Sales Operations Lead

About the Role

As the Sales Operations Lead you will be the architect of our sales engine. You are not stepping into a well-oiled machine; you are here to build one.

Since this function does not exist today your first priority will be discovery. You will embed yourself with the sales teams to understand how work gets done today identify friction points and uncover blind spots. From there you will design and implement best-in-class standards for our sales cycle forecasting and performance analysis. You will be the strategic right hand to Sales Leadership turning gut feel into data-driven decision-making.

What Youll Own

• The Audit: In your first 90 days you will conduct a deep-dive audit of our current sales motion. You will interview reps managers and cross-functional partners to map the existing process and identify critical gaps.
• Quick Wins: Immediately identify and implement low-hanging fruit improvements to boost efficiency and remove administrative burden from the sales team.
• Sales Process Design: Define and standardize the NexHealth Sales Stages. You will establish clear entry/exit criteria for every stage of the funnel to ensure pipeline integrity.
• Rules of Engagement: Create clear policies for account ownership lead routing and holdover rules to reduce conflict and confusion.
• Forecasting Excellence: Implement a rigorous forecasting cadence. You will move the organization from qualitative best guess forecasting to a quantitative process-driven methodology (e.g. commit/upside/best case).
• Visibility: Build the Single Source of Truth dashboards for Sales Leadership. You will provide real-time visibility into pipeline health rep productivity and conversion rates.
• Proactive Analysis: Dont just report on what happened; tell us why it happened. You will analyze win/loss data sales velocity and cohort performance to recommend strategic pivots.
• Territory & Quota: Assist leadership in equitable territory planning and quota setting to ensure our targets are ambitious yet achievable.
• Comp Plan Administration: Partner with Finance to ensure sales compensation plans are administered accurately and drive the right behaviors.
• Target Account Standardization: Partner with Leadership to define our Ideal Customer Profile (ICP). You will clean up account hierarchies and standardize data fields to ensure we are targeting the right accounts with the right resources.
• The Renewal Engine: Build a standardized process for tracking renewals and expansion. You will move us from ad-hoc renewal management to a structured system that provides visibility into churn risk upcoming renewal cohorts and net retention health.

How You Will Measure Success

• Achieving <10% variance between forecast and actuals.
• Reduction in stalled deals and improved data completion rates in CRM.
• 100% of upcoming renewals are tracked with health scores and clear ownership in the CRM.
• Feedback from Sales Leadership and Reps that Operations is an enabler not a blocker.

What Were Looking For

• 5 years in Sales Operations or Revenue Operations in a B2B SaaS environment.
• The Architect Mindset: You have seen what good looks like at scale and know how to reverse-engineer it for a growing company.
• You can walk into a room of salespeople listen to their frustrations and translate that into process improvements without losing their trust. You have high EQ and strong change management skills.
• You are an expert in Excel/Sheets and Salesforce reporting. You can manipulate complex datasets to find the story within the numbers.
• While you may not be the System Admin you know the backend architecture well enough to design processes that are technically feasible.

Bonus Points

• Experience with SQL or BI tools (Tableau Looker).
• Experience with consumption-based or API sales models.
• Experience transitioning a team from Founder-led Sales to Process-led Sales.