Own and improve the sales operating cadence, including forecast calls, pipeline reviews, opportunity inspection, and executive revenue reporting.
Partner with Sales Leadership to drive forecast accuracy, pipeline discipline, deal progression, and accountability across the sales organization.
Develop forecasting models that incorporate stage progression, historical conversion rates, deal inputs, sales cycle timing, and rep-level performance.
Translate commercial performance data into clear narratives for leadership meetings, board materials, and strategic planning discussions.
Define, document, and enforce sales process standards, including opportunity stage definitions, exit criteria, required fields, close date hygiene, and pipeline governance.
Monitor pipeline health by segment, product, seller, source, and stage to identify gaps in coverage, quality, and execution.
Drive cross-functional alignment around lead handoffs, opportunity creation, sales-to-CS transitions, renewals, expansions, and customer lifecycle visibility.
Build and maintain core sales performance reporting, including bookings, pipeline generation, conversion, win rate, sales cycle, average deal size, rep productivity, quota attainment, and pipeline coverage.
Partner with Finance and Commercial Strategy on annual planning, quota setting, capacity modeling, bookings targets, and revenue forecasting.
Create scalable dashboards and reporting packages for sales leaders, individual contributors, and executive stakeholders.
Serve as a business owner for Salesforce sales processes, partnering with GTM Systems to ensure CRM configuration supports the commercial motion.
Define business requirements for Salesforce enhancements, dashboards, automations, data quality controls, approval workflows, and sales productivity tools.
Drive CRM adoption and data hygiene through clear expectations, enablement, reporting, and accountability.
Support territory design, account segmentation, quota modeling, sales capacity planning, and coverage strategy.
Partner with Deal Desk, Finance, Legal, Marketing, Customer Success, and Product to improve end-to-end commercial execution.
Bring structure to ambiguous business problems, drive stakeholder alignment, and translate strategy into scalable operating processes.
Requirements
10+ years of experience in Sales Operations, Revenue Operations, Commercial Operations, GTM Strategy, Business Operations, Finance, or a similarly analytical operating role.
Experience directly supporting enterprise B2B sales teams, preferably in SaaS, healthcare technology, data, AI, or revenue cycle management.
Strong command of Salesforce, including opportunity management, pipeline reporting, dashboards, forecasting, sales stages, and CRM governance.
Advanced analytical skills with deep proficiency in Excel or Google Sheets; experience building models for forecasting, capacity planning, pipeline conversion, quota planning, and sales productivity.
Demonstrated ability to build executive-ready reporting and translate complex data into clear business insights.
Strong understanding of enterprise sales processes, including pipeline generation, qualification, forecasting, deal inspection, renewals, expansions, and sales-to-CS handoffs.
Exceptional attention to detail and a high bar for data quality, process discipline, and operational rigor.
Strong communication and stakeholder management skills, with the ability to influence cross-functional partners and executive stakeholders.
Benefits
Medical, Dental & Vision – Comprehensive plans with leading insurance providers, covering 75% of your premiums, depending on the plan.
Paid Parental Leave – Generous paid leave to support families through birth or adoption: Up to 12 weeks for parents.
Remote-First Team – Work from anywhere in the U.S.
Unlimited PTO & 10 Holidays – So you can relax and recharge.
401(k) with Traditional & Roth Options – Tax-advantaged retirement savings through Fidelity with a 4% match.
Minimal Bureaucracy – A fast-moving, high-impact environment where you can focus on what matters.
Incredible Teammates! – Work alongside smart, supportive, and mission-driven colleagues.