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As the Director of Strategy & Planning, you will report to the Senior Director of Content Operations Strategy & Enablement (COSE) and lead the Strategy & Planning team (Senior Manager + Associate). You will manage the operational strategy and planning for our Expert Call Services, Generated Content, and Compliance Operations teams. You will also collaborate with our GTM teams on annual planning related to our call services business. You will own the Expert Insights Operating Model, build and maintain capacity models, support data-driven decision-making, and run key planning cycles. You will be a strategic partner to Operations Leadership, ensuring clear communication, alignment, and cross-functional execution across Operations, GTM, Enablement, Ops Systems, Product, and Finance. This role is instrumental in driving productivity, efficiency, scalability, and continuous improvement across a growing, customer-facing organization.
Job Responsibility:
Maintain and build the annual plan, including departmental output goals, operational targets, and staffing levels
Own quarterly forecasting and goaling processes
Monitor capacity and utilization to determine staffing needs and optimize resourcing
Lead go-to-market planning with Revenue Operations and FP&A
Ensure teams operate at target staffing levels through capacity monitoring and strategic course correction
Own the account segmentation framework
Lead account balancing and territory planning initiatives
Support goal-setting across all roles and teams
Evaluate and calibrate KPIs to drive desired business outcomes
Design and administer role-based incentive plans
Work with department leaders to establish and maintain OKRs
Build and maintain departmental reporting suite to understand performance to goal and quickly identify root causes of under of overperformance
Requirements:
7+ years of experience in consulting, corporate strategy, FP&A, revenue operations, strategic finance, or a high-growth startup
3+ years managing teams, including experience building and maintaining team roadmaps
Advanced Excel + SQL proficiency
Experience with BI tools (Tableau, Looker, PBI)
Strong ability to model capacity, forecast performance, and quantify impact
Quick, adaptive learner with strong operational acumen and a bias for action
Applies design thinking, structured problem-solving, and data-driven frameworks to create scalable systems and processes
Proven ability to lead complex, cross-functional initiatives and manage multiple priorities
Experienced in process design and documentation best practices
Lean Six Sigma familiarity a plus
Skilled at simplifying complexity, driving clarity, and aligning teams through change
Strong communicator who influences at all levels and delivers executive-ready insights
People-focused leader who develops talent, builds high-performing teams, and leads through others
Balances strategic thinking with hands-on execution and operational excellence