EvolutionIQ

About Us: EvolutionIQ’s mission is to improve the lives of injured and disabled workers, enabling them to return to the workforce. By reducing avoidable costs and lost productivity, we make insurance more affordable and sustainable. We’re experiencing rapid growth and to achieve our goals, we’re hiring world-class talent to build and scale our organization—and continue transforming the insurance landscape. Our team is our #1 priority, and we’ve been named one of Inc.’s Best Workplaces three years in a row.

As Sr. Director / VP of Operations & Programs, you will be in a cross-functional leadership role, and at the right hand to our Co-CEO. In this high-visibility role, you will drive operational excellence, coordinate key cross-functional initiatives, and ensure the company operates with maximum efficiency and impact. You will manage critical projects, streamline decision-making processes, and serve as a trusted advisor enabling the executive team to focus on high-leverage activities that accelerate EvolutionIQ’s growth.

Key Responsibilities:

• Strategy & Planning
  • Have end to end ownership on critical projects spanning across multiple internal organizations.
  • Drive alignment between Sales organization and cross-functional partners (Product Management, Engineering, Marketing)
  • Define and own the RevOps roadmap, aligning Sales, Marketing, and Customer Success goals with company-wide revenue targets.
  • Partner with leadership to establish annual and quarterly revenue plans, forecast methodologies, and go-to-market strategies
  • Lead the annual and quarterly planning cycles: align leadership OKRs, track progress, and facilitate strategic offsites.
  • Translate high-level vision into clear roadmaps, milestones, and internal communications.
• Process & Systems Optimization
  • Audit and optimize critical workflows within the CEO’s office— decision-support materials, board reporting, and stakeholder communications.
  • Introduce scalable processes and playbooks to enhance collaboration and reduce operational friction across the company.
  • Standardize and document key revenue processes: lead-to-account matching, opportunity management, quoting, contract handoff, and renewals.
  • Evaluate, implement, and optimize revenue technology (CRM, MAP, CPQ, BI tools) to streamline workflows and ensure data integrity
• Data, Analytics & Forecasting
  • Lead monthly and quarterly forecasting cadences; analyze variances and recommend corrective actions to stay on plan
  • Own reporting and outcomes of critical special projects
  • Build and maintain a centralized revenue analytics framework: define KPIs (pipeline velocity, conversion rates, churn, ACV/TCV, sales cycle length) and design executive dashboards.
• Cross-Functional Oversight
  • Oversee end-to-end project management for corporate priorities.
  • Assemble and lead crossfunctional teams from Product, Engineering, Sales, Marketing, Finance, and People Ops to deliver on time-sensitive initiatives.
  • Partner with Marketing to refine lead-scoring models, attribution reporting, and campaign ROI analyses.
  • Collaborate with Customer Success to track onboarding velocity, expansion metrics, and customer health scores.
  • Work with Finance to ensure accurate revenue recognition, billing processes, and quota-carrying calculations.
• Team Leadership & Talent Development
  • Lead the RevOps and Programs team and establish clear roles, career paths, and performance goals; foster a culture of data-driven decision-making.
• Change Management & Adoption
  • Drive user adoption of RevOps tools and best practices through training programs, documentation, and regular “office hours.”
  • Lead continuous improvement initiatives to refine processes as the business scales
• Executive Communications & Stakeholder Alignment
  • Draft and refine presentations, board decks, and town-hall materials; ensure clarity, consistency, and data-driven storytelling.
  • Liaise with internal and external stakeholders—board members, investors, partners—to maintain alignment and momentum on strategic objectives
• Data-Driven Insights & Decision Support:
  • Own synthesis of key performance data: build dashboards, conduct deep dives, and surface actionable insights to inform executive decisions.
  • Partner with Analytics and Finance to model scenarios, run sensitivity analyses, and prepare pro forma forecasts.

Skils & Qualifications:

• Proven Leadership & Program Management Background
  • 10+ years in management consulting, corporate strategy, or as a Chief of Staff (or comparable role) at a high-growth technology or SaaS company.
  • 3+ years leading a Revenue Operations or Sales Operations team at a high-growth SaaS company
  • Demonstrated success leading complex, cross-functional programs from ideation through execution.
• Strategic & Analytical Thinker
  • Exceptional problem-solving skills with comfort in ambiguity; able to balance strategic vision with tactical rigor.
  • Advanced proficiency in data analysis (SQL or BI tools) and financial modeling to support evidence-based decision making.
• Excellent Communicator & Influencer
  • Exceptional communication skills, able to influence and align stakeholders from sales professionals to C-level executives.
  • High emotional intelligence with the ability to build trust and credibility across diverse teams.
• Operational & Process Expertise
  • Skilled at designing scalable processes, setting governance frameworks, and driving continuous improvement.
  • Strong organizational skills with an eye for detail and an orientation toward action.
  • Strong familiarity in working with data warehouses (Snowflake, Redshift, BigQuery).
  • Proven track record building forecasting models, dashboards, and sales compensation plans.
  • Expertise in mapping and optimizing complex revenue processes
  • Ability to translate ambiguous business challenges into robust, scalable SOPs and playbooks.
• Educational Background
  • Bachelor’s degree in Business, Engineering, or related field; MBA or advanced degree preferred

Work-life, Culture & Perks:

• Compensation: The salary range is 240-265K in NYC with flexibility depending on a candidate’s background and experience. There is also a meaningful equity plan.
• Location: This position is hybrid with the expectation of being in office at least 3 times per week. Our office is located in lower Manhattan.
• Well-Being: Full medical, dental, vision, short- & long-term disability, and a 401k program with employer matching
• Home & Family: Flexible PTO, 100% paid parental leave (16 weeks for primary caregivers and 12 weeks for secondary caregivers), sick days, paid time off. For new parents returning to work we offer a flexible schedule. We also offer sleep training to help you and your family navigate life schedules with a newborn.
• Office Life: Catered lunches, happy hours, and a pet-friendly office space. A monthly technology stipend.
• Growth & Training: $1,000/year for each employee for professional development, as well as upskilling opportunities internally
• Sponsorship: We are open to sponsoring candidates currently in the U.S. who need to transfer their active H1-B visa

EvolutionIQ appreciates your interest in our company as a place of employment. EvolutionIQ is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees