Sales Operations Manager

Centers Health Care; Cedar Knolls (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Centers Health Care in New York is seeking a Sales Operations Manager to strengthen the efficiency, accuracy, and overall performance of the sales organization. This role oversees special projects—from tracking and billing workflows to proactive client-support initiatives and back-office operations—while supporting junior-level sales management activities.

The ideal candidate is detail-oriented, proactive, and comfortable working cross-functionally to improve processes and support both internal

Qualifications

• Bachelor's degree in business, Sales, Marketing, or related field.
• 1-3 years of experience in sales operations, project coordination, billing coordination, or similar roles.
• Experience with billing, tracking, or administrative operations.
• Proficiency with CRM systems (Salesforce, HubSpot) and spreadsheets.
• Familiarity with sales performance metrics and operational KPIs.
• Ability to manage multiple projects and meet deadlines.

Responsibilities

• Special Projects & Operational Support
• Manage and maintain tracking and billing processes, ensuring accuracy, timeliness, and clear documentation.
• Lead the development and execution of proactive initiatives designed to improve client satisfaction, service delivery, and long-term relationship value.
• Oversee and streamline back-office support functions, ensuring smooth coordination across departments.
• Track progress, deadlines, and deliverables for all special projects, providing regular updates to leadership.
• Sales Operations & Coordination
• Support the sales team in daily operational needs, including CRM management, workflow optimization, and resource coordination.
• Assist with the development and implementation of sales processes, tools, and best practices to enhance performance and consistency.
• Produce and maintain sales reports, dashboards, and performance analytics to guide decision-making.
• Collaborate with marketing, operations, and finance teams to ensure alignment and smooth flow of information supporting sales initiatives.
• Participate in pipeline reviews, forecasting, and sales planning activities.
• Team Support & Process Improvement
• Train and assist sales team members on processes, systems, and reporting tools.
• Identify and recommend operational improvements to reduce inefficiencies and increase organizational effectiveness.
• Provide support for cross-functional initiatives as assigned by leadership.

Skills

Leadership

Interpersonal skills

Communication

Project management

HIPAA compliance

Education

Bachelor's degree in business, Sales, Marketing, or related field

Tools

Salesforce

HubSpot

Excel

Job description

Position Summary:

The Sales Operations Manager is responsible for strengthening the efficiency, accuracy, and overall performance of the sales organization. This role oversees a range of special projects - including tracking and billing workflows, proactive client - support initiatives, and back-office operations - while also supporting junior-level sales management activities. The ideal candidate is detail-oriented, proactive, and comfortable working cross-functionally to improve processes and support both internal teams and client needs.

Position Responsibilities:

• Special Projects & Operational Support
• Manage and maintain tracking and billing processes, ensuring accuracy, timeliness, and clear documentation.
• Lead the development and execution of proactive initiatives designed to improve client satisfaction, service delivery, and long-term relationship value.
• Oversee and streamline back-office support functions, ensuring smooth coordination across departments.
• Track progress, deadlines, and deliverables for all special projects, providing regular updates to leadership.
• Sales Operations & Coordination
• Support the sales team in daily operational needs, including CRM management, workflow optimization, and resource coordination.
• Assist with the development and implementation of sales processes, tools, and best practices to enhance performance and consistency.
• Produce and maintain sales reports, dashboards, and performance analytics to guide decision-making.
• Collaborate with marketing, operations, and finance teams to ensure alignment and smooth flow of information supporting sales initiatives.
• Participate in pipeline reviews, forecasting, and sales planning activities.
• Team Support & Process Improvement
• Train and assist sales team members on processes, systems, and reporting tools.
• Identify and recommend operational improvements to reduce inefficiencies and increase organizational effectiveness.
• Provide support for cross-functional initiatives as assigned by leadership.

Competencies:

• Must have proven leadership, interpersonal, communication, computer and technical skills in the specialty area being supervised.
• Ability to maintain confidentiality and comply with all HIPAA regulations.
• Demonstrated leadership ability, strength and diplomacy.
• Strong interpersonal skills and professional demeanor.
• Ability to communicate effectively verbally and in writing.
• Critical thinking with efficient and effective problem-solving skills.
• Ability to manage and execute multiple projects, prioritize, and meet deadlines.
• Ability to work well in a team environment that promotes inclusiveness and communication among team members.

Education and Experience:

• Bachelor's degree in business, Sales, Marketing, or a related field.
• Experience with billing, tracking, or administrative operations.
• Background in client-support or customer success environments.
• Familiarity with sales performance metrics and operational KPIs.
• Experience in fast-paced or high-growth environments.
• 1-3 years of experience in sales operations, project coordination, billing coordination, or similar operational roles.
• Proficiency with CRM systems (e.g., Salesforce, HubSpot) and spreadsheet tools.
• Excellent organizational skills with strong attention to detail and accuracy.
• Effective communication skills and the ability to collaborate across multiple internal teams.
• Demonstrated ability to manage multiple projects simultaneously.

Work Environment:

• Environmentally controlled laboratory environment.
• Fast paced environment with occasional high pressure or emergent situations.
• Frequent exposure to body fluids.
• Possible exposure to infectious specimens, communicable diseases, toxic substances, and other conditions common to a laboratory environment.
• Required to wear Personal Protective Equipment (PPE) as appropriate such as lab coats, face shields, gloves and masks in testing areas.
• Frequent interaction with a diverse population including team members and other customers.

Physical Demands:

• Frequent standing, walking, grasping, carrying and speaking.
• Occasional sitting, reaching, bending. and stooping.
• Lifting, carrying, pushing. and pulling up to 50 pounds, with assistance if needed.
• Frequent use of computer, keyboard, phone, and copy and fax machine as needed.