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The Commercial Operations Director plays a key role in helping Perkbox grow in a scalable and sustainable way. This role brings together data, systems, and ways of working across Marketing, Sales, Onboarding, Client Success, Finance, and Operations to make sure our entire revenue engine is aligned and running smoothly. You’ll be the person who connects the dots - setting up clear revenue architecture, building trusted insights, and making it easier for teams to focus on what really drives value for our customers and our business. From first touch through to renewal and expansion, you’ll help ensure every stage of the customer and client journey is well understood, measurable, and continually improving. Working closely with the CFO, CRO, VP Marketing, and VP Operations, you’ll help improve forecast confidence, spot and fix friction in our funnels, and support smarter, faster decision-making across the business. Success in this role isn’t just about dashboards or systems - it’s about creating clarity, consistency, and momentum, so our teams can do their best work and Perkbox can continue to grow with confidence.
Job Responsibility:
Drive cross-functional planning to align goals, metrics and accountability across revenue, commercial, operations and marketing teams
Define the end-to-end revenue architecture (segmentation, territories, ICPs, and journeys)
Partner with relevant teams to forecast data accurately and build models that reflect both recurring and transactional streams
Work closely with the Systems Operations team to align Commercial Operations insights with systems capabilities and the project pipeline across Salesforce, HubSpot, Gong, Planhat, Braze, and all reporting platforms
Ensure data integrity and accessibility across all funnels and drive automation and process optimisation with Revenue and Marketing teams, and advise on effective integration between systems
Develop real-time dashboards for pipeline health, forecast accuracy, conversion rates, churn, and expansion metrics, CAC, LTV and TAM
Lead quarterly business reviews focused on actionable insights
Identify and address revenue leakage and funnel inefficiencies through process, product, or technology improvements
Partner with GTM leadership to define the buyer and standardise sales processes
Enable Marketing, Sales, and CS teams with data-driven insights, and ensure clear visibility into customer health, upsell opportunities, and renewal risk across the lifecycle
Act as a strategic bridge between GTM, SysOps, Finance, and Product teams to align goals, unify reporting
Drive alignment between sales, onboarding and client success on handovers, SLAs, and expansion plays
Influence product roadmap with customer and revenue data insights
Requirements:
Commercial Acumen – deeply understands SaaS unit economics (CAC, LTV, NRR, payback, sales efficiency) and can translate data into revenue strategy
Systems Thinking – sees how marketing, sales, CS, product, and finance interconnect
designs scalable processes and tech architecture across them
Analytical & Data Mastery – expert at building reliable reporting, diagnosing funnel performance, and driving insight-led conversations and decisions
Operational Excellence – skilled in process design, automation with tools, and cross-functional execution that improves efficiency and consistency
Influence & Communication – able to align GTM, Finance, and Product leaders through data storytelling and stakeholder management
Change Leadership – comfortable leading through transformation (e.g. mergers, platform migrations, GTM restructuring) while maintaining clarity and trust