Sales Operations Analyst

Convey Health SolutionsFort Lauderdale, FL
4d$70,000 - $75,000

About The Position

The Sales Operations Analyst is the connective tissue of our commercial organization — blending operational rigor, sales analytics, and enablement execution to improve productivity and revenue performance across all lines of business (APA, SBA, and Pareto). This role owns the systems, data, and processes that power the commercial engine, while also ensuring that sellers have the tools, insights, and training they need to perform at their best. The ideal candidate combines analytical skill, systems thinking, and cross-functional coordination — turning data and process into clarity and action.

Requirements

  • Bachelor's degree in business, Marketing, Data Analytics, or a related field.
  • 4-7 years of experience in sales operations, enablement, or revenue analytics (B2B SaaS or healthcare preferred).
  • Proficiency in HubSpot Sales Hub (Salesforce experience also valuable).
  • Strong skills in Excel/Sheets and data visualization (Power BI or Tableau a plus).
  • Excellent organizational, communication, and project management skills.
  • Comfortable working across multiple teams and managing competing priorities.

Nice To Haves

  • Familiarity with Challenger, MEDDICC frameworks preferred.

Responsibilities

  • Maintain and optimize HubSpot Sales Hub pipelines, properties, workflows, and automations.
  • Ensure data integrity through monthly CRM audits, validation rules, and activity tracking.
  • Support the integration and alignment of key systems.
  • Manage documentation of processes, stage definitions, and handoff criteria across Sales, Operations, and Implementation.
  • Partner with IT and Marketing Ops to manage change control and system governance.
  • Build and maintain dashboards and reports for pipeline health, forecast accuracy, partner attribution, and enablement ROI.
  • Deliver recurring analytics packages for commercial reviews (weekly, monthly, quarterly).
  • Analyze funnel conversion, deal velocity, and win/loss trends; identify “next best action” insights for sellers.
  • Track OKRs and KPIs across revenue, cross-sell, and partner-influenced targets.
  • Manage the sales enablement content repository, ensuring assets are current, searchable, and aligned with GTM priorities.
  • Partner with Marketing, Product, and Sales Engineering to maintain alignment on messaging and new releases.
  • Oversee the training calendar, including scheduling, attendance, and completion tracking for sales enablement sessions.
  • Support readiness reporting and measure the impact of training and enablement programs.
  • Coordinate enablement communications and reminders across teams.
  • Support quarterly commercial operating reviews and retrospectives.
  • Document and maintain SLAs between Sales, Operations, and Implementation.
  • Identify and implement process improvements that enhance speed, quality, and cross-functional transparency.
  • Maintain project plans and reporting dashboards for enablement and operational initiatives.
  • Act as project lead for specific RevOps initiatives (e.g., lead scoring automation).
  • Responsible for compliance with all federal, state and local laws, rules and regulations affecting the Company.
  • Responsible for participating in quality assurance, compliance and in-service and continuing education activities as requested by Company.
  • Responsible for performing other duties and responsibilities as required.

Benefits

  • health and welfare benefits
  • 401(K) savings with employer matching
  • paid time off
  • life, AD&D and disability insurances
  • various ancillary benefits, such as pet insurance, virtual physical therapy, and employee assistance programs
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service