Sales Operations Specialist

Sales Operations Specialist — Healthcare Location: Remote | Reports to: Growth Lead About the Role We're a fast-paced healthcare technology startup where client relationships are won or lost on execution: deals stall on dropped follow-ups, and new clients churn when onboarding is chaotic. We're hiring a Sales Operations Specialist to own the sales team's operational engine — keeping every deal moving through the pipeline — and to provide the project management backbone behind our client implementations. What You'll Do Pipeline & Deal Progression ● Own pipeline hygiene in Salesforce: every deal has a current stage, next step, owner, and date ● Monitor for stalls and surface blockers to account owners and leadership before deals are lost ● Manage follow-ups on behalf of account owners: recaps, outstanding-item chasers, procurement check-ins, scheduling ● Run the operational cadence — pipeline review prep, deal status reporting, forecast hygiene — and serve as air-traffic controller between sales, legal, security, finance, and care teams Implementation Support & Project Management ● Support discovery: document client workflows, patient populations, and the programs being built for them ● Own the pre-launch readiness checklist and support launch day, routing early issues to the right owners Client & Team Communications ● Communicate directly with clients on timelines and next steps — a polished extension of the team ● Create client-facing documents: onboarding plans, one-pagers, proposals, and training guides, ready to send without heavy rework ● Track team action items from client calls and internal meetings to completion Metrics & Reporting ● Own metrics across both motions: pipeline coverage, conversion, velocity, win/loss — plus implementation KPIs like time-to-launch and milestone slippage ● Build and maintain Salesforce reports and PM dashboards; prep the numbers for pipeline reviews and leadership with the story behind the data ● Flag trends and early warning signs before they show up in the quarter's results Contracting & Security Assessment Coordination ● Coordinate contracts (NDAs, MSAs, BAAs, order forms): shepherd redlines between prospects, reps, and legal ● Support security assessment logistics: intake, deadlines, chasing inputs, and routing final responses for CISO authorization; maintain a pre-approved answer library Process Design (woven through everything) ● Create and maintain the sales ops processes and implementation playbook in our project management tools so both motions scale ● Audit workflows for friction and bring innovative proposals to fix them — processes should accelerate the team, never bureaucratize it What You'll Bring Required ● 2–5 years in sales operations, project management, project coordination, onboarding, or customer success ● Strong project management skills — the core of the role. You can run multiple concurrent workstreams (an active pipeline plus several implementations) with milestones, dependencies, and hard dates, and you escalate early ● Proven ability to drive multi-stakeholder processes to deadline without formal authority ● CRM proficiency — data hygiene, reporting, and day-to-day CRM administration ● Project management tools proficiency (monday.com, Asana, Jira, Smartsheet, or similar) — building boards, workflows, and automations ● Exceptional communication and document creation skills — polished client-facing writing, one-pagers, proposals, and onboarding plans, no designer needed ● A builder's, experimental mindset: you bring ideas to improve processes and would rather try and learn fast than wait for a perfect plan Bonus Points ● Healthcare knowledge — healthcare/health tech experience ● Automation and AI workflow skills — you've built automations (PM tools, Zapier/Make, Salesforce Flow) or used AI to eliminate repetitive work. ● Certification (CAPM/PMP) welcome but not required ● CRM Proficiency: Salesforce Experience