Sales Operations Specialist

Heidi is on a mission to halve the time it takes to deliver world-class care. 

We believe that by 2050, every clinician will practice with AI systems that free them from administrative burdens and increase the quality and accessibility of care to patients across the world. 

Built for clinicians, by clinicians, at the core of Heidi is its people. We are an eclectic bunch of inventors, builders, scientists, nurses, doctors, mathematicians, designers, creatives, and high-agency executors.

 We achieve in 6 months what it takes our competitors 4 years to do. In just 12 months, 20 million patient consults were supported by Heidi, and we’re now powering more than 1 million consults every week.

With our most recent $16.6MM round of funding from leading VC firms, we’re geared up to supercharge our ambitious global growth, starting with the US, Canada, UK and Europe - and we need great people like you to get there. Ready for the challenge?

Be the sales operations ninja for our gritty, high-performing AMER sales team based in NY. Build a sales engine which grows the Heidi GTM strategy and delivers MQLs to the sales team.

The Role

Working closely with our GTM team, you’ll be  a Sales Operations Specialist who will play a crucial role in empowering our sales teams to work more efficiently by streamlining processes, analyzing data, and implementing tools that drive efficiency and productivity.

What you’ll do:

• Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards within the CRM.

• Build and maintain integrations with third-party apps, including data enrichment, product analytics, billing, and support ticket tools.

• Act as the frontline resource for internal end users, fielding questions, troubleshooting issues, and resolving problems related to CRM and sales operations systems.

• Restructure and standardize data mappings and field relationships across custom workflows and objects.

• Implement and manage a structured ticketing process to track CRM-related issues, feature requests, and system updates.

• Maintain and optimize lead flows and sales funnels across product, marketing, and integration partners to measure conversion rates throughout the user journey.

• Provide accurate, real-time sales performance insights at individual, regional, and vertical levels using advanced reporting and dashboards.

• Evaluate, implement, and troubleshoot sales and support tools to enhance operational efficiency.

• Develop and enforce sales and CS operations policies and procedures, ensuring seamless process changes and alignment with company goals.

What we will look for:

• HubSpot: Proficient in HubSpot CRM, including managing contacts, deals, and workflows.

• Data Enrichment Tools: Experience with Clay and other data enrichment tools to enhance lead and customer data.

• Data Visualization: Skilled in using data visualization platforms like PostHog to analyze and interpret sales data, identify trends, and create reports.

• Workflow Automation: Experience with workflow automation tools such as Slack and Zapier to streamline sales processes and improve efficiency.

• Sales Operations Expertise: Proven experience in sales and revenue operations, ideally within a Product-Led Growth (PLG) environment.

Other things to know

• We’re in-person only, based out of our new NY or London office.

• Experience in healthcare / specific vertical is great, but not required

• Degrees not required / needed.

Attitude is more important than experience so if you are a hungry, competitive  and highly motivated operator who has a knack for problem solving and building relationships we want to hear from you.

What do we believe in?

• We create unconventional solutions to difficult problems and we build them fast. We want you to set impossible goals and make them happen, think landing a rocket but the medical version.

• You'll be surrounded by a world-class team of engineers, medicos and designers to do your best work, inspired by our shared beliefs:

  • We will stop at nothing to improve patient care across the world.

  • We design user experiences for joy and ship them fast.

  • We make decisions in a flat hierarchy that prioritizes the truth over rank.

  • We provide the resources for people to succeed and give them the freedom to do it.