Sales Operations Specialist II

MedImpact Healthcare Systems, Inc.

Sales Operations Specialist coordinating sales processes and CRM data for MedImpact. Involves monitoring KPIs, building reports, and supporting sales team efforts.

Posted 7/8/2026full-timeSan Diego • California • 🇺🇸 United StatesMid-LevelSenior💰 $3,443 - $5,767 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in optimizing sales processes and maintaining CRM data integrity, with a strong focus on analyzing performance metrics and providing actionable insights. Proficient in project management and mentoring, supporting the sales organization through effective documentation and process improvement.

Highest-signal resume keywords

Sales Process OptimizationCRM Data ManagementKPI AnalysisDashboard CreationProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Process DocumentationData AnalysisForecasting AccuracyMarket SegmentationPipeline Health Monitoring

Soft Skills

MentoringEvent PlanningCollaboration

Tools & Technologies

Salesforce.comMS OfficeExcelPowerPointOutlook

Industry Keywords

Sales PerformanceKPI MonitoringOpportunity StagesAdministrative FrictionTerritory Performance

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Support the sales organization by coordinating and optimizing the end-to-end sales process
Maintain and optimize CRM data integrity, including account updates, opportunity stages, and forecasting accuracy
Monitor pipeline health and identify stalled deals or process bottlenecks
Monitor KPIs such as win/loss trends, pipeline velocity, and quoting turnaround times, and provide summaries to leadership
Analyze territory performance, market segmentation, and pipeline potential
Build dashboards and KPI reports around revenue trends, sales performance, and forecast accuracy
Support the creation and refinement of sales process documentation, SOPs, and workflows
Identify opportunities to streamline processes and reduce administrative friction for sales
Provide event planning support for sales team members
Manage internal sales calendar and support project management for sales initiatives
Mentor and support onboarding of new team members

Requirements

What you’ll need

BS/BA and 5+ years’ experience or equivalent combination of education and experience
2 years' of SME in respective areas
Proficiency in MS Office / Word, Excel, Outlook and PowerPoint
Experience with Salesforce.com or other CRM software a plus

Benefits

Comp & perks

Medical / Dental / Vision / Wellness Programs
Paid Time Off / Company Paid Holidays
Incentive Compensation
401K with Company match
Life and Disability Insurance
Tuition Reimbursement
Employee Referral Bonus