Director Presale Operations

For our client, we are seeking a Director Presale Operations to join the team of a leader in the Finance & Insurance space.

This role will oversee presale operations across RFP and proposal activity, ensuring requests are managed efficiently from intake through delivery. The director will partner closely with key stakeholders to improve workflow, strengthen team performance, and support the business with responsive, high-quality proposal support. This position also plays a key role in building the talent pipeline, enhancing training, and using data to monitor capacity and operational effectiveness.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $101,250 – $162,000 annually

Responsibilities

• Oversee and manage the presale business area, including RFP and proposal requests
• Collaborate with key stakeholders to ensure efficient workflow management
• Lead presale team operations from intake through proposal delivery
• Drive operational excellence by maintaining streamlined processes for presale support
• Develop talent pipeline and training programs to meet business demands
• Monitor and analyze data related to capacity and performance for reporting

Qualifications

• Bachelor's degree preferred; experience considered in lieu of degree
• 8+ years of leadership experience, including team management; quoting and RFP experience required
• Strong understanding of process improvement and change management techniques
• Excellent verbal and written communication skills
• Proficiency in Salesforce reporting tools and MS Office Suite; experience with Power BI and Workday preferred

Benefits

• Comprehensive medical, dental, and vision coverage
• 401(k) plan with matching company contributions
• Generous paid time off, including 11 holidays and additional wellness days
• Supportive management and opportunities for career advancement
• Paid parental leave and adoption/surrogacy assistance

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.