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Directive

Sales Operations Solutions Architect (Remote US)

Directive · Charlotte, NC

  • Hybrid
  • Full-time
  • $120,000 / year
  • Charlotte, NC
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Sales Operations Solutions Architect (Remote US)
Directive · Charlotte, NC
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Jamie Fox
Hiring Manager · h•••••@jobs.ashbyhq.com
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Subject: Interested in the Sales Operations Solutions Architect (Remote US) role at Directive

Hi Jamie — I came across the Sales Operations Solutions Architect (Remote US) opening and wanted to reach out directly. I've spent the last few years doing exactly this kind of work, and Directive stood out because…

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View the original posting ↗
Not recommended alone — most applicants never hear back.

Job highlights

  • Execute GTM architectures and Salesforce configurations.
  • Transform CRMs into high-velocity revenue engines.
  • Own Salesforce execution, data hygiene, and reporting.
  • Requires 4+ years Salesforce Admin/Strategy experience.
  • Remote US-based role with competitive compensation.

About the role

About Directive Consulting

Directive Consulting is the leading B2B marketing agency for brands that are serious about the metrics that matter most. With over a decade of expertise and 420+ B2B brands under our belt, we've earned our reputation on real outcomes. We run through 3 divisions: Performance, Communications, and Commerce, all wired to share intelligence and answer to revenue. That system spans everything from Paid Media and Content Marketing, to PR and Paid Social, to Marketplace and Lifecycle Marketing. Tying it all together is our methodology, DiscoverabilityOS™, which aligns brand and demand to guide your ICP to choose you across every decision point.

We move fast. We think boldly. We hire people who challenge the status quo, build campaigns worth talking about, and make bold brands impossible to ignore. If you live for performance, love solving hard problems, and want your work to actually mean something, you'll fit right in.

About The Role

Internally this role is titled Account Strategist, Sales Operations.

Role Mission: To execute world-class GTM architectures and Salesforce configurations that transform our clients' CRM environments into high-velocity revenue engines.

You are the technical champion. While the Director of RevOps defines the high-level architecture and leads the pitches, you own the execution. You are responsible for making the blueprint a reality within Salesforce, ensuring data hygiene, routing logic, and reporting are flawless.

What You Bring

  • Technical Prowess: You are a Salesforce wizard. You think in ERDs. You know when to use a Formula Field vs. a Flow. You have battle scars from messy data migrations.
  • Consultant Mindset: You don't just take tickets; you ask "Why?" You can explain to a Sales Manager why a specific validation rule is going to save their team 5 hours a week.
  • Agency DNA: You understand that Time is Money. You are disciplined with time-tracking and thrive in a high-velocity, multi-client environment.
  • Precision-Obsessed: You have a "double-check" culture. You wouldn't dream of pushing a Flow to production without testing it in a Sandbox first.

Requirements

  • 4+ years of deep Salesforce Administration/Strategy experience (SaaS experience preferred).
  • 2+ years in a client-facing agency or consultancy is highly preferred.
  • Expert-level knowledge of Salesforce Flows (Workflows and Process Builder are "dinosaurs" to you).
  • Experience with the modern RevOps stack: LeanData, Gong, Outreach/Salesloft, and CPQ tools.
  • Proven ability to manage multiple projects concurrently without dropping the ball.
  • Salesforce Certified Administrator (Advanced Admin or Platform App Builder preferred).

What We Offer

  • 🏠 Compensation for this role includes a competitive base salary
  • 🙏 Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle, including a 100% employer-paid plan for you and a 50% employer contribution for your dependents
  • 🧠 Mental - Access to certified therapists through Spring Health, membership to Headspace
  • 💪 Physical - Gympass
  • 🛫 Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave
  • 💰 Financial - Traditional and Roth 401(k) with a 3% company match
  • 🌟 Bonus - Annual bonus based on tenure, which scales in total amount over time
  • 🌴 Annual Anniversary Trip with peers and executive leadership for fun and entertainment!

Work Environment Requirements

As a remote-first company, you’ll have the ability to work from anywhere in the US, with the option to enjoy our state-of-the-art offices in Irvine, California. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, the UK, and Australia. For global locations, you must have established and current work authorization and permanently reside in that country.

This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to careers@directiveconsulting.com.

Additional Information

At Directive, one of our core values is People First. We’re committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Key skills/competency

  • Salesforce Administration
  • Salesforce Flows
  • RevOps
  • CRM
  • Data Migration
  • Client-Facing Consulting
  • Project Management
  • B2B Marketing
  • Sales Operations
  • Technical Architecture

Skills & topics

  • Salesforce Administrator
  • Salesforce Flows
  • RevOps
  • CRM
  • Data Migration
  • Consulting
  • Sales Operations
  • GTM Architecture
  • B2B Marketing
  • Solutions Architect

How to get hired

  • Tailor your resume: Highlight Salesforce Administration, Flow expertise, and client-facing experience.
  • Showcase RevOps knowledge: Emphasize familiarity with LeanData, Gong, Outreach/Salesloft, and CPQ tools.
  • Demonstrate project success: Provide examples of managing multiple concurrent projects effectively.
  • Prepare for technical interviews: Be ready to discuss Salesforce configurations, data migration, and ERDs.
  • Understand agency dynamics: Highlight your ability to thrive in a fast-paced, multi-client environment.

Technical preparation

Master Salesforce Flows and Formula Fields.,Practice data migration scenarios.,Familiarize with RevOps stack tools.,Understand ERD concepts for Salesforce.

Behavioral questions

Explain a complex Salesforce issue simply.,Describe handling multiple client projects.,How do you ensure data accuracy?,Why do you ask 'Why?' in client interactions?
Prefer to apply the usual way?
Not recommended alone — most applicants never hear back. Email the hiring manager first.
View original posting ↗

Frequently asked questions

What is the internal title for the Sales Operations Solutions Architect role at Directive?
The internal title for this role is Account Strategist, Sales Operations. This helps to clarify the scope and responsibilities within the organization.
What Salesforce skills are most critical for this Sales Operations Solutions Architect position?
Expert-level knowledge of Salesforce Flows is essential. The company emphasizes that experience with Workflows and Process Builder is considered outdated. Proficiency in Formula Fields and understanding ERDs are also highly valued.
Does Directive offer remote work for the Sales Operations Solutions Architect role?
Yes, this is a remote-first position that can be performed 100% virtually from your home office anywhere in the US. Collaboration primarily happens through virtual meetings and Slack.
What are the key RevOps tools experience Directive looks for in a Sales Operations Solutions Architect?
Directive is looking for experience with the modern RevOps stack, specifically mentioning LeanData, Gong, Outreach/Salesloft, and CPQ tools. Familiarity with these platforms is a significant advantage.
What is Directive's approach to employee well-being for remote Sales Operations Solutions Architects?
Directive offers comprehensive benefits including medical, dental, and vision plans, mental health support through Spring Health and Headspace, and a Gympass membership. They also provide generous time off policies.
What level of Salesforce experience is required for the Sales Operations Solutions Architect role?
The role requires a minimum of 4+ years of deep Salesforce Administration/Strategy experience. SaaS experience is preferred, and experience in a client-facing agency or consultancy is highly preferred.
How does Directive ensure data quality and system integrity for clients as a Sales Operations Solutions Architect?
The Sales Operations Solutions Architect is responsible for ensuring data hygiene, flawless routing logic, and accurate reporting within Salesforce. A 'double-check' culture and testing in Sandboxes before production deployment are expected.

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