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About the RoleWe're looking for a Director of GTM Strategy and Operations to be the operational engine behind our go-to-market team. We know our market — now we need to win it faster. This role is about building the infrastructure, automation, and analytics that compress our sales cycle, increase pipeline velocity, and give leadership the visibility to forecast with confidence.You'll sit at the intersection of sales operations, marketing operations, and revenue intelligence — owning the systems, data, and workflows that turn our GTM strategy into repeatable, measurable execution. This is not a "keep the lights on" role. You'll identify gaps, design solutions, and drive adoption across the team.What You'll DoRevenue Operations & AutomationOwn and evolve the GTM tech stack — Salesforce, HubSpot, and the surrounding ecosystem — ensuring clean data flow, tight integrations, and minimal manual workDesign and implement automation across the funnel: lead routing, handoff workflows, enrichment pipelines, follow-up sequences, and deal stage triggersBuild and maintain integrations between revenue tools (CRM, MAP, sequencing platforms, data enrichment, BI) so teams operate from a single source of truthIdentify and eliminate process friction that slows deals down — from first touch through closed-wonPartner with technical resources to architect scalable RevOps infrastructure; you set the strategy and requirements, others execute the buildsSales Operations & Cycle OptimizationOperationalize the sales process — MEDDPICC adoption, stage exit criteria, deal inspection frameworks — so reps are consistent and managers have real visibilityBuild and maintain pipeline management cadences: weekly reviews, deal health scoring, and escalation triggers that surface risk earlyAnalyze sales cycle data to identify where deals stall, drop, or slow — then build fixes into the process and toolingPartner with Sales leadership on territory management, quota modeling, and capacity planningSupport call review and coaching workflows to surface winning patterns and replicate them across the teamData, Tracking & AnalyticsDefine and own the GTM data model: what we track, how we track it, and how it flows between systemsBuild dashboards and reporting that give leadership real-time visibility into pipeline health, velocity, conversion rates, and forecast accuracyCreate predictive models and lead/deal scoring frameworks that help reps and managers prioritize where to spend their timeEstablish win/loss tracking and analysis to feed continuous learning back into sales and marketing strategyEnsure data hygiene across CRM and marketing platforms — standardized fields, enforced inputs, reliable reportingMarketing OperationsPartner with Marketing on campaign attribution, lead lifecycle tracking, and MQL-to-SQL conversion optimizationOwn the lead routing and handoff process between marketing and sales — clean, fast, and accountableBuild closed-loop reporting between marketing activity and revenue outcomesSupport segmentation models that power targeted campaigns, personalized outreach, and account prioritizationWhat We're Looking ForMust-Haves7+ years in revenue operations, sales operations, or GTM strategy at a B2B SaaS companyDeep hands-on experience with Salesforce and HubSpot — you know how to configure, integrate, and get the most out of bothProven track record building automation and workflow systems that measurably improved sales team efficiency or cycle timeStrong analytical skills — you can build a model, interpret pipeline data, and translate findings into clear recommendations for leadershipExperience building or owning forecasting and pipeline visibility frameworksExcellent communicator who can work across Sales, Marketing, and the C-suite without losing clarity or speedA bias toward automation: if you do something twice, you build a system for itComfort with AI/LLM tooling for GTM use cases — you've used it to save time and you'll bring that mindset to the teamNice-to-HavesExperience with enrichment and data tools: Clay, Apollo, Clearbit, ZoomInfo, or similarFamiliarity with workflow automation platforms like Zapier, n8n, or MakeExperience with BI/reporting tools (Tableau, Looker, or similar)Background in or exposure to the insurance or insurtech spaceWhy This RoleYou'll have direct access to C-level leadership and real ownership over the systems and strategy that drive revenue. This is a build role — we have the foundation, the market, and the product. We need someone who can operationalize it all and make our GTM team run faster and smarter. If you want the seat where those decisions get made, this is it.90-Day Success MilestonesSystems audit and roadmap — document current state of the GTM stack, identify integration gaps, data quality issues, and automation opportunities; deliver a prioritized roadmapPipeline visibility and forecasting — build or rebuild the dashboards and cadences leadership uses to inspect pipeline health and call the numberQuick wins on automation — identify and ship 2–3 high-impact automation improvements (lead routing, handoff workflows, follow-up sequences, or similar)Win/loss framework — design and stand up a structured win/loss program that feeds insights back to sales and marketing on a recurring basisOur Guiding PrinciplesOur products are for nothing if their creators are not fulfilled in their work. We want our employees to flourish at Sureify. We do not fawn over status or titles, instead, we honor effort and intelligence. The best idea wins no matter which colleague proposed it. We do not shortcut our mission with overblown claims or false promises. Sticking to the truth is both a strategy and a principle for us.Sureify is an Equal Opportunity Employer committed to diversity. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, sex, sexual orientation, gender perception or identity, age, disability, veteran or military status, or any other basis prohibited by law.
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