Sales Operations Manager (EverHealth)

EverCommerce; Denver (CO); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Flexibility to work in any location

Health and wellness benefits

Udemy professional development

401k with company match

Paid time off

Employee Stock Purchase Program

Job summary

EverCommerce is seeking a Sales Operations Manager to own forecast accuracy, commissions integrity, and territory/quota management. You will ensure data trust across Finance and Sales, driving actions to improve performance.

You will lead AI-enabled insights, partner with GTM leaders, and manage two direct reports while advancing forecasting models and reporting disciplines.

Qualifications

• 5+ years in Sales Operations, GTM Ops, FP&A or business analytics.
• Advanced skills in Google Sheets/Excel and large datasets.
• Proven ability to partner with senior Sales leaders and influence decisions with data.
• Experience using AI tools in a professional analytics context.
• Strong project management and independent work style.

Responsibilities

• Own weekly/monthly forecast process and reports for SLT and FP&A.
• Manage end-to-end commissions design, calculations, and payouts.
• Support annual territory design and quota-setting with senior leaders.
• Lead Deal Desk and Order-to-Cash processes and optimize discounts and terms.
• Oversee Partner Ops data tracking and channel attribution.
• Drive operational efficiency and AI-enabled insights across RevOps.
• Lead and develop two direct reports; coach and grow analytics capabilities.
• Leverage LLMs to automate recurring reporting and predictive modeling.

Skills

Google Sheets/Excel

Data analysis

Forecasting

Sales ops leadership

Cross-functional collaboration

AI analytics tools

Sales strategy

Communication

People management

LLM tools experience

Tools

Salesforce

Gong

OpenAI/LLM APIs

HubSpot AI

Job description

• The Sales Operations Manager is the operational heartbeat of the sales organization. This role owns forecast accuracy, commissions integrity, and territory/quota management — the three things that most directly affect how sales reps show up every day
• You are the person who ensures the sales machine runs on time and with trust: reps know their numbers are right, leaders can rely on the forecast, and Finance gets clean data for planning
• This role requires a balance of strategic thinking and hands‑on execution. You will analyze data, identify performance gaps, and drive actions that improve outcomes while supporting implementation and adoption across teams
• EverHealth is at an inflection point. Pipeline and revenue retention forecast accuracy, pricing and discounting discipline, territory, capacity and quota planning are all critical priorities
• You will play a critical role in improving forecast accuracy, providing insights to drive sales effectiveness, and improving operational efficiency
• Forecasting & Pacing:
• Own the weekly and monthly sales and expansion forecast process: build, validate, and present to SLT and FP&A. Lead pipeline reviews and improve accuracy and predictability
• Develop and maintain the forecasting model; evolve from reporting to predictive pacing
• Track quota attainment, pacing, and pipeline coverage (target 2.5× quota) at rep, team, and product level
• Produce monthly forecast and pacing reports for ELT and FP&A
• Analyze sales performance to identify trends, risks, and opportunities; deliver actionable insights to leadership
• Build and maintain reporting and dashboards that provide timely, accurate visibility into performance
• Commissions:
• Own the end-to-end commissions process: plan design inputs, monthly calculations, dispute resolution, and payout sign-off
• Maintain commission calculators; ensure accuracy and timeliness
• Serve as the point of contact for commission disputes; document resolution process and SLA
• Partner with GTM leaders, Finance, Legal and People team on evolving commission plans for clarity, simplicity and impact
• Territory & Quota Planning:
• Support annual territory design and quota-setting process with VP RevOps, Sales and CX VPs, and CRO
• Maintain sales and CX capacity model; flag headcount gaps or coverage risks in real time
• Track rep-level performance data and surface early warning signals to sales leadership
• Deal Desk and Order to Cash:
• Review and approve all non-standard deals: discounts, custom terms, pricing exceptions, and bundled structures
• Maintain and enforce the discount authority matrix
• Manage minimum deal size enforcement; track and report exceptions monthly t
• Track contract error rates and re-send frequency; drive continuous improvement to reduce manual rework
• Own quote-to-cash audit process: flag and resolve bookings vs. revenue discrepancies
• Ensure one-time implementation and setup fees are captured in opportunity records for accurate MRR reporting
• Partner Ops:
• Own partner attribution tracking: ensure partner-sourced and partner-influenced deals are correctly coded in SFDC
• Maintain partner performance scorecard and pipeline attribution reports
• Support ISV channel compensation model with accurate rev-share calculations
• Partner with Savannah (Payments) and Mike Oliver (Partners) on payments attach tracking and channel attribution
• Drive operational efficiency:
• Support strategic initiatives that improve sales productivity, deal execution, and overall performance
• Manage and develop two direct reports (Deal Desk and Order to Cash Specialist and Partner Ops Specialist) — setting goals, providing coaching, reviewing work, and building their analytical skills
• Identify, evaluate, and implement AI and machine learning tools that accelerate sales operations output from AI predictive forecast modeling to AI-assisted churn propensity modeling
• Leverage large language models (LLMs) and AI-assisted workflows to automate recurring reporting tasks, freeing bandwidth for higher-order analysis and strategic insight work
• Stay current on the AI analytics landscape and bring forward a quarterly point of view on emerging tools and practices relevant to RevOps

Benefits

• Flexibility to work where/how you want – in-office, remote, or hybrid
• Robust health and wellness benefits, including an annual wellness stipend
• Continued investment in your professional development through Udemy
• 401k with company match
• Flexible and generous paid time off
• Employee Stock Purchase Program

• Advanced proficiency in Google Sheets/Excel (e.g., pivot tables, lookups, data modeling) and working with large datasets
• 1+ year of people management or mentoring experience
• Proven ability to partner with senior Sales leaders and influence decisions through data
• Demonstrated experience using AI tools in a professional analytics context
• Excellent project management skills with attention to detail
• Experience supporting territory planning and coverage models
• Strong analytical, problem-solving, and communication skills with the ability to operate independently
• Familiarity with forecasting and pipeline management tools, as well as sales engagement/insight platforms (e.g., Gong)
• Strong Salesforce expertise, including dashboards, reporting, and data management to support business insights
• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes
• 5+ years of experience in Sales Operations, GTM Operations, FP&A, or Business Analytics, ideally within a SaaS environment
• Healthcare or health-tech industry background a plus
• Experience with LLM APIs (OpenAI, Anthropic, etc.) or AI-assisted analytics tools (e.g., Gong Intelligence, HubSpot AI, Clay, or similar) in a RevOps or sales ops context