Senior Associate, Sales Operations

HealthVerity, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Equity program

Remote work flexibility

Parental leave

Paid time off

Onboarding program

Professional development

Job summary

HealthVerity, Inc. is seeking a Sales Operations Senior Associate to design and support our sales processes, CRM, and analytics.

You will work with the Senior Director, Sales Operations to manage day-to-day needs, implement tools, and build dashboards that drive efficiency and commercial success. Responsibilities include enabling the sales rhythm, producing BI reports with SQL, and helping optimize incentive programs.

Qualifications

• 3+ years in Sales Operations or related role, preferably in SaaS/startup.
• Proficient with Salesforce and Excel; experience with dashboards.
• Comfort manipulating data with SQL and BI tools.

Responsibilities

• Support design and implementation of Sales processes and CRM.
• Produce analytics and dashboards to track performance.
• Assist with Incentive Compensation Plans for the Sales team.
• Identify process improvements and support cross-functional projects.
• Create reports in CRM and BI tools and monitor KPIs.
• Help reduce bottlenecks and introduce automation where needed.

Skills

Sales operations

SQL

Excel

Data visualization

CRM (Salesforce)

Pivot tables

Education

Bachelor's Degree

Tools

Salesforce

Excel/Google Sheets

Tableau/PowerBI/QuickSight

Job description

ROLE OVERVIEW

The Sales Operations Senior Associate is responsible for developing and supporting our Sales processes, tools, and analytics. Reporting directly to the Senior Director, Sales Operations, you will assist in managing the day to day operational needs of the Sales team as well as in developing processes, implementing tools, and building analytics assets to ensure that we are continually improving operational efficiency and driving commercial success.

ROLE OVERVIEW

The Sales Operations Senior Associate is responsible for developing and supporting our Sales processes, tools and analytics. Reporting directly to the Senior Director, Sales Operations, you will assist in managing the day to day operational needs of the Sales team as well as in developing processes, implementing tools, and building analytics assets to ensure that we are continually improving operational efficiency and driving commercial success.

KEY RESPONSIBILITIES

• Assist in driving our commercial rhythm of business and Sales process by supporting the design and implementation of our Sales processes and CRM
• Support our regular rhythm of business analytics and reporting; Utilize SQL and business intelligence tools to manage and manipulate commercial data in order to provide leadership with a clear understanding of team performance
• Work directly with Commercial Operations leaders to administer Sales team Incentive Compensation Plans
• Help identify opportunities for process improvement, make recommendations, and support execution on cross functional projects to improve operational efficiency
• Design and build reports and dashboards within our CRM and business intelligence tools
• Support development of our CRM to ensure that we are measuring, analyzing and reporting commercial KPIs
• Reduce bottlenecks to increase the velocity of the Sales process; help introduce automation and additional tools where appropriate

QUALIFICATIONS

Required

• Bachelor’s Degree required
• 3+ years of Sales Operations or related experience, preferably within a startup/growth SaaS environment
• Power user of Salesforce, admin experience a plus
• Power user of Excel/Google Sheets including comfort with Pivot tables and charts
• Comfort with manipulating data including experience using and writing SQL queries
• Experience analyzing and visualizing data in Excel/Google Sheets and/or in business intelligence tools such as Tableau, PowerBI, or QuickSight

Preferred

• Experience in health information technology, life sciences, or related industry

Base salary for the role is commensurate with experience and can range between $80,000 - 100,000 + annual bonus opportunity.

Hiring Locations

Our main office is located in Center City, Philadelphia, where we operate on a hybrid model with in-office work required three days a week for local employees. We believe collaboration is most effective when teams come together, which is why we prioritize hiring in the Philadelphia area.

For certain roles, we also hire from hub locations—regions where we have an established presence with multiple team members working remotely. While these employees primarily work from home, we bring them together in person at least once a year for team-building, collaboration, and strategic planning.

Due to tax and labor regulations, we can only hire from specific states. Remote work is supported in the following key hub locations and approved states:

Hub Locations

• Philadelphia, Pennsylvania
• Boston, Massachusetts
• New York City, New York
• Baltimore, Maryland
• Washington, D.C.
• Charlotte, North Carolina
• Raleigh-Durham, North Carolina
• Atlanta, Georgia
• Chicago, Illinois

Approved States for Remote Work

CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, and VA.

About HealthVerity

HealthVerity is the leader in privacy-protected real-world data exchange, transforming how healthcare and life sciences organizations connect and analyze disparate patient data. By enabling access to the industry's largest RWD ecosystem, HealthVerity supports critical applications in clinical development, commercial strategy, regulatory decision-making, and public health. To learn more about HealthVerity, visit healthverity.com.

Why you'll love working here

We are making a difference – Our technology is at the forefront of some of the biggest healthcare challenges in the world.

We are one team – Our people define our culture and always will. We take time out to celebrate each other, and acknowledge the value that each of us adds towards our greater mission. Come share all you have to offer.

We are learners – Every team member is continually learning, no matter if we've been in a role for one year or much longer. We are committed to learning and implementing what is best for our clients, partners, and each other.

Benefits & Perks

Our benefits package is thoughtfully designed to support and enrich the experience of our full-time employees, with eligibility limited to those in permanent positions.

• Compensation: competitive base salary & annual bonus opportunity (for non-commissioned roles)
• Benefits: We offer health, dental, and vision coverage starting on day 1. We also offer a 401(k) plan and an equity program, with new hire equity grants beginning at the Director level and above.
• Flexible location: Remote workdays and 3 days a week of in-office collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team.
• Generous PTO: Take time off as needed, targeted at 4 weeks per year, including vacation, personal and sick time, plus paid parental leave.
• Parental Leave: 12 weeks paid leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents.
• Comprehensive and individualized onboarding: mentorship program, departmental talks, and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job
• Professional development: biweekly 1:1s, hands-on leadership that is goal-and growth-oriented for each team member, and an annual budget to support professional development pursuits

We believe incorporating different ideas, perspectives and backgrounds make us stronger and encourages an environment where ageism, racism, sexism, ableism, homophobia, transphobia or any other form of discrimination are not tolerated. All qualified job applicants will be given consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. At HealthVerity, we’re working towards an innovative and connected future for healthcare data and believe the future is better together. We can only do that if everyone has a seat at the table.

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [e-mail]

Remote opportunities are not available in all areas and require team members to work from a fixed location due to tax and labor law implications - specific questions about remote positions can be discussed during the interview process with your recruiter.