Sales Operations Manager

HealthVerity • Philadelphia, PA

7h • $80,000 - $120,000 • Hybrid

About The Position

As Sales Operations Manager, you will play a key role in strengthening HealthVerity’s commercial operations. This role blends hands-on RFx (RFP, RFI, questionnaire) management with broader Sales Operations responsibilities, making it an ideal opportunity for someone who excels at coordinating complex cross-functional workflows and is eager to be in an analytical, systems-oriented, and process-driven position. You will collaborate closely with teams across Sales, Marketing, Operations, Real World Data Solutions, Quality & Compliance, and Information Security to deliver accurate and compelling responses to commercial opportunities while driving improvements in our sales processes, tools, and reporting. You will bring strong communication skills, organizational rigor, and analytical curiosity to help improve operational efficiency and enable commercial success.

Requirements

• Bachelor’s Degree required
• 5+ years of Sales Operations or related experience, preferably within a startup/growth SaaS environment
• RFP/RFx experience strongly preferred
• Experience managing complex, cross-functional strategic projects, including change management, enablement, and adoption.
• Deep expertise in Salesforce administration and optimization, including experience with integrations, custom objects, workflows, and process automation.
• Advanced technical proficiency with SQL to support data transformations, metric automation, and self-service analytics pipelines.
• Deep experience analyzing and visualizing data in Excel/Google Sheets; experience in BI tools such as QuickSight, PowerBI, or Tableau
• Strong understanding of sales enablement, sales process optimization, and sales technology stack management.

Nice To Haves

• Salesforce Admin certification a plus.
• Experience with CPQ, CLM, or ABM platforms is a plus.
• Experience in health information technology, life sciences, or related industry experience preferred

Responsibilities

• Sales Operations & Process Improvement Support the commercial rhythm of business by ensuring consistent forecasting, pipeline accuracy, and adherence to core sales processes
• Document and optimize end-to-end sales workflows, identifying friction points and implementing scalable solutions
• Partner with Sales leadership to maintain pipeline hygiene, improve data quality, and elevate overall sales effectiveness
• Ensure CRM architecture supports evolving go-to-market needs, including user enablement, documentation, and cross-functional alignment
• Identify and drive cross-functional projects to introduce system enhancements, process changes, and new automation opportunities
• Support rollout of new commercial tools and drive adoption through clear communication, documentation, and training
• Manage ad-hoc strategic projects and requests for the Sales organization
• RFx Management Lead coordination, drafting, and delivery of high-quality RFPs, RFIs, and questionnaires for prospective and existing clients
• Track and communicate RFx progress, trends, and outcomes
• Own and enhance RFx content library, implementing automation and AI where possible
• Develop and refine RFx workflows to increase response speed, accuracy, and competitiveness
• Analytics, Reporting & Technology Build and maintain dashboards and reports across Salesforce and business intelligence tools
• Use SQL, Excel/Sheets, and QuickSight to analyze commercial performance and deliver actionable insights
• Own recurring reporting and insights to equip Sales leadership and Board of Directors with visibility into pipeline trends, conversion metrics, and performance indicators
• Support continuous improvement of the sales technology stack including evaluation and implementation of new tools
• Translate business needs into system requirements or user stories for technical partners

Benefits

• competitive base salary & annual bonus opportunity (for non-commissioned roles)
• We offer a 401(k) plan and stock options.
• Health, dental, and vision coverage start on day 1, while 401(k) eligibility and stock options follow soon after.
• Remote workdays and 3 days a week of in-office collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team.
• Take time off as needed, targeted at 4 weeks per year, including vacation, personal and sick time, plus paid parental leave.
• 12 weeks paid leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents.
• Comprehensive and individualized onboarding: mentorship program, departmental talks, and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job
• biweekly 1:1s, hands-on leadership that is goal-and growth-oriented for each team member, and an annual budget to support professional development pursuits

What This Job Offers

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