About Us Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees, while driving ...
About Us Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees, while driving ...
Reachdesk information
What are some common challenges faced by team members in a Reachdesk role, and how can they be overcome?
Team members at Reachdesk often navigate the fast-paced environment of a high-growth SaaS company, which means adapting quickly to changing client needs and new product features. Balancing multiple client campaigns and maintaining personalized, high-quality outreach can be demanding. Success in this role often comes from strong organizational skills, open communication with cross-functional teams, and a proactive approach to problem-solving. Leveraging internal support resources and regularly sharing best practices within the team also helps overcome these challenges.
What is a Reachdesk job and what do employees do?
A Reachdesk job typically involves working at a company that provides direct mail and gifting solutions for businesses, helping them engage prospects and clients through personalized experiences. Employees at Reachdesk work in various roles such as sales, marketing, customer success, product development, and operations. Their primary goal is to help clients create, send, and manage strategic gifting campaigns to boost engagement, retention, and sales outcomes. Team members often collaborate with clients to design impactful campaigns, analyze results, and ensure seamless delivery of gifts globally. Working at Reachdesk offers exposure to marketing technology, client relationship management, and innovative ways to drive business growth.
What is the difference between Reachdesk vs Customer Success Manager?
| Feature | Reachdesk | Customer Success Manager |
|---|---|---|
| Primary Role | Sales enablement, direct marketing, gifting solutions | Client retention, relationship management, onboarding |
| Required Skills | Sales, marketing, communication, CRM tools | Customer relationship management, communication, problem-solving |
| Work Environment | Sales teams, marketing departments, remote or office | Customer accounts, client-facing, office or remote |
| Industry Usage | Sales, marketing, B2B companies | Tech, SaaS, enterprise services |
While Reachdesk focuses on providing sales and marketing teams with gifting and outreach solutions, a Customer Success Manager primarily manages client relationships to ensure satisfaction and retention. Both roles require strong communication skills and industry knowledge but serve different functions within a company’s customer engagement strategy.
What are the key skills and qualifications needed to thrive as a Customer Success Manager at Reachdesk, and why are they important?
To thrive as a Customer Success Manager at Reachdesk, you need a strong background in account management, customer relationship building, and a deep understanding of SaaS platforms, often supported by a relevant degree or equivalent experience. Familiarity with customer success tools like Salesforce, HubSpot, and the Reachdesk platform itself is typically required. Outstanding communication, problem-solving abilities, and a proactive, client-focused mindset help professionals excel in this role. These skills are vital for driving customer satisfaction, retention, and maximizing the value clients derive from Reachdesk's solutions.
What are popular job titles related to Reachdesk jobs in Indiana? For Reachdesk jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Reachdesk jobs in Indiana look for? The top searched job categories for Reachdesk jobs in Indiana are:
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Medical, Dental, Vision, Retirement, PTO
Posted 14 days ago
Job description
This is a remote role.
About Us
Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and employees, while driving measurable ROI.
We believe gifting is more than just a transaction: it's about building genuine human connections that fuel business growth. Whether you're engaging prospects, celebrating customers, or recognizing employees, our platform makes it easy to deliver personalized gifts, branded swag, and unforgettable event & brand experiences at scale through automated sourcing, storage, and global delivery.
We're growing, and we're currently looking for a Head of Business Systems & Operations to join us.
The Role
As the Head of Business Systems & Operations at Reachdesk, you will own and shape the systems and data architecture that underpin how the business operates. You will be responsible for connecting Finance, GTM, Product, and Customer teams through a single, trusted system landscape, ensuring data flows cleanly across Salesforce, NetSuite, Workato, and our BI layer. This is a high impact role where you will define how the business uses its systems, not just maintain them.
You will join at a critical stage as we complete our closed-loop architecture and transition ownership from product into the business. You will have full autonomy to design, govern, and evolve this ecosystem while embedding AI into core workflows and decision making. This role is particularly suited to someone who enjoys creating order from complexity: building a reliable, scalable foundation that the business trusts, enabling faster decisions, stronger financial control, and a step change in operational efficiency across Reachdesk.
Your Responsibilities
- Own the end-to-end systems and data architecture connecting Salesforce, NetSuite, Workato, the Reachdesk SaaS platform and the BI layer.
- Lead the transition of systems ownership into Business Operations and establish a clear operating model, governance framework, and roadmap that the business trusts and that can evolve as needs change, ensuring trusted, timely data flows across Finance, GTM, Product, and Customer teams.
- Lead from the front by setting technical direction from being in the systems alongside your team, not just reviewing their work. Define the go-forward BI architecture, ownership model, and roadmap..
- Complete and continuously evolve this architecture so every core process is underpinned by clean data and reliable automation.
- Establish an AI governance framework to embed AI into core workflows and decision-making, from forecasting and pipeline insights to customer health, billing, and operational automation, delivering measurable efficiency gains.
- Define and enforce master data management and integration standards across all systems.
- Partner closely with Finance, RevOps, Customer Operations, and Product to translate business priorities into scalable system solutions, balancing speed of delivery with long-term architectural integrity.
- Build, lead, and develop a small, high-performing team of systems and operations specialists, and manage external delivery partners where needed.
- Own vendor relationships, contracts, and roadmaps for our core SaaS stack, ensuring we get value, leverage, and influence over product direction, with a focus on finding efficiencies and cost savings.
- Define and report on system health, data quality, and operational efficiency KPIs to the executive team and Board where relevant.
About You
You are a strategic systems leader with strong technical instincts and a pragmatic builder mentality. You see business systems as a competitive advantage, not a back-office function, and you are energized by the opportunity to shape the operating engine of a high-growth, PE-backed SaaS business. You understand the importance and value of data integrity and consistency, ensuring every department relies on the same core data and metrics. You are still in the system. You are as comfortable in a Salesforce flow, a NetSuite saved search, or a Workato recipe as you are in a strategy meeting. You believe leaders in this function lose their edge the moment they stop building, and you have no interest in becoming that person. You move comfortably between architecture decisions and detailed configuration, and you are equally at home in a conversation with the CFO, the CRO, or an engineer. You bring a hands-on operator mindset: you understand that great systems exist to make the business faster, sharper, and more accountable, and you measure your success by the decisions and outcomes they enable.
Must-have Qualifications
- 8+ years in Business Systems, RevOps, or BizTech leadership roles within B2B SaaS, with at least 3 years leading a function or team.
- Deep expertise across Salesforce and NetSuite, including a track record of designing and evolving the integration layer between them.
- Strong experience with iPaaS platforms (Workato strongly preferred) and modern BI tooling.
- Demonstrated ability to design and operate a closed-loop architecture, covering quote-to-cash, lead-to-revenue, and customer lifecycle, in a multi-entity, multi-currency environment.
- Demonstrably hands-on within the last 12 months and can speak in concrete detail about systems you have personally configured, automations you have built, or data models you have designed.
- Robust data governance and master data management discipline, with a clear point of view on ownership, lineage, and quality.
- Proven track record of leading complex, cross-functional systems programs end-to-end, on time and on budget.
- Excellent stakeholder management, particularly with Finance and GTM leadership, and the ability to translate technical decisions into commercial impact.
- People leadership experience with a coaching mindset, and the ability to build a small team that punches above its weight.
Preferred Qualifications
- Experience in a PE-backed, high-growth SaaS environment with tight financial control requirements.
- Familiarity with multi-stream revenue models (e.g. SaaS combined with services, marketplace, or fulfillment) and the revenue recognition complexity they bring.
- Experience embedding AI/ML or agentic automation into operational workflows, with named use cases, governance, adoption controls, and measurable business outcomes.
- NetSuite and/or Salesforce certifications.
- Experience transitioning systems ownership into a Business Operations function.
- Background working in a scaling SaaS business, comfortable operating across time zones and entities.
The Benefits
- Competitive salary with generous stock options
- 401(k) with employer match
- Medical, dental & vision insurance, including mental health support and fast access to care
- Flexible PTO that increases the longer you're with us, plus extra flexibility for life's unexpected moments
- A genuinely collaborative culture with innovative, fun, and ambitious people
Reachdesk believes that a diverse team helps us achieve our mission faster, and so we welcome applicants from all backgrounds. Compensation is based on standardised salary ranges by role, level, and location, benchmarked against similar-sized companies. Final offers are determined by a combination of experience, skills, and role fit, and may vary from the listed range.
Privacy Policy: We process personal information submitted as part of your application in accordance with the Reachdesk Candidate Privacy Notice. Please review Reachdesk's Privacy Policy here: www.reachdesk.com/candidate-privacy-policy
About Reachdesk
Sourced by ZipRecruiter
Industry
Software development
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2018