Director – Head of Sales Operations

Phreesia

Director leading Phreesia’s healthcare SaaS sales operations across forecasting, Salesforce, planning, and AI automation. Scaling commercial processes, systems, analytics, and teams across Canada or the United States.

Posted 8/10/2026full-timeRemote • 🇺🇸 United StatesLead💰 $240,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales Operations and Revenue Operations, with a strong focus on Salesforce administration, forecasting, territory planning, and sales compensation design. Proven ability to leverage AI tools for analysis and automation while leading cross-functional collaboration and mentoring within a sales team.

Highest-signal resume keywords

Salesforce AdministrationForecasting Process OwnershipSales Compensation DesignAI Tool UtilizationCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales OperationsRevenue OperationsTerritory PlanningQuota PlanningData AnalysisSQLPower BIExcelGoogle SheetsProcess Design

Soft Skills

LeadershipCommunicationAnalytical ThinkingCollaborationMentoring

Tools & Technologies

SalesforceAI ToolsBusiness Intelligence ToolsWorkflow ToolsData Enrichment Tools

Industry Keywords

MediaAdvertisingPoint-of-Care MarketingLife SciencesHealthcare Technology

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead annual and quarterly sales planning across territory, capacity, quota, and compensation planning
Design balanced territories and account segmentation, model headcount needs, and set quotas tied to forecast targets
Partner with Finance and People teams on compensation plans for new business, renewals, and upsell
Support go-to-market planning for new offerings, including rules of engagement, coverage, and launch targets
Own the forecasting process and cadence across new business, renewals, and expansion
Establish pipeline hygiene standards, stage definitions, and inspection rhythms
Run weekly pipeline and forecast reviews with Sales leadership
Partner with Finance on bookings-to-revenue reconciliation, campaign delivery pacing, and quarterly business reviews
Build and maintain reporting for pipeline, win/loss, retention and renewal rates, upsell, rep productivity, and brand- and agency-level performance
Present commercial insights to senior leadership and govern a single source of truth for commercial data
Own the sales technology stack, including Salesforce, forecasting, enablement, data enrichment, and workflow tools
Define and execute an AI roadmap using AI agents, predictive analytics, and intelligent automation
Drive CRM adoption and data quality and design workflows that reduce manual seller effort
Evaluate, pilot, measure, and scale emerging AI tooling
Run deal desk functions, including pricing governance, approval workflows, proposal support, and order processing
Improve quote-to-cash processes and own rules of engagement across Sales, Client Experience, and Market Development
Identify and scale sales best practices across outreach cadences, deal motions, and renewal plays
Partner with Sales Enablement and Training to embed process changes, tooling, and best practices
Lead, develop, and mentor the established Sales Operations team
Serve as an operating partner to Finance & Commercial Operations, Client Experience, and Sales leadership

Requirements

What you’ll need

Bachelor's degree required
10+ years of experience in sales operations, revenue operations, or commercial strategy
3+ years leading the function or a significant portion of it
Prior people management experience
Deep, hands-on Salesforce expertise, including administration, reporting, and process design
Experience owning forecasting, territory and quota planning, and sales compensation design within a quota-carrying sales organization
Experience in media, advertising, point-of-care marketing, life sciences, or healthcare technology
Strong analytical toolkit and hands-on use of AI tools for analysis, forecasting, and workflow automation
High proficiency with Excel or Google Sheets
Ability to use SQL and Power BI or similar BI tools preferred
Ability to turn complex data into a clear, compelling narrative for executives
Track record of scaling a commercial function with AI and automation
Excellent cross-functional collaboration and communication skills
Comfortable operating at strategic and hands-on levels in a fast-growing business
Availability to be based in EST or CST in Canada or the U.S.
Ability to travel occasionally for client meetings, industry events, conferences, and team collaboration

Benefits

Comp & perks

100% Remote work + home office expense reimbursements
Competitive compensation
Flexible PTO + 8 company holidays
Monthly reimbursement for cell phone + internet + wellness
100% Paid 12-week parental leave to U.S. employees
Generous parental benefit to employees in Canada
Variety of insurance coverage for people (and pets!)
Continuing education and professional certification reimbursement
Opportunity to join an Employee Resource Group
Occasional travel for client meetings, industry events, conferences, and team collaboration
Base salary and variable incentive
Comprehensive Total Rewards package