About Private Health Management
Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care.
About the Role
As our Sales Operations Analyst, you’ll help guide PHM through an inflection point in corporate sales volume and process maturity. With a growing team and client base, along with a recent Salesforce implementation, this is a critical window to establish governance, process discipline, and reporting accuracy—ensuring our operational infrastructure scales alongside growth.
This role sits at the intersection of Sales and Finance and combines Salesforce governance, hands-on pricing and impact modeling, and disciplined commission execution. This is not a reporting-only position — it is an ownership role with meaningful operational authority.
What You’ll Accomplish
- Maintain Salesforce as the trusted system of record with clear stage definitions, required-field compliance, and reliable pipeline reporting.
- Support a structured deal desk workflow that produces proposal-ready pricing and impact analyses with defined guardrails and SLAs.
- Deliver a documented, accurate commission process that is executed on time with minimal disputes.
- Reduce manual reconciliation across pipeline, pricing, and commission cycles.
How You’ll Spend Your Days
Salesforce Governance & Pipeline Integrity
- Enforce stage standards, required fields, and clean handoffs to improve pipeline accuracy.
- Drive CRM adoption and reduce shadow tracking outside Salesforce.
- Maintain leadership-ready pipeline dashboards without offline reconciliation.
Deal Desk, Pricing Proposals & Impact Analysis
- Own structured intake for pricing and impact requests with clear requirements and SLAs.
- Build pricing proposals and financial impact models for corporate deals.
- Apply guardrails consistently, document exceptions, and reduce rework upstream.
Commission Execution & Controls
- Run commission calculations end-to-end with validation and reconciliation controls.
- Create an auditable process tied directly to Salesforce deal data.
- Provide clear visibility into commission expense and process performance.
What You Bring to the Table
Required
- CRM operational excellence with an emphasis on governance and workflows
- Automation mindset (templates, controls, lightweight tooling, AI productivity tools)
- Strong Excel skills for with an emphasis on pricing, impact modeling, commission calculations, and reconciliations
- Process builder mindset: design, document, and improve repeatable workflows
- High precision and ownership of commission logic (validation, auditability, traceability)
- Strong business partnership skills and a history of working with Commercial to drive adherence to standards and guardrails.
- Strong independent execution in ambiguous, fast-moving environments
Bonus Points:
- SQL or data querying exposure
- Healthcare or employer benefits experience
- Commission platforms or CPQ tooling (e.g., Spiff, Xactly, CaptivateIQ, CPQ)
Compensation
The target base salary for this position is $80,000 – $90,000.
This base salary is only one part of a total compensation package that includes health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents), and additional benefits. Individual pay may vary based on experience, location, and relevant business considerations.
Location
This is a remote role requiring that you live in and physically perform work in the United States.
Next Steps
Private Health Management is a remote company with employees across the United States. We are committed to a thoughtful, transparent interview experience. If selected, you’ll meet with the hiring manager, peers, and department leadership. PHM uses AI-enabled tools at certain stages of the recruiting process; however, all hiring decisions are made by human reviewers.
Have a quick question about the role? Email [email protected] or apply directly.
Top Skills
What We Do
Private Health Management's team of clinical, research and care management experts provide unparalleled access to the best doctors, diagnostics and treatments to find the best of what’s possible in medicine. From routine and preventative care to serious or complex conditions, our integrated clinical approach and proprietary resources deliver more accurate diagnoses, optimal treatments and better outcomes that consistently improve, extend, and save lives. Our deep and trusted relationships allow us to gain access and expertly navigate the complex healthcare system on behalf of our clients. By maintaining independence from all providers and payors, we keep our members’ interests at the heart of every care decision. We serve as a committed healthcare champion working directly with individuals and families and with businesses that provide our services to their employees as a premium benefit
