Establish and maintain a comprehensive data management strategy to capture, organize, and ensure high-quality data ensuring the sales pipeline reflects a realistic view of the business (sales pipeline velocity, win rate, average deal size, forecast accuracy, sales cycle length, etc.) and communicate complex findings and data-driven insights to leadership, influencing decision-making.
Help implement a "single source of truth" by ensuring marketing data from Marketo and sales activity data from SalesLoft and other platforms integrate and aggregate correctly into Salesforce (SFDC).
Support the development and refinement of dashboards and reports to accurately track GTM performance, including enrollment trends, Customer Acquisition Cost (CAC), sales performance, and cohort conversion.
Create and nurture feedback loops from cross-functional partners (Marketing, Product) to allow for timely feedback on marketing and other efforts.
Responsible for GTM tooling (e.g., CRMs, AI tooling, knowledge bases, custom LLMs, etc.) and manage vendor relationships to ensure adoption.
Build, document, and implement effective practices for the management and measurement of MQLs (Marketing Qualified Leads), including efficient handoffs to Sales, ensuring relevant data is available for timely reporting, and follow-up approaches are strategically aligned to the MQL type.
Requirements
5+ years of experience in Sales Operations or Business Operations ideally in a healthcare, digital health, or tech-enabled services business.
Must be able to showcase career planning examples of how you built or optimized a Sales Ops methodology and implemented it for your company.
Expert knowledge of: SFDC, Marketo, Salesloft, NotebookLM and experience leveraging them for reporting and process improvement.
Experience with: Salesforce, Salesloft, Scratchpad, Chorus, and Slack-integrated systems.
Expertise in Excel and Google Sheets, including the ability to create insightful reporting dashboards and process flows for sales optimization.
Strong analytical skills with a natural intuition for numbers and data.
Comfortable analyzing data using Metabase or other Business Intelligence (BI) tools.
Effectively builds strong cross-functional relationships with multiple stakeholders across GTM, Product, Finance, and Clinical teams.
Strong critical thinking and business judgment skills.
High degree of accuracy and excellent time management skills—ability to manage multiple projects and stakeholders while meeting deadlines.
Benefits
💰 Competitive salary
✨ Comprehensive medical, dental, vision, life, and disability benefits
📈 401k match
📝 Monthly phone and wifi stipend for employees, annual ergonomic stipend
🏝 Generous vacation policy, paid holidays and company-wide recharge days
🍼 Equal paid parental leave for birthing and non-birthing parents
Free cancer screening and prevention resources for employees and their adult dependents
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