Director, Sales Planning & Operations, (CMS) (Fintech)

Location: Must be located in San Francisco, CA, with at least 3 days per week in the office. The position is listed in Foster City, CA and requires 5–10% travel.

Salary: $188,400–$301,500 USD per year, with potential sales incentives; bonus and equity may also be available.

Company

hirify.global is a global payments technology company facilitating transactions among consumers, merchants, financial institutions, and government entities in more than 200 countries and territories.

What you will do

• Lead the CRM Adoption & Pipeline team, setting priorities, accountability, and stakeholder engagement.
• Own the Microsoft Dynamics roadmap for Commercial & Money Movement Solutions, including platform optimization, process standardization, product catalog management, and territory alignment.
• Govern global pipeline management, opportunity standards, data quality, forecasting, and sales discipline across CMS businesses.
• Modernize sales reporting with Power BI, automation, and AI-driven analytics covering pipeline health, deal progression, risks, and growth opportunities.
• Lead forecasting, pipeline reviews, and reporting for monthly business reviews, quarterly business reviews, shareholder reviews, and regional performance discussions.
• Partner with regional teams on CRM adoption, training, governance, change management, territory mapping, and account ownership.

Requirements

• 10+ years of work experience with a Bachelor’s Degree, 8+ years with an advanced degree, or 3+ years with a PhD.
• Extensive experience in Sales Planning, Sales Operations, Revenue Operations, Commercial Operations, or a related discipline.
• Experience leading and developing teams in complex, global, matrixed organizations.
• Strong experience with CRM platforms, preferably Microsoft Dynamics, including process design, adoption, governance, and optimization.
• Deep knowledge of pipeline management, forecasting, opportunity governance, account data, territory management, and sales performance reporting.
• Must be located in San Francisco, CA and work from the office at least 3 days per week.

Nice to have

• Experience with 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 complex B2B commercial environments.
• Experience establishing global standards while supporting regional execution.

Culture & Benefits

• Office-based work with department-dependent working hours.
• Medical, dental, vision, 401(k), FSA/HSA, life insurance, paid time off, and wellness benefits may be available.
• Potential bonus, equity, and sales incentive eligibility.
• Opportunity to work on payments technology operating at global scale.