Director, Sales Operations & Analytics

HealthVerity • Philadelphia, PA

19h • $140,000 - $175,000 • Hybrid

About The Position

The Director, Sales Operations & Analytics owns the sales operating rhythm and the analytics used by sales leadership to run the business. This hands-on role turns pipeline and forecast data into clear assessments of expected results, deal risks, and required actions, while aligning reporting across HealthVerity and Symphony Health. The Director partners with the Leader of Sales Operations, sales leaders, Finance, and Marketing across sales verticals, bringing the analytical judgment and credibility to challenge leaders and strengthen planning, forecasting, and sales performance.

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 sales operating cadences such as deal reviews, pipeline calls, and forecast meetings, and holding sales leaders accountable to forecast and pipeline commitments.
• Strong communication skills and ability to explain data 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 designing and administering incentive compensation plans, 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; maintain a consistent set of numbers and provide recommendations on trends, risks, and opportunities to sales and executive leadership.
• Own the forecasting process across pipeline yield, sales leader calls, and bottoms-up models; challenge leader commits against pipeline evidence and maintain accountability for forecast accuracy.
• Lead weekly pipeline and forecast calls and deal reviews, ensure data is current, and drive sales leaders to complete submissions and action items.
• Deliver monthly sales leader scorecards covering win rate, renewal rate, pipeline coverage, and stage conversion; review gaps, root causes, and next actions with each leader.
• Maintain and improve dashboards and automated metric pipelines; streamline duplicate reports and manual trackers across HealthVerity and Symphony Health, and ensure critical reports are documented and backed up.
• 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 to sales leadership 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 the Director level and above.
• Flexible location, including remote workdays and three in-office days per week for Philadelphia-area team members.
• Generous paid time off 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 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 budget for professional development.

What This Job Offers

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