Sales Operations Specialist

Teladoc Health is a global, whole person care company made up of a diverse community of people dedicated to transforming the healthcare experience. As an employee, you’re empowered to show up every day as your most authentic self and be a part of something bigger – thriving both personally and professionally. Together, let’s empower people everywhere to live their healthiest lives.

Summary of Position

Under the general direction of the Sales Operations Manager, the Sales Operations Specialist will oversee the HHS B2B client base and pipeline to achieve efficiency and accuracy, while driving sales revenue and client satisfaction by leveraging data analytics and business intelligence tools such as Tableau and Power BI. The ideal candidate will drive sales growth, support operational efficiency, and help our clients unlock valuable insights to improve decision-making and revenue generation.

Essential Duties and Responsibilities

• Meet or exceed annual goals, quarterly KPIs and all SLAs.

• Collaborate cross-functionally with multiple teams including B2B, sales, Client Management, marketing, finance, contracting and production operations to promote increased CRM utilization, consistent process, and accurate pipeline management.

• Build and maintain collaborative relationships with key stakeholders of all HHS solutions.

• Facilitate one-on-one meetings with B2B stakeholders to align on objectives, deliverables and provide support where needed.

• Contribute to sales proposal process including the creation, submission, processing and finalization of sales documents.

• Create customer migration analyses, including data compilation, pricing calculator and communication with Sales.

• Communicate with sales executives at scheduled intervals throughout the sales process to ensure SFDC stage progression, forecast accuracy and consistent pipeline reporting.

• Provide judicious overview of SFDC sales stages in order to ensure cross-functional accountability, and alignment with both Finance forecasting and Operations demand planning.

• Promote B2B client satisfaction, retention and growth. Utilize SFDC, Tableau & Power BI to track client use cases, sessions data, licenses and overall health.

• Provide prompt issue resolution for customer and/or sales executives (pertaining to invoicing, shipping, renewals, repairs, user management etc.).

• Provide data for client QBRs and assist with QBR scheduling and execution, as requested.

• Originate ideas for process improvements, CRM enhancements and innovative analytics to drive sales velocity and closed/won ratio. Provide outstanding customer service and a positive HHS client experience.

• Promote sales team usage of CRM through SFDC training and utilization/compliance reports.

• Assist with training of field sales teams, B2B, Client Managers and internal staff on updated analytics, technology and process.

• Support other Client Strategy & Success teams as requested.

The time spent on each responsibility reflects an estimate and is subject to change dependent on business needs.

Supervisory Responsibilities

No

Qualifications Expected for Position

• A Bachelor’s degree from a four-year college or university or equivalent in relevant work experience.

• 3+ years of Sales Operations and/or Revenue Operations experience, preferably in a high tech (SaaS) environment and/or healthcare.

• Proven track record of meeting or exceeding KPIs, SLAs, goals, and objectives. 

• Familiarity with CRM systems such as Salesforce.

• Strong analytical and problem-solving abilities.

• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Outlook.

• Excellent communication and presentation skills, both verbal and written.

• Possesses strong, innate work ethic and is result-oriented. Ability to oversee/drive a project from start to finish. Must be tenacious and driven to succeed. 

• Ability to multi-task and work independently in a fast-paced environment. Requires ability to function well through ambiguity.

• Must work collaboratively with all team members and cross-departmentally.

Bonus Qualifications 

• Proficiency with Tableau and/or Power BI highly preferred.

• Knowledge of sales compensation models and commissions management is a plus.

• Experience in project management a plus.

• Demonstrates listening skills that allow for effective customer and team communications. 

• Should be highly detail oriented with excellent organizational skills.

• Self-starter capable of working independently and organizing workflow to meet changing priorities, teams, and deadlines.

The base salary range for this position is $55,000- $75,000. In addition to a base salary, this position is eligible for a performance bonus and benefits (subject to eligibility requirements) listed here Teladoc Health Benefits 2024. Total compensation is based on several factors including, but not limited to, type of position, location, education level, work experience, and certifications. This information is applicable for all full-time positions.

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