Finance & Operations Remote (USA)
We are seeking a highly motivated Strategy Operations Manager to drive company strategy, operational execution, and data-driven decision-making. This role is ideal for someone who thrives in ambiguity, structures strategic processes, and drives company-wide initiatives that enhance efficiency, growth, and competitive positioning.
As a bridge between Finance, R&D and the Revenue Team, the person will ensure that product innovation and go-to-market strategies are tightly aligned, facilitating seamless collaboration and driving success. They will play a key role in translating our products and solutions into business impact while ensuring feedback loops inform product development and revenue strategies.
The ideal candidate is a structured thinker and problem solver who can break down complex business challenges, distill insights from large data, and translate analysis into clear, actionable recommendations. They will play a critical role in developing and refining strategic processes, ensuring cross-functional alignment, and executing high-impact initiatives that drive growth and operational improvements.
This role requires someone who can drive projects forward with minimal guidance, manage multiple stakeholders, and ensure decision-making is rooted in data and business logic. You’ll work closely with the C-team, as these projects are strategically important and directly impact the company’s future. If you are proactive, execution-focused, and eager to own end-to-end strategic initiatives, we’d love to hear from you!
In this role, you will:Own end-to-end strategic projects, from defining key questions to delivering recommendations and tracking impactCollaborate cross-functionally with product managers, engineers, and business leaders to align company initiatives with strategic goalsManage stakeholder expectations, ensuring clear communication of insights, timelines, and trade-offsDrive data-informed decision-making by querying, analyzing, and interpreting large datasets to provide actionable insightsSupport company strategy through data-driven insights, including key growth initiatives, monetization opportunities, and operational improvementsEnsure data accuracy and automation, working with data engineering to streamline workflows and improve efficiencySkills Required:Analytical & Business Acumen – Quickly identifies key business drivers, ensuring relevant data is ready for decision-making. Distills complex data into clear, actionable insightsStakeholder Management & Influence – Strong communicator who builds trust across all levels, proactively aligning stakeholders and securing buy-in before key meetingsActionable Recommendations & Problem-Solving – Focused on delivering practical solutions, not just analysis. Able to cut through ambiguity, drive clarity, and move projects forward—even when others hesitateExecution & Ownership – Takes initiative with minimal guidance, handling details and ensuring progress. Comfortable scoping, analyzing, and presenting recommendations independentlyResilience & Adaptability – Learns from setbacks, iterates quickly, and moves forward with better plans. Balances accountability with progressTechnical Proficiency – SQL requiredTableau, Snowflake, and Pigment are a plusAbout You:Bachelor’s degree in Business, Finance, Economics, or a related quantitative field; Advanced degrees (MBA, Master’s) are a plus5+ years of experience in strategic/data-driven role within a technology company, management consulting, or investment banking5+ years of experience in data analytics, with a strong ability to manipulate and interpret large datasets2+ years of proficiency in SQLStrong problem-solving skills – ability to break down ambiguous problems, apply structured thinking, and develop actionable recommendationsExcellent financial modeling and business analysis skills, with experience using data to drive strategic decisionsProven ability to influence stakeholders by translating complex data into clear insights, actionable recommendations, and advocating for data-driven decisionsAdvanced Excel and PowerPoint skills are requiredPrior experience with Salesforce, ERP/NetSuite, or similar enterprise systems is a plusExperience in high-growth tech, software, or SaaS organizations is preferredIt would be awesome if you had:Experience in pricing, go-to-market analytics, and corporate developmentBackground in high-growth SaaS or technology companiesCompany Overview:PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.
Company Culture:We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.
Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Our attainment of awards such as Best Workplace, Best StartUp Employer and a Stevie Award for Best Employers demonstrate our commitment to our culture.
Check out LinkedIn to learn more.
Benefits:Employees may be able to purchase company stock (or receive annual bonuses)
Employees (and their families) may enroll in the company's medical, dental, vision, short & long-term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 10 company-paid holidays off per year
The annual OTE is up to $130,000-$150,000 (base + bonus combined).
Application deadline: 3/20/25
PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.