Head of Operations

Location: Hybrid / Reading

Role purpose

Due to our growth ambitions and desire to be easy to do business with we have created this brand-new role to lead our Operations & Risk function with a focus on continuous improvement, ensuring our operational processes provide a competitive advantage and driving efficiency.

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Key responsibilities

This is a highly visible and impactful role driving a focus to develop and execute the company’s operational strategy.

Key aspects of the role include:

Operations Management

Lead and oversee all aspects of day-to-day operations, ensuring efficiency, scalability, and alignment with organisational goals.

Risk Management

Take ownership of the risk portfolio and be a senior level supporter and continuous embedder of our respected ISO27001 certification throughout the company (led by our Head of IT Ops).

Continuous Improvement

  • Drive initiatives to map and enhance existing business processes.
  • Identify areas for improvement within the organisation, implementing solutions to enhance overall efficiency.
  • Foster a culture of continuous improvement within the team and organisation.

OKR Process Management

  • Oversee the implementation and management of the OKR (Objectives and Key Results) process, aligning it with organisational goals.
  • Ensure effective communication and tracking of OKRs across departments.

Salesforce Optimisation

  • Collaborate with the business to evaluate and leverage the full capabilities of the Salesforce platform.
  • Lead efforts to adapt and optimise business processes in alignment with Salesforce updates and changes.

Meeting Facilitation

  • Facilitate and chair “head of” level meetings, ensuring effective communication and collaboration among senior leadership.
  • Drive the development and implementation of meeting cadences that enhance decision making and operational efficiency.

Leadership and Collaboration

  • Collaborate with the Head of Finance, Chief People Officer, and other department heads to align operational efforts with financial and human resources strategies.
  • Provide leadership and mentorship to the Operations & Risk Team, fostering a high-performance culture.


Reporting to our CFO this role would suit an ambitious individual who is keen to make a difference and has the energy, desire and previous experience to help transform and maximize the value and capabilities of our operating systems.

A player/manager role where you can get into the detail but also strategise, comfortable with technology, risk management and performance management.

Previous experience in a scaling SaaS company which has been through a similar journey will be a key advantage. Competencies include:

  • Leadership – ability to lead, motivate, and inspire teams to achieve operational excellence.
  • Analytical Thinking – strong analytical skills to assess and improve business processes.
  • Collaboration – proven ability to work collaboratively across departments to achieve common goals.
  • Adaptability – ability to adapt to changing priorities and drive positive change within the organisation.
  • Communication – excellent communication skills, both verbal and written, to convey complex information effectively.
I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
Glenn Bryant
Content and Communications Executive
I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.
Claire Bull
Product Owner

Life at Dynamic Planner