Requirements
Description & Requirements
JOB SUMMARY
The Vice President of Sales Operations leads the operational engine behind the commercial organization. This executive owns the end-to-end infrastructure that converts a signed agreement into a live, reporting, revenue-producing client relationship – and the systems, data, and processes that allow sales leadership to forecast and manage the business with confidence.
Essential Duties & Responsibilities
Implementation
- Owns the client onboarding function from executed contract through stabilized steady-rate operation.
- Lead the implementation team responsible for onboarding new clients and expanding existing accounts into additional service lines, jurisdictions, or products.
- Establish a standardized, scalable implementation methodology with defined stages, milestones, deliverables, and exit criteria, scaled appropriately for accounts of differing size and complexity.
- Serve as executive owner of the handoff between sales and operations, ensuring commitments made during the sales cycle are documented, feasible and fulfilled.
- Drive accountability for time-to-go-live and time-to-first revenue, identifying and removing the recurring bottlenecks that extend onboarding timelines.
- Coordinate cross-functional implementation dependencies across clinical operations, network, IT, and integrations, billing, compliance, and account management
- Oversee client-facing implementation communication, including kickoff, status reporting, escalation paths, and post-go-live rather than lagging behind it.
Customer Reporting
- Owns the reporting that clients and prospects receive, and the standards that govern it.
- Lead the team responsible for recurring client reporting, including savings and outcomes reporting, utilization, program performance, and service level reporting.
- Build and maintain a standardized reporting catalog and templates that reduce resilience on custom, manually assembled deliverables.
- Establish governance over metric definitions, calculation methodology, and data sources so that figures are consistent across client reports, sales materials, and internal dashboards.
- Support the commercial team with reporting and analytics required for quarterly business reviews, renewals, RFP responses, and expansion opportunities.
- Partner with technology and data teams to automate report generation and move the function from manual production toward self-service and scheduled delivery.
- Ensure all client reporting complies with applicable privacy, data protection, and contractual confidentiality requirements, including protected health information handling.
- Manage the intake prioritization process for ad hoc reporting requests, protecting the team’s capacity while maintaining responsiveness to revenue-critical needs.
Salesforce And Pipeline Management
- Owns the CRM as a business system and the integrity of the pipeline it contains.
- Serve as business owner of Salesforce, directing administration, configuration, release management, integrations, and the supporting sales technology stack.
- Define and enforce the pipeline architecture, including opportunity stages, stage-exit criteria, required fields, product and service line taxonomy, and territory and account hierarchy.
- Establish and monitor data hygiene standards, with clear ownership, routine auditing and remediation of incomplete or state records.
- Govern the sales technology roadmap and vendor relationships, evaluating and rationalizing tools for sales engagement, conversation intelligence, proposal and contract management, and data enrichment.
- Drive user adoption through training, enablement documentation, and workflow design that makes correct usage the path of least resistance for sellers.
- Administer territory and account assignment, lead routing, and quota and compensation plan data in partnership with finance and human resources.
- Own security, access, and audit controls within commercial systems in coordination with information security and compliance.
Process Improvement
- Owns continuous improvement across the Commercial workflow, from first touch to renewal.
- Map the end-to-end commercial process and identify friction, duplication and handoff failures across lead generation, pursuit, contracting, implementation, and account management.
- Lead structured improvement initiatives with defined baselines, target outcomes, and post-implementation measurement rather than anecdotal assessment.
- Increase selling capacity by reducing administrative burden on quota-carrying team members through automation, simplification, and appropriate centralization of support work.
- Standardize and document commercial