Monitor and maintain the accuracy and completeness of data within Salesforce and Tableau
Conduct regular data audits and investigations to identify and resolve discrepancies
Support the review and distribution of daily, weekly, and quarterly performance reports
Assist in the optimization and maintenance of goal-setting and quota methodologies
Support the administration and tracking of incentive compensation plans
Maintain and improve territory alignment and allocation processes
Support the data exchange process with external customers and partners
Assist in the design and enhancement of field-facing reports and dashboards
Support field communications in partnership with Sales Operations leadership
Partner cross-functionally with Finance, Operations, and Marketing on business planning and operational calendar activities
Help maintain and improve tools that allow field teams to plan, execute, and track performance
Serve as a reliable resource for field reps and managers on operational processes and system questions
Coordinate and support recurring Sales Operations rhythms including team meetings, business reviews, and planning cycles
Assist in preparing presentations, recaps, and materials for leadership meetings and QBRs
Track and follow up on open action items and project deliverables across the Sales Ops team
Help onboard new field reps by coordinating system access, tools, and operational resources
Manage and maintain shared documentation, process guides, and operational playbooks
Support vendor coordination and assist with tracking contracts, invoices, and purchase orders
Assist leadership with ad hoc research, analysis, and special projects as needed

Requirements

Bachelor's degree required; advanced degree a plus
3–5 years of experience in Sales Operations, Business Operations, or a related support function within wellness, nutraceuticals, cosmetics, medtech, or a field-sales-driven industry
Hands-on experience with Salesforce, CRM or equivalent
Experience with Tableau or similar reporting visualization tools
Exposure to incentive compensation, territory management, or quota-setting processes preferred
Strong Excel/data skills; experience with reporting tools and dashboards
Proficient in Microsoft Office and/or Google Workspace for document and presentation prep
Highly organized with strong attention to detail and the ability to manage multiple priorities
Clear communicator who can translate data into actionable insights for field stakeholders
Comfortable working independently and collaborating across teams in a fast-paced environment

Benefits

Fully remote work experience
Comprehensive medical, dental, and vision package, including FSA program
401K with employer match
Quarterly Bonus Program
Flexible PTO
Two company-wide wellness breaks every day
Free lunch on us every Tuesday and Thursday via Seamless/Grubhub
Monthly wellness stipend
Monthly internet stipend
Monthly cell phone stipend
Annual learning & development stipend
Free meditation app membership (Headspace)
Free Nutrafol subscription
Pet insurance discounts and benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceTableauExcelCRMdata auditsreporting toolsdashboardsincentive compensationterritory managementquota-setting

Soft Skills

highly organizedattention to detailclear communicatorability to manage multiple prioritiescollaborationindependenceactionable insightssupporting leadershipproject deliverablesfield communications

Certifications

Bachelor's degreeadvanced degree