---
title: 'Director, GTM Strategy and Operations at Sureify'
canonical: 'https://feeny.ai/job/director-gtm-strategy-and-operations-sureify-united-states-e3nbe3mgyz8r'
type: 'job'
last_seen: '2026-10-17'
---

# Director, GTM Strategy and Operations at Sureify

- **Company:** Sureify
- **Location:** United States
- **Compensation:** $180k–$215k
- **Work type:** remote
- **Posted:** 2026-09-15
- **Last confirmed live:** 2026-10-17
- **Apply:** https://job-boards.greenhouse.io/sureify/jobs/5425379008

## Job description

## About the Role

We're looking for a Director of GTM Strategy and Operations to be the operational engine behind our go-to-market team. We know our market — now we need to win it faster. This role is about building the infrastructure, automation, and analytics that compress our sales cycle, increase pipeline velocity, and give leadership the visibility to forecast with confidence.

You'll sit at the intersection of sales operations, marketing operations, and revenue intelligence — owning the systems, data, and workflows that turn our GTM strategy into repeatable, measurable execution. This is not a "keep the lights on" role. You'll identify gaps, design solutions, and drive adoption across the team.

## What You'll Do

Revenue Operations & Automation

- Own and evolve the GTM tech stack — Salesforce, HubSpot, and the surrounding ecosystem — ensuring clean data flow, tight integrations, and minimal manual work
- Design and implement automation across the funnel: lead routing, handoff workflows, enrichment pipelines, follow-up sequences, and deal stage triggers
- Build and maintain integrations between revenue tools (CRM, MAP, sequencing platforms, data enrichment, BI) so teams operate from a single source of truth
- Identify and eliminate process friction that slows deals down — from first touch through closed-won
- Partner with technical resources to architect scalable RevOps infrastructure; you set the strategy and requirements, others execute the builds

Sales Operations & Cycle Optimization

- Operationalize the sales process — MEDDPICC adoption, stage exit criteria, deal inspection frameworks — so reps are consistent and managers have real visibility
- Build and maintain pipeline management cadences: weekly reviews, deal health scoring, and escalation triggers that surface risk early
- Analyze sales cycle data to identify where deals stall, drop, or slow — then build fixes into the process and tooling
- Partner with Sales leadership on territory management, quota modeling, and capacity planning
- Support call review and coaching workflows to surface winning patterns and replicate them across the team

Data, Tracking & Analytics

- Define and own the GTM data model: what we track, how we track it, and how it flows between systems
- Build dashboards and reporting that give leadership real-time visibility into pipeline health, velocity, conversion rates, and forecast accuracy
- Create predictive models and lead/deal scoring frameworks that help reps and managers prioritize where to spend their time
- Establish win/loss tracking and analysis to feed continuous learning back into sales and marketing strategy
- Ensure data hygiene across CRM and marketing platforms — standardized fields, enforced inputs, reliable reporting

Marketing Operations

- Partner with Marketing on campaign attribution, lead lifecycle tracking, and MQL-to-SQL conversion optimization
- Own the lead routing and handoff process between marketing and sales — clean, fast, and accountable
- Build closed-loop reporting between marketing activity and revenue outcomes
- Support segmentation models that power targeted campaigns, personalized outreach, and account prioritization

## What We're Looking For

Must-Haves

- 7+ years in revenue operations, sales operations, or GTM strategy at a B2B SaaS company
- Deep hands-on experience with Salesforce and HubSpot — you know how to configure, integrate, and get the most out of both
- Proven track record building automation and workflow systems that measurably improved sales team efficiency or cycle time
- Strong analytical skills — you can build a model, interpret pipeline data, and translate findings into clear recommendations for leadership
- Experience building or owning forecasting and pipeline visibility frameworks
- Excellent communicator who can work across Sales, Marketing, and the C-suite without losing clarity or speed
- A bias toward automation: if you do something twice, you build a system for it
- Comfort with AI/LLM tooling for GTM use cases — you've used it to save time and you'll bring that mindset to the team

Nice-to-Haves

- Experience with enrichment and data tools: Clay, Apollo, Clearbit, ZoomInfo, or similar
- Familiarity with workflow automation platforms like Zapier, n8n, or Make
- Experience with BI/reporting tools (Tableau, Looker, or similar)
- Background in or exposure to the insurance or insurtech space

## Why This Role

You'll have direct access to C-level leadership and real ownership over the systems and strategy that drive revenue. This is a build role — we have the foundation, the market, and the product. We need someone who can operationalize it all and make our GTM team run faster and smarter. If you want the seat where those decisions get made, this is it.

90-Day Success Milestones

- Systems audit and roadmap — document current state of the GTM stack, identify integration gaps, data quality issues, and automation opportunities; deliver a prioritized roadmap
- Pipeline visibility and forecasting — build or rebuild the dashboards and cadences leadership uses to inspect pipeline health and call the number
- Quick wins on automation — identify and ship 2–3 high-impact automation improvements (lead routing, handoff workflows, follow-up sequences, or similar)
- Win/loss framework — design and stand up a structured win/loss program that feeds insights back to sales and marketing on a recurring basis

Base annual salary $180,000—$215,000 USD

Our Guiding Principles

Our products are for nothing if their creators are not fulfilled in their work. We want our employees to flourish at Sureify. We do not fawn over status or titles, instead, we honor effort and intelligence. The best idea wins no matter which colleague proposed it. We do not shortcut our mission with overblown claims or false promises. Sticking to the truth is both a strategy and a principle for us.

Sureify is an Equal Opportunity Employer committed to diversity. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, sex, sexual orientation, gender perception or identity, age, disability, veteran or military status, or any other basis prohibited by law.

If you are a California resident, please be aware Sureify collects personal information from you during the application process, which may include your name, contact details, employment history, and educational background, in accordance with the California Consumer Privacy Act (CCPA). We use this information solely to evaluate your candidacy for employment and may share it with internal hiring personnel as needed.

## About Sureify

## Company Overview
- **One-liner**: Sureify provides a modular SaaS product suite that empowers life insurance and annuity carriers to create modern digital experiences for acquiring, servicing, and engaging policyholders and agents.
- **Entity Type**: Private (Late-stage VC-backed; last known stage: Incubator/Accelerator)
- **Headquarters**: San Jose, California, USA (with offices in India)
- **Founded**: 2012
- **Founders**: Dustin Yoder

## Core Business
- **Primary industry/industries**: Life Insurance & Annuities Technology (InsurTech)
- **Target customers**: B2B – life and annuity insurance carriers (Enterprise)
- **Mission or purpose statement**: "To modernize the life insurance and annuity industry by helping companies service, engage, and sell to their customers with one enterprise product suite." [sureify.com](https://www.sureify.com/about-sureify/)

## Products & Services
- **LifetimeACQUIRE**: A configurable digital sales experience for buyers and agents, enabling online application and underwriting.
- **LifetimeSERVICE**: A comprehensive web and mobile self-servicing portal for policyholders, available 24/7/365.
- **LifetimeAGENT**: A unified portal for life and annuity agents to manage business, policies, and activity with real-time carrier data.
- **LifetimeENGAGE**: A digital engagement engine that fosters meaningful, ongoing connections between carriers and consumers.
- **CoreCONNECT**: A digital experience and data integration engine that connects legacy carrier systems to modern front-end experiences via APIs.

All products are part of the **Lifetime Suite** and can be purchased and implemented individually or as a full stack. [sureify.com](https://www.sureify.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private company)
- **Key Metric**: **Total Funding** – $25.83M raised to date [cbinsights.com](https://www.cbinsights.com/company/sureify)
- **Notable Investors/Partners**: Investors include Hannover Re, Aspen Capital Group, TIMIA Capital, Plug and Play Ventures, and TalentBridge23 Incubator. Customers include AAA, Allstate, and Amica. [cbinsights.com](https://www.cbinsights.com/company/sureify)
- **Growth Signals**: The company has successfully completed a SOC 2 Type II audit, operates with a partnership mentality alongside carriers, and emphasizes a "systematic approach" to digital transformation in a legacy-heavy industry.

## Competitive Advantages
- **Modular, non-disruptive SaaS**: Products can be implemented without replacing core legacy systems, lowering the barrier for large carriers.
- **End-to-end coverage**: The Lifetime suite covers acquisition, service, and engagement across the entire policy lifecycle, creating a sticky ecosystem.
- **Deep domain expertise**: Founded by the son of a life agent who identified the industry’s specific digital gap, giving the team both tech and insurance industry credibility.
- **Security compliance**: SOC 2 Type II certified, a critical requirement for enterprise insurance clients.

## Strategic Focus
- Continuing to expand the Lifetime suite’s capabilities to cover the full policy lifecycle from application to claims.
- Deepening partnerships with large carriers (e.g., AAA, Allstate, Amica) to drive further adoption.
- Leveraging CoreCONNECT to enable seamless integration with legacy systems, unlocking digital transformation for more conservative insurers.
- Maintaining a "partnership mentality" over a pure product drop-off approach, configuring solutions for individual carrier needs.

## Why Work Here
- **Remote-first culture**: The vast majority of roles are listed as "US - Remote" or "Remote - Canada," with full flexibility for remote work. [greenhouse.io](https://job-boards.greenhouse.io/sureify)
- **Comprehensive benefits**: Health, dental, and vision insurance; 401k retirement plan; short-term and long-term disability; life insurance; paid maternal and paternal leave; generous PTO; and flexible schedules. [sureify.com](https://www.sureify.com/about-sureify/)
- **Diversity & fulfillment**: The company explicitly states, "Our products are for nothing if their creators are not fulfilled in their work" and focuses on diversity as a core value.
- **Team composition**: A blend of insurance veterans and outsiders from tech/creative backgrounds, suggesting a collaborative and innovative rather than purely bureaucratic environment.
- **Open roles in Engineering, Product & Design, Professional Services, Sales & Marketing, and Customer Support** – indicating a growing organization with cross-functional opportunities.

## Sources
1. [sureify.com](https://www.sureify.com/)
2. [sureify.com – About](https://www.sureify.com/about-sureify/)
3. [greenhouse.io – Sureify Jobs](https://job-boards.greenhouse.io/sureify)
4. [cbinsights.com – Sureify Profile](https://www.cbinsights.com/company/sureify)

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