Sales Operations Manager

COMPENSATION: $75,000 annually ($100,000+ OTE) LOCATION: Scottsdale, AZ WORKPLACE SETTING: Onsite Position Summary The Sales Operations Manager is responsible for building, optimizing, and scaling the operational infrastructure that enables the sales organization to perform at a high level. This role serves as the operational backbone for Wellness Advisors, Wellness Coordinators, Concierge, and Sales Leadership, ensuring teams have the systems, processes, data, and visibility needed to execute effectively and consistently. Combining strategic thinking with hands-on execution, the Sales Operations Manager works across the full sales journey to identify opportunities, solve operational challenges, and improve how the organization manages leads, pipeline, performance, and customer handoffs. This role partners closely with Sales Leadership and cross-functional teams to turn data into action, strengthen operational discipline, and build scalable processes that support productivity, revenue growth, and an evolving sales organization. About 10x Health System 10X Health System is a pioneering company at the forefront of the health and wellness industry, dedicated to revolutionizing the way individuals approach their personal health and well-being. With a philosophy rooted in the principle that optimal health is the foundation for a life lived to the fullest, 10X Health provides cutting-edge solutions and personalized health plans designed to empower individuals to achieve and maintain peak physical and mental performance. The company's comprehensive approach to health combines the latest advances in medical science, nutrition, fitness, and technology to offer a suite of services that include state-of-the-art diagnostic testing, individualized treatment protocols, and ongoing support from a team of world-class health professionals. 10X Health's commitment to innovation and results has established it as a leader in the health optimization space, catering to those who strive to push the boundaries of what is possible in their health journey. OBJECTIVES Sales Performance Analytics & Reporting Own daily, weekly, monthly, and quarterly reporting across Wellness Advisors, Wellness Coordinators, Concierge, and Sales LeadershipDesign, build, and maintain dashboards and scorecards that provide real-time visibility into sales performanceTrack lead volume, contact rate, speed-to-lead, meetings booked and held, close rate, revenue, average order value, rep productivity, pipeline velocity, cancellations, refunds, reactivations, and downstream customer valueAnalyze performance by channel, team, manager, representative, product, campaign, lead source, geography, and customer segmentIdentify trends, bottlenecks, revenue leakage, capacity constraints, and performance risks before they impact resultsTranslate data into clear actions for sales leaders and provide recurring performance insights for business reviewsPartner with Finance and Sales Leadership to support forecasting, goal setting, capacity planning, incentive measurement, and revenue planning CRM & Sales Technology Administration Serve as the primary business owner and day-to-day administrator for the sales technology stack, including:HubSpot CRM and Salesforce during migration or legacy supportDialer.io, Aloware, telephony, SMS, and sales engagement platformsReporting and analytics tools, workflow automation, and third-party integrationsLead routing, round-robin assignment, ownership rules, queues, and territory logicPipeline stages, lifecycle definitions, custom fields and properties, user permissions, and data standardsWorkflow automation, task creation, follow-up sequences, appointment workflows, and exception handlingDashboard creation, integration monitoring, system documentation, release testing, and end-user supportData governance, duplicate management, required-field compliance, and coordination of backfills or system corrections Sales Process Optimization Continuously improve and standardize sales processes, including:Lead intake, prioritization, assignment, response-time standards, and speed-to-lead workflowsAdvisor, Coordinator, and Concierge workflows, including outbound prospecting and inbound conversionAppointment scheduling, confirmation, rescheduling, no-show recovery, follow-up, and pipeline progressionCustomer handoffs to Clinical Operations, Customer Success, and fulfillment-related teamsAbandoned-cart recovery, reactivation, referral, renewal, retention, and upsell opportunitiesSales SOPs, controls, escalation paths, and manager inspection routinesIdentify root causes of performance gaps and implement scalable solutions that improve efficiency, rep effectiveness, customer experience, and revenue performance Forecasting, Planning & Sales Leadership Support Maintain sales forecasts, pipeline views, pacing reports, and attainment models for leadershipSupport annual, quarterly, and monthly target setting using historical performance, staffing, lead flow, conversion, and capacity assumptionsProvide productivity, staffing, territory, and workload analysis to support hiring and resource allocation decisionsSupport commission and incentive calculations by maintaining accurate performance data, attainment logic, exception documentation, and audit-ready source reportingPrepare weekly business reviews, monthly operating reports, executive KPI summaries, and operational recommendationsTranslate complex sales data into clear insights, risks, decisions, and accountable next steps Cross-Functional Project Management Lead sales operations initiatives from planning through execution, including: CRM migrations and implementations, dialer and sales technology rollouts, workflow redesign, and automation projectsLead-routing changes, reporting improvements, compensation reporting, pilot programs, vendor implementations, and sales process launchesRequirements gathering, project plans, stakeholder alignment, testing, user acceptance, documentation, training, launch readiness, and post-launch measurement Sales Enablement, Training & Onboarding Develop and maintain SOPs, sales process documentation, playbooks, job aids, workflow maps, CRM guides, and dashboard trainingPartner with Sales Leadership and Training to build role-specific onboarding materials for Advisors, Coordinators, Concierge representatives, and managersEnsure onboarding teaches revenue-critical competencies and CRM fundamentals early, including lead and contact management, pipeline stages, activity logging, tasks, scheduling, and data hygieneDeliver ongoing enablement for advanced workflows, reporting, technology changes, and process improvements after foundational onboardingMonitor adoption and identify coaching, process, or system gaps that limit team effectiveness Quality Assurance & Operational Excellence Establish governance standards for CRM data accuracy, pipeline integrity, reporting reliability, workflow consistency, user adoption, process compliance, and documentationConduct recurring audits of lead assignment, response activity, pipeline stages, required data, follow-up execution, and reporting outputsCreate exception reporting and corrective-action plans for breakdowns in routing, process adherence, integrations, and data qualityPartner with leaders on call-quality and process-quality programs that connect behaviors to conversion and revenue outcomesMaintain audit-ready documentation and a controlled source of truth for sales definitions, processes, and performance reporting Cross-Functional Collaboration Work closely with Sales, Concierge, Marketing, Customer Success, Clinical Operations, Finance, Technology, and Executive Leadership to:Ensure sales receives accurate, actionable leads with clear source and campaign attributionImprove handoffs, visibility, accountability, and issue resolution across the customer journeyAlign systems, definitions, dashboards, and workflows while keeping sales execution as the role's primary focusRepresent sales requirements in cross-functional planning and technology decisionCOMPETENCIES Advanced proficiency in HubSpot CRM administration, including CRM customization, pipeline configuration, workflow automation, lead routing, and data governanceWorking knowledge of Salesforce administration and CRM best practicesDeep understanding of sales analytics, dashboard development, forecasting, capacity modeling, and business intelligenceAdvanced proficiency in Excel and Google Sheets, including complex formulas, pivot tables, modeling, and data validationKnowledge of sales technology administration, telephony and dialer workflows, integrations, and user acceptance testingExperience with process mapping, SOP development, project management, revenue attribution, and compensation reportingExceptional analytical and structured problem-solving skills with the ability to translate complex data and technical issues into clear business actionsSales, operational, and financial acumen with an understanding of the metrics that drive sales performanceExcellent written and verbal communication skills, including the ability to effectively communicate with executive-level stakeholdersHighly organized with the ability to manage multiple priorities and projects in a fast-paced, evolving environmentAbility to influence without direct authority and drive accountability around decisions and timelinesHigh attention to detail with a continuous improvement mindset and strong sense of ownership Education & Experience 5+ years of experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, Sales Analytics, or a related functionExperience supporting a high-growth, high-volume sales organizationDemonstrated success improving sales processes, systems, reporting, and CRM adoptionExperience leading cross-functional sales operations or technology initiatives from requirements through implementation and adoptionBachelor's degree in Business, Analytics, Information Systems, Marketing, Operations, or a related field, or equivalent professional experienceHubSpot Certification and/or Salesforce Administrator Certification preferredPMP, Lean Six Sigma, or comparable project or process improvement certification preferredExperience with Power BI, Tableau, Looker, or comparable analytics platforms preferredExperience in healthcare, wellness, direct-to-consumer, subscription, or high-volume phone-based sales organizations preferred PHYSICAL REQUIREMENTS Prolonged periods of sitting at a desk COMMITMENT TO DIVERSITY As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, 10X Health System recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners. If you require any accommodations during the application process or have any questions, please contact NO SOLICITATION POLICY 10X Health does not accept unsolicited resumes, calls, or communications from staffing agencies or third-party recruiters. Any such submissions will be considered the sole property of 10X Health and will not obligate the company to pay any fees. Please refrain from contacting us regarding this posting.