Director of Business Operations/Head of Business Operations/Director of Strategic Operations/Director of Program Operations/Director of Delivery Operations
Location: Bay Area, CA (Onsite)
Full Time
Role Overview
This is a highly cross-functional leadership role sitting at the intersection of:
- Delivery Operations
- Engagement and Account Management
- Finance
- Talent Sourcing and Workforce Planning
The company currently manages planning across individual accounts and projects. This leader will replace those fragmented processes with one consistent operating system for demand forecasting, staffing, capacity planning, financial visibility, and project reporting.
The ideal candidate is a hands-on operations leader who has built a planning function, team, or operating model from the ground up. This person must be comfortable working with incomplete data, challenging assumptions, creating structure, and becoming the trusted source of truth for leadership.
This is an in-person role. Candidates must be willing and able to work from the company s office on a regular basis.
What This Person Will Build
The Head of Operations Planning will create the team, workflows, tools, and reporting standards that turn a signed customer agreement into a fully staffed, forecasted, and trackable production plan.
This Includes
- Identifying data-quality or forecasting issues early in the sales and opportunity pipeline
- Confirming that proposed staffing plans align with actual delivery capacity
- Creating reliable demand, revenue, and workforce forecasts
- Giving leadership one accurate view of project health, staffing risk, capacity, and financial performance
Key Responsibilities
Build and Lead the Operations Planning Function
- Design the operating model for the Operations Planning team
- Define the team s responsibilities, structure, hiring plan, and workflows
- Build processes that can scale across new customers, accounts, and business lines
- Hire, develop, and manage the Operations Planning team
Demand Planning and Forecast Accuracy
- Establish standards for how customer demand is captured, measured, and updated
- Translate customer demand into production, staffing, and revenue forecasts
- Lead weekly planning reviews with account, delivery, sourcing, and supply teams
- Identify forecast changes, delivery risks, and capacity gaps before they affect customers
Staffing and Capacity Planning
- Build frameworks that translate project demand into headcount and staffing requirements
- Develop models to evaluate different hiring and workforce scenarios
- Identify capacity constraints and staffing risks before commitments are made
- Partner with Finance and account leadership to assess cost, margin, and delivery implications
Opportunity Pipeline Management
- Create the process for scoping, documenting, and forecasting new business opportunities
- Ensure opportunities move consistently from early-stage pipeline to committed forecast
- Standardize forecasting assumptions across accounts
- Improve leadership confidence in pipeline, revenue, and staffing projections
Systems, Tools, and Reporting
- Determine what information should be tracked, where it should live, and how it should be reported
- Build dashboards, planning tools, account playbooks, and management reports
- Create visibility into project status, staffing, financial performance, and delivery risk
- Reduce dependence on manual meetings and inconsistent account-level reporting
Cross-Functional Leadership
- Represent Operations Planning in account reviews, finance meetings, staffing discussions, and leadership forecasting sessions
- Reconcile conflicting information across teams and establish one reliable operating view
- Influence senior stakeholders and drive accountability around planning standards
Required Qualifications
- 5+ years of experience in operations, business operations, program management, workforce planning, demand planning, capacity planning, or a related function
- Experience working in a complex delivery environment with multiple customers, projects, or accounts
- Direct experience with demand forecasting, staffing models, workforce planning, or production planning
- Experience building a team, function, process, or operating model from the ground up
- Direct people-management experience
- Advanced spreadsheet and analytical modeling skills
- Experience creating dashboards, planning tools, operating reports, or management systems
- Strong record of standardizing fragmented or inconsistent processes
- Ability to identify discrepancies, challenge assumptions, and defend forecasts with senior stakeholders
- Comfortable operating in a fast-growing environment where systems and processes are still being developed
Preferred Background
Experience in one or more of the following environments would be valuable:
- AI training data or Human Data operations
- Technology-enabled services
- Business process outsourcing
- Managed services
- Consulting or professional services
- Marketplace operations
- Workforce-intensive delivery businesses
- High-growth technology companies
