Strategy and Integrations Director

Who We Are

Having surpassed $300M ARR and continuing to grow, Optro is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: Optro is top-rated on G2.com and Gartner Peer Insights.
At Optro, we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, ESG, and InfoSec platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the seventh year in a row, as ranked by Deloitte!

Why This Role is Exciting

This position reports directly to the Chief Customer Officer and sits at the intersection of high-level strategic planning and hands-on execution. You will play a key role in driving the CAS organization’s roadmap, including supporting company-wide strategic initiatives and leading the integration of new acquisitions into the existing ecosystem for the Customer organization.

Key Responsibilities 

• Strategic Roadmap: Partner with department leadership to define and execute the Customer organization’s mission, vision, and long-term departmental goals.

• M&A Integration: Own the post-acquisition lifecycle, unifying new teams and offerings into the Customer framework from Day 0 through full integration.

• Program Leadership: Act as the primary liaison and owner for company-wide strategic initiatives, establishing the KPIs required for accountability.

• Executive Operations: Directly support the CCO in preparing for Board of Directors meetings and Quarterly Business Reviews (QBRs).

• Internal Communication: Design and manage the organization’s engagement strategy, including offsite planning and intentional feedback loops.

• Financial Oversight: Collaborate with FP&A to manage renewals, budgets, and services forecasting.

• Cross-Functional Orchestration: Identify and resolve friction points across the customer lifecycle to ensure seamless team handoffs.

• Strategy Execution: Transform strategic decisions into actionable roadmaps for internal M&A transitions and specialized programs.

• Quarterly efficiency programs: Establishing success metrics to measure the impact of AI tools and workflows on operational efficiency metrics and customer outcomes.

Attributes for a Successful Candidate (Please list 5-6 must-have qualifications here)

• You can pivot easily between defining high-level vision and executing granular programmatic tasks.

• You have a proven track record of integrating acquired companies without disrupting the existing customer experience.

• You are comfortable operating as a peer to senior leadership and influencing executive-level decision-making.

• You possess a deep understanding of metrics, from forecasting to setting departmental KPIs.

• You excel at aligning diverse teams through clear messaging and structured engagement strategies.

Our Company Values

• Customer obsession: It starts and ends here. Consistently ask yourself how what you’re doing creates value for our customers. It’s a mindset.

• Gritty resilience: Make it happen. Find a way. Move fast, stay positive, and do what it takes.

• Drive innovation: Create the future. Continuously improve what exists and invent what’s next.

• Win, together: One team. No silos, no egos. Drive to be the best and support each other’s success.

• Growth mindset: 10x, not 10%. Think in orders of magnitude, not increments. Seek feedback, learn, and improve.
  

Perks*

• Launch a career at one of the fastest-growing SaaS companies in North America!

• Live your best life (LYBL)! $200/mo for anything that enhances your life

• Comprehensive employee health coverage (all locations)

• 401K with match (US) or pension with match (UK)

• Competitive compensation & bonus program

• Flexible Vacation (US exempt & CA) or 25 days (UK)

• Time off for your birthday & volunteering

• Employee resource groups

• Opportunities for team and company-wide get-togethers!

*perks may vary based on eligibility/location

Please note that background checks are required. Qualified Applicants with arrest or conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. This role may have access to highly sensitive data, including employee data, customer data, company financials, and proprietary product information.
We love building strong partnerships, but please note that Optro cannot accept unsolicited resumes from agencies. Any submissions without a signed agreement in place will not create a fee obligation.

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