Strategy Operations Manager

Summary

Join PandaDoc as a highly motivated Strategy Operations Manager to drive company strategy, operational execution, and data-driven decision-making. This role bridges Finance, R&D, and the Revenue Team, ensuring alignment between product innovation and go-to-market strategies. You will translate products into business impact, refine strategic processes, and execute high-impact initiatives. The ideal candidate is a structured thinker and problem solver who can manage multiple stakeholders and drive projects with minimal guidance. You will work closely with the C-team on strategically important projects directly impacting the company's future. This position requires strong analytical, communication, and problem-solving skills, along with proficiency in SQL and data analysis.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related quantitative field
• 5+ years of experience in strategic/data-driven role within a technology company, management consulting, or investment banking
• 5+ years of experience in data analytics, with a strong ability to manipulate and interpret large datasets
• 2+ years of proficiency in SQL
• Strong problem-solving skills – ability to break down ambiguous problems, apply structured thinking, and develop actionable recommendations
• Excellent financial modeling and business analysis skills, with experience using data to drive strategic decisions
• Proven ability to influence stakeholders by translating complex data into clear insights, actionable recommendations, and advocating for data-driven decisions
• Advanced Excel and PowerPoint skills are required
• Analytical & Business Acumen – Quickly identifies key business drivers, ensuring relevant data is ready for decision-making. Distills complex data into clear, actionable insights
• Stakeholder Management & Influence – Strong communicator who builds trust across all levels, proactively aligning stakeholders and securing buy-in before key meetings
• Actionable 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 hesitate
• Execution & Ownership – Takes initiative with minimal guidance, handling details and ensuring progress. Comfortable scoping, analyzing, and presenting recommendations independently
• Resilience & Adaptability – Learns from setbacks, iterates quickly, and moves forward with better plans. Balances accountability with progress
• Technical Proficiency – SQL required

Responsibilities

• Own end-to-end strategic projects, from defining key questions to delivering recommendations and tracking impact
• Collaborate cross-functionally with product managers, engineers, and business leaders to align company initiatives with strategic goals
• Manage stakeholder expectations, ensuring clear communication of insights, timelines, and trade-offs
• Drive data-informed decision-making by querying, analyzing, and interpreting large datasets to provide actionable insights
• Support company strategy through data-driven insights, including key growth initiatives, monetization opportunities, and operational improvements
• Ensure data accuracy and automation, working with data engineering to streamline workflows and improve efficiency

Preferred Qualifications

• Advanced degrees (MBA, Master’s) are a plus
• Tableau, Snowflake, and Pigment are a plus
• Prior experience with Salesforce, ERP/NetSuite, or similar enterprise systems is a plus
• Experience in high-growth tech, software, or SaaS organizations is preferred
• Experience in pricing, go-to-market analytics, and corporate development
• Background in high-growth SaaS or technology companies

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)