Strategy & Integrations Director
$160k - $220kOptro
Role Description
This position reports directly to the Chief Customer Officer and sits at the intersection of high-level strategic planning and hands-on execution. You will play a key role in driving the CAS organization’s roadmap, including supporting company-wide strategic initiatives and leading the integration of new acquisitions into the existing ecosystem for the Customer organization.
Key Responsibilities
- Strategic Roadmap: Partner with department leadership to define and execute the Customer organization’s mission, vision, and long-term departmental goals.
- M&A Integration: Own the post-acquisition lifecycle, unifying new teams and offerings into the Customer framework from Day 0 through full integration.
- Program Leadership: Act as the primary liaison and owner for company-wide strategic initiatives, establishing the KPIs required for accountability.
- Executive Operations: Directly support the CCO in preparing for Board of Directors meetings and Quarterly Business Reviews (QBRs).
- Internal Communication: Design and manage the organization’s engagement strategy, including offsite planning and intentional feedback loops.
- Financial Oversight: Collaborate with FP&A to manage renewals, budgets, and services forecasting.
- Cross-Functional Orchestration: Identify and resolve friction points across the customer lifecycle to ensure seamless team handoffs.
- Strategy Execution: Transform strategic decisions into actionable roadmaps for internal M&A transitions and specialized programs.
- Quarterly efficiency programs: Establishing success metrics to measure the impact of AI tools and workflows on operational efficiency metrics and customer outcomes.
Qualifications
- You can pivot easily between defining high-level vision and executing granular programmatic tasks.
- You have a proven track record of integrating acquired companies without disrupting the existing customer experience.
- You are comfortable operating as a peer to senior leadership and influencing executive-level decision-making.
- You possess a deep understanding of metrics, from forecasting to setting departmental KPIs.
- You excel at aligning diverse teams through clear messaging and structured engagement strategies.
Benefits
- Launch a career at one of the fastest-growing SaaS companies in North America!
- Live your best life (LYBL)! $200/mo for anything that enhances your life
- Comprehensive employee health coverage (all locations)
- 401K with match (US) or pension with match (UK)
- Competitive compensation & bonus program
- Flexible Vacation (US exempt & CA) or 25 days (UK)
- Time off for your birthday & volunteering
- Employee resource groups
- Opportunities for team and company-wide get-togethers!
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