Manager, Sales Operations

Charlie Health; New York (NY); On-site; USD 123,000 - 153,000; Full time

Job summary

An innovative firm is seeking a passionate Manager of Sales Operations to lead their Clinical Outreach team. This role is pivotal in optimizing sales processes and driving efficiencies in the face of a nationwide mental health crisis. You will collaborate with various departments to enhance strategies, utilize data for actionable insights, and implement technologies that support the sales team. If you are driven by a mission to improve mental healthcare access and want to make a meaningful impact, this opportunity is perfect for you. Join a team dedicated to reshaping the future of mental health treatment.

Benefits

Comprehensive health benefits

Flexible work hours

Professional development opportunities

Remote work options

Wellness programs

Qualifications

• 5+ years of experience in Sales Operations or similar roles.
• Proven track record in data analysis and process optimization.

Responsibilities

• Oversee Sales Operations team and enhance performance.
• Utilize data-driven insights for sales team performance evaluation.

Skills

Data Analysis

Sales Operations

SQL

Tableau

Salesforce

Communication Skills

Problem Solving

Education

Bachelor's degree in Business

Degree in Analytics or Finance

Tools

Salesforce

SQL

Tableau

Microsoft Office

Job description

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Why Charlie Health?

We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment.

Why Charlie Health?

We are currently facing a nationwide mental health epidemic marked by rising rates of depression, anxiety, trauma, substance use disorders, and suicide. At the same time, those seeking help often encounter barriers—whether geographic, financial, or systemic—that prevent them from receiving timely and effective care. This urgent need calls for a reimagined approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our innovative virtual programs combine curated group sessions, individual therapy, and family therapy, delivered through personalized, evidence-based treatment plans designed for sustainable healing from the comfort of home. By connecting individuals with shared experiences and fostering supportive communities, Charlie Health provides a pathway to long-term recovery, with over 90% of our clients seeing improvement in their most challenging mental health symptoms.

Every member of our team shares a deep commitment to this mission. If you’re driven to make a meaningful impact, we invite you to join us in reshaping the future of mental healthcare.

About The Role

The Manager of Sales Operations will be a leader on the Sales Operations team at Charlie Health. As the Manager of Sales Operations, you will play a critical role in driving efficiencies and improving our Go-to-Market strategy for our Clinical Outreach team. The ideal candidate will play a crucial role in optimizing our sales processes, driving efficiency, and ensuring the overall success of our Clinical Outreach team. You will be responsible for partnering with leaders on the Clinical Outreach team.

We’re a team of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. If you’re inspired by our mission and energized by the opportunity to increase access to mental healthcare and impact millions of lives in a profound way, apply today.

Responsibilities

• Sales Operations Oversight:
• Oversee and guide the Sales Operations team, providing support to enhance team performance
• Collaborate with Clinical Outreach leadership to develop and implement strategic initiatives that align with overall business objectives

• Process Optimization:
• Leverage customer acquisition data to evaluate our go-to-market strategies and improve efficiency and effectiveness of our Clinical Outreach team
• Partner with Clinical Outreach leadership to implement best practices to enhance lead / opportunity creation and conversion
• Drive the creation of new initiatives for the Outreach team aimed at improving overall productivity per rep or driving down customer acquisition cost
• Develop frameworks to pilot new strategies and evaluate their efficacy
• Lead the implementation of new initiatives to optimize sales operations
• Monitor and report on the return on investment (ROI) from implemented initiatives.

• Data Analysis and Reporting:
• Utilize data-driven insights to evaluate the performance of the sales team and identify areas for improvement
• Develop and maintain analytics, dashboards, and reporting systems using SQL and Tableau to track KPIs for our Go-to-Market function
• Leverage SQL for advanced data querying and Tableau for data visualization to deliver actionable business insights and enhance decision-making

• Sales Forecasting and Planning:
• Partner with the Growth Strategy and Finance teams to develop accurate admission forecasts and plans
• Partner with leaders across the organization to set Outreach targets and goals based on market trends and company objectives

• Sales Technology Management:
• Oversee the implementation and optimization of sales technologies and tools to support the sales team
• Stay informed about the latest sales technologies and recommend enhancements to improve efficiency

• Cross-Functional Collaboration:
• Collaborate with other departments, including Marketing, Finance, and Clinical Operations, to ensure alignment and cohesion in overall business strategies
• Foster strong communication channels between Clinical Outreach / Sales Operations and other relevant teams to enhance collaboration
  

Requirements

• Bachelors degree in Business, Analytics, Finance, or similar analytical subject area
• 5+ years of relevant work experience, including investment banking, private equity, consulting, along with Sales Operations or Strategy & Operations experience
• Experience running tests and scaling insights
• Successful track record driving results on a team at a rapidly scaling company
• Experience with Salesforce is required; experience with SQL and Tableau are a plus
• Passion for healthcare services
• Highly analytical, with an ability to construct data-driven recommendations
• Exceptional communication, interpersonal, listening and relationship-building skills
• Microsoft Office proficiency—Word, PowerPoint, Excel
• Resourceful with a natural ability to problem solve
• Proactive self-started and natural multitasker
• Meticulous attention to detail
  
  

Benefits

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

Additional Information

The total target base compensation for this role will be between $123,000 and $153,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $123,000 and $168,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits.

Our Values

• Connection: Care deeply & inspire hope.
• We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.
• We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.
• Congruence: Stay curious & heed the evidence.
• We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.
• Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.
• Commitment: Act with urgency & don’t give up.
• We work as swiftly as possible. The mental health crisis is relentless, and so are we.
• Our clients don’t give up and neither do we. Persistence is our superpower.
  

Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

By submitting your application, you agree to receive SMS messages from Charlie Health regarding your application. Message and data rates may apply. Message frequency varies. You can reply STOP to opt out at any time. For help, reply HELP.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Mental Health Care

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