Field Operations Principal

General information

Country United States State Texas City Dallas Job ID 48428 Department Sales Experience Level MID_SENIOR_LEVEL Employment Status FULL_TIME Workplace Type Hybrid

Description & Requirements

We’re seeking a Process & Change Analyst who can partner across functions to simplify complex processes, drive adoption of recommended improvements, and translate operational needs into clear, actionable plans. The ideal candidate blends hands-on field experience (e.g., BDR or Account Executive background) with strong process analysis, stakeholder collaboration, and communication skills. You will work closely with Sales, Customer Success, Product, and Operations to ensure processes are efficient, well-documented, and adoptable by diverse teams. 
A Day In the Life Typically Looks Like:

• Collaborate cross-functionally to map current-state processes, identify improvement opportunities, and define clear future-state processes.
• Simplify complex processes and present them in a way that non-technical stakeholders can understand and act upon.
• Create and maintain process documentation, playbooks, decision trees, and quick-reference job aids.
• Facilitate workshops, stakeholder interviews, and working sessions to gather requirements and drive consensus.
• Design and support implementation of change plans, including communications, training materials, and adoption metrics.
• Develop and track KPIs to measure process performance and improvement impact; produce regular reports and dashboards for leadership.
• Support pilots and rollout activities; gather feedback and iterate on processes and materials.

Required Qualifications:

• Demonstrated ability to simplify and document complex processes for diverse audiences (field teams, managers, product/engineering). 
• Proven experience collaborating across multiple organizational capabilities and building stakeholder alignment.
• Practical experience with process mapping and visualization tools (Visio, Lucidchart, BPMN tools) and familiarity with documentation platforms (Confluence, SharePoint, etc.).
• Experience with CRM platforms (Salesforce or similar) and understanding of sales workflows preferred.

Preferred Qualifications:

• Time spent in field roles such as Business Development Representative (BDR), Account Executive (AE), or Sales Operations — giving practical sales/field perspective.
• Change management exposure (e.g., ADKAR framework, Prosci training) or formal certifications (Prosci, Six Sigma, Lean).
• Experience working with SaaS product teams or in enterprise software companies.
• Experience developing training materials, job aids, and short-form communications geared to adoption. 

About Infor
Infor is where ambition meets impact. Join a global community of bold thinkers and innovators, where your expertise doesn’t just solve problems. it shapes industries, unlocks opportunities, and creates real-world impact for billions of people. At Infor, you’re not just building a career. you’re helping to build what’s next.
Infor is a global leader in business cloud software products for companies in industry specific markets. Infor builds complete industry suites in the cloud and efficiently deploys technology that puts the user experience first, leverages data science, and integrates easily into existing systems. Over 60,000 organizations worldwide rely on Infor to help overcome market disruptions and achieve business-wide digital transformation.
For more information visit www.infor.com


Our Values
At Infor, we strive for an environment that is founded on a business philosophy called Principle Based Management™ (PBM™) and eight Guiding Principles: integrity, stewardship & compliance, transformation, principled entrepreneurship, knowledge, humility, respect, self-actualization.
We have a relentless commitment to a culture based on PBM™. Informed by the principles that allow a free and open society to flourish, PBM™ prepares individuals to innovate, improve, and transform while fostering a healthy, growing organization that creates long-term value for its clients and supporters and fulfillment for its employees.
Infor is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive work environment. Infor does not discriminate against candidates or employees because of their sex, race, gender identity, disability, age, sexual orientation, religion, national origin, veteran status, or any other protected status under the law. If you require accommodation or assistance at any time during the application or selection processes, please submit a request by following the directions located in the FAQ section.
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