenue outcomes (retention, expansion, cross-sell) and operational standards (quality frameworks, data governance, platform adoption). Your job is to make sure the operating system under CX is continually improving and enabling the people doing advisory and support work to focus on customer needs instead of internal administration \u0026amp;amp; process.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hands-on operational role. You’ll scope and drive initiatives from definition through completion, move fast when the path is clear, and make pragmatic calls when it’s not. The right person for this role is energized by building systems that change behavior and enable consistent quality and customer value at scale.\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;In your first year, your focus will be on fundamentally improving how Customer Experience operates to increase efficiency, strengthen our data foundation, and drive measurable revenue impact.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Reclaim CSM Capacity: \u0026lt;/strong\u0026gt;You will redesign how CX work gets done to meaningfully reduce administrative overhead and unlock time for higher-value, customer-facing activities. This includes minimizing manual reporting, redundant system updates, and low-impact data tasks. Success will be measured by a clear, quantified shift in the balance of proactive engagement versus internal administrative work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build the Data \u0026amp;amp; Tooling Foundation: \u0026lt;/strong\u0026gt;You will own the integrity and effectiveness of our core CX systems, including Salesforce and related lifecycle tooling. This means establishing clear data quality standards, implementing governance frameworks, and driving behavioral accountability so that data capture is consistent, reliable, and actionable. Your work will directly power reporting, prioritization, risk identification, and expansion insights across the organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operationalize Expansion Revenue: \u0026lt;/strong\u0026gt;You will help evolve CX into a growth engine by building the operational infrastructure required to support expansion and cross-sell at scale. In partnership with Operations and Technology teams, you will develop account scoring models, health signals, trigger-based workflows, and clear CX-to-Sales handoff protocols—ensuring expansion efforts are structured, measurable, and consistently executed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;CX Quality Framework \u0026amp;amp; Performance Measurement\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Own the definition, implementation, and ongoing management of the quality metrics that prove CX value: customer engagement scoring, account health indicators, renewal rate tracking, and CSAT measurement. Establish baselines, set targets, and build the reporting infrastructure that makes quality visible to leadership and actionable for frontline teams.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design and operationalize four core quality metrics across all CX segments (strategic, key, growth).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build role-specific dashboards that connect daily work to quality outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the data team to ensure CX metric definitions are governed and consistent with the company’s semantic layer.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the feedback loop: surface insights from quality data, drive corrective action, measure results.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build a capacity model tied to defensible input variables (account complexity, lifecycle stage, expansion potential) that informs headcount planning and account allocation decisions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Technology Platform Adoption \u0026amp;amp; Workflow Integration\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Drive adoption of CX technology platforms (Lumopath, Salesforce, UPSTACK Portal, IRIS AI) across CX teams. The challenge is change management in a post-acquisition environment where teams have entrenched habits. Tools only create value when they’re embedded in daily workflows, not running alongside them.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the rollout and adoption of Lumopath as the primary CX operations platform, including role-specific validation, training, and workflow embedding.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive on-system transaction rates toward the 50%+ target by identifying and eliminating the workarounds and manual processes that keep work off-platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage CX-side Salesforce data quality, including both monitoring systems and the accountability mechanisms that make data entry discipline a performance expectation for CSMs and SDMs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the change management playbook for CX technology rollouts: demonstrate value early, track adoption with metrics, hold teams accountable through managers.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Process Standardization \u0026amp;amp; Expansion Enablement\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Establish and maintain the standard operating procedures, playbooks, and workflows that define how CX delivers service. Build the operational layer for CX-driven expansion revenue.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead the CX Playbooks V2.0 effort: inventory existing artifacts, identify gaps, publish updated playbooks with clear governance and update cadences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and enforce handoff standards between pre-sales and post-sales, with documented triggers, receiving owners, and quality criteria.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the operational infrastructure for expansion: account scoring criteria, trigger-based alert systems, and structured workflows that surface the right accounts at the right time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and document the CX-to-Sales handoff protocol for expansion opportunities, including ownership rules, SLA expectations, and attribution mechanics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop playbooks and decision frameworks that enable consistent execution of the expansion motion across the CSM team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on expansion pipeline, conversion rates, and cycle times with enough granularity to diagnose where the motion works and where it stalls.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own process adherence monitoring and proactively address gaps before they become customer-facing problems.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Cross-Functional Collaboration \u0026amp;amp; Influence\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;CX Operations touches Sales, Product \u0026amp;amp; Data, Advisory Ops, and Finance. This role is the connective tissue that ensures CX priorities get represented in cross-functional forums and that dependencies on other teams are tracked and resolved.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Represent CX in Gateway prioritization decisions, ensuring CX needs are scoped and surfaced alongside competing priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the data engineering team on CX data domain reviews, quality remediation, and reporting infrastructure.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with Sales Enablement to integrate CX artifacts into sales playbooks and ensure knowledge transfer between functions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with Product on Portal enhancements, Lumopath feature requirements, and CX-facing tool improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for CX tooling and infrastructure needs in cross-functional planning, grounded in quantified impact on capacity and revenue.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Enablement \u0026amp;amp; Team Leadership (As Applicable)\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Hire and manage CX Enablement resources as\u0026amp;nbsp;required.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Contribute to training materials, onboarding programs, and\u0026amp;nbsp;enablement\u0026amp;nbsp;assets aligned to CX playbooks and quality standards.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Establish structured feedback mechanisms to surface frontline insights and continuously refine operations.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Support AI-augmentation readiness by ensuring CX data capture is structured, consistent, and suitable for AI-enabled use cases.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Education\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW88334745 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW88334745 BCX0\u0026quot;\u0026gt;Bachelor’s degree in Business\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW88334745 BCX0\u0026quot;\u0026gt;, Operations, Information Systems, Analytics, or\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW88334745 BCX0\u0026quot;\u0026gt;a related\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW88334745 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;field\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW88334745 BCX0\u0026quot;\u0026gt;required\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW88334745 BCX0\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW88334745 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;335559685\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Required Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;5-10 years of proven experience building and operationalizing Customer Experience (CX), Customer Success, or Revenue Operations functions in B2B or SaaS environments.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Demonstrated ability to design and implement end-to-end operational workflows across people, process, data, and technology.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Strong experience defining and implementing performance measurement frameworks, including establishing baselines, targets, and reporting used by leadership.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Hands-on experience driving technology adoption and embedding tools into daily workflows, including training design and usage tracking.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Deep understanding of Salesforce data models, governance, and reporting, with experience working across multiple integrated platforms.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience developing CX quality metrics, capacity models, and performance management systems.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Track record of improving data quality and instituting governance and accountability mechanisms for data capture and process adherence.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Ability to lead cross-functional initiatives and manage dependencies across teams such as Sales, Product \u0026amp;amp; Data, Marketing, and Operations without direct authority.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Strong analytical and quantitative skills, including dashboard creation, KPI definition, and performance analysis.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Excellent written and verbal communication skills, with the ability to translate complex operational concepts into clear, actionable guidance.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Demonstrated ability to drive measurable behavioral change—not just implement systems or processes.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Ability to operate effectively in ambiguous, fast-paced, or high-growth environments while balancing strategic planning and tactical execution.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Additional Requirements\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience standardizing CX or revenue operations across organizations that have grown through acquisition or multiple legacy systems.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience building onboarding, enablement programs, and continuous training frameworks tied to playbooks, tools, and quality standards.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Familiarity with AI-augmented operations, including defining use cases, enabling structured data capture, and partnering on pilot implementations.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience supporting or enabling attribution models through high-quality data capture and outcome tracking (even if not owning attribution directly).\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Proven experience building infrastructure for expansion and cross-sell motions (e.g., account scoring, trigger-based workflows, CX-to-Sales handoffs).\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience designing and implementing cross-functional operating models, including pre-sales to post-sales handoffs with measurable quality standards.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Background working in environments where CX is directly tied to revenue growth, retention, and expansion (not solely support or service optimization).\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience working across multiple CX and revenue tech platforms (e.g., Salesforce, Gong, customer portals, AI tools), demonstrating strong systems thinking beyond a single platform.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;Experience contributing to or supporting change management initiatives in post-acquisition or high-growth environment.\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Salary Range\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure, which is based on a variety of factors, including location, experience, and job-related skills.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The salary range for this role is $150,000.00 to $165,000.00.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Closing\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;UPSTACK is an Equal Opportunity Employer and does not discriminate based on race, gender, ethnicity, religion, national origin, age, disability, veteran status, gender identity/expression, sexual orientation, or on any other basis prohibited by law. Consistent with applicable state and local law, UPSTACK will consider employment for all qualified applicants.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application, interview, or assessment process, as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At this time, UPSTACK will not sponsor a new applicant for employment authorization for this position.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process, please contact us at\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:recruiting@upstack.com\u0026quot;\u0026gt;\u0026lt;u\u0026gt;recruiting@upstack.com\u0026lt;/u\u0026gt;.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4046555008,"name":"Customer Experience","child_ids":[4065628008,4049540008,4037922008,4046556008],"parent_id":null}],"offices":[{"id":4027609008,"name":"Remote, USA ","location":"United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/upstack/jobs/5239447008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483279008,"location":{"name":"United States"},"metadata":null,"id":5239447008,"updated_at":"2026-06-03T15:17:00-04:00","requisition_id":null,"title":"Director, Revenue Intelligence \u0026 Analytics","company_name":"UPSTACK","first_published":"2026-06-03T14:28:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Overview\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://upstack.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;UPSTACK\u0026lt;/a\u0026gt;\u0026amp;nbsp;i\u0026lt;strong\u0026gt;s the leading full-service technology advisory firm\u0026lt;/strong\u0026gt;, transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades of expertise, enhanced support, and UPSTACK’s proprietary technology—delivering faster deployments, cost savings, and streamlined access to critical solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our expertise includes:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI, private/public cloud, security, mobility, business continuity, and IoT.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Under the leadership of Founder and CEO\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.linkedin.com/in/ctrapp?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAChg5gBosQ3WiZEIVmxE-krU76_xTVRZmk\u0026amp;amp;lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3BLXfm70vXQ0yeXVdgjJ%2BCxQ%3D%3D\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Christopher Trapp\u0026lt;/a\u0026gt;,\u0026amp;nbsp;\u0026lt;strong\u0026gt;UPSTACK is committed to exceptional customer experiences\u0026lt;/strong\u0026gt;, serving 6,500+ clients—from SMBs to enterprises—and managing over $550M in annual technology spend across industries.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;About the Role\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;65\u0026quot; data-end=\u0026quot;417\u0026quot;\u0026gt;We are seeking a strategic and analytical \u0026lt;strong data-start=\u0026quot;107\u0026quot; data-end=\u0026quot;153\u0026quot;\u0026gt;Director, Revenue Intelligence \u0026amp;amp; Analytics\u0026lt;/strong\u0026gt; to serve as a trusted partner to the Chief Revenue Officer (CRO) and Go-to-Market (GTM) leadership team. This leader will drive business performance through revenue intelligence, forecasting excellence, financial and operational analytics, and AI-driven insights.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;419\u0026quot; data-end=\u0026quot;857\u0026quot;\u0026gt;The ideal candidate combines deep expertise in revenue operations, financial planning, and business analytics with the ability to influence executive decision-making. This role will lead forecasting governance, pipeline analytics, productivity measurement, partner economics, investment optimization, and strategic planning initiatives that support scalable revenue growth and operational excellence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;6n038\u0026quot; data-start=\u0026quot;889\u0026quot; data-end=\u0026quot;927\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Revenue Intelligence \u0026amp;amp; Forecasting\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;928\u0026quot; data-end=\u0026quot;1451\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1rydkvz\u0026quot; data-start=\u0026quot;928\u0026quot; data-end=\u0026quot;1047\u0026quot;\u0026gt;Own and continuously improve revenue forecasting models, including pipeline, bookings, revenue, and quota attainment.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;x5zko0\u0026quot; data-start=\u0026quot;1048\u0026quot; data-end=\u0026quot;1146\u0026quot;\u0026gt;Drive forecast rigor, governance processes, and forecasting methodologies across GTM leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;i0ckmd\u0026quot; data-start=\u0026quot;1147\u0026quot; data-end=\u0026quot;1248\u0026quot;\u0026gt;Lead pipeline inspection and deal review processes to improve forecast accuracy and predictability.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;137r81s\u0026quot; data-start=\u0026quot;1249\u0026quot; data-end=\u0026quot;1340\u0026quot;\u0026gt;Analyze stage conversion rates, deal progression, slippage trends, and forecast variance.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;wc7uvo\u0026quot; data-start=\u0026quot;1341\u0026quot; data-end=\u0026quot;1451\u0026quot;\u0026gt;Support monthly, quarterly, and annual forecasting processes in partnership with Finance and GTM leadership.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;1uvx3fa\u0026quot; data-start=\u0026quot;1453\u0026quot; data-end=\u0026quot;1499\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Sales Performance \u0026amp;amp; Productivity Analytics\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1500\u0026quot; data-end=\u0026quot;1917\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;11mkjg5\u0026quot; data-start=\u0026quot;1500\u0026quot; data-end=\u0026quot;1623\u0026quot;\u0026gt;Develop sales capacity models, including headcount planning, quota allocation, territory coverage, and ramp productivity.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;7xbwg1\u0026quot; data-start=\u0026quot;1624\u0026quot; data-end=\u0026quot;1730\u0026quot;\u0026gt;Evaluate sales productivity across segments, geographies, verticals, routes-to-market, and seller types.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1s747xf\u0026quot; data-start=\u0026quot;1731\u0026quot; data-end=\u0026quot;1826\u0026quot;\u0026gt;Support compensation plan modeling, attainment analysis, and incentive effectiveness reviews.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1kzaawz\u0026quot; data-start=\u0026quot;1827\u0026quot; data-end=\u0026quot;1917\u0026quot;\u0026gt;Identify opportunities to improve revenue-generating efficiency and resource allocation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;lv54q7\u0026quot; data-start=\u0026quot;1919\u0026quot; data-end=\u0026quot;1957\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Strategic Growth \u0026amp;amp; Market Analysis\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1958\u0026quot; data-end=\u0026quot;2471\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1rtbg3u\u0026quot; data-start=\u0026quot;1958\u0026quot; data-end=\u0026quot;2081\u0026quot;\u0026gt;Conduct Ideal Customer Profile (ICP) analysis, market segmentation, whitespace analysis, and growth opportunity modeling.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1uoarrr\u0026quot; data-start=\u0026quot;2082\u0026quot; data-end=\u0026quot;2240\u0026quot;\u0026gt;Analyze key SaaS business drivers including customer acquisition cost (CAC), lifetime value (LTV), funnel conversion, retention, and revenue growth metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1ul3fxx\u0026quot; data-start=\u0026quot;2241\u0026quot; data-end=\u0026quot;2373\u0026quot;\u0026gt;Develop financial and business models to support pricing strategy, territory planning, market expansion, and investment decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;l5urph\u0026quot; data-start=\u0026quot;2374\u0026quot; data-end=\u0026quot;2471\u0026quot;\u0026gt;Provide recommendations on GTM investments, territory design, and strategic growth initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;170h33u\u0026quot; data-start=\u0026quot;2473\u0026quot; data-end=\u0026quot;2508\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Partner \u0026amp;amp; Ecosystem Performance\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2509\u0026quot; data-end=\u0026quot;2721\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1rle6zz\u0026quot; data-start=\u0026quot;2509\u0026quot; data-end=\u0026quot;2618\u0026quot;\u0026gt;Evaluate partner, channel, alliance, and ecosystem performance, including ROI and investment effectiveness.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1j93480\u0026quot; data-start=\u0026quot;2619\u0026quot; data-end=\u0026quot;2721\u0026quot;\u0026gt;Assess partner economics and recommend optimization strategies to maximize growth and profitability.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;1rovvi5\u0026quot; data-start=\u0026quot;2723\u0026quot; data-end=\u0026quot;2766\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Executive Reporting \u0026amp;amp; Business Insights\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2767\u0026quot; data-end=\u0026quot;3179\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;oqq075\u0026quot; data-start=\u0026quot;2767\u0026quot; data-end=\u0026quot;2908\u0026quot;\u0026gt;Lead analytics and reporting for forecast reviews, Quarterly Business Reviews (QBRs), executive operating reviews, and Board presentations.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1jg08rt\u0026quot; data-start=\u0026quot;2909\u0026quot; data-end=\u0026quot;2981\u0026quot;\u0026gt;Design and maintain executive dashboards and KPI reporting frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1hbyyse\u0026quot; data-start=\u0026quot;2982\u0026quot; data-end=\u0026quot;3103\u0026quot;\u0026gt;Deliver actionable insights on performance against targets, highlighting risks, opportunities, and recommended actions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;5hjfk5\u0026quot; data-start=\u0026quot;3104\u0026quot; data-end=\u0026quot;3179\u0026quot;\u0026gt;Translate complex data into clear, compelling executive-level narratives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;1mlh55s\u0026quot; data-start=\u0026quot;3181\u0026quot; data-end=\u0026quot;3208\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;AI \u0026amp;amp; Advanced Analytics\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;3209\u0026quot; data-end=\u0026quot;3479\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;eq9mhg\u0026quot; data-start=\u0026quot;3209\u0026quot; data-end=\u0026quot;3347\u0026quot;\u0026gt;Leverage predictive analytics, AI-assisted forecasting, automation, anomaly detection, and scenario modeling to improve decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1v6vs4t\u0026quot; data-start=\u0026quot;3348\u0026quot; data-end=\u0026quot;3479\u0026quot;\u0026gt;Identify opportunities to enhance business intelligence capabilities and operational efficiency through technology and analytics.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-section-id=\u0026quot;y782lf\u0026quot; data-start=\u0026quot;3481\u0026quot; data-end=\u0026quot;3512\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Cross-Functional Leadership\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;3513\u0026quot; data-end=\u0026quot;3953\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;6r4ibv\u0026quot; data-start=\u0026quot;3513\u0026quot; data-end=\u0026quot;3651\u0026quot;\u0026gt;Partner with Sales, Marketing, Customer Success, Revenue Operations, Business Systems \u0026amp;amp; Data, and Finance teams to drive alignment and execution.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1e8sv8z\u0026quot; data-start=\u0026quot;3652\u0026quot; data-end=\u0026quot;3734\u0026quot;\u0026gt;Support annual planning, budgeting, and long-range strategic planning processes.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;imfu9g\u0026quot; data-start=\u0026quot;3735\u0026quot; data-end=\u0026quot;3828\u0026quot;\u0026gt;Ensure data integrity, reporting consistency, and analytical rigor across the organization.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1rwlgn1\u0026quot; data-start=\u0026quot;3829\u0026quot; data-end=\u0026quot;3953\u0026quot;\u0026gt;Drive continuous improvement of processes, tools, systems, and reporting frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Education\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;3987\u0026quot; data-end=\u0026quot;4086\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;18anob5\u0026quot; data-start=\u0026quot;3987\u0026quot; data-end=\u0026quot;4086\u0026quot;\u0026gt;Bachelor\u0026#39;s degree in Finance, Accounting, Economics, Business Administration, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Required Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;4391\u0026quot; data-end=\u0026quot;4857\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1a2n05p\u0026quot; data-start=\u0026quot;4391\u0026quot; data-end=\u0026quot;4547\u0026quot;\u0026gt;10+ years of experience in Revenue Operations, Revenue Analytics, FP\u0026amp;amp;A, Business Intelligence, Sales Operations, or related strategic analytics functions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;m6okdz\u0026quot; data-start=\u0026quot;4548\u0026quot; data-end=\u0026quot;4662\u0026quot;\u0026gt;Experience supporting executive leadership teams and influencing business strategy through data-driven insights.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1ypr7mq\u0026quot; data-start=\u0026quot;4663\u0026quot; data-end=\u0026quot;4748\u0026quot;\u0026gt;Proven success in SaaS, subscription-based, or high-growth technology environments.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vsnmom\u0026quot; data-start=\u0026quot;4749\u0026quot; data-end=\u0026quot;4857\u0026quot;\u0026gt;Demonstrated experience building and managing forecasting, planning, and performance management processes.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;14ilgvy\u0026quot; data-start=\u0026quot;4883\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Deep knowledge of:\n\u0026lt;ul data-start=\u0026quot;4906\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;gfc4k1\u0026quot; data-start=\u0026quot;4906\u0026quot; data-end=\u0026quot;4937\u0026quot;\u0026gt;Revenue Operations principles\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;195m1vr\u0026quot; data-start=\u0026quot;4940\u0026quot; data-end=\u0026quot;4985\u0026quot;\u0026gt;Forecast governance and pipeline management\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;uproyg\u0026quot; data-start=\u0026quot;4988\u0026quot; data-end=\u0026quot;5034\u0026quot;\u0026gt;Territory design and sales capacity planning\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;fd0kk\u0026quot; data-start=\u0026quot;5037\u0026quot; data-end=\u0026quot;5072\u0026quot;\u0026gt;Compensation and incentive design\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;18e5me3\u0026quot; data-start=\u0026quot;5075\u0026quot; data-end=\u0026quot;5114\u0026quot;\u0026gt;Partner and ecosystem business models\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1luq7vu\u0026quot; data-start=\u0026quot;5117\u0026quot; data-end=\u0026quot;5163\u0026quot;\u0026gt;SaaS growth metrics and revenue architecture\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1gdqnp3\u0026quot; data-start=\u0026quot;5166\u0026quot; data-end=\u0026quot;5219\u0026quot;\u0026gt;FP\u0026amp;amp;A, forecasting, budgeting, and variance analysis\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1a9kni5\u0026quot; data-start=\u0026quot;5222\u0026quot; data-end=\u0026quot;5307\u0026quot;\u0026gt;Revenue modeling concepts including ARR, MRR, bookings, churn, and pipeline metrics\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;GTM business models and sales performance measurement\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Advanced proficiency with:\n\u0026lt;ul data-start=\u0026quot;4906\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;SQL\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Snowflake\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Gong\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;HubSpot\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Marketo\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Power BI, Tableau, or similar BI platforms\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Excel and financial modeling tools\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1vuw5jx\u0026quot; data-start=\u0026quot;5310\u0026quot; data-end=\u0026quot;5365\u0026quot;\u0026gt;Predictive analytics and AI-enabled business analysis solutions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional analytical and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong executive communication and data storytelling capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to synthesize large, complex datasets into actionable business recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent stakeholder management and cross-functional collaboration skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management and prioritization abilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and commitment to data accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Additional Requirements\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;bbu7l9\u0026quot; data-start=\u0026quot;6143\u0026quot; data-end=\u0026quot;6252\u0026quot;\u0026gt;Ability to influence executive decision-making through quantitative analysis and strategic recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1fy7m8c\u0026quot; data-start=\u0026quot;6253\u0026quot; data-end=\u0026quot;6364\u0026quot;\u0026gt;Demonstrated ability to challenge assumptions and drive accountability through business inspection processes.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;lrfesm\u0026quot; data-start=\u0026quot;6365\u0026quot; data-end=\u0026quot;6434\u0026quot;\u0026gt;Experience balancing strategic planning with operational execution.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1yuxwut\u0026quot; data-start=\u0026quot;6435\u0026quot; data-end=\u0026quot;6508\u0026quot;\u0026gt;Strong business acumen with a focus on ROI-driven investment decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1oj9geg\u0026quot; data-start=\u0026quot;6509\u0026quot; data-end=\u0026quot;6595\u0026quot;\u0026gt;Ability to thrive in a fast-paced, high-growth environment with evolving priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1r21k33\u0026quot; data-start=\u0026quot;6596\u0026quot; data-end=\u0026quot;6678\u0026quot;\u0026gt;Proven track record of identifying business risks and opportunities proactively.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;3k33e8\u0026quot; data-start=\u0026quot;6679\u0026quot; data-end=\u0026quot;6781\u0026quot;\u0026gt;Experience building scalable analytical frameworks and financial models that support company growth.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;a7cgmo\u0026quot; data-start=\u0026quot;6782\u0026quot; data-end=\u0026quot;6866\u0026quot;\u0026gt;Ability to partner effectively with both technical and non-technical stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;jbrv83\u0026quot; data-start=\u0026quot;6867\u0026quot; data-end=\u0026quot;6946\u0026quot;\u0026gt;Commitment to continuous improvement, operational excellence, and innovation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Salary Range\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and transparent pay structure, which is based on a variety of factors, including location, experience, and job-related skills.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;The salary range for this role is $170,000.00 to $190,000.00 annually plus participation in the annual bonus program. Compensation includes base salary and benefits.\u0026lt;/span\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Closing\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;UPSTACK is an Equal Opportunity Employer and does not discriminate based on race, gender, ethnicity, religion, national origin, age, disability, veteran status, gender identity/expression, sexual orientation, or on any other basis prohibited by law. Consistent with applicable state and local law, UPSTACK will consider employment for all qualified applicants.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;UPSTACK is committed to providing reasonable accommodations to individuals with disabilities as required by applicable law. Accommodations may include adjustments to the application, interview, or assessment process, as well as modifications to the work environment or job duties to enable individuals to perform the essential functions of the role. Requests for accommodations will be evaluated on a case-by-case basis and provided unless they impose an undue hardship on the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At this time, UPSTACK will not sponsor a new applicant for employment authorization for this position.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We endeavor to make the application process accessible to all applicants. If you would like to contact us regarding accessibility and/or need assistance completing the application process, please contact us at\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:recruiting@upstack.com\u0026quot;\u0026gt;\u0026lt;u\u0026gt;recruiting@upstack.com\u0026lt;/u\u0026gt;.\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4038300008,"name":"Advisory Services","child_ids":[],"parent_id":null}],"offices":[{"id":4027609008,"name":"Remote, USA ","location":"United States","child_ids":[],"parent_id":null}]}],"meta":{"total":3}}