Director, Product Strategy & Operations

📍 Job Overview

Job Title: Director, Product Strategy & Operations

Company: FloQast

Location: San Francisco, California; Los Angeles, California; San Jose, California

Job Type: Full-time

Category: Product Operations & Strategy

Date Posted: 2026-06-22

Experience Level: 8+ Years

Remote Status: Hybrid

🚀 Role Summary

• Drive the strategic planning and roadmap development for FloQast's Product organization, ensuring alignment with business objectives and market opportunities within the B2B SaaS sector.

• Own and enhance the product health system of record, including the design, governance, and reporting of KPIs, OKRs, NPS, and product instrumentation to inform executive decision-making.

• Lead end-to-end product launch operations, coordinating cross-functionally with Marketing, Sales, and Customer Success teams from beta phases through General Availability (GA) and subsequent adoption.

• Champion the adoption and best practices of AI tooling, specifically Claude and other prototyping/coding tools, within the Product and Design teams to drive efficiency and innovation.

📝 Enhancement Note: This role is deeply embedded within the Product organization, acting as a strategic operating partner rather than a traditional GTM or Sales Ops role. The emphasis on "Product Strategy & Operations" indicates a focus on internal product development processes, metrics, and launch readiness, with AI tooling as a distinct and important pillar.

📈 Primary Responsibilities

• Strategic Planning & Investment:

  • Quarterback the annual, quarterly, and monthly planning cadence for the Product organization, synthesizing inputs from market analysis, customer feedback, competitive intelligence, and data analytics into actionable roadmaps, OKRs, and investment theses.
  • Develop and articulate a clear point of view on portfolio investment, identifying areas for strategic focus, divestment, and portfolio synergy, and rigorously pressure-testing Product Management proposals with data-driven arguments.
  • Prepare and lead executive-level product reviews, including board and ELT presentations, ensuring materials are data-backed, strategic, and drive clear decision-making.
  • Build and implement frameworks to systematically evaluate and prioritize product initiatives, enabling the organization to make informed trade-offs between competing opportunities.

• Metrics, OKRs, & Product Analytics:

  • Own the Product organization's Key Performance Indicator (KPI) system, defining leading and lagging indicators, establishing OKR frameworks, setting instrumentation standards, and governing the NPS methodology.
  • Design, implement, and maintain executive dashboards that provide clear visibility into product health and performance across the entire product portfolio.
  • Manage the product analytics stack and the in-app guidance program, setting high standards for how Product Managers leverage data for decision-making and user experience optimization.
  • Establish operating mechanisms (weekly, monthly, quarterly) to proactively surface product performance issues and opportunities, enabling timely intervention.
  • Translate complex data into compelling narratives that drive organizational understanding and action.

• Launch Operations & PM Craft:

  • Oversee the end-to-end product launch process from beta testing through General Availability (GA) and sustained adoption, ensuring seamless alignment with Marketing, Sales, Customer Success, and Support teams.
  • Enhance early access and beta programs to effectively scale across both self-serve and sales-assisted customer segments.
  • Partner with the SVP/CPO to elevate the Product Management function by refining hiring profiles, leveling and career ladders, onboarding processes, and the essential tooling product managers rely on.
  • Integrate voice-of-customer feedback deeply into product development and prioritization, ensuring a closed loop between Product, CX, Sales, and Marketing.

• AI Tooling & Best Practices:

  • Drive the continued adoption and deepening of AI tools (e.g., Claude) within the Product and Design teams, focusing on prototyping, coding, and workflow enhancement.

  • Develop and maintain an internal repository of AI skills, best practices, and knowledge-sharing resources to maximize team capabilities.

  • Identify opportunities to improve team efficiency and output through the strategic application of AI technologies.

📝 Enhancement Note: The responsibilities are clearly segmented into strategic planning, performance measurement, launch execution, and AI integration. The emphasis on "quarterbacking," "owning," and "driving" indicates a high level of autonomy and leadership for this individual contributor role. The "AI tooling and best practices" section is a modern addition, highlighting the company's focus on leveraging emerging technologies within product development.

🎓 Skills & Qualifications

Education:

• Bachelor's degree in a relevant field (e.g., Business, Computer Science, Engineering, Economics) or equivalent practical experience. Experience:

• 8+ years of combined experience in product management, product operations, strategy and operations, or top-tier management consulting.

• Proven experience within a B2B SaaS organization that has achieved $100M+ in Annual Recurring Revenue (ARR).

• Demonstrated experience in owning and managing the planning and OKR cadence for a significant Product or Engineering organization, not just contributing to it. Required Skills:

• Quantitative Fluency: Proficiency in SQL for data extraction and analysis, experience with Business Intelligence (BI) tools, and hands-on experience with product analytics platforms such as Pendo, Amplitude, or Mixpanel. Ability to build executive-level dashboards that are insightful and actionable.

• Strategic Thinking & Framework Development: Demonstrated ability to form a strategic point of view supported by data, and effectively communicate and defend it, even when facing pushback from senior stakeholders. Experience building structured frameworks for prioritization and decision-making.

• Launch Operations Management: Proven experience in managing cross-functional product launches at SaaS scale, coordinating effectively with Marketing, Sales, Customer Success, and Support teams.

• Communication Excellence: Sharp written communication skills, with the ability to craft concise and impactful memos that drive conclusions and decisions.

• Operating Temperament: High personal agency, excellent judgment, and comfort navigating ambiguity. Ability to codify recurring problems into durable systems and processes.

• Product Portfolio Management: Understanding of how to assess and manage a portfolio of products, including making investment decisions and identifying areas for growth or divestment.

Preferred Skills:

• Direct experience working as a Product Manager or in a Product leadership role.

• Familiarity with the accounting, ERP, audit, or finance workflows and the challenges faced by finance and accounting teams.

• Experience supporting an SVP of Product or Chief Product Officer (CPO) directly, functioning in a chief-of-staff capacity.

• Previous experience in establishing and scaling a Product Operations function from its inception.

• Experience with AI prototyping and coding tools, particularly Claude.

📝 Enhancement Note: The "8+ years" experience level combined with the "Director" title suggests a senior individual contributor role, often referred to as a "Principal" or "Staff" level in product operations. The emphasis on quantitative skills, strategic point-of-view, and executive communication is critical for success. The bonus points highlight areas that would make a candidate stand out, particularly the direct PM experience and domain knowledge.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Strategic Planning Frameworks: Showcase examples of frameworks developed or utilized for annual/quarterly planning, roadmap prioritization, and investment allocation within a Product or Engineering context.

• OKR & KPI System Design: Present case studies or examples of OKR/KPI systems designed and implemented, demonstrating how these drove performance measurement and strategic alignment. Include examples of executive dashboards created.

• Product Launch Process Documentation: Provide documentation or case studies illustrating end-to-end product launch operations, detailing cross-functional coordination, Go-to-Market (GTM) alignment, and post-launch adoption strategies.

• Product Analytics & Instrumentation Examples: Include examples of how data and analytics were leveraged to inform product decisions, measure success, or identify opportunities. This could involve sample reports, dashboards, or case studies detailing instrumentation strategies.

• AI Tooling Integration Examples: If possible, showcase how AI tools have been integrated into product development workflows to improve efficiency, prototyping, or coding practices.

Process Documentation:

• Workflow Design & Optimization: Demonstrate experience in mapping, analyzing, and optimizing complex product development workflows, from ideation through to launch and iteration.

• System Implementation & Automation: Highlight instances of implementing new operational systems or automating manual processes within a Product or Product Operations context to improve efficiency and scalability.

• Measurement & Performance Analysis: Showcase a strong ability to define, track, and analyze key metrics related to product development velocity, launch success, product adoption, and overall product health.

📝 Enhancement Note: For a role at this level, a portfolio is crucial. It should not just list achievements but demonstrate the process and systems developed. The focus should be on how the candidate brings structure, data, and strategic thinking to product operations, with clear evidence of impact. Demonstrating the ability to build and codify processes is paramount.

💵 Compensation & Benefits

Salary Range:

• The provided base pay range for this position is $188,000 - $282,000 USD annually. This range is determined by factors such as the candidate's qualifications, experience level, and location within the specified regions (San Francisco, Los Angeles, San Jose). Benefits:

• Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans.

• Family Support: Family Forming benefits designed to support employees starting or expanding their families.

• Income Protection: Life Insurance and Disability Insurance to provide financial security.

• Work-Life Balance: Unlimited Vacation policy, encouraging employees to take the time they need.

• Total Rewards Focus: FloQast emphasizes a competitive and elaborate Total Rewards package, aiming to provide value beyond base compensation.

Working Hours:

• Standard working hours are typically 40 hours per week, with flexibility expected for a senior individual contributor role, particularly in managing cross-functional cadences and responding to critical business needs.

📝 Enhancement Note: The salary range provided is specific and falls within the expected range for a Director-level Product Strategy & Operations role in high-cost-of-living areas like the San Francisco Bay Area and Los Angeles. The "Unlimited Vacation" is a notable benefit that signals a culture of trust and autonomy. The mention of a "Total Rewards" package implies other benefits and compensation components may be available.

🎯 Team & Company Context

🏢 Company Culture

Industry: Software (B2B SaaS), specifically focused on the Accounting Transformation Platform. FloQast serves finance and accounting teams, providing solutions for close management, compliance, reporting, and AI integration.

Company Size: FloQast is a growing B2B SaaS company, indicated by the need for a Director-level role and the mention of "thousands of finance and accounting teams" as customers. While an exact size isn't provided, the ARR context ($100M+) suggests a well-established, mid-to-large-sized company.

Founded: FloQast was founded to address the need for modernization in the finance and accounting space. The company has achieved product-market fit and is in a phase of expanding its product portfolio and customer base, aiming for significant growth.

Team Structure:

• Product Organization: The role reports to the SVP of Product, indicating a senior position within the product hierarchy. The Product organization is responsible for developing and managing FloQast's suite of products.

• Cross-functional Collaboration: This role requires close collaboration with Marketing, Sales, Customer Success, Support, and potentially Engineering teams, highlighting a matrixed and interdependent work environment.

• AI Integration Focus: The Product and Design teams have already made significant shifts to adopt AI tools like Claude, indicating a forward-thinking culture that embraces technological advancements.

Methodology:

• Data-Driven Decision Making: The role emphasizes using data, KPIs, and analytics to drive product strategy, investment decisions, and performance evaluation.

• Process Optimization & Systemization: A key aspect of the role is to "codify recurring problems into durable systems," indicating a focus on building scalable, repeatable operational processes.

• Agile & Iterative Development: The mention of roadmaps, planning cadences, and launch operations implies an agile or iterative approach to product development and release management.

Company Website: https://floqast.com/

📝 Enhancement Note: FloQast operates in a critical business function (accounting/finance) where precision and trust are paramount. This likely translates into a culture that values accuracy, reliability, and strong operational discipline. The company is in a growth phase, suggesting a dynamic environment with opportunities for impact.

📈 Career & Growth Analysis

Operations Career Level: This is a senior individual contributor (IC) role at the Director level, focused on enabling the entire Product organization. It's a strategic "force multiplier" position, designed to shape how Product plans, measures, ships, and improves. This level typically involves significant autonomy, strategic influence, and the ability to define and improve core operational processes.

Reporting Structure: The role reports directly to the SVP of Product. This close proximity to top product leadership provides high visibility and direct influence on strategic decisions.

Operations Impact: The operations function here is critical to FloQast's growth trajectory. By sharpening planning, improving metrics, optimizing launches, and driving AI adoption, this role directly impacts the efficiency and effectiveness of product development, which in turn drives product-market fit, customer satisfaction, and ultimately, revenue growth. The role is positioned as indispensable to the SVP/CPO's success.

Growth Opportunities:

• Deepening Strategic Influence: As the Product organization scales and its portfolio expands, the Director will have opportunities to further shape company-wide product strategy and operational excellence.

• Leadership in AI Adoption: Taking a leading role in driving AI adoption within Product and Design can position the individual as a subject matter expert and innovator within the company.

• Building a Product Operations Function: The role explicitly mentions "standing up a Product Operations function from scratch" as a bonus point, indicating potential for building and leading a team or formalizing a function if it doesn't currently exist in a structured capacity.

• Cross-functional Leadership: Opportunities to lead major cross-functional initiatives, such as large-scale product launches or strategic planning cycles, will build valuable leadership experience.

• Domain Expertise: Developing deep knowledge of the accounting and finance technology space can lead to specialized career paths within FinTech or SaaS operations.

📝 Enhancement Note: This role offers a unique opportunity for an operations professional to have a direct and significant impact on the strategic direction and operational execution of a growing SaaS company's Product organization. The growth path is likely towards deeper strategic partnerships with leadership, potential team building, or specialization in critical areas like AI or product analytics.

🌐 Work Environment

Office Type: The job posting lists multiple California locations (San Francisco, Los Angeles, San Jose) and implies a hybrid work arrangement. This suggests that FloQast maintains physical office spaces in these key tech hubs, offering employees the option to work from the office, remotely, or a combination of both.

Office Location(s): Employees can work from FloQast offices located in San Francisco, Los Angeles, or San Jose, California. This provides flexibility for candidates within commuting distance of these major tech centers.

Workspace Context:

• Collaborative Environment: The hybrid model and emphasis on cross-functional collaboration suggest a dynamic workspace where in-person interactions are valued for strategic discussions, brainstorming, and team building, complemented by robust digital collaboration tools for remote team members.

• Tools and Technology: The role requires proficiency in a range of tools, including SQL, BI platforms, product analytics software (Pendo, Amplitude, Mixpanel), and AI tools (Claude). The company likely provides access to and support for these technologies.

• Operations Team Interaction: While this is a senior individual contributor role, there will be ample opportunity to interact with Product Managers, leaders within the Product organization, and counterparts in Marketing, Sales, and Customer Success.

Work Schedule: A standard 40-hour work week is implied, but the nature of a Director-level role in a growth-stage SaaS company often requires flexibility. Expect to manage your schedule to meet critical deadlines, lead planning sessions, and support product launches, which may involve working outside standard hours occasionally.

📝 Enhancement Note: The hybrid nature of the role in major California tech hubs indicates a modern work environment that balances in-office collaboration with remote flexibility. The company's investment in AI tools suggests a technologically advanced and forward-thinking workplace.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A recruiter or hiring manager will likely review applications and conduct an initial screening call to assess basic qualifications, experience, and cultural fit.

• Hiring Manager Interview: A deeper dive with the SVP of Product to discuss strategic vision, operational philosophy, and alignment with the role's mandate.

• Cross-functional Interviews: Interviews with key stakeholders (e.g., Product Leaders, heads of Marketing, Sales Operations) to evaluate collaboration skills, communication style, and understanding of cross-functional dependencies.

• Portfolio Review / Case Study: A dedicated session to present portfolio examples and/or work through a simulated strategic or operational challenge relevant to product planning, metrics, or launch operations. This is where candidates demonstrate their process and impact.

• Final Round / Executive Interview: Potentially with other senior leaders or executives to confirm strategic alignment and overall fit within FloQast's leadership team.

Portfolio Review Tips:

• Focus on Process & Impact: Structure your portfolio around key achievements, but emphasize the process you used to achieve them and the measurable impact on the business. Use the STAR method (Situation, Task, Action, Result) for case studies.

• Demonstrate Strategic Thinking: Showcase how you've developed and implemented strategic frameworks, prioritized initiatives, and made data-driven investment decisions.

• Quantify Results: Whenever possible, use metrics and data to illustrate the success of your initiatives (e.g., improved planning efficiency by X%, increased product adoption by Y%, reduced launch time by Z%).

• Highlight System Building: Emphasize your ability to create durable systems and processes that solve recurring problems, rather than one-off solutions.

• Tailor to FloQast: Research FloQast's products, market position, and stated values. Frame your experience and portfolio examples to show how you can address their specific needs, particularly in areas like accounting tech, B2B SaaS growth, and AI adoption.

Challenge Preparation:

• Strategic Planning Exercise: Be prepared to outline a strategic planning process for a hypothetical product or portfolio, including key inputs, outputs, and decision criteria.

• Metrics & Reporting Design: Practice designing a set of KPIs and OKRs for a specific product initiative or for measuring overall product health. Be ready to present how you'd build executive dashboards.

• Launch Scenario: Consider how you would manage a complex product launch, detailing cross-functional coordination, risk mitigation, and GTM alignment.

• AI Integration Strategy: Think about how you would assess and integrate AI tools into a product team's workflow to enhance productivity and innovation.

📝 Enhancement Note: The interview process will likely be rigorous, focusing heavily on strategic thinking, data-driven decision-making, and the ability to build and scale operational processes. The portfolio review and case study are critical components where candidates must demonstrate their practical application of skills.

🛠 Tools & Technology Stack

Primary Tools:

• SQL: Essential for data extraction and analysis to support strategic decisions and performance measurement.

• BI Tools: Proficiency with tools like Tableau, Power BI, Looker, or similar for creating executive dashboards and reporting.

• Product Analytics Platforms: Hands-on experience with Pendo, Amplitude, Mixpanel, or equivalent tools for user behavior analysis, feature adoption tracking, and user segmentation.

• AI Prototyping/Coding Tools: Familiarity and experience with tools like Claude, and potentially others, for enhancing product development workflows, coding assistance, and prototyping.

Analytics & Reporting:

• Executive Dashboards: Experience designing and maintaining dashboards that provide clear, actionable insights into product health, performance, and strategic progress for senior leadership.

• KPI & OKR Tracking Systems: Tools or methods for robustly tracking and reporting on Key Performance Indicators and Objectives and Key Results across the product portfolio.

• NPS Methodology & Tools: Understanding and implementation of Net Promoter Score (NPS) for customer satisfaction measurement.

CRM & Automation:

• While not explicitly stated as primary responsibilities, an understanding of how product operations integrates with CRM (e.g., Salesforce) and marketing automation platforms (e.g., Marketo, HubSpot) may be beneficial for understanding the broader GTM context of product launches and adoption.

• Collaboration & Project Management Tools: Standard tools like Jira, Asana, Confluence, Slack, and Google Workspace are likely used extensively for day-to-day operations and cross-functional communication.

📝 Enhancement Note: The technology stack emphasizes data analysis and user behavior tracking, crucial for informing product strategy and measuring success. The explicit mention of Claude AI points to a company actively embracing cutting-edge technologies within its product development lifecycle.

👥 Team Culture & Values

Operations Values:

• Data-Driven Excellence: A strong emphasis on using data, metrics, and analytics to inform all strategic decisions, drive product improvements, and measure success.

• Strategic Rigor: A culture that values well-reasoned strategic points of view, data-backed arguments, and the ability to make tough, informed trade-offs.

• Operational Discipline: A commitment to building durable, scalable systems and processes that ensure efficiency, consistency, and reliability in product planning, development, and launch.

• Cross-Functional Collaboration: A belief in the power of teamwork, open communication, and strong partnerships across different departments (Product, Marketing, Sales, CS) to achieve shared goals.

• Innovation & Adaptability: An embrace of new technologies, such as AI tools, and a willingness to adapt processes and workflows to leverage these advancements for competitive advantage.

Collaboration Style:

• Partnership-Oriented: The role is designed to be an operating partner to the SVP of Product and a force multiplier for the entire Product organization. This implies a collaborative, supportive, and proactive approach.

• Stakeholder Management: Effective collaboration involves managing expectations, communicating clearly, and building consensus among diverse stakeholders across different departments.

• Process Improvement Focused: A culture that encourages continuous feedback and iterative improvements to operational processes, with a focus on efficiency and effectiveness.

• Knowledge Sharing: Encouraging the sharing of best practices, learnings, and resources, particularly around AI tooling and operational methodologies.

📝 Enhancement Note: FloQast's culture likely blends the precision required in finance with the agility of a growing SaaS company. The emphasis on data, strategy, and operational excellence suggests a results-oriented environment that values structured problem-solving and continuous improvement.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing Strategic Vision with Operational Execution: Ensuring that the operational processes and metrics directly support and enable the ambitious product strategy, rather than becoming bureaucratic hurdles.

• Driving AI Adoption: Overcoming potential resistance to new AI tools and workflows, and effectively embedding them into the daily practices of Product and Design teams.

• Data Integrity & Accessibility: Ensuring the accuracy, consistency, and accessibility of data across various product analytics and BI tools to support reliable decision-making.

• Cross-Functional Alignment at Scale: Maintaining tight alignment and efficient communication across multiple departments (Product, Marketing, Sales, CS) during critical product launches and strategic planning cycles, especially as the company grows.

• Defining and Measuring "Product Health": Establishing robust, meaningful KPIs and OKRs that accurately reflect the health and success of a diverse product portfolio.

Learning & Development Opportunities:

• Strategic Leadership Development: Gaining experience in high-level product strategy, portfolio management, and executive communication directly from senior leadership.

• Product Operations Specialization: Deepening expertise in establishing and scaling Product Operations functions, including process design, tool selection, and team building.

• AI & Emerging Technologies: Becoming a leader in the application of AI and advanced technologies within product development and operations.

• Domain Expertise in FinTech/Accounting Tech: Developing a deep understanding of the finance and accounting software market.

• Cross-Functional Impact: Broadening understanding of go-to-market strategies, customer success methodologies, and engineering processes through close collaboration.

📝 Enhancement Note: This role presents a significant opportunity to tackle complex operational challenges within a growing SaaS company. The identified challenges are typical for a role of this nature and offer substantial learning and development potential, particularly in areas of strategic enablement and technological adoption.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you had to develop a strategic framework for product investment or prioritization. What was your process, and what was the outcome?" (Focus on data, trade-offs, and stakeholder buy-in.)

• "How would you design an OKR system for a growing B2B SaaS product portfolio? What would be your key metrics, and how would you ensure alignment across teams?" (Demonstrate understanding of OKR best practices and their application to product.)

• "Walk me through your approach to managing a critical product launch from beta to GA. What are the key cross-functional dependencies and potential risks?" (Highlight your launch operations experience and risk mitigation strategies.) Company & Culture Questions:

• "How do you see AI tools like Claude impacting the future of product development, and how would you drive adoption within our Product and Design teams?" (Showcase your forward-thinking approach and change management skills.)

• "FloQast operates in the accounting tech space, where precision and trust are paramount. How would your operational approach reflect these values?" (Connect your operational philosophy to company values and industry context.)

• "Describe your experience working with or supporting senior product leadership (e.g., SVP Product, CPO). What does an effective partnership look like?" (Demonstrate your ability to be a strategic advisor and force multiplier.) Portfolio Presentation Strategy:

• Structure Your Narrative: For each portfolio piece, clearly articulate the problem, your role/actions, the process/systems you implemented, and the quantifiable results/impact.

• Highlight System Building: Emphasize instances where you created repeatable processes, frameworks, or systems that improved efficiency or effectiveness long-term.

• Showcase Data Fluency: Be prepared to discuss the data sources, analytical methods, and tools you used to derive insights and measure success.

• Focus on Strategic Contribution: Position your operational work as directly enabling product strategy and driving business outcomes, not just executing tasks.

• Prepare for Q&A: Anticipate questions about your decision-making process, how you handled challenges, and how your approach might adapt to FloQast's specific context.

📝 Enhancement Note: Preparation should focus on demonstrating strategic thinking, process-orientation, data-driven decision-making, and strong cross-functional collaboration skills. The ability to articulate complex processes and quantifiable results from past experiences will be key.

📌 Application Steps

To apply for this Director, Product Strategy & Operations position:

• Submit Your Application: Utilize the provided link (jobs.lever.co/floqast/) to submit your resume and any required introductory information.

• Customize Your Resume: Tailor your resume to highlight specific experiences and keywords relevant to Product Strategy, Product Operations, B2B SaaS, OKR management, product analytics, launch operations, and AI tooling. Quantify achievements wherever possible.

• Prepare Your Portfolio: Curate a portfolio that showcases your process-driven approach to strategic planning, metrics management, and launch operations. Include examples of frameworks, dashboards, and case studies demonstrating measurable impact.

• Research FloQast: Thoroughly understand FloQast's product suite, target market (accounting/finance teams), company mission, and recent news. Pay attention to their emphasis on "Accounting Transformation" and AI integration.

• Practice Your Narrative: Be ready to articulate your experience and approach using the STAR method for behavioral questions and prepare a concise overview of your portfolio for potential presentation. Practice discussing how you would tackle the challenges outlined in the job description.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.