Director Sales Operations - Markham - PTAG

Description

Senior Resource Specialist | Resource Management

Join an innovative and consultative Sales Organization that has their sights set on helping our clients unlock the project development and execution opportunities across their capital project programs. The status quo needs not apply; the position requires a transformative leader, pragmatic thinker, customer‑oriented and solution‑seeking person that will help enable team and client success.

PTAG is embarking on a transformative shift toward a unified Revenue Operations (RevOps) methodology in 2026. The Director of Sales Operations will architect, operationalise, and scale the revenue engine that powers our consulting business. This role aligns Marketing, Sales, Finance and Project Delivery under shared processes, data standards and performance metrics to drive quality of services, employee satisfaction, predictability and profitable growth.

We seek project professionals who will align with our corporate mission, vision and values.

Mission

To help our clients ensure successful delivery and efficient operation of their major capital projects. Our goal is to employ innovation and strategic thinking by capital project subject‑matter experts to deliver optimum project results.

Vision

To help our clients become global leaders in the selection, planning and execution of their capital and sustaining projects.

Values

• Safety: The safety of our employees, suppliers and clients is our top priority.
• Collaboration: Creating true partnerships with our clients and service providers.
• Leadership: Improving project performance through the application of best practices.
• Accountability: Being accountable to our clients for every aspect of engagement.
• Client Satisfaction: Delivering 100% client satisfaction on every project.
• Integrity: Open and clear communication in every aspect of our business.

Location

Markham, ON

Type of Employment

Full Time

Position Overview

The Director, Sales Operations provides the operational leadership, structure and governance required to support PTAG's revenue growth strategy. As PTAG transitions toward a unified Revenue Operations (RevOps) approach in 2026, this role ensures that Sales, Marketing, Resourcing, Operations, Finance and Delivery work together through coordinated processes, shared metrics and clear performance expectations.

Reporting to the Partner – Business Development, the Director is responsible for sales administration, revenue planning, forecasting governance and the development of standardised sales processes, playbooks and reporting structures. This role strengthens PTAG's sales discipline, supports territory and account planning and provides visibility into performance to improve predictability and decision‑making.

The Director collaborates closely with Service Line Leads, Regional GMs, Industry Leads, the CFO, Partner – Operations, Partner – Resourcing & Professional Services and the Business Process Analyst to ensure that revenue processes align with the PTAG Quality Management System (ISO 9001:2015) and the company‑wide process review and productivity improvement programme.

This role will serve as the operational lead and day‑to‑day owner for PTAG's Revenue Operations Framework Strategic Project, ensuring implementation, adoption and continuous improvement across the company.

Key Responsibilities

• RevOps Strategy, Planning & Governance
• Revenue Lifecycle Optimization
• Data, Systems and Reporting
• Forecasting, Analytics & Planning
• Enablement, Training & Process Documentation
• QMS Integration & Enterprise Process Improvement
• Cross‑Functional Collaboration

Qualifications / Requirements

• Sales Management, Administration & Support
• Provide operational support to the sales team including pursuit coordination, tracking, territory planning and performance reporting.
• Manage the pursuit, proposal, account‑management and sales administration team and processes across all regions.
• Coordinate quarterly sales target reviews and ensure data submissions are accurate, consistent and timely.
• Collaborate with the business development team to open sales channels for new and existing customers.
• Support preparation of materials for sales meetings and enterprise sales communications.
• Ensure standardised territory plans and account plans are maintained and reviewed regularly.
• Lead the rollout of PTAG's RevOps model, establishing consistent processes, definitions, roles and operating rhythms across revenue‑producing teams.
• Develop the annual RevOps maturity roadmap integrating improvements across people, processes, data and technology.
• Create and maintain a unified KPI and performance scorecard covering Marketing, Sales, Resourcing and Delivery.
• Support the Partner – Business Development in aligning revenue strategy with sector, regional, service‑line growth priorities and success of partnerships.
• Establish governance forums including weekly revenue stand‑ups, monthly performance reviews and quarterly strategic reviews.
• Map and participate in improvements of the full revenue lifecycle—from marketing engagement to pursuit, proposal, delivery handoff, renewal and expansion.
• Implement consistent qualification criteria, pursuit stages and forecasting methods to improve predictability.
• Identify bottlenecks and drive cross‑functional improvements in partnership with Marketing, Operations, Finance, Regional GMs and Service Line Leads.
• Strengthen handoff coordination between Sales, Resourcing, Delivery and Finance.
• Ensure revenue processes are supported by appropriate data structures and systems.
• Maintain clean and consistent data inputs required for forecasting, reporting and performance analysis.
• Develop dashboards and reports that provide visibility into pipeline health, forecast accuracy, capacity alignment and revenue performance.
• Work collaboratively with IT/PMIS teams to ensure tools support and digital enablement of the sales organisation.
• Lead the enterprise forecasting cycle and consolidate input from Sales, Finance, Project Delivery, Operations and Resourcing.
• Build scenario and sensitivity analyses to support leadership decision‑making.
• Improve forecast accuracy by establishing standards, training and operational discipline.
• Support the Partner, Business Development, CFO and Partner – Operations with visibility into future demand, backlog and staffing requirements.
• Deliver training on PTAG's sales processes, pursuit governance, revenue reporting and RevOps principles across all integrated departments.
• Maintain and continually refine PTAG's Sales Playbook, including process maps, definitions, RACI charts and handoff expectations.
• Support onboarding of new Sales, Account and Proposal team members.
• Collaborate with the Chief Marketing Officer on training related to offerings, messaging and value propositions.
• Ensure all Sales Operations processes comply with PTAG's ISO 9001:2015 Quality Management System.
• Work with PTAG's Business Process Analyst to document workflows, SOPs, KPIs and continuous improvement actions.
• Participate in company‑wide process improvement programmes, cross‑functional workshops and operational maturity initiatives.
• Maintain version‑controlled process documents and ensure adoption across regions.
• Serve as the operational link between Strategy, Sales and Project Delivery to ensure pursuit strategies align with delivery capabilities.
• Partner with Regional GMs on territory execution, account strategy and regional revenue planning.
• Collaborate with Partner – Resourcing to ensure staffing capacity aligns with forecasted demand.
• Work with Finance on pricing governance, margin expectations, commercial frameworks and revenue modelling.
• Partner with Marketing on demand generation, lead flow tracking, content strategy and campaign effectiveness.
• Bachelor's degree in business, Finance, Operations, Marketing or related discipline; MBA preferred.
• Experience in Management Consulting, Capital Project Advisory or Project Management Services (Energy, Mining, Utilities, Infrastructure).
• 8+ years in Revenue Operations, Sales Operations, Business Operations or Commercial Strategy.
• Experience supporting or leading proposal, pursuit or account management teams.
• Strong ability to design and implement structured processes and operating cadences.
• Skilled at developing performance dashboards and business reporting without over‑reliance on complex systems.
• Excellent communication, facilitation and stakeholder management skills.

Preferred Qualifications

• Familiarity with CRM platforms and BI tools such as Power BI, but not dependent on them.
• Experience in consulting delivery or project‑based professional services.
• Change management certification (e.g., Prosci).
• Exposure to RevOps frameworks and revenue process design.

Success Measures

• Forecast accuracy and revenue predictability improved year over year.
• Consistent use of standardised territory plans and account plans across Sales.
• Increase conversion rates across the pursuit lifecycle.
• Drive operational success to maintain and increase customer satisfaction metrics.
• Improved coordination between Sales, Resourcing, Delivery, Finance and Marketing.
• Documented improvements to sales processes under the QMS and enterprise process review programme.
• Strong positive leadership feedback from Partners, Regional GMs and Service Line Leads.
• Adoption of RevOps governance, performance scorecards and operating rhythms.

Why Join PTAG?

• Opportunity to work with a dynamic and growing consulting firm.
• Engage with industry leaders and participate in high‑profile events.
• Develop high‑impact marketing content that showcases PTAG's expertise.
• Competitive salary and benefits package.
• Flexible work environment with opportunities for professional growth.

PTAG is growing and seeking project professionals who want to join a fast‑paced, innovative and team‑oriented company. PTAG provides an employee share purchase plan. PTAG is an equal opportunity employer.

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