Commercial Operations Director

The Commercial Operations Director plays a key role in helping Perkbox grow in a scalable and sustainable way. This role brings together data, systems, and ways of working across Marketing, Sales, Onboarding, Client Success, Finance, and Operations to make sure our entire revenue engine is aligned and running smoothly. You’ll be the person who connects the dots - setting up clear revenue architecture, building trusted insights, and making it easier for teams to focus on what really drives value for our customers and our business. From first touch through to renewal and expansion, you’ll help ensure every stage of the customer and client journey is well understood, measurable, and continually improving. Working closely with the CFO, CRO, VP Marketing, and VP Operations, you’ll help improve forecast confidence, spot and fix friction in our funnels, and support smarter, faster decision-making across the business. Success in this role isn’t just about dashboards or systems - it’s about creating clarity, consistency, and momentum, so our teams can do their best work and Perkbox can continue to grow with confidence.

Day-to-day you can expect to:

• Drive cross-functional planning to align goals, metrics and accountability across revenue, commercial, operations and marketing teams.
• Define the end-to-end revenue architecture (segmentation, territories, ICPs, and journeys).
• Partner with relevant teams to forecast data accurately and build models that reflect both recurring and transactional streams.

Data, Systems, and Infrastructure:

• Work closely with the Systems Operations team to align Commercial Operations insights with systems capabilities and the project pipeline across Salesforce, HubSpot, Gong, Planhat, Braze, and all reporting platforms.
• Ensure data integrity and accessibility across all funnels and drive automation and process optimisation with Revenue and Marketing teams, and advise on effective integration between systems.

Performance Management & Forecasting:

• Develop real-time dashboards for pipeline health, forecast accuracy, conversion rates, churn, and expansion metrics, CAC, LTV and TAM.
• Lead quarterly business reviews focused on actionable insights.
• Identify and address revenue leakage and funnel inefficiencies through process, product, or technology improvements.

Enablement & Process Optimisation:

• Partner with GTM leadership to define the buyer and standardise sales processes.
• Enable Marketing, Sales, and CS teams with data-driven insights, and ensure clear visibility into customer health, upsell opportunities, and renewal risk across the lifecycle.

Cross-Functional Collaboration:

• Act as a strategic bridge between GTM, SysOps, Finance, and Product teams to align goals, unify reporting.
• Drive alignment between sales, onboarding and client success on handovers, SLAs, and expansion plays.
• Influence product roadmap with customer and revenue data insights.

To be successful, you'll have:

• Commercial Acumen – deeply understands SaaS unit economics (CAC, LTV, NRR, payback, sales efficiency) and can translate data into revenue strategy.
• Systems Thinking – sees how marketing, sales, CS, product, and finance interconnect; designs scalable processes and tech architecture across them.
• Analytical & Data Mastery – expert at building reliable reporting, diagnosing funnel performance, and driving insight-led conversations and decisions.
• Operational Excellence – skilled in process design, automation with tools, and cross-functional execution that improves efficiency and consistency.
• Influence & Communication – able to align GTM, Finance, and Product leaders through data storytelling and stakeholder management.
• Change Leadership – comfortable leading through transformation (e.g. mergers, platform migrations, GTM restructuring) while maintaining clarity and trust.

This role blends strategic, operational, and commercial leadership — thinking like a CFO, acting like a COO, and communicating like a CRO. You’ll balance growth and efficiency with strong judgement, knowing when to automate and when to invest in enablement, while building a trusted single source of truth for revenue performance. Success is measured not just by dashboards and metrics, but by how seamlessly and effectively the GTM engine runs across the business.

Why Perkbox? In 2025, Perkbox and Vivup came together under one name: the new and evolved Perkbox. We joined forces to create something bigger and better - a single, unified platform built to care for, connect with, and celebrate employees in all areas of life. With more than 20 years of combined experience across public, private, SME and corporate sectors, we’re now supporting over 4 million employees across 7,500 organisations. From access to expert mental health services to help with the cost of everyday essentials, our expanded range of benefits and wellbeing tools meets people where they are - at work and beyond. Together, we’re redefining what employee benefits can be. And we’re just getting started.

The Interview Process: Our interview process involves 3 main stages:

• Short call with a member of the Talent Team.
• First Stage Interview with the VP of Marketing & VP of Operations.
• Final Interview with the CFO and CRO.

Our average process takes around 2-3 weeks, but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process. If you have any specific questions ahead of this, please contact us on talent@perkbox.com.

We’re committed to being an inclusive employer and creating a fair workplace for all. We encourage applications from candidates across all backgrounds, circumstances, ages, disabilities, ethnicities, religions or beliefs, gender identities, or sexual orientations. We’re happy to offer reasonable adjustments during our hiring process. Just let us know, and we’ll make it work for you. Your comfort and success matter to us!