Director of Sales Operations

About This Role

Position Summary Pinnacle MEP is seeking a highly analytical and systems\-driven Director of Sales Operations to build and scale a best\-in\-class sales operations function across a rapidly growing, PE\-backed platform. This role will be responsible for driving sales performance, pipeline visibility, forecasting accuracy, and process standardization across multiple operating companies (OpCos). The Director will play a critical role in aligning sales, finance, and operations by leveraging key platforms including ServiceTitan, BuildOps, and CRM systems to deliver actionable insights and scalable processes. This is a high\-impact, hands\-on leadership role ideal for someone who thrives in a fast\-paced, multi\-entity environment and can bridge strategy with execution.

Key Responsibilities

Sales Performance \& Analytics

• Develop and manage sales performance reporting, dashboards, and KPIs across all OpCos
• Provide real\-time visibility into pipeline health, conversion rates, and revenue performance
• Partner with Finance to improve forecasting accuracy and revenue predictability
• Analyze sales data to identify trends, gaps, and opportunities for growth

Systems \& Tools Optimization

• Serve as a key stakeholder in ServiceTitan, BuildOps, and CRM optimization and adoption
• Partner with Data \& Systems leadership to ensure data integrity and system integration
• Standardize sales workflows and reporting across platforms
• Drive user adoption, training, and best practices across sales teams

Process Design \& Standardization

• Build and implement scalable sales processes, playbooks, and operational frameworks
• Standardize pipeline stages, definitions, and reporting across OpCos
• Identify inefficiencies and drive continuous improvement initiatives
• Establish clear sales operating cadence (pipeline reviews, forecasting calls, etc.)

Cross\-Functional Partnership

• Act as the primary liaison between Sales, Finance, Operations, and Data/IT
• Support Finance with budgeting, planning, and performance tracking
• Collaborate with OpCo leaders to align on sales strategy and execution
• Support M\&A efforts through sales process integration and reporting alignment

Field \& OpCo Enablement

• Partner with OpCo leadership to improve local sales execution and visibility
• Ensure consistent adoption of tools, processes, and reporting standards
• Provide insights and recommendations to improve win rates and sales productivity

Qualifications

• 8\+ years of experience in Sales Operations, Revenue Operations, or Business Operations
• Experience in a PE\-backed, multi\-entity, or roll\-up environment strongly preferred
• Strong experience with ServiceTitan required; exposure to BuildOps and CRM platforms highly preferred
• Proven track record of building sales reporting, forecasting, and operational processes
• Advanced analytical skills; experience with BI tools (e.g., Power BI) preferred
• Strong understanding of sales funnels, pipeline management, and KPI development
• Experience partnering closely with Finance and executive leadership
• Background in construction, HVAC, field service, or related industries preferred