Lead the team supporting client acquisition, onboarding, and ongoing deal operations for the small group sales segment. Guide a remote team, improve contracting and order workflows, and ensure internal stakeholders and clients receive accurate, timely support. The role partners across Sales, Customer Success, Onboarding, Finance, Legal, and Continuous Improvement to strengthen operational performance and service quality. It is remote on the West Coast and reports to the Executive Director, Sales Operations. The Sales Operations & Contracting team supports workflows across the client lifecycle, from proposal through contract execution and order processing. It works with Sales, Customer Success, and Onboarding to help ensure client contracts are accurate, approved, and processed efficiently, and partners with Finance, Legal, and Continuous Improvement to improve processes, reduce delays, and scale operational support. The team uses Salesforce, operational dashboards, and shared queue management practices to track work, measure performance, and identify improvement opportunities.
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Job Type
Full-time
Career Level
Manager