The Sales Operations Manager will support the company by developing and improving processes, systems, policies, and procedures to help drive operational excellence throughout the sales and marketing organization. The mission of the sales operations role is to increase business insight and to reduce friction.  

Essential Functions / Tasks / Duties / Responsibilities:

• Support the CRO and other team managers across the functional areas of Sales, Marketing, Account Management (SAM), Customer Success (CSM), and Revenue Cycle Management (RCM) which all currently report to the CRO.
• Provide reporting support for bookings results & conversion rates, pipeline volume & integrity, pricing & discounting practices, and lead generation volume & conversion rates. 
• Streamline sales process and workflows by identifying areas where there we can improve efficiency (better means to document critical data accurately with checks and balances to move deals through sales stages to ensure accurate and reliable data
• Build/enhance and implement forecasting model for net new and upsell bookings using SFDC to incorporate predictive sales based on historical trends and pipeline accuracy
• Maintain regular reporting of Customer existing products and services in use along with whitespace for all products and services.
• Proactively analyze reporting of existing products and whitespace and provide insight to sales leadership on how to remove blockers where team is struggling as well as recommendations based on analysis of where there is opportunity for revenue growth
• Work closely with Finance to maintain reporting for Gross and Net Revenue Retention, as well as providing individual SAM and CSM monthly reports per individual  
• Establish dashboards in SFDC for Gross and Net Retention to provide visibility to actuals vs forecast in real time
• Support the sales and marketing organization with design and updates to Excel, gSheets, and Salesforce dashboards as needed.
• Enhance and implement comparative reporting on individual sales performance using KPIs and data to establish a stack ranking and overall performance evaluation. 
• Create, update, and maintain Sales & Marketing procedural and workflow documentation. 
• Assist in design and maintenance of sales territory structuring and alignment as needed.
• Help build, maintain, and update price lists and discounting approval matrix.
• Work with CRO, finance, and sales leadership to develop annual compensation plans for sales org.
• Identify opportunities for process improvements/automation and work with senior management to implement.
• Observe, track, and implement dynamic reporting and dashboards in SFDC relating to sales activity as well as level of engagement with existing customers being able to delineate how frequently reps are (or are not) engaging to inform sales leadership implementing strategic outreach plans. 
• Responsible for ad hoc sales reporting to various teams throughout the organization.
• Standardize reporting to sales management, exec team, and Board.
• Assist with Sales and Marketing analysis, calculations, and reporting.

Competencies:

• Very strong Salesforce user including creating and maintaining reports/dashboards, knowledge or workflows and rules engine, admin experience a plus
• Hubspot experience preferred (Marketing)
• Excellent Excel/ Google Sheet skills and competency
• Great interpersonal skills, including written and verbal communication
• Proven track record of managing deliverables for multiple parties to meet deadlines.
• Strong organizational and project management capabilities.
• Experience working for a technology company is preferred.
• The candidate must have a strong team orientation – continually seeking to explore how to help the broader OP team.
• Hungry – ideal candidate demonstrates a drive to continually have a positive impact on the business – always looking for new and better ways of doing things.
• We favor open and transparent communication and collaboration. 
• During times of heavy workload, the role may be asked to meet short term business volume requirements (i.e. at quarter or year ends strategy & planning times, if there is M&A activity, etc.). 
• The job responsibilities can and almost certainly will evolve as our business evolves.

Education / Professional Certifications or Licenses Required:

• BA/BS in business, finance, or related field

Experience Requirements:

• Experienced Salesforce User, prior admin experience a plus
• Minimum of 3-5 years of sales operations management experience
• Experience working in a growth oriented Tech company

Supervisory responsibilities:

• There are no supervisory responsibilities in this position.

Work Environment / Physical demands/ Travel Requirements:

• This job operates in a professional home office environment. This role routinely uses standard office equipment such as laptop computers, smartphones, printers, and scanners.
• Minimal travel required for the position (5-15%)

Core Values:

Office Practicum seeks to hire individuals who are able and willing to embrace our company’s performance based culture, as defined by our Core Values:

• We are Clinician First
• Pediatric Care is our Home
• We Deliver on our Commitments
• Our Success is Based on Results
• We Believe in the Power of Teams

We believe that consistently aligning our planning and execution with these core values will lead to long term success for both Office Practicum as well as the customers we serve.

Benefits:

Our team members enjoy a variety of benefits, including but not limited to:

• Medical, Prescription, Vision, and Dental Insurance
• Life Insurance
• 401(k) with company match
• Paid Time Off, Holidays, and Volunteer Hours
• Company Wellness Program
• Employee Assistance Program
• Short and Long Term Disability Insurance
• Pet Insurance
• Tuition Assistance Program
• Employee Recognition Program

Equal Employment Opportunity Statement:

Our company is committed to equal employment opportunity.  We will not discriminate against employees or applicants for employment on any legally recognized basis [“protected class”] including, but not limited to: veteran status, uniform service member status, race, color, ancestry, pregnancy, childbirth and related medical conditions, national origin, non-job related handicap or disability, or the use of a guide or support animal, creed, religion, sex, sexual orientation, national origin, age [18 and over] - [40 or over], physical or mental disability, predisposing genetic characteristics, military status, marital status, protected action, concerted activity, or any other protected class under federal, state or local law. 

Americans with Disabilities Act Statement:

Our company is committed to providing equal employment opportunities to otherwise qualified individuals with disabilities, which may include providing reasonable accommodation where appropriate.  In general, it is your responsibility to notify your supervisor of the need for accommodation.  Upon doing so, your supervisor may ask you for your input or the type of accommodation you believe may be necessary or the functional limitations caused by your disability.  Also, when appropriate, we may need your permission to obtain additional information from your physician or other medical or rehabilitation professionals.