Pinnacle MEP

Lead and scale sales operations functions to improve performance, forecasting, and process standardization across multiple companies. | 8+ years in sales or revenue operations with strong analytical skills and experience in multi-entity environments, plus proficiency in sales tools and BI platforms. | Position Summary Pinnacle MEP is seeking a highly analytical and systems-driven Director of Sales Operations to build and scale a best-in-class sales operations function across a rapidly growing, PE-backed platform. This role will be responsible for driving sales performance, pipeline visibility, forecasting accuracy, and process standardization across multiple operating companies (OpCos). The Director will play a critical role in aligning sales, finance, and operations by leveraging key platforms including ServiceTitan, BuildOps, and CRM systems to deliver actionable insights and scalable processes. This is a high-impact, hands-on leadership role ideal for someone who thrives in a fast-paced, multi-entity environment and can bridge strategy with execution. Key Responsibilities Sales Performance amp; Analytics • Develop and manage sales performance reporting, dashboards, and KPIs across all OpCos • Provide real-time visibility into pipeline health, conversion rates, and revenue performance • Partner with Finance to improve forecasting accuracy and revenue predictability • Analyze sales data to identify trends, gaps, and opportunities for growth Systems amp; Tools Optimization • Serve as a key stakeholder in ServiceTitan, BuildOps, and CRM optimization and adoption • Partner with Data amp; Systems leadership to ensure data integrity and system integration • Standardize sales workflows and reporting across platforms • Drive user adoption, training, and best practices across sales teams Process Design amp; Standardization • Build and implement scalable sales processes, playbooks, and operational frameworks • Standardize pipeline stages, definitions, and reporting across OpCos • Identify inefficiencies and drive continuous improvement initiatives • Establish clear sales operating cadence (pipeline reviews, forecasting calls, etc.) Cross-Functional Partnership • Act as the primary liaison between Sales, Finance, Operations, and Data/IT • Support Finance with budgeting, planning, and performance tracking • Collaborate with OpCo leaders to align on sales strategy and execution • Support M amp;A efforts through sales process integration and reporting alignment Field amp; OpCo Enablement • Partner with OpCo leadership to improve local sales execution and visibility • Ensure consistent adoption of tools, processes, and reporting standards • Provide insights and recommendations to improve win rates and sales productivity Qualifications • 8+ years of experience in Sales Operations, Revenue Operations, or Business Operations • Experience in a PE-backed, multi-entity, or roll-up environment strongly preferred • Strong experience with ServiceTitan required; exposure to BuildOps and CRM platforms highly preferred • Proven track record of building sales reporting, forecasting, and operational processes • Advanced analytical skills; experience with BI tools (e.g., Power BI) preferred • Strong understanding of sales funnels, pipeline management, and KPI development • Experience partnering closely with Finance and executive leadership • Background in construction, HVAC, field service, or related industries preferred