Sales Ops Leader: Analytics, CRM & Process

10X Health System; Scottsdale (AZ); On-site; USD 75,000 - 100,000; Full time

Job summary

10X Health System is seeking a Sales Operations Manager to build and scale the operational backbone for the sales org, including analytics, dashboards, and forecasting. You will own CRM administration, data governance, and cross-functional collaboration with Finance, Marketing, and Clinical Ops to optimize performance.

The role focuses on real-time reporting, process standardization, and revenue planning across Wellness Advisors, Coordinators, Concierge, and Sales Leadership.

Qualifications

• 5+ years of experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, Sales Analytics, or related function
• Experience supporting high-growth, high-volume sales organization
• Demonstrated success improving sales processes, systems, reporting, and CRM adoption
• Experience leading cross-functional sales operations or technology initiatives from requirements through implementation and adoption
• Bachelor's degree in Business, Analytics, Information Systems, Marketing, Operations, or related field, or equivalent professional experience
• HubSpot Certification and/or Salesforce Administrator Certification preferred
• PMP, Lean Six Sigma, or comparable project or process improvement certification preferred
• Experience with Power BI, Tableau, Looker, or comparable analytics platforms preferred
• Experience in healthcare, wellness, direct-to-consumer, subscription, or high-volume phone-based sales organizations preferred

Responsibilities

• Own daily, weekly, monthly, and quarterly reporting across Wellness Advisors, Wellness Coordinators, Concierge, and Sales Leadership
• Design, build, and maintain dashboards and scorecards with real-time visibility into sales performance
• Analyze performance by channel, team, manager, representative, product, campaign, lead source, geography, and customer segment
• Identify trends, bottlenecks, revenue leakage, capacity constraints, and performance risks before they impact results
• Translate data into clear actions for sales leaders and provide recurring performance insights for business reviews
• Partner with Finance and Sales Leadership to support forecasting, goal setting, capacity planning, incentive measurement, and revenue planning
• Lead CRM migrations and sales technology rollouts, workflow redesign, and automation projects
• Provide end-user support, data governance, documentation, and audit-ready reporting
• Develop SOPs and playbooks; enable onboarding for Advisors, Coordinators, Concierge, and managers
• Establish governance standards for CRM data accuracy, pipeline integrity, and reporting reliability
• Collaborate cross-functionally to ensure clean leads, attribution, and aligned systems

Job description

10X Health System is seeking a Sales Operations Manager to build and scale the operational backbone for the sales org, including analytics, dashboards, and forecasting. You will own CRM administration, data governance, and cross-functional collaboration with Finance, Marketing, and Clinical Ops to optimize performance.

The role focuses on real-time reporting, process standardization, and revenue planning across Wellness Advisors, Coordinators, Concierge, and Sales Leadership.