Field Operations Director - AMER
- Location
- USA - Remote
- Employment
- Full Time
- Work model
- Remote
- Level
- Staff
- Posted
About this role
Workiva is standing up its first dedicated Global Field Operations organization, and the Americas Field Operations Director is a founding member of it. You will be the operating partner to the Americas sales leaders and report into the VP of Global Field Operations, giving you deep regional partnership and an independent, comparable view of the business. Your first priority is to stand up the basics of a predictable sales organization (weekly forecast, pipeline inspection, deal reviews, and quarterly business review inputs), landing Workiva's global operating framework across the Americas' segments, subregions, and leaders and tailoring how it runs to the local realities that matter. This is a hands-on build-and-operate role that also needs a strategic mind: the mechanisms you set up now must scale as Workiva grows, and your scope is expected to grow with them. This is an individual contributor role that leads through influence, mechanisms, and the quality of insight. Success is measured by a reduction in end-of-quarter heroics (quarter over quarter improvement in forecast accuracy, conversion rate, deal progression on buyer evidence rather than optimism, early risk identification, and successful interventions), strong, trusted relationships with the field leadership team, and an effective, lightweight operating rhythm involving the right stakeholder and surfacing the right business signals timely.
What You'll Do
Operate as a trusted operating partner to Americas field team, preparing them for forecast calls, pipeline reviews, and QBRs with a clear view of what changed, why, and what to do about it Design and run the region's pipeline, forecast, deal review, and performance operating rhythms Improve forecast predictability through consistent adoption of sales process and methodology, evidence-based deal inspection, and management accountability Identify emerging performance risks and opportunities before they materially affect outcomes Translate commercial data into clear business diagnosis and recommend interventions. Work closely with Insights and Analytics to design, test, and land automation and AI-enabled tools with the field Drive consistent opportunity progression and management standards while challenging processes that create unnecessary field friction Diagnose why execution gaps persist and their unique impact on various levels of the organization; fix what you can with the right owners, and escalate systemic execution risks with evidence and recommendations Land global GTM initiatives, including our new sales stages, across diverse segments, verticals, and subregions, and spot adoption gaps early Separate legitimate local-market requirements from unnecessary process variation Create structured feedback loops from Americas into Global Field Operations, Strategy, Planning, Enablement, Systems, Deal Operations, Analytics, and other cross-functional organizations Validate planning assumptions against actual field performance Partner with Enablement where capability is constraining results Work with Partner Field Operations so partner-sourced and co-sell deals sit in a single pipeline and forecast How You Work Strategic and proactive: you see patterns behind misses and build mechanisms that continue to work at twice the size Direct and respectful: you develop defensible points of view and challenge assumptions, including your own Curious and action oriented : you dig into root causes, move with speed, and have a bias for fixing over escalating Analytical and pragmatic : you are comfortable with complexity, effective at synthesizing imperfect information, and skilled at translating analysis into decisions What You'll Need Minimum Qualifications 10+ years of related career experience in Sales Strategy & Operations, Field Operations, Business Operations, or Revenue Operations Experience building or significantly rebuilding forecasting, pipeline management, and rhythm-of-business cadences for a high-growth