Director of Order Management & Sales Ops

Position Summary
 

 The Director of Order Management and Sales Operations plays a key leadership role at MTA, driving the integration of estimating and scheduling operations to enhance customer experience and operational efficiency. This role focuses on pricing strategies, scheduling optimization, and performance metrics to achieve company goals. The director will lead team development, create standardized operating procedures (SOPs), and implement training programs to build a scalable and reliable department. The ideal candidate will foster a team culture focused on responsiveness, creativity, collaboration, and delivering high-quality results for commercial success. 

Key Responsibilities

Strategic Leadership

• Develop and execute strategic plans to optimize estimating and scheduling operations, aligning with organizational objectives.
• Implement and manage KPIs to measure, monitor, and improve team performance and execution.
• Foster a culture of continuous improvement through cross-training, streamlined processes, and leveraging automation and technology.
• Collaborate with cross-functional teams, including sales, operations, and technical support, to drive efficiency and ensure seamless service delivery.

Team Development & Management

• Hire, onboard, and develop a high-performing team of Estimators and Schedulers, ensuring alignment with company goals.
• Provide coaching, mentoring, and ongoing professional development opportunities to team members.
• Establish and enforce the creation of standardized operating procedures (SOPs) to ensure consistency and scalability across the team.
• Design and implement robust training programs to onboard new team members efficiently and equip them for success.
• Create a sustainable and reliable team environment that minimizes reliance on single points of expertise and ensures repeatable processes.

Estimating Operations

• Oversee the preparation and review of accurate quotes and proposals in collaboration with the sales team and subject matter experts, ensuring alignment with pricing strategies and margin targets.
• Leverage expertise in blueprints, technical specifications, and industry standards (e.g., NFPA 99) to validate the accuracy of quotes and scopes of work.
• Maintain relationships with vendors and subcontractors to ensure proposals meet quality and cost requirements.

Scheduling Operations

• Implement and manage efficient scheduling systems to optimize resource allocation and turnaround times.
• Coordinate with operations and field teams to align schedules with project requirements and customer timelines.
• Monitor scheduling workflows to identify bottlenecks and implement process improvements.

Operational Excellence

• Lead initiatives to streamline operations, reduce manual processes, and enhance scalability using systems and automation tools.
• Identify and resolve inefficiencies in workflows, fostering collaboration between departments to eliminate silos.
• Analyze data to develop insights and drive decisions that improve operational outcomes.

Qualifications

• Bachelor’s degree in business, Engineering, or a related field required. Advanced degree (MBA, MS) strongly preferred.
• Minimum of 7-10 years of hands-on leadership experience managing teams in estimating, scheduling, or operations management, preferably within the TIC industry or a closely related field.
• Proven track record of developing, implementing, and consistently achieving KPIs that demonstrate measurable improvements in performance, accuracy, and efficiency.
• Demonstrated success in leading large-scale operational process improvements, resulting in significant time, cost, or resource savings.
• Ability to interpret and apply technical standards and codes such as NFPA 99 in operational processes.
• Experience in designing and implementing pricing models and strategies in collaboration with sales teams and technical subject matter experts to maximize profitability while maintaining competitiveness.
• Proven ability to evaluate, implement, and scale workflow automation technologies to reduce manual effort and improve system scalability.
• Direct ownership of creating and enforcing SOPs, including the design and execution of training programs to ensure team compliance, operational reliability, and scalability.

Work Environment
  This is a full-time, office-based role with minimal travel requirements. Occasional extended hours may be required to meet deadlines or address urgent operational needs.

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Employee Name                                                           Regional Manager or HR Manager Name

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Employee Signature                                                     Regional Manager or HR Manager Signature

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Date Signed                                                                  Date Signed