skimmer - Director, Strategy and Operations
Requirements
• Deep experience spanning a structured-thinking environment (consulting, banking, corporate development, or strategy) and an operating role — you’ve both built the plan and run the work • AI-forward in how you work — you actively leverage and build with AI tools to move faster, think sharper, and do more with less- you love a spreadsheet, but love the power of AI-enabled tools even more. • Exceptional program management: you impose structure on ambiguity, run multiple workstreams in parallel, and keep senior stakeholders moving and accountable through structure, trust, and follow-through • Strong commercial and financial fluency — SaaS metrics, unit economics, and the levers that drive enterprise value; comfortable building a business case and setting priorities • M&A or integration exposure: diligence, integration planning, or post-merger integration • Outstanding written and verbal communication — executive-grade materials and the presence to run a room • Highly discreet with sensitive financial and strategic information; calm under pressure and comfortable operating with incomplete information • PE-backed or high-growth SaaS experience • Exposure to a full M&A or transaction lifecycle • Vertical SaaS or field-service / SMB software background • Familiarity with the reporting, planning, and exit-readiness expectations that come with a PE sponsor
Responsibilities
• M&A & Integration • Project-manage active M&A end to end — diligence coordination, workstream tracking, and post-close integration — driving milestones and value capture alongside the CFO and relevant leaders • Serve as the connective tissue between deal teams and the broader organization across Legal, People, Finance, and Product — ensuring nothing gets lost in translation • Maintain centralized tracking of milestones and blockers; surface issues early and drive them to resolution • Strategic Planning • Run the annual and quarterly planning cadence — structure the analysis, frame choices with the leadership team, and turn decisions into a tracked operating plan with clear owners and dates • Track progress against strategic initiatives; flag misalignment early and facilitate the right conversations to keep priorities on course • Help the leadership team think through sequencing, resourcing, and cross-functional dependencies on key initiatives • Drive the company’s value-creation roadmap, keeping cross-functional readiness work moving toward long-term goals • Keep the value creation roadmap live and visible — ensuring progress is tracked and owners are held accountable across functions • Evaluation of Strategic Initiatives • Pressure-test and prioritize proposed and in-flight initiatives with their owners • Build the business cases and analysis — including new-market assessments for the CEO — that inform where the company places its bets • Cross-Functional Execution • Drive the company’s most important cross-functional initiatives to completion; maintain a single source of truth for top priorities with clear owners and tracked milestones • Run the leadership cadence as decision forums, not status meetings — log decisions and drive follow-through • Hold the team accountable to commitments and timelines — working alongside an empowered leadership team, not running their functions • Operational Maturity • Build the reporting discipline, processes, and operating rigor that scale the business and strengthen long-term enterprise value • Tighten reporting cadence, improve KPI reliability, and catch variance-to-plan earlier
Benefits
• Competitive base pay + bonus potential • Generous medical, dental, and vision plans (we pay 100% of your premium and 50% of your dependents’) • Fantastic culture with a very strong eNPS- we work hard, celebrate wins, and learn as we go to always be improving to benefit our customers. • Immediate access to 401(k) with company match • Flexible PTO (MINIMUM of 10 days required every year) • 12 weeks paid parental leave for birthing parent, 6 weeks paid leave for supporting partner • Remote work friendly • Comprehensive learning and development budget • A manager dedicated to your development
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