Job description

WHO WE ARE Duck Creek Technologies is the intelligent solutions provider defining the future of the property and casualty (P&C) insurance industry. Our modern SaaS platform enables insurers to run agile, cloud-based operations and deliver better customer experiences. Duck Creek is a flexible-first company, offering employees autonomy in how they manage their work. As part of our Flying Together approach, we are thoughtfully increasing opportunities for in-person collaboration by focusing on hiring in designated locations. This role is aligned to a specific location, and you’ll partner with your leader to participate in meaningful in-person moments that support team connection and collaboration. ABOUT VISTA Duck Creek Technologies is a portfolio company of Vista Equity Partners, a global investment firm that partners with mission-critical enterprise software and technology-enabled businesses to drive growth and operational excellence. As part of a Vista portfolio company, you’ll work in an environment backed by deep expertise, long-term investment, and a strong commitment to building market-leading businesses and meaningful careers. POSITION OVERVIEW As Director, Sales Operations, you will lead the strategy and execution behind our sales organization’s productivity. You’ll own the full sales operations remit - forecasting, planning, budgeting, quota setting, compensation design, and process optimization - while also driving the day-to-day operational rigor that keeps our regional Sales VPs equipped with the data and tools they need. This is a role for someone who’s equally comfortable setting the strategic agenda and rolling up their sleeves on dashboards, CRM data integrity, and pipeline analysis. You’ll report into senior sales leadership and work closely with Finance, HR, Marketing, and Product to make sure the sales organization operates efficiently and hits its numbers. WHAT YOU’LL DO Design, implement, and manage sales forecasting, planning, and budgeting processes, ensuring quality, accuracy, and consistency across the sales organization. Build, lead, coach, and develop a high-performing Sales Operations team, establishing clear roles, objectives, and accountability while creating opportunities for professional growth. Set priorities and allocate resources across the Sales Operations team, ensuring the function is focused on the highest-impact initiatives and effectively supports business and sales leadership priorities. Own sales compensation plan administration — establishing rules, policies, and procedures in partnership with Accounting, Finance, and HR. Equitably assign sales force quotas, ensuring the company’s financial objectives are optimally allocated across all sales channels. Partner with senior sales leadership to identify and implement sales process improvements, fostering a culture of continuous improvement. Prioritize investment in enabling technologies, including recommending changes to the CRM platform. Define performance measurement and management programs, aligning reporting, training, and incentive programs accordingly. Develop and maintain sales KPIs, pipeline metrics, and forecasting accuracy reporting. Build and maintain sales performance dashboards for Sales VPs, and support their Quarterly Business Reviews with relevant data. Work with Sales Enablement to streamline processes and implement best practices and standard operating procedures across regions. Lead sales force training planning in partnership with HR, prioritizing objectives for selling, sales management, and support roles. Drive an AI-forward approach across analyst-related work, staying ahead of tools and practices in the space; partner with Directors on territory-level data reporting, including building PowerPoint decks for quarterly business reviews. WHAT YOU’VE DONE Required: Four-year college degree from an accredited institution; MBA or equivalent preferred. 7 years of B2B SaaS sales or sales operations experience, including at least 5 years in a sales operations, business planning, or sales support management role. Demonstrated experience leading, managing, coaching, and developing high-performing teams, including setting priorities, managing performance, and building team capabilities. Salesforce experience required. Track record of successfully managing analytically rigorous corporate initiatives. PREFERRED Experience with PowerBI or an equivalent BI tool. Understanding of the quote-to-cash process. Experience designing sales incentive compensation programs. SKILLS & CAPABILITIES Proficient in Excel, with the ability to quickly pick up new systems and tools. Strong oral, written, and interpersonal communication skills. Advanced analytical and problem-solving skills, comfortable working with data sets and synthesizing insights into recommendations. Ability to balance strategic ownership with hands-on operational execution. Comfortable managing ambiguity and driving initiatives across multiple stakeholders. Travel: 10–25%. Legally authorised to work in the country where the role is based. Compensation: The expected salary range for candidates living in the San Francisco/Bay Area is $201,025 – $236,500 . Actual compensation is determined based on a variety of factors, including job-related skills, experience, qualifications, internal equity, and geographic location, where permitted by law. CORE COMPETENCIES Our team is built on strong core values that guide how we work and grow together. We prioritize clear and thoughtful communication, fostering open collaboration across diverse perspectives to achieve shared goals. We approach challenges with curiosity and critical thinking, seeking creative solutions while remaining adaptable in a fast-changing environment. We take accountability for our work and outcomes, holding ourselves to high standards of integrity and professionalism. Above all, we are committed to doing the right thing—treating others with respect, embracing continuous learning, and engaging inclusively across cultures and backgrounds. LEARN MORE Company Website: Transforming Insurance with Duck Creek s SaaS Solutions Life at Duck Creek: Life at Duck Creek - Duck Creek Benefits & Rewards: Wellbeing & Rewards - Duck Creek WHAT WE STAND FOR Our global team values the unique perspectives each employee brings. Our success is driven by an inclusive culture where everyone can learn from one another, regardless of role or background. This collaborative approach helps us continuously improve our products, services, and systems. Duck Creek is committed to equal opportunity for all employees and applicants, with decisions based on skills, experience, and achievements—without regard to any protected status. We strive to lead by example in inclusion, diversity, and equity, creating an environment where employees can be their authentic selves. Our values guide us: We Prioritize Respect, We Listen, We Care, We Add Value, and We Lead. To learn more: Life at Duck Creek - Duck Creek AI STATEMENT To ensure an equitable and consistent process, candidates are expected to complete all interviews based on their own knowledge and experience. The use of AI tools during interviews is not permitted. PRIVACY NOTICE By submitting your application, you acknowledge that Duck Creek Technologies may collect and process your personal data – Refer Privacy Notice. NOTICE Duck Creek Technologies does not accept agency resumes.

Requirements

Must-haves

This is a role for someone who’s equally comfortable setting the strategic agenda and rolling up their sleeves on dashboards, CRM data integrity, and pipeline analysis.
You’ll report into senior sales leadership and work closely with Finance, HR, Marketing, and Product to make sure the sales organization operates efficiently and hits its numbers.
Design, implement, and manage sales forecasting, planning, and budgeting processes, ensuring quality, accuracy, and consistency across the sales organization.
Build, lead, coach, and develop a high-performing Sales Operations team, establishing clear roles, objectives, and accountability while creating opportunities for professional growth.
Set priorities and allocate resources across the Sales Operations team, ensuring the function is focused on the highest-impact initiatives and effectively supports business and sales leadership priorities.
Own sales compensation plan administration — establishing rules, policies, and procedures in partnership with Accounting, Finance, and HR.
Equitably assign sales force quotas, ensuring the company’s financial objectives are optimally allocated across all sales channels.
Partner with senior sales leadership to identify and implement sales process improvements, fostering a culture of continuous improvement.
Prioritize investment in enabling technologies, including recommending changes to the CRM platform.
Define performance measurement and management programs, aligning reporting, training, and incentive programs accordingly.
Develop and maintain sales KPIs, pipeline metrics, and forecasting accuracy reporting.
Build and maintain sales performance dashboards for Sales VPs, and support their Quarterly Business Reviews with relevant data.
Work with Sales Enablement to streamline processes and implement best practices and standard operating procedures across regions.
Lead sales force training planning in partnership with HR, prioritizing objectives for selling, sales management, and support roles.
7 years of B2B SaaS sales or sales operations experience, including at least 5 years in a sales operations, business planning, or sales support management role.
Demonstrated experience leading, managing, coaching, and developing high-performing teams, including setting priorities, managing performance, and building team capabilities.
Salesforce experience required.
Track record of successfully managing analytically rigorous corporate initiatives.
Proficient in Excel, with the ability to quickly pick up new systems and tools.
Strong oral, written, and interpersonal communication skills.

Nice-to-haves

Four-year college degree from an accredited institution; MBA or equivalent preferred.
Experience with PowerBI or an equivalent BI tool.
Understanding of the quote-to-cash process.
Experience designing sales incentive compensation programs.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

agileai

Platform: workday
Effort: long