Sales Operations Specialist
4 hours ago
Experience & Background
- Hybrid + Night Shift work arrangement
- Healthcare industry experience is REQUIRED
(BPO Healthcare, Optum, RCM, Pharmaceutical, Medical Devices, Hospital Account Support, Insurance/Provider Services) - Minimum 3 years in a Sales Operations, Sales Support, or Admin-Sales hybrid role
Proven experience in:
Sales playbook creation or improvement
- Process documentation (SOPs, workflows, checklists)
- Sales operations optimization
- Strong relationship management and ability to handle sensitive or urgent client situations
- Bachelor's degree in Business, Marketing, Commerce, or Healthcare-related field
- Advanced skills in MS Office (Excel, PowerPoint, Outlook)
- Experience using Salesforce or other CRMs (HubSpot, Zoho, PipeDrive)
Key Responsibilities
Sales Operations & Pipeline Management
- Maintain and track the sales pipeline, ensuring all deals, stages, and follow-ups are updated accurately
- Support the sales team by coordinating end-to-end sales processes, from lead intake to deal close
- Monitor sales metrics and generate dashboards, reports, and insights
- Coordinate sales meetings, internal check-ins, client calls, and conference schedules
- Prepare sales decks, presentations, and data insights for client meetings
- Provide ongoing administrative support to ensure the sales team runs efficiently
Assist in developing and refining the sales playbook, including:
Sales process documentation
- SOP creation
- Workflow mapping
- Best practices and sales scripts
- Identify operational gaps and propose improvements for efficiency and accuracy
- Communicate with internal teams (Marketing, Proposals, Finance, Operations) to align on sales needs
- Handle escalations and inquiries promptly and professionally
- Ensure smooth information flow between departments
- Oversee the accuracy and completeness of CRM data
- Maintain sales databases, filing systems, and records
- Ensure dashboards reflect current team performance
- Conduct competitive and market research to support sales strategy
- Identify potential leads, trends, and opportunities for the sales team
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