Sales Ops & Onboarding Specialist

McKesson

Tennessee

Hybrid

USD 68,000 - 114,000

Full time

14 days+

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Job summary

McKesson Provider Solutions seeks an experienced Sales Operations Analyst to support customer-facing projects, onboarding, and client programs. You will collaborate with Business Development Directors, prospective customers, and cross-functional teams to ensure milestones, service levels, and commitments are met.

The role involves coordinating schedules and dependencies, maintaining Salesforce records, and helping with RFP responses.

Qualifications

  • Degree or equivalent and typically requires 4+ years of relevant experience.

Responsibilities

  • Coordinates and tracks customer-facing sales operations, onboarding, and client program activities to help ensure schedules, contractual or program commitments, and service expectations are met.
  • Serves as a liaison between Business Development, prospective customers, and internal project management, services, support, and customer care teams to align mutual objectives and maintain a consistent customer experience.
  • Develops, reviews, and monitors prospective account or client program success plans with leadership, using milestones, service-level expectations, risks, budgets when applicable, and dependencies to assess progress.
  • Identifies, evaluates, and recommends process improvements, including proposed solutions, timelines, and change impacts for leadership consideration.
  • Works directly with prospective customers or customer programs to gather information, clarify requirements, address questions, and support completion of sales, onboarding, and service deliverables.
  • Provides timely, accurate responses to prospective customer and Business Development Director questions, escalating complex issues and redirecting efforts as appropriate.
  • Builds and maintains strong prospect-facing communications that support customer satisfaction, confidence, and engagement with McKesson Provider Solutions.
  • Maintains accurate Salesforce administration, opportunity tracking, customer activity updates, and reporting to support visibility into pipeline, risks, and implementation readiness.
  • Tracks cross-functional dependencies, schedules, and milestone progress for dedicated Business Development markets, anticipating barriers and coordinating resolution.
  • Represents Provider Solutions as a liaison to the RFP support team, helping coordinate accurate, timely, and customer-focused responses that align with prospective customer needs.
  • Validates that implementations are completed timely and accurately in collaboration with onboarding, project management, customer care, and other support teams.
  • Assists with contract draft requests and related customer documentation by coordinating required inputs, dependencies, and stakeholder reviews.
  • Develops creative solutions to complex operational problems and executes process improvements that improve customer experience, team efficiency, and implementation quality.
  • Develops and apply market knowledge, physician practice dynamics, customer needs, and distribution conversion considerations to cultivate future projects, qualify new opportunities, and support effective customer engagement.
  • Acts as a resource for colleagues with less experience by sharing knowledge, supporting training initiatives, and helping reinforce consistent processes and customer-facing standards.

Skills

Sales operations
Customer success
Project coordination
CRM software
Excel
PowerPoint
Stakeholder management
Communication
Travel readiness

Education

Degree or equivalent

Tools

Salesforce.com
CRM platforms
SAP
Tableau
Smartsheet

Job description

McKesson Provider Solutions seeks an experienced Sales Operations Analyst to support customer-facing projects, onboarding, and client programs. You will collaborate with Business Development Directors, prospective customers, and cross-functional teams to ensure milestones, service levels, and commitments are met.

The role involves coordinating schedules and dependencies, maintaining Salesforce records, and helping with RFP responses.

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