Sales Operations Associate (Hybrid)

Boston, MA (preferred) | U.S.-based only

At Wellist, we’re helping employers deliver the right resources at the right time—so employees feel supported through every life moment, and HR leaders can maximize the value of their investments.

As our Sales Operations Associate, you will be an owner inside Wellist’s growth engine. This is not a passive support role. You will take full accountability for making sure critical meetings happen, CRM data is pristine and current, and executive growth initiatives move forward without friction.

You’ll work directly with the CEO, Commercial Advisors, and Chief of Staff as your primary partners, operating with urgency, precision, and an unwavering commitment to follow-through. If you’re someone who runs through walls to get the meeting scheduled, anticipates what executives need before they ask, and takes pride in flawless execution, this role was built for you.

• Own end-to-end scheduling for high-stakes internal and external meetings—persistently and creatively working through blockers to secure time with senior executives.
• Proactively manage complex calendars for the CEO and Commercial Advisors, ensuring priorities are protected and outcomes are clear.
• Anticipate conflicts and take initiative to resolve them before they become issues.
  

• Maintain absolute accuracy and completeness of all growth-related activity in our CRM—no gaps, no stale data.
• Ensure every meeting, decision, and next step is documented and actionable.
• Actively track follow-ups and deadlines, holding yourself and others accountable to execution.
  

• Own the operational execution of senior-level executive experiences, including:
• In-person CHRO salons and working sessions
• Intimate dinners with HR and healthcare leaders
• Virtual lunch-and-learns and roundtables
  
• Manage logistics, guest communications, prep materials, and post-event follow-up to deliver a seamless, white-glove experience.
  

• Conduct persistent, professional phone and email outreach to HR executive offices.
• Take accountability for securing, confirming, and protecting meetings—seeing outreach through to completion.
  

• Deliver timely reporting and operational updates to the CEO and Commercial Advisors.
• Serve as a trusted extension of senior leaders by preparing materials, proofreading communications, and ensuring executives are always well-prepared.

• Within 30 days: You are scheduling sales and growth meetings in partnership with the Chief of Staff, fully unlocked to manage the CRM, and drafting meeting follow-ups for select sales meetings.
• Within 60 days: You are the owner of all day-to-day CRM management and updates, drafting and managing follow-ups for all sales meetings, and operating a clear, reliable process to ensure every follow-up is completed on time and as promised.
• By 90 days: You have implemented scalable processes for CRM management, continue executing all 30- and 60-day responsibilities with precision, and proactively prompt next steps and future follow-ups for all accounts across the sales pipeline by recommending next steps to maintain momentum.

• 2–5 years of experience in growth operations, executive support, sales operations, or high-ownership administrative roles.
• A demonstrated track record of taking ownership and driving outcomes in fast-paced environments.
• Exceptional organizational skills and extreme attention to detail.
• Comfort working directly with senior executives and external leaders.
• Strong written and verbal communication skills with a polished, professional tone.
• Persistence, grit, and resourcefulness—you don’t wait to be told what to do.

• A meaningful mission – Join a team building the support system we all want for our loved ones.
• Outstanding benefits – Excellent medical, dental, and life insurance; generous PTO and 401(k) contribution.
• Opportunity to grow – Play a critical role in Wellist’s sales engine by owning the systems, processes, and execution that directly support revenue growth.
• Award-winning culture – Recognized by Fast Company, MassTLC, Rock Health, and more.