Director, Sales Operations & Analytics

HealthVerity • Philadelphia, PA

2d • Hybrid

About The Position

The Director, Sales Operations & Analytics owns the operating rhythm and reporting used by sales leadership to run the business. The role turns pipeline and forecast data into clear assessments of expected results, deal risks, and recommended actions, while aligning reporting across HealthVerity and Symphony Health. It works closely with the Leader of Sales Operations and partners with sales leaders, Finance, and Marketing across all sales verticals. This is a hands-on analytical leadership role requiring the credibility to challenge sales leaders and the drive to help a growing sales organization plan, forecast, and perform with discipline.

The position is based in Philadelphia, Pennsylvania, with a hybrid model preferred; remote work may be considered for the right candidate, subject to location restrictions. Local Philadelphia employees are required to work in the office three days per week. Remote employees primarily work from home and meet in person at least annually.

Requirements

• At least 7 years of experience in sales operations, revenue operations, or sales analytics, including direct partnership with senior sales leaders.
• Demonstrated ownership of sales forecasting and pipeline reporting, including managing, refining, or building forecast models and tracking forecast accuracy.
• Strong SQL skills and hands-on experience building dashboards in a BI tool such as QuickSight, Tableau, or Power BI.
• Working knowledge of Salesforce reporting and data structures, and ability to partner with administrators and business systems teams on changes.
• Experience running a sales operating cadence, such as deal reviews, pipeline calls, and forecast meetings, and holding sales leaders accountable for forecast and pipeline commitments.
• Strong communication skills, including the ability to explain numbers clearly to sales leaders and executives.
• Ability to align reporting from multiple systems and work through ambiguity in a fast-growing company.
• Hands-on experience with quota setting, territory planning, and incentive compensation modeling.
• Bachelor's degree.

Nice To Haves

• Experience with incentive compensation plan design and administration, including quota setting, payout modeling, and commission calculations.
• Background in pharma commercial, RWD/E, or healthcare data sales environments.
• People management experience, or experience leading projects and mentoring analysts.
• Python or a similar language for data transformation and metric automation, and experience with a data platform such as Databricks.
• Salesforce Admin certification or hands-on Salesforce administration experience.
• Advanced degree, such as an MBA or related field.

Responsibilities

• Own sales analytics for pipeline, revenue and bookings, win/loss, renewals, and plan-to-goal reporting; align leaders around one set of numbers and provide recommendations on trends, risks, and opportunities.
• Own the forecasting process across pipeline yield, sales leader calls, and bottoms-up models; challenge leader commits against pipeline evidence and be accountable for forecast accuracy.
• Run the sales operating cadence, including weekly pipeline and forecast calls and deal reviews; ensure data is current and drive completion of submissions and action items.
• Deliver monthly sales leader scorecards covering win rate, renewal rate, pipeline coverage, and stage conversion, and lead reviews of gaps, root causes, and next actions.
• Maintain and enhance dashboards and automated metric pipelines; streamline duplicate reports and manual trackers across HealthVerity and Symphony Health, and document and back up each critical report.
• Reconcile bookings and revenue reporting with Finance each month.
• Lead annual planning mechanics, including quota setting, territory design, and incentive compensation modeling, in partnership with Finance.
• Set and enforce pipeline standards, including stage definitions, exit criteria, and Salesforce data hygiene; escalate gaps and partner with business systems on reporting requirements and enhancements.
• Guide and develop Sales Operations team members.
• Partner with Marketing, Finance, and the Proposals team on revenue and pipeline insights.

Benefits

• Competitive base salary and annual bonus opportunity for non-commissioned roles.
• Health, dental, and vision coverage starting on day one.
• 401(k) plan.
• Equity program, with new-hire equity grants beginning at Director level and above.
• Flexible location, with remote workdays and three days per week of in-office collaboration for Philadelphia-area team members.
• Generous PTO targeted at four weeks per year, including vacation, personal, and sick time.
• Paid parental leave: 12 weeks for childbearing, surrogacy, and adoption; six weeks for non-childbearing parents.
• Comprehensive individualized onboarding, including a mentorship program, departmental talks, and a resource library.
• Professional development support, including biweekly one-on-ones, goal- and growth-oriented leadership, and an annual professional development budget.

What This Job Offers

• Job Type: Full-time
• Career Level: Director