Sales Operations Analyst

Xite RealtyRichardson, TX
19h$70,000 - $85,000Onsite

About The Position

Xite supports doctors and outpatient providers at pivotal points in their careers - from launching and expanding locations to navigating acquisitions and practice transitions. With dedicated teams across Real Estate and Practice Sales, we bring advisory-level expertise and a high-touch approach to help providers make confident, high-impact decisions. Xite’s sales motion includes heavy outbound plus website-driven inbound. We have ~15 reps across two divisions (Real Estate + Practice Sales): ~10 reps active on phones and ~5 VPs who frequently receive handoffs of qualified opportunities for later-stage progression. Clean routing, ownership, follow-up standards, and reporting are critical. This role builds and runs the execution operating system that keeps leads and opportunities moving, ensures accountability, and gives leadership a clear view of performance. Not a Salesforce Admin or Developer role. You will partner with our in-house Salesforce Admin/Developer for configuration/build work. You own process, requirements, prioritization, UAT, rollout, and adoption. If your primary background is Salesforce administration/development or data pipelines/ETL, this role is likely not a fit. You should be comfortable driving rep adoption and operating cadences; you will not be responsible for building Flows, integrations, or data pipelines. This is a high-visibility role with a clear path to potentially grow into Sales Ops Lead or RevOps Manager as Xite scales. Strong performance will expand ownership across process design, enablement, forecasting, and cross-team operating cadence.

Requirements

  • 3+ years in Sales Ops / RevOps / Sales Analyst / similar
  • Strong experience using Salesforce Lightning for day-to-day sales operations (reporting, dashboards, pipeline management, activity logging)
  • Strong Excel skills (pivots, lookups, clean data handling)
  • Proven ability to drive adoption and accountability across teams that don’t share direct reporting lines
  • Comfortable presenting insights and action plans to senior leadership/owners

Nice To Haves

  • Experience supporting outbound teams and measuring funnel performance
  • Familiarity with lead SLAs, routing logic, and marketing-to-sales handoffs
  • Experience improving CRM hygiene through clear required fields, stage exit criteria, and rep-friendly logging/disposition standards
  • Comfort translating reporting and workflow needs into clear requirements for an Admin/Developer.
  • Experience building inspection rhythms (scorecards, exception reporting, business reviews)
  • Experience designing sales outreach cadences and partnering with marketing automation teams to align nurture/journeys with sales follow-up and SLAs.

Responsibilities

  • Build and maintain outbound “targeting lanes”/worklists and rules for how reps work their book.
  • Define outreach cadences and partner with Marketing on journey alignment (handoffs, SLAs, and sales follow-up).
  • Define required dispositions and activity logging standards so performance can be measured reliably.
  • Create weekly exception reporting (unworked leads, aged leads, stale follow-ups, stalled opps, missing next steps) and drive remediation.
  • Define inbound SLAs and response cadences (speed-to-lead, contact attempts, follow-up cadence) and ensure adherence.
  • Build practical follow-up standards and rep-ready templates/playbooks in partnership with leadership.
  • Improve routing/assignment so inbound leads land with the right owner and stay owned through handoffs.
  • Define handoff rules and triggers (when to pass, who owns, what must be true before handoff).
  • Ensure Salesforce reflects true ownership, next steps, and accountability after handoff.
  • Build inspection views and coaching prompts to reduce slippage during handoffs.
  • Maintain clear stage definitions and exit criteria; monitor stage integrity.
  • Support deal inspection routines with VPs (stalled-stage flags, missing next steps, outdated close dates, risk markers).
  • Ensure pipeline is consistently “forecastable” (clean data + consistent process).
  • Own dashboards and scorecards across both divisions: activity, contact rate, meetings, conversion, pipeline coverage, velocity, win/loss.
  • Run a bi-weekly partner reporting rhythm: insights, risks, and the next set of changes to implement.
  • Turn sales needs into clear requirements/user stories and a prioritized backlog.
  • Coordinate UAT with reps/VPs; manage rollout and adoption.
  • Deliver enablement and adoption training for reps and VPs on Salesforce daily workflows (logging, follow-up, handoffs, and pipeline management) to reinforce adoption.
  • Measure impact of changes (before/after metrics) and iterate.

Benefits

  • Employer-subsidized medical insurance available after 30 days
  • Competitive salary ($70,000 - $85,000 commensurate with experience) with potential performance-based bonuses.
  • 401(k) Retirement plan with company matching
  • Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure)
  • Flexible scheduling for personal commitments
  • Opportunities for career growth & leadership development
  • Support for relevant certifications & industry training
  • Innovative, technology-driven work environment
  • Regular team-building activities & events

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1-10 employees

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