The Sales Operations Specialist will play a critical role in enabling the success of our sales organization. This individual will be responsible for optimizing sales processes, managing CRM systems, providing actionable insights through reporting/analytics, and ensuring seamless coordination between sales, marketing, and customer success teams.
You will be the backbone of the sales team—building scalable processes, improving pipeline visibility, and helping leadership make data-informed decisions.
RequirementsKey Responsibilities
- CRM Management & Data Integrity
- Own and maintain the CRM (HubSpot/Salesforce) ensuring data accuracy, cleanliness, and consistency.
- Implement automation and workflows to improve sales efficiency.
- Sales Process Optimization
- Standardize and document sales processes across the funnel (lead generation, qualification, pipeline progression, closing).
- Partner with sales leadership to identify bottlenecks and recommend solutions.
- Reporting & Analytics
- Create and maintain dashboards, pipeline reports, and performance metrics for leadership visibility.
- Provide insights into conversion rates, forecasting accuracy, and quota attainment.
- Enablement & Support
- Support onboarding of new sales team members with tools, training, and process documentation.
- Coordinate with marketing and customer success to ensure smooth lead handoff and tracking.
- Strategic Projects
- Assist in territory planning, quota setting, and incentive program management.
- Evaluate and recommend sales tools/technologies to improve productivity.
- Bachelor’s degree in Business, Marketing, Finance, or related field.
- 2–4 years of experience in sales operations, revenue operations, or sales support (preferably in SaaS/healthcare technology).
- Strong proficiency with CRM systems (Salesforce/HubSpot preferred).
- Advanced skills in Excel/Google Sheets and experience with BI tools (Tableau, Looker, Power BI, etc.).
- Excellent analytical, problem-solving, and organizational skills.
- Strong communication skills with the ability to collaborate cross-functionally.
- Experience in healthcare or health tech is a strong plus.
- Be part of a fast-growing health tech company driving real impact in patient care.
- Opportunity to shape sales operations from the ground up.
- Collaborative culture with a focus on innovation and continuous learning.
- Competitive compensation, benefits, and growth opportunities.
Benefits
Dental, Vision
Top Skills
What We Do
Steer Health helps healthcare organizations thrive by ensuring revenue generation, cost savings and exceptional patient experience.
Our AI-powered growth and automation platform connects the marketing, growth, access, operational, clinical, and financial pathways to attract, guide, and retain patients.
With Steer, hospitals and medical groups achieve higher patient volumes, cost savings, superior patient experiences, and happier staff and providers.
.jpeg)
