Sales Operations Specialist

Smile Digital Health; United States; Remote; USD 75,000 - 100,000; Full time

Job summary

Smile Digital Health is looking for a Sales Operations Specialist to enhance the efficiency of the sales team through improved processes and data management. This role requires expertise in CRM systems and a strong analytical background to provide insights that drive revenue growth. Join a company dedicated to better global health while enjoying a flexible work environment and competitive benefits.

Benefits

Remote Work Environment

Flexible Time Away Policy including PTO, Personal, and Sick Days

Competitive Salary and Health Benefits

RRSP/TFSA/401K Contributions

Life and Disability Insurance

Employee Assistance Program

FHI Study Program and Skillsoft Learning

Super HAPI Fun Club

Qualifications

• 5+ years in sales support or enablement roles, preferably in B2B or SaaS companies.
• 2+ years experience with Salesforce Analytics; Tableau experience is an asset.
• Strong quantitative and analytical skills focused on revenue growth.

Responsibilities

• Design and maintain scalable sales processes across the sales funnel.
• Manage CRM systems ensuring data accuracy and pipeline integrity.
• Analyze customer lifecycle data to maximize customer lifetime value.

Skills

Analytical skills

Salesforce Analytics

Revenue analysis

Data management

Tools

Salesforce

Tableau

Job description

Working for a company like Smile Digital Health means supporting our mandate for #BetterGlobalHealth. We strive towards this goal every day, and the results can be seen in the impact of our innovative health data platform and data management solutions, which are used in over 20 countries. We were #19 on Deloitte's Technology Fast 50 Ranking for 2024!

Smile Digital Health makes it easy for healthcare stakeholders to collect and exchange data with our leading FHIR-based data liberation platform.

At its heart, the Smile platform enables people and organizations to better manage healthcare data. We help generate and liberate structured healthcare data to ensure effective delivery across care teams and health systems bringing #BetterGlobalHealth to patients every day!

Apply today and find plenty of reasons to SMILE!

The Sales Operations Specialist plays a critical role in supporting and improving the efficiency, effectiveness, and scalability of the sales team. This position ensures seamless execution of sales processes, data accuracy in CRM systems, and delivery of actionable insights that support strategic decision-making.

Responsibilities:

1. Design, implement, and maintain scalable sales processes, workflows, and best practices across the sales funnel.
2. Manage and optimize CRM (e.g., Salesforce), ensuring data accuracy, pipeline integrity, and automation of key tasks. Develop and maintain sales reports and dashboards to provide visibility into performance metrics.
3. Design, implement, and scale revenue-generating processes using data and technology to streamline workflows that will improve sales velocity.
4. Oversee sales forecasting models and deliver accurate, actionable insights to sales leadership for strategic planning.
5. Support cross-department projects that identify and improve revenue-generating activities.
6. Communicate complex sales and revenue operations processes, policies, and analytical findings clearly to diverse audiences, ensuring understanding and adoption. Educate the sales team on new processes and support onboarding into the CRM.
7. Collaborate with internal resources and subject matter experts on sales operations tasks to support productivity and efficiency.
8. Develop and maintain reporting dashboards to track KPIs such as partnership-generated revenue, partner influence, pipeline health, and referral activities, providing insights for partner program growth.
9. Analyze customer lifecycle data, including retention, expansion revenue, churn, and customer health scores, to identify trends and recommend data-driven strategies for maximizing customer lifetime value and mitigating risk.
10. Refine and optimize processes within Salesforce and other sales tools, such as partner deal registration, co-selling workflows, renewal forecasting, and customer segmentation, ensuring data accuracy and operational efficiency.
11. Build and maintain data reports using Salesforce and Tableau to communicate operational insights and revenue health.
12. Ensure compliance with privacy, security, and confidentiality policies.
13. Maintain confidentiality of sensitive information, ensuring it is used solely for employment purposes and not disclosed improperly. Breach of policy may result in disciplinary action including termination.

Requirements:

1. 5+ years of experience in sales support or enablement roles, preferably in B2B, high-growth, or SaaS companies.
2. 2+ years of experience with Salesforce Analytics; experience with Tableau is an asset.
3. Experience in analyzing revenue KPIs and creating reports for sales and finance leadership.
4. Understanding of post-closed-won processes and finance terminology (e.g., billing, collections, revenue recognition).
5. Strong quantitative and analytical skills with the ability to develop long-term solutions focused on revenue growth.

Benefits:

• Remote Work Environment
• Flexible Time Away Policy including PTO, Personal, and Sick Days
• Competitive Salary and Health Benefits
• RRSP/TFSA/401K Contributions
• Life and Disability Insurance
• Employee Assistance Program
• FHI Study Program and Skillsoft Learning
• Super HAPI Fun Club

Smile's core values include respect, inclusion, embracing differences, and celebrating shared values. We are committed to creating a workplace that values diversity, equity, and inclusion. We welcome candidates of all backgrounds and encourage discussions about accommodations during the hiring process.