What You'll DoIn this role, you will be responsible for leading and tracking strategic and operational programs to improve our Sales, Sales Development and Channel Partnership team's ability to deliver on revenue & Customer health goals.
Your main objective will be to optimize Sales, Sales Development, and Channel Partnership processes, leveraging sales analytics to provide actionable insights, drive data-informed decision-making, and measure the impact of initiatives. You will use technology and automation to increase efficiency, ensure data integrity across systems, and create scalable, repeatable processes. You will work closely with team members to define goals, strategies, and tactics, while translating analytics into concrete actions that enhance sales performance and revenue outcomes.
- Configure and manage business tools to optimize their use in our team's workflows, ensuring they are aligned with our process improvement goals.
- Leverage technology to automate processes where possible, enhancing efficiency and enabling the teams to focus on closing deals and delivering value.
- Continuously evaluate, assess, and implement new technologies (including system integrators and AI-driven platforms) into sales operations frameworks to drive innovation and scalability
- Collaborate with stakeholders to identify bottlenecks and opportunities for process improvements.
- Lead key initiatives to implement new processes and refine existing ones, ensuring they are streamlined and integrated across all revenue functions.
- Develop and maintain dashboards and reporting tools to provide insights into key performance indicators and operational metrics.
- Utilize data analytics to gain insights into customer behavior and success metrics, providing actionable recommendations for continuous improvement.
- Work with leadership to develop and execute the overall customer success strategy, aligning it with the company's vision and goals to drive customer retention, expansion, and advocacy.
- Understand customer journeys and pain points to identify areas for process improvement and customer engagement optimization.
- Leverage data outputs to create early signs of at-risk accounts and create workflows enabling teams to action proactively.
- Analyze sales pipeline trends, conversion metrics, and forecast accuracy to strengthen pipeline health and revenue predictability.
- Use sales analytics to uncover productivity drivers and deal cycle bottlenecks, providing actionable insights to improve sales execution.
- Partner with Sales leadership to turn data into strategic recommendations that improve territory planning, quota setting, and overall sales performance.
What You'll Bring- 5+ years of professional experience in an advanced analytics or Customer operations role; prior experience with SaaS a plus
- Experience developing strategies to scale revenue teams to meet the needs of our customers.
- Strong analytical skills with proficiency in data analysis and reporting tools (e.g. Google Sheets, Excel, Tableau, Looker) preferred
- Experience with CRM systems (e.g., HubSpot, Salesforce) and customer success platforms (e.g., ChurnZero, Zendesk, Gainsight) preferred
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and influence stakeholders at all levels
- Hands-on experience analyzing sales funnel metrics and identifying opportunities to improve conversion and pipeline efficiency.
- Detail-oriented with a strong focus on accuracy and quality
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
- Demonstrate a passion for designing scalable, repeatable processes and programs.
- Proven experience in sales analytics, with the ability to extract insights from data to drive sales performance and strategy.
Why You'll Love Working With UsHealth & Wellness That Have You Covered:
- Enjoy the flexibility of remote work
- Competitive base salaries that reflect your value.
- Generous Paid Time Off, because we know you do your best work when you're well-rested.
- Support for every stage of life-with paid maternity, parental bonding, and medical leave for you or your loved ones.
- Comprehensive health benefits, including Medical, Dental, Vision, and Prescription coverage. For employee only, we offer plans that cover 100% of premiums and we cover 50% of costs for families.
- Prioritizing your mental health: get free, confidential counseling through our partnership with BetterHelp.
Investing in Your Future (and Present):
- 401(k) Retirement Savings Plan with 100% employer match on contributions up to 6% - so your future self will thank you.
- Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) to make your money go further.
- Life and Accidental Death & Dismemberment (AD&D) Insurance for added peace of mind.
- Wellness on your terms: get up to $60/month toward fitness, mental health, or almost anything that helps you feel your best.
- After one year of employment, enjoy a $300 home office setup bonus to help make your space work for you.
- Keep growing with support for continuing education - we're invested in your development.
Most importantly, we have a stellar team of coworkers, a really cool office, and lots of fun activities!
