DIRECTOR OF SALES OPERATIONS

REPORTS TO

DATE

LOCATION

COMPANY WEBSITE

SEARCH CONTACT

Vice President, Business Operations – Karla Myers

July 2021

Remote – US

https://upstack.com/

 

Andy Lane @ CFS Partners

M   +1.414.807.4085

E   andy@criticalfacility.com

COMPANY OVERVIEW

Launched in 2017 in New York, N.Y., UPSTACK is transforming the way cloud and internet infrastructure is sourced and sold. The company uses advanced technology to enable an extensive team of cloud infrastructure advisors to offer customized solutions for businesses of all sizes.

UPSTACK recently secured a substantial equity investment from Berkshire Partners, a firm with over 35 years of investment experience and deep sector expertise in technology and communications. The investment—the largest in the IT agency space—will be used to evolve UPSTACK’s intuitive technology platform, expand its product and service portfolio and accelerate its direct investments in the industry’s top-producing sales agencies. To date, the company has acquired ten independent agencies to become the largest and fastest-growing agency in the technology industry.

UPSTACK’S MISSION AND COMPANY VALUES

Our job? Make you—our clients and partners—better at your job.

No matter what cloud and internet services you’re responsible for, UPSTACK can help you navigate through challenges to find the best fit for your business. One partner, end-to-end expertise, helping develop the cloud and internet infrastructure solutions you need – when you need them.

With UPSTACK, business buyers streamline IT procurement by tapping into a single source for a full range of mission-critical technology services from hundreds of proven providers along with the professional guidance to identify and evaluate the best solutions. UPSTACK’s service portfolio includes colocation and data center, network connectivity, SD-WAN, unified communications, cloud contact center, private and public cloud, security, mobile, business continuity and IoT.

UPSTACK serves as the trusted partner to our clients by offering end-to-end expertise and experienced professional support throughout the IT procurement process. As a result, UPSTACK is positioned to not only generate revenue from a wider swath of customer spend, but to grow that spend as well.

UPSTACK LEADERSHIP TEAM

CHRIS TRAPP

CEO

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BEN SMOOT

COO & Head of Product

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ANDREW REIBEN

CFO

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CFS Partners Hire

ALEX COLE

SVP, Marketing

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RYAN CHORAZY

SVP, Corporate Development

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KARLA MEYERS

VP, Business Operations

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CFS Partners Hire

TBD

Director of Sales Operations

CHRISSY HINES

Director, Customer Success

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JANIS FISCHER

Director, Vendor Relations

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PRIVATE INVESTORS

CEO’s & Senior Leadership from the most prominent colocation and network companies in the industry have taken note of UPSTACK’s pending impact on the market. When a business model presents a threat to the ‘old way of doing things,’ industry leaders take note. Many of these leaders are both leveraging UPSTACK’s technology and at the same time investing in the business so as to ensure they stay ahead of the curve and endeavor to maintain a unique competitive advantage.

DIRECTOR OF SALES OPERATIONS

UPSTACK is the first modern platform for sourcing & selling data center and connectivity services. The marketplace focuses on three main business categories:

  • Buyers- Compare normalized pricing and detailed specifications.
  • Vendors- Provides centralize sales tools to sell colocation and connectivity faster.
  • Advisors- A place to showcase expertise and handle increased deal volume efficiently.

Reporting to the VP Buiness Operations, the Director of Sales Operations will work in collaboration and coordination with UPSTACK Sales, Marketing, Product, and Customer Success teams to provide data and reporting on agent and UPSTACK direct funnel and sales.  This position will be responsible for providing development and execution of reporting process and procedures.  In addition, this person will work closely to develop new functionality into UPSTACK platform to automate many of these processes for our agent partners.

A successful individual will have the ability to think strategically, act tactically, write effectively, and display strong analytical and critical thinking skills. The candidate must also be able to build strong cross-group working relationships and demonstrate exceptional organizational skills and attention to detail.  Most importantly we are looking for a person who is willing to roll up their sleeves and dig-in to new projects and tasks within and outside of your normal job responsibilities. Our ideal candidate must be able to thrive in a fast-paced multitasking environment, who easily adapts positively to change and rapid company growth.

More specifically, as Director of Sales Operations, and crucial member of the collective business performance, you will:

  • Become an UPSTACK platform expert
  • Develop and provide reporting on agent productivity including sales, funnels, commission payments, EBITDA and overall agent performance
  • Develop and maintain all reporting inside of salesforce.com (SFDC)
  • Work closely with Sales and Product to develop incremental features inside of the UPSTACK platform to automate reporting to agents
  • Support integration of back-office functions from our acquired agent base
  • Develop, communicate, support and maintain workflows in SFDC
  • Provide technical support to UPSTACK employees and agents around SFDC
  • Evaluate competitive and complementary technologies to UPSTACK and make recommendations
  • Lead process improvement initiatives for back office capabilities and technologies
  • Capture feedback from user experience and communicate with internal UPSTACK teams
  • Make recommendations on agent portal development

 

 KEY QUALIFYING CRITERIA

  • Demonstrated expertise in sales reporting within the Data Center, Telecommunications, and/or Cloud industry. Namely the operation, management, and maintenance of existing systems (ie SFDC), and the sourcing and selection of additional systems.
  • Strong familiarity with pricing and products specifically in the Data Center, Telecommunications, and Cloud industries
  • Understanding of indirect sales channels – Agents, Partners, VARs, and other 3rd parties
  • History of operating successfully in a lean, fast-paced, high-growth technology/service organization that has scaled quickly. Self-starter needing minimal supervision to complete tasks.
  • Motivation to GTM strategy – ideally preconceived notion of their success in this type of role and company

  

WHY CONSIDER THIS OPPORTUNITY WITH UPSTACK?

Innovation – UPSTACK is successfully introducing technological advances that facilitate and empower buyers and sellers in an industry that has historically resisted modernization.

Scale – UPSTACK’s platform can be leveraged and monetized across multiple service categories within the industry, which offers remarkable growth opportunities and creates a complex ecosystem of financial considerations.

Chapter – UPSTACK is entering a unique chapter of maturity ready to capitalize on 3 years of lessons learned, which have created exciting directional go-to-market strategies that offer remarkable growth opportunities for its partners.

Team – UPSTACK’s executive team is experienced, engaged, ambitious, and excited about the chapter they are in and what is next. They embrace a lean, entrepreneurial, transparent culture and enjoy the business case justification rigor that ensures their success.

Financial Partners – Chris Trapp’s vision for positive change in colocation and network procurement has attracted the industry’s foremost thought and investment leaders to advise on business formation and growth.

Future Multiplier – It bears repeating that UPSTACK’s technology platform offers incredibly unique multiplying capabilities by empowering all members of their ecosystem – customers, sales, owners, agents, procurement, and finance/accounting professionals.

 

COMPENSATION

The compensation package is expected to include a competitive (relative to market and candidate’s current situation) base salary, annual performance compensation, and health benefits. UPSTACK prides Itself on hiring the best and brightest minds and rewards employees with a casual work environment and an outstanding benefits package to include:

  • Insurance: Medical, Dental, Vision & Life
  • Generous PTO policy
  • Investment: 401(k) Retirement Plan

 

SEARCH PROCESS

Following a thorough exchange of information relating to company information, resume, and key qualifying criteria, CFS Partners anticipates recommending a short list of candidates to UPSTACK’s Senior Leadership Team by end of July 2020. A finalist will be selected and offer extended, the acceptance of which will be contingent upon positive references and background check.

For additional information or to schedule a time to connect, contact Andy Lane, Managing Partner at andy@criticalfacility.com.