Sales Operations Manager

Posted 3 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
75K-100K Annually
Senior level
Healthtech • Insurance • Software • Consulting
The Role
Owns CRM administration, commercial data integrity, forecasting, reporting, dashboards, sales process improvement, territory and quota analysis, incentive data coordination, and sales technology enhancements. Partners with Sales, Marketing, Finance, HR, IT, and client-facing teams to improve commercial workflows, pipeline visibility, reporting accuracy, and sales-to-implementation handoffs.
Summary Generated by Built In

Compensation: $75,000 - $100,000 annual salary, plus annual bonus and merit increases contingent upon company performance

Employment Type: Full-Time, Salaried, Exempt

Reports to: Chief Growth Officer

Location: US; fully remote with some travel

Schedule: Primarily standard business hours with flexibility to work with colleagues and partners across US time zones

Who We Are

Renalogic is dedicated to helping our clients manage the human and financial costs of chronic kidney disease. To help us in our mission, we hire people who are humble, hungry, and smart. And it sure helps if you have a sense of humor. We're not perfect, but we're trying to build a company that we are all proud of. Our 96% client retention suggests we’re on the right path.

Position Overview

The Sales Operations Manager is responsible for the data, processes, reporting, and tools that support Renalogic’s commercial organization. This person will make our CRM a reliable source of information, coordinate the commercial forecasting process, and help teams work consistently from lead generation through sales and implementation.

The role reports to the Chief Growth Officer and works closely with the SVP of Sales. The SVP of Sales leads the sales team, manages pipeline performance, and owns the field-sales forecast. The Sales Operations Manager provides the structure, analysis, and operational support that enable those activities and support the Chief Growth Officer’s accountability for the consolidated commercial forecast.

How You’ll Contribute

CRM and data integrity

  • Own the day-to-day administration and quality of commercial data in Zoho CRM, including accounts, contacts, leads, opportunities, and account ownership.
  • Establish and maintain standards for required fields, opportunity stages, deal updates, account hierarchy, and pipeline hygiene.
  • Identify stale, incomplete, or inconsistent records and work with the appropriate team members to resolve them.
  • Coordinate with Sales, Marketing, Finance, and client-facing teams to ensure commercial data is accurate and consistent across handoffs and reporting.

Forecasting, reporting, and analysis

  • Coordinate the commercial forecasting process by collecting inputs, maintaining the underlying data, consolidating results, and reporting changes against prior forecasts and actual performance.
  • Provide the SVP of Sales with reliable field-sales pipeline and forecast reporting, and provide the Chief Growth Officer with the information needed to manage the consolidated commercial forecast.
  • Build and maintain dashboards and recurring reports on pipeline health, sales production, conversion, account activity, and other commercial performance measures.
  • Analyze results by territory, seller, channel, partner, and product to help leadership identify trends, gaps, and opportunities.
  • Support commercial planning and budgeting with accurate data, clear assumptions, and timely reporting.

Commercial processes and coordination

  • Document, administer, and improve approved sales processes, including lead assignment, opportunity management, proposal and RFP coordination, and sales-to-implementation handoffs.
  • Partner closely with the SVP of Sales to support consistent execution of sales initiatives, pipeline reviews, and team workflows.
  • Maintain records of approved territory, account, lead, and quota assignments. Provide analysis to support leadership decisions about coverage and resource allocation.
  • Work with Marketing to track lead sources, campaign results, and the conversion of qualified leads into sales opportunities.
  • Coordinate with Finance and HR on sales incentive data, calculations, reporting, and implementation of approved plan changes.
  • Partner with IT and other stakeholders to improve sales technology and implement approved changes.
  • Ensure commercial policies and procedures are documented, accessible, and kept current.
What You’ll Need to Have
  • B.A./B.S. in a related field or equivalent experience.
  • At least five years’ experience successfully completing and owning sales operations tasks and responsibilities.  
  • At least three years’ direct experience working within a CRM to create reporting, analyze trends, and design/implement process change.
  • Strong Excel skills and proficiency with PowerPoint, Word, and other Microsoft applications.
  • Strong analytical skills and the ability to communicate findings clearly to sales leaders and other stakeholders.
  • Experience working across departments to improve processes and resolve data issues.
  • Strong working knowledge of self-funded health plans is strongly preferred.
  • Zoho CRM experience or certifications strongly preferred.
  • Reliable power and secured internet that runs at 11 mbps or more.
  • A designated, private area to conduct work with minimal interruptions is required.
  • Ability to work independently, manage competing deadlines, and navigate change.
  • Strong written and verbal communication skills, attention to detail, and sound judgment.
  • Ability and willingness to travel multiple times a year, which will include overnight stays for corporate gatherings, conferences, and health fairs.
  • Ability to attend and professionally engage in video meetings with other employees and clients.
  • Ability to overcome obstacles with a ‘yes if...’ approach.
  • Ability to effectively balance competing deadlines without losing focus on the bigger picture.
    What We Offer
    • Market competitive salary and, plus potential annual merit increases and bonuses contingent on the company’s fiscal performance.
    • Generous paid time off and paid holidays, because we value recharging.
    • A comprehensive health benefits plan with a portion of premiums covered by the company. Benefits include medical, dental, vision, and other benefits which are optional to the employee.
    • 401k with employer match.

    We are proud to be an equal opportunity employer, which means that our employment decisions are inclusive and welcoming, regardless of race, gender, age, color, sexual orientation, gender identity, pregnancy status, religion, national origin, disability, or any other personal, physical, mental, or sensory traits. All individuals who are offered a position must successfully pass a background and reference check prior to their start. All individuals must demonstrate they are legally authorized to work in the United States without sponsorship.

    Skills Required

    • B.A./B.S. in a related field or equivalent experience
    • At least five years of experience owning sales operations responsibilities
    • At least three years of direct CRM experience creating reports, analyzing trends, and implementing process changes
    • Strong Excel skills and proficiency with PowerPoint, Word, and other Microsoft applications
    • Strong analytical skills and ability to communicate findings clearly
    • Experience working across departments to improve processes and resolve data issues
    • Strong working knowledge of self-funded health plans
    • Zoho CRM experience or certifications
    • Reliable power and secured internet with speeds of at least 11 Mbps
    • A designated private work area with minimal interruptions
    • Ability to work independently, manage competing deadlines, and navigate change
    • Strong written and verbal communication, attention to detail, and sound judgment
    • Ability and willingness to travel multiple times per year, including overnight stays
    • Ability to attend and professionally engage in video meetings
    • Legal authorization to work in the United States without sponsorship
    • Successful completion of a background and reference check
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    The Company
    HQ: Chicago, IL
    53 Employees
    Year Founded: 2002

    What We Do

    Renalogic is a market leader in managing the human and financial costs of chronic kidney disease (CKD) and dialysis for self-funded health plans. The company provides comprehensive, data-driven renal health services, including risk stratification, clinical care management, and dialysis cost containment. By identifying and managing CKD risks, Renalogic helps employers and health plans improve member health outcomes while significantly reducing medical spend and protecting plan assets.

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