Sales Operations Specialist

Recuro Health; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Job summary

A leading virtual-first care delivery company is seeking a Sales Operations Specialist to streamline sales processes and support the sales team with data-driven insights. This hybrid role involves managing CRM systems, analyzing sales data, and collaborating with stakeholders to enhance team performance. Ideal candidates will possess strong communication skills and a bachelor's degree in business or related fields, along with relevant experience in sales operations. Join a dynamic team focused on improving healthcare delivery.

Benefits

Medical Insurance

Vision Insurance

401(k)

Paid Maternity Leave

Paid Paternity Leave

Disability Insurance

Qualifications

• 3+ years of experience in sales operations or management.
• Strong proficiency with HubSpot or similar CRM platforms.

Responsibilities

• Manage CRM systems to ensure accurate data.
• Analyze sales data and provide actionable insights.
• Improve sales processes to drive productivity.

Skills

Communication

Analytical Skills

Problem-Solving

Process Improvement

Detail-Oriented

Education

Bachelor's Degree in Business Administration

Bachelor's Degree in Sales

Bachelor's Degree in Business Operations

Tools

Salesforce

HubSpot

Excel

PowerPoint

Job description

Join to apply for the Sales Operations Specialist role at Recuro Health

2 days ago Be among the first 25 applicants

Join to apply for the Sales Operations Specialist role at Recuro Health

Get AI-powered advice on this job and more exclusive features.

Recuro Health is a leading virtual-first care delivery company offering a personalized, holistic, and proactive approach to healthcare. Recuro provides seamless access to various virtual care services, including primary and urgent care, behavioral health, at-home lab testing, and genomics testing. Additionally, Recuro provides a comprehensive suite of supplemental benefits, integrated prescriptions, care management, and care navigation, all available on a unified platform.

For more information, visit www.recurohealth.com.

Job Overview:

We are looking for a motivated sales operations specialist/manager to streamline our sales processes and support our sales team with data-driven insights. This role involves managing CRM systems such as Salesforce, HubSpot, and Microsoft tools like Excel, generating sales reports, and creating dashboards to track KPIs and other key metrics. The specialist will also collaborate with stakeholders and team members to improve sales forecasting, assist in pricing strategies, and enhance overall team performance.

The ideal candidate will have excellent communication skills, a bachelor’s degree in business administration or a related field, minimum of 3years of experience in sales enablement and operations or sales management. With a knack for problem-solving and process improvement, this individual will play a key role in ensuring effective sales operations and supporting sales strategies for long-term success.

The position is hybrid with qualified candidates residing in Dallas, TX or Houston, TX .

Key Responsibilities:

As a sales operations specialist/manager, your key responsibilities will include:

• Managing CRM systems. Overseeing CRM tools to ensure accurate data and streamline sales workflows.
• Analyzing sales data. Conducting data analysis on sales performance, identifying trends, and providing actionable insights to support strategic decision-making.
• Improving sales processes. Identify opportunities for process improvement to streamline workflows, reduce inefficiencies, and drive productivity in the sales organization.
• Collaborating with team members. Work closely with sales reps, business development teams, operations manager, and stakeholders to align goals and support the sales department.
• Forecasting and sales analytics. Develop and maintain sales forecasting models, create dashboards for KPIs, and track sales targets to monitor team performance.
• Supporting sales initiatives. Implement sales strategies and initiatives to enhance team performance and support sales targets.
• Developing reports and dashboards. Generate sales reports, dashboards, and visual data tools to track metrics and provide insights to team members.
• Training and onboarding. Assists in the onboarding of new sales representatives by providing training on CRM systems, sales processes, and sales tools.
• Implementing automation. Utilize automation tools to streamline workflows and improve the efficiency of sales cycles.

Requirements

Education, Qualifications and Skills: To excel in the role of sales operations specialist, candidates should have:

• A bachelor’s degree in business administration, sales, business operations, or a related field.
• 3+years of experience in sales operations, sales management, or a similar role.
• 2+ years of experience in a Sales Operations, Revenue Operations, or CRM-focused role
• Strong proficiency with HubSpot or similar CRM platforms to support efficient sales processes.
• Excellent analytical skills with a strong ability to conduct data analysis and work with metrics to drive team performance.
• Strong communication skills for working with stakeholders, sales team members, and business development teams.
• Experience in project management and process improvement to implement effective sales strategies and streamline workflows.
• Advanced Excel skills and experience in creating PowerPoint presentations, dashboards for KPI tracking and sales analytics.
• Highly detail-oriented with a data-driven approach to sales management and business operations.
• Ability to build strong relationships with stakeholders and sales team members to improve team performance and achieve sales targets.

Successful applicants must be eligible to work in the US (visa sponsorship is not provided at this time) and must be able to pass a pre-employment background test. Recuro Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Administrative

• Industries

  Hospitals and Health Care

Referrals increase your chances of interviewing at Recuro Health by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Get notified about new Sales Operations Specialist jobs in Dallas, TX.

Dallas, TX $80,000.00-$100,000.00 3 months ago

Sales Strategy, Planning and Operations Manager, Direct

Sales Development Representative - SaaS/AI Healthcare

Business Operations Specialist (Customer Success)

Irving, TX $56,000.00-$77,000.00 1 day ago

Dallas, TX $10,000.00-$38,000.00 2 months ago

High-Tech Inside Sales Development Representative (2025 Grads)

Manager, Sales Operations, Sales Promotion Planning, & Trade Show Management

Manager, Sales and Operations - Paid Relocation to Charlotte, NC

Outbound Sales Development Representative

Outsourced Sales Development Representative

Plano, TX $50,000.00-$70,000.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.