Sales Systems & Insights Lead

Sales Systems & Insights Lead

Truveta is the world’s first health provider led data platform with a vision of Saving Lives with Data. Our mission is to enable researchers to find cures faster, empower every clinician to be an expert, and help families make the most informed decisions about their care. Achieving Truveta’ s ambitious vision requires an incredible team of talented and inspired people with a special combination of health, software and big data experience who share our company values.

Truveta was born in the Pacific Northwest, but we have employees who live across the country. Our team enjoys the flexibility of a hybrid model and working from anywhere.  In person attendance is required for one week during the year for Truveta Planning Week.

For overall team productivity, we optimize meeting hours in the pacific time zone. We avoid scheduling recurring meetings that start after 3pm PT, however, ad hoc meetings occur between 8am-6pm Pacific time. #LI-remote

Who We Need 

Truveta is rapidly building a talented and diverse team to tackle complex health and technical challenges. Beyond core capabilities, we are seeking problem solvers, passionate and collaborative teammates, and those willing to roll up their sleeves while making a difference. If you are interested in the opportunity to pursue purposeful work, join a mission-driven team, and build a rewarding career while having fun, Truveta may be the perfect fit for you.

This Opportunity 

As Sales Systems & Insights Lead, you’ll be the backbone of our revenue engine, owning the systems, data, and insights that drive sales execution and growth.

Reporting to the Director of Sales Operations, you’ll be the go-to expert for Salesforce and the GTM tech stack, providing the tools and intelligence that enable disciplined deal qualification, accurate forecasting, and efficient execution. Your work will directly shape how we inspect pipeline health, guide sales strategy, and accelerate growth.

You’ll collaborate cross-functionally with Marketing, Finance, and all customer-facing teams to ensure our sales organization operates with precision, insight, and impact.

What You'll Own & Deliver

• CRM & GTM Systems: Own and optimize Salesforce CRM as the backbone of the revenue engine, ensuring reliability, usability, and seamless integrations. Embed MEDDICC into Salesforce through fields, workflows, and reporting that drive disciplined deal qualification and pipeline inspection. Maintain and evolve the GTM tech stack — including plug-ins and connected tools for Business Development, ABM, and Demand Generation — to maximize adoption, efficiency, and scale.
• Forecasting & Insights: Maintain and enhance analytics frameworks, delivering actionable dashboards on pipeline health, win/loss trends, product adoption, and revenue attainment. Develop and refine forecasting models, analyze trends, and provide Partner & Growth leadership with full-funnel reporting and recommendations. Ensure leadership decisions are grounded in accurate, timely data.
• Data Governance & Quality: Enforce governance policies to keep Salesforce and GTM systems accurate, consistent, and clean. Define and evolve standards as systems and processes scale, working cross-functionally to uphold data quality. Support demand generation and ABM campaigns with a focus on data integrity and reliable reporting.
• Planning & Sales Operations: Support segmentation, territory management, and partner alignment to drive growth and retention. Partner with Business Development on lead routing, scoring, and SLA adherence. Improve sales processes, identify bottlenecks, and drive consistent execution. Lead strategic projects such as system enhancements, market expansion, and quote-to-order improvements.

Key Qualifications

• 5+ years of professional experience, with 3+ years in Sales Operations, Revenue Operations, or related business operations roles
• Hands-on expertise with Salesforce CRM, including system administration, workflow design, reporting, and integrations
• Salesforce Administrator certification (or equivalent hands-on Salesforce administration experience)
• Strong analytical and problem-solving skills, with experience developing forecasts, dashboards, and performance insights
• Proven ability to support B2B sales teams in high-growth environments, driving efficiency and data-driven execution
• Exceptional organizational and project management skills; able to manage multiple priorities and bring structure to ambiguity
• Excellent communication and stakeholder management skills, including experience partnering with sales leadership
• Ability to operate both strategically (big picture) and tactically (diving into systems and data when needed)

• Familiarity with MEDDICC or other structured sales methodologies
• Experience with GTM tech stacks beyond CRM (e.g., sales engagement platforms, ABM tools, analytics plug-ins)
• Background in healthcare, life sciences, or real-world data (RWD/RWE)

Why Truveta?   

Be a part of building something special. Now is the perfect time to join Truveta. We have strong, established leadership with decades of success. We are well-funded. We are building a culture that prioritizes people and their passions across personal, professional and everything in between. Join us as we build an amazing company together.  

We Offer:

• Interesting and meaningful work for every career stage
• Great benefits package
• Comprehensive benefits with strong medical, dental and vision insurance plans
• 401K plan
• Professional development & training opportunities for continuous learning
• Work/life autonomy via flexible work hours and flexible paid time off
• Generous parental leave
• Regular team activities (virtual and in-person as soon as we are able)
• The base pay for this position is $120,000 to $135,000. The pay range reflects the minimum and maximum target. Pay is based on several factors including location and may vary depending on job-related knowledge, skills, and experience. Certain roles are eligible for additional compensation such as incentive pay and stock options.

If you are based in California, we encourage you to read this important information for California residents linked here.

Truveta is committed to creating a diverse, inclusive, and empowering workplace. We believe that having employees, interns, and contractors with diverse backgrounds enables Truveta to better meet our mission and serve patients and health communities around the world. We recognize that opportunities in technology historically excluded and continue to disproportionately exclude Black and Indigenous people, people of color, people from working class backgrounds, people with disabilities, and LGBTQIA+ people. We strongly encourage individuals with these identities to apply even if you don’t meet all of the requirements.

Please note that all applicants must be authorized to work in the United States for any employer as we are unable to sponsor work visas or permits (e.g. F-1 OPT, H1-B) at this time. We appreciate your interest in the position and encourage you to explore future opportunities with us.