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Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Partner with Growth leadership to identify operational gaps, develop process improvements, and implement scalable solutions that increase team effectiveness.
- Coordinate with the Sr. Director Growth Operations to produce strategic target lists from multiple internal resources to guide Growth Team efforts.
- Create, maintain, and continuously improve best practice and SOP documentation to ensure organizational workflow alignment and adoption.
- Lead coordination of Growth Team training and development events; manage central repository of team resources, playbooks, and onboarding materials.
- Serve as a go-to resource for Growth personnel on operations processes, tools, and best practices.
- Manage the post-close transition to the Onboarding team including information verification, introductory communications, and placement opportunity creation.
- Assist with the creation, execution, and tracking of legal agreements including non-disclosure agreements and shared savings participation agreements.
- Collect and audit required deal closing documentation and distribute to internal and external stakeholders.
- Collect and audit requisite documentation for enrollment of clients who sign up for Medicare Advantage contracts.
- Ensure SFDC compliance including accurate pipeline staging, next steps, and dates; run bulk updates and corrections using the DataLoader tool; and assist with creation of Salesforce objects ancillary to the Growth opportunity lifecycle.
Requirements
What you’ll need- Bachelor's degree preferred, technical or business-related field preferred
- 3-5 years' experience in sales operations, sales enablement, or other sales support roles
- Experience in a B2B sales organization company preferred
- Proficiency with Salesforce or similar CRM platform
- Intermediate Microsoft Excel skills
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Professional development opportunities
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process improvementsSOP documentationlegal agreementsdata auditingpipeline stagingSalesforce objectsSalesforce complianceMicrosoft Excel
Soft Skills
team effectivenesstraining and developmentresource managementcommunication
Certifications
Bachelor's degree