Senior Manager, Sales Operations

About the role

Supports the go-to-market function for Transcarent, a digital health company focusing on reducing costs and improving outcomes for Employers, Health Plans, and Health Systems through various services.

Responsibilities

• Administer and maintain Salesforce instance, including users, permissions, fields, workflows, and dashboards
• Generate weekly reports supporting pipeline generation, deals won / lost, Sales forecasts, and one-off requests from cross-functional business units
• Build and maintain sales reports, dashboards, and performance metrics
• Serve as the primary lead for the Sales Operations team, collaborating with Salesforce engineers to develop new features and functions
• Ensure CRM data accuracy, consistency, and completeness at all times (through conducting audits and data cleanup)
• Provide analytical insight to drive the business to action

Requirements

• 5-7 years of Sales Operations experience, supporting an external go-to-market team
• Proven prior history of supporting B2B organizations, ideally in the digital health space
• Deep knowledge and experience working in Salesforce – deriving reports, synthesizing data, and providing regular and frequent updates to the organization
• Experience interfacing with AI tools to leverage internal products in conjunction with Salesforce and other systems to expedite insight creation and reduce admin burden for the Sales team
• Comfort working cross-functionally across a multitude of business units, catering to their specific needs and data requirements
• Expertise in tools such as Tableau to produce insightful reports, dashboards, and live data views

Qualifications

• Proven experience in managing Salesforce instances
• Strong understanding of Salesforce reporting and dashboard development
• Excellent analytical and problem-solving skills
• Ability to manage multiple projects simultaneously and meet deadlines
• Strong communication and interpersonal skills

Skills

• Proficiency in Salesforce administration and management
• Experience with Tableau or similar BI tools
• Knowledge of AI tools and their integration with CRM systems
• Strong organizational and time management skills

Benefits

• Competitive medical, dental, and vision coverage
• A competitive 401(k) plan with a generous company match
• Flexible time off/paid time off, 13 paid holidays
• Protection plans including life insurance, disability insurance, and supplemental insurance
• Mental health and wellness benefits

Pay

Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package.

Schedule

Regular full-time hours.