Banking operations Jobs in Markham, ON

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, operationalize, 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, predictable, and profitable growth.
We seek Project Professionals who will align with our corporate mission, vision & values:

Our mission is 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.
PTAG’s vision is to help our clients become global leaders in the selection, planning, and execution of their capital and sustaining projects.
Our values include:

• 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
ID#6719

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 standardized 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 program.
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
1. 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 standardized Territory Plans and Account Plans are maintained and reviewed regularly.

2. RevOps Strategy, Planning & Governance

• 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.

3. Revenue Lifecycle Optimization

• 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.

4. Data, Systems, and Reporting

• 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 organization.

5. Forecasting, Analytics & Planning

• 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.

6. Enablement, Training & Process Documentation

• 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.

7. QMS Integration & Enterprise Process Improvement

• 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 programs, cross-functional workshops, and operational maturity initiatives.
• Maintain version-controlled process documents and ensure adoption across regions.

8. Cross-Functional Collaboration

• 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 modeling.
• Partner with Marketing on demand generation, lead flow tracking, content strategy, and campaign effectiveness.

Qualifications / Requirements:

• 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 standardized 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 program.
• 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 for employers.