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Senior Lead, Global Sales Policy and Execution

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you’re a close but not exact match with the description, we hope you’ll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny.

 

We are seeking a dynamic and strategic Global Sales Optimization Manager to bridge the gap between our Sales Planning & Strategy initiatives and their successful execution across our global sales organization. This role is pivotal in ensuring seamless workflows, consistent policy implementation, and optimal efficiency across Regional Operations, Deal Operations, and various cross-functional teams including Marketing, Partners, Customer Success, Compensation, Enablement, Systems, BP&A, HR, and Legal.

As the Global Sales Process & Strategy Manager, you will be the linchpin in driving operational excellence by owning and refining critical sales policies, designing efficient workflows, and ensuring global consistency. You will be a key contributor to the success of our sales organization by translating strategic plans into actionable processes and fostering a collaborative environment.

Responsibilities:

  • Process Ownership & Optimization:
    • Design, document, and implement efficient sales workflows across the entire sales lifecycle, including BDR>AE and AE>CSM transitions, minimizing friction and maximizing productivity.
    • Analyze existing processes, identify bottlenecks, and develop strategies for continuous improvement.
    • Ensure consistency in sales processes across all geographic regions.
  • Policy Management & Implementation:
    • Own and manage critical sales policies (e.g., ROEs, Dispute Resolution, Rep Credit Overrides, Holdovers), ensuring clarity and compliance.
    • Develop and implement policies for new strategy rollouts, ensuring smooth transitions and minimal disruption.
    • Provide guidance and support to sales teams on policy interpretation and application.
  • Cross-Functional Collaboration:
    • Act as the primary liaison between Sales Planning & Strategy and other departments, fostering strong communication and collaboration.
    • Work closely with Marketing, Partners, Customer Success, and other teams to align processes and ensure seamless customer experiences.
    • Collaborate with Compensation, Enablement, Systems, BP&A, HR, and Legal to ensure policy and process alignment.
  • Global Sales Execution:
    • Understand the end-to-end workflows of sales representatives across the globe.
    • Design, communicate, and implement new processes to support sales strategies and drive revenue growth.
    • Monitor and measure the effectiveness of implemented processes and policies, making adjustments as needed.
    • Implement and manage change management related to process changes.
  • Documentation and Training:
    • Create and maintain comprehensive documentation of sales processes and policies.
    • Develop and deliver established and comprehensive processes for sales teams to optimize workflows.
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

The pay range for this role is listed below. Some sales and success roles are also eligible for variable compensation and hourly non-exempt roles are eligible for overtime in accordance with applicable law. This role is eligible for benefits, including: medical, dental and vision coverage, health savings accounts, flexible spending accounts, 401(k), flexible paid time off and company-paid holidays and a culture of learning that includes a learning allowance and access to a professional coaching service for all employees.

Base Pay Range For US Locations:
$152,000$228,000 USD

Get to Know Klaviyo

We’re Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we’re developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators—ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you’re ready to do the best work of your career, where you’ll be welcomed as your whole self from day one and supported with generous benefits, we hope you’ll join us.

Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.

IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.
 
By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice.  If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.  You can find our Job Applicant Privacy Notice here.
 
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Average salary estimate

$190000 / YEARLY (est.)
min
max
$152000K
$228000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Lead, Global Sales Policy and Execution, Klaviyo

At Klaviyo, we’re on the hunt for a Senior Lead, Global Sales Policy and Execution to join our vibrant team in Boston, MA. Here, we deeply value the unique backgrounds and experiences our Klaviyos bring to the table. This role is pivotal for anyone who thrives on strategizing and executing sales initiatives across our global footprint. As a Senior Lead, you'll bridge the gap between sales planning and operational execution, ensuring that processes run smoothly and efficiently. Your day-to-day will involve optimizing the sales workflow to enhance productivity and minimize friction, which is crucial for our sales teams, from BDR to CSM. You’ll take ownership of vital sales policies, define critical processes, and ensure consistency across all regions. Collaboration is key; you’ll work closely with teams across the business—from Marketing to Customer Success—to align our strategies and enhance the customer journey. In this role, you'll not only create comprehensive documentation and training materials but will also monitor the effectiveness of implemented strategies and make necessary adjustments to keep us on track for success. If you excel at driving operational excellence and want to be a part of a company that values every Klaviyo, this could be the perfect opportunity for you!

Frequently Asked Questions (FAQs) for Senior Lead, Global Sales Policy and Execution Role at Klaviyo
What are the primary responsibilities of the Senior Lead, Global Sales Policy and Execution at Klaviyo?

The Senior Lead, Global Sales Policy and Execution at Klaviyo is responsible for designing, documenting, and implementing efficient sales workflows. This includes process ownership from lead generation to customer success, ensuring consistency and compliance with sales policies, and collaborating cross-functionally to optimize outcomes for the sales organization. By analyzing current processes, they’ll pinpoint bottlenecks and develop strategies for continuous improvement.

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What qualifications are needed for the Senior Lead, Global Sales Policy and Execution role at Klaviyo?

Candidates for the Senior Lead, Global Sales Policy and Execution role at Klaviyo should possess a strong background in sales operations, process optimization, and policy management. Experience in leading cross-functional teams and a deep understanding of sales lifecycles are crucial. Ideal candidates will also have strong analytical skills and the ability to communicate policies clearly across various departments.

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How does the Senior Lead, Global Sales Policy and Execution collaborate with other teams at Klaviyo?

The Senior Lead, Global Sales Policy and Execution at Klaviyo works extensively with various departments such as Marketing, Partners, Customer Success, and HR. This role acts as the intermediary to facilitate strong communication and cooperation between sales planning and execution teams. Their collaboration ensures that the sales process aligns with marketing strategies, customer engagement efforts, and compliant policy application throughout the organization.

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What kind of impact can the Senior Lead, Global Sales Policy and Execution have on Klaviyo’s sales teams?

In their role, the Senior Lead, Global Sales Policy and Execution can significantly enhance the efficiency and effectiveness of Klaviyo’s sales teams. By designing streamlined workflows, aligning policies, and optimizing communication, they reduce friction in the sales process which ultimately leads to increased productivity and better customer experiences. Their contributions can drive notable revenue growth through improved strategic execution.

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What is the company culture like at Klaviyo for the Senior Lead, Global Sales Policy and Execution?

Klaviyo boasts a culture that is inclusive, dynamic, and focused on empowerment. As a Senior Lead, you will be welcomed as your authentic self from day one, with comprehensive benefits that support your personal and professional growth. The environment at Klaviyo encourages collaboration, creativity, and the sharing of diverse viewpoints, making it an exciting place for individuals who are eager to make an impact.

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Common Interview Questions for Senior Lead, Global Sales Policy and Execution
Can you describe your experience with designing sales workflows?

When answering this question, focus on specific examples where you've successfully designed sales workflows. Discuss the outcomes of those workflows, any challenges you faced, and how you optimized processes to improve efficiency.

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How do you handle cross-functional collaboration in sales optimization?

Explain your strategies for fostering collaboration among various teams, detailing any tools or communication methods you’ve used. Highlight an example of a successful cross-department project and your role in it.

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What strategies do you employ to ensure policy compliance across sales teams?

Discuss specific policies you’ve managed in previous roles and the techniques you used to ensure team adherence. Include training initiatives, documentation processes, and feedback mechanisms.

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Can you share an experience where you identified a bottleneck in the sales process? How did you resolve it?

Provide a concise narrative detailing the bottleneck situation, your analysis process, and the steps you implemented to resolve the issue. Demonstrating problem-solving skills is key.

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What is your approach to creating documentation for sales processes?

Emphasize the importance of clarity and accessibility in your documentation. Talk about your organizational system, how you keep materials up to date, and gathering feedback from users to improve documentation.

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How do you evaluate the effectiveness of implemented sales strategies?

Share methods you use for tracking the success of sales processes, including metrics or KPIs. Explain how you make data-driven decisions to tweak strategies for optimal results.

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Describe a time you managed a significant change in the sales process. What was your role?

This is an opportunity to showcase your change management skills. Outline the steps of the change process, your responsibilities, and how you communicated and ensured buy-in from the sales teams.

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What motivates you to excel as a Senior Lead, Global Sales Policy and Execution?

Discuss your passion for sales optimization and collaboration. Provide personal anecdotes or past experiences that spark your motivation to drive operational excellence.

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How do you keep yourself updated on sales trends and best practices?

Share the resources you utilize to stay informed—whether industry publications, networking groups, or professional development courses. Mention how you apply this knowledge to your role.

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What do you think are the key elements of a successful sales policy?

Elaborate on essential components such as clarity, alignment with business objectives, flexibility to adapt to changes, and effective communication. Provide examples if possible to strengthen your answer.

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Klaviyo is a global technology company committed to providing a marketing automation platform, used primarily for email marketing and SMS marketing by approximately 143,000 e-commerce merchants.

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BADGES
Badge Flexible CultureBadge Global CitizenBadge InnovatorBadge Future Unicorn
CULTURE VALUES
Inclusive & Diverse
Diversity of Opinions
Transparent & Candid
Growth & Learning
Customer-Centric
Mission Driven
Rapid Growth
Work/Life Harmony
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 21, 2025

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