Sales Operations Manager

Southend Pharmacy - a brand of Allia Health Group (AHG)

Location: Remote (U.S.) - Texas strongly preferred

Position Summary

The Sales Operations Manager serves as the operational extension of the Chief Sales Strategist, transforming strategic initiatives into actionable, executed plans that drive provider retention, account growth, operational efficiency, and team performance. This role is the bridge between strategy and execution for the Account Management organization: the Chief Sales Strategist brings the vision and idea (for example, a provider re-engagement or win-back campaign), and this individual builds it out end-to-end - coordinating departments, developing the assets and workflow, and driving the initiative to completion and reporting on results.

This is a shared resource role: while the position reports to the Chief Sales Strategist, it will also support the VP of Account Management on her initiatives, since project volume can ebb and flow between campaigns. The person in this role is expected to bring creative input and ideas to the table, not simply execute a fixed brief - refining and improving on the initial concept as they build it out.

The position does not carry a sales quota, does not manage a book of business, and does not directly engage providers as a primary responsibility, and it is not a people-management role. Instead, the focus is on supporting the Account Management organization by ensuring retention strategies, engagement campaigns, process improvements, and operational initiatives are executed effectively across the business.

Key Responsibilities

Strategic Initiative Management

• Translate strategic objectives and ideas from the Chief Sales Strategist (and VP of Account Management, as needed) into detailed project plans, timelines, deliverables, and implementation roadmaps.
• Lead the execution of provider retention, reactivation, account growth, and engagement initiatives (e.g., revenue-tier win-back campaigns).
• Manage multiple high-priority projects simultaneously while ensuring deadlines and objectives are met.
• Bring creative input to initiatives - proposing refinements, data-driven ideas, and improvements rather than only executing as directed.
• Partner with the Chief Sales Strategist to operationalize new programs, campaigns, and business initiatives.

Cross-Functional Coordination

• Serve as the primary liaison between Account Management and internal departments including Marketing, Compliance, Product, Operations, Service, Technology, Data Entry, Billing, and Executive Leadership.
• Coordinate project dependencies and ensure all stakeholders remain aligned on priorities, timelines, and deliverables.
• Proactively identify roadblocks and facilitate resolution to maintain project momentum.

Account Management Operations

• Support the development and rollout of Account Management programs, workflows, playbooks, and process improvements.
• Ensure Account Managers and Senior Account Managers have the resources, documentation, and operational support required for successful execution.
• Coordinate implementation activities related to provider retention, pricing initiatives, promotional campaigns, product launches, and engagement programs.

Project & Program Oversight

• Maintain visibility into all active Account Management initiatives and provide regular status updates to leadership.
• Track project milestones, deliverables, risks, dependencies, and outcomes.
• Establish project governance standards and accountability measures to improve execution consistency.

Reporting & Executive Communication

• Prepare executive-level reports, dashboards, project summaries, and performance updates.
• Present completed and in-progress initiatives directly to C-suite/executive stakeholders as part of the regular project cadence.
• Monitor initiative performance and provide recommendations for optimization and continuous improvement.
• Support leadership meetings by preparing project updates, action plans, and follow-up documentation.

Process Documentation & Continuous Improvement

• Create and maintain SOPs, process maps, workflow documentation, implementation guides, and operational playbooks.
• Identify inefficiencies and opportunities to improve scalability within the Account Management organization.
• Partner with leadership to develop systems and processes that improve team productivity and initiative success rates.

Qualifications

• Bachelor's degree in Business, Operations, Project Management, Sales Operations, or a related field preferred.
• 5+ years of experience in project management, business operations, strategy, client success operations, account management operations, or a related discipline.
• Operations-heavy background preferred over a sales-heavy background - this role is about execution and coordination, not selling.
• Proven experience managing or coordinating projects that span multiple departments.
• Experience reporting to, presenting to, or working directly with C-suite/executive stakeholders.
• Strong project management and organizational skills with the ability to manage multiple priorities simultaneously.
• Exceptional communication and stakeholder management abilities.
• Experience with CRM platforms is required; experience with Creatio is a plus but not required (Southend is transitioning to Creatio as its CRM).
• Experience with project management tools such as ClickUp preferred.
• Healthcare, pharmacy, or compounding pharmacy industry experience is a plus, but not required.
• Strong analytical and problem-solving capabilities.
• Ability to work independently and drive initiatives with minimal oversight.

Must-Have / Knockout Criteria

• Currently based in the United States (Texas strongly preferred).
• Demonstrated experience managing or coordinating a project that involved multiple departments.
• Demonstrated experience reporting directly to or presenting directly to C-suite executives.
• CRM platform experience (any platform; Creatio experience is a plus).

Key Competencies

• Strategic Thinking
• Project Management
• Cross-Functional Leadership
• Operational Excellence
• Process Improvement
• Executive Communication
• Stakeholder Management
• Accountability & Follow-Through
• Problem Solving
• Change Management
• Creative Ownership - willingness and ability to add ideas and improvements to a project, not just execute it

Success Metrics

• On-time completion of strategic initiatives, measured against campaign-specific deadlines and benchmarks set at kickoff.
• Successful deployment and adoption of retention and engagement programs.
• Reduction in project delays and operational bottlenecks.
• Increased cross-functional alignment and accountability.
• Timely and accurate executive reporting.
• Improved operational efficiency within the Account Management organization.
• Increased capacity for leadership to focus on strategic planning and growth initiatives.

Work Schedule & Logistics

Employment Type: Full-time, 40 hours/week

Schedule: 8:00 AM - 5:00 PM Central

Location: Remote, U.S.-based; Texas strongly preferred (occasional in-person presence for on-site meetings is a plus, not required)

Equipment: Standard company equipment provided (Dell laptop)

Position Purpose

The primary purpose of this role is to ensure that strategic initiatives within the Account Management organization move efficiently from concept to execution. This individual serves as the operational partner to the Chief Sales Strategist (with shared support to the VP of Account Management), allowing leadership to focus on high-level strategy, innovation, and business growth while ensuring day-to-day execution remains aligned, organized, and accountable.
Monday Through Friday 8:00 AM - 5:00 PM Central