Sales and Marketing Operations Specialist

Sales and Marketing Operations Specialist

OVERVIEW OF THE ROLE

We are seeking an organized, proactive, and results-driven Sales and Marketing Operations Specialist to join our team. In this role, you will collaborate closely with sales, marketing, and product teams to support sales enablement, execute integrated marketing initiatives, and streamline operational workflows. This position blends advanced, hands-on Salesforce operations expertise—including CRM management, reporting, and marketing automation configuration—with flexible marketing generalist capabilities that provide adaptable support for campaign execution, product launches, and performance analytics. The ideal candidate will leverage data, technology, and collaboration to improve visibility, streamline workflows, and drive business growth.

PERCENTAGE OF TRAVEL REQUIRED: Up to 25%

Please note: This position is mostly remote, but you might need to come to the office sometimes for meetings, training, or company events.

PRIMARY DUTIES AND RESPONSIBILITIES (OTHER DUTIES MAY BE ASSIGNED)

• Collaborate with sales, marketing, and product teams to align across go-to-market strategies, sales enablement initiatives, and product positioning efforts, while building strong relationships with internal stakeholders, external partners, and industry collaborators.
• Serve as a marketing generalist supporting the planning and execution of integrated, multi-channel marketing campaigns—including digital, email, content, and event initiatives—by coordinating resources, managing deliverables, and ensuring alignment with sales strategies and overall business objectives.
• Partner with product and marketing leadership to support product launch activities, including marketing coordination, messaging alignment, training coordination, and performance tracking.
• Serve as the hands-on Salesforce subject-matter expert for sales and marketing, executing CRM configuration tasks, managing data governance and data integrity practices, updating workflows, developing dashboards and reports, supporting marketing automation configuration, and troubleshooting issues to ensure accurate data, reliable operations, and informed decision-making.
• Manage and execute integrations and marketing automation workflows across Salesforce, Definitive Healthcare, and the marketing automation platform, in partnership with the marketing and sales teams, ensuring Salesforce functions as the central system of record for all sales and marketing data and supports accurate syncing, effective lead routing, and pipeline visibility.
• Support the sales team with various operational tasks, including creating and updating quotes, supporting new business and renewal contracting, and onboarding/training new team members on sales tools, processes, and best practices.
• Conduct market and competitive research and compile campaign performance data to identify trends, insights, and opportunities that inform strategic planning and product positioning.
• Identify and implement opportunities for automation, process improvement, and configuration optimization across Salesforce CRM, marketing automation platforms, and integrations with systems such as Definitive Healthcare.
• Manage lead processes in coordination with external lead-generation vendors and internal teams, ensuring accurate lead routing, tracking, nurturing, and documentation within Salesforce and maintaining clear process workflows for consistency.
• Manage and maintain sales and marketing workflows, tools, and process documentation to ensure accurate information flow, consistent procedures, effective training support, and efficient cross-team operations.

OTHER REQUIREMENTS / SKILLS (EDUCATION, SOFTWARE, HARDWARE, ETC.)

• Bachelor’s degree or higher in Marketing, Communication, Business, or a related field.
• 3+ years of experience in sales and marketing operations, marketing generalist roles, or sales enablement, within the healthcare technology industry.
• Demonstrated proficiency with Salesforce CRM, including dashboard/report creation, data structure understanding, CRM configuration, and marketing automation tools within the Salesforce ecosystem (e.g., Pardot or similar).
• Ability to translate business requirements into scalable Salesforce workflows, automations, and process improvements that enhance sales and marketing effectiveness.
• Experience supporting integrations between CRM, marketing automation platforms, and data tools (e.g., Definitive Healthcare or equivalent).
• Experience executing multi-channel marketing campaigns and product launches, managing timelines and assets, maintaining workflow documentation, supporting cross-team operational processes, and collaborating with lead-generation vendors or third-party partners.
• Strong analytical, reporting, and problem-solving skills with experience using tools such as Excel, Power BI, and other analytics platforms to interpret data, identify trends, and compile insights from campaign performance, market research, and sales/marketing activity.
• Proficiency with Microsoft Office and sales/marketing technologies; experience with healthcare data tools such as Definitive Healthcare or similar platforms is preferred.
• Excellent written and verbal communication skills, with the ability to present information and insights clearly to both technical and non-technical audiences.
• Highly organized and detail-oriented, with the ability to manage multiple projects, tasks, and deadlines in a fast-paced environment; project management experience is a plus.
• Strong interpersonal skills with the ability to build effective working relationships across teams, including peers, leaders, clients, and external partners.
• Flexible and adaptable with a positive, “can-do” approach to problem-solving.
• Ability to handle confidential information with professionalism and discretion.
• Criminal and MVR backgrounds meet our company’s hiring criteria.

What We Offer

• 3 weeks' vacation and 5 personal days
• Comprehensive medical, dental, and vision benefits starting from your first day
• Employee stock ownership and RRSP/401k matching programs
• Lifestyle rewards
• Remote work and more

About us:

For more than 40 years, MEDHOST has provided innovative healthcare solutions, including an integrated EHR, helping healthcare facilities achieve operational, financial, and clinical excellence. Our solutions serve hospitals, clinics, and healthcare systems, empowering them to deliver the highest quality care. 

DISCLAIMER

This position outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties of the associate. Management reserves the right to change the duties and responsibilities set forth herein at any time.