Sales Operations Specialist

The Sales Operations Specialist will play a critical role in enabling the success of our sales organization. This individual will be responsible for optimizing sales processes, managing CRM systems, providing actionable insights through reporting/analytics, and ensuring seamless coordination between sales, marketing, and customer success teams.

You will be the backbone of the sales team—building scalable processes, improving pipeline visibility, and helping leadership make data-informed decisions.

Key Responsibilities

• CRM Management & Data Integrity
• Own and maintain the CRM (HubSpot/Salesforce) ensuring data accuracy, cleanliness, and consistency.
• Implement automation and workflows to improve sales efficiency.
• Sales Process Optimization
• Standardize and document sales processes across the funnel (lead generation, qualification, pipeline progression, closing).
• Partner with sales leadership to identify bottlenecks and recommend solutions.
• Reporting & Analytics
• Create and maintain dashboards, pipeline reports, and performance metrics for leadership visibility.
• Provide insights into conversion rates, forecasting accuracy, and quota attainment.
• Enablement & Support
• Support onboarding of new sales team members with tools, training, and process documentation.
• Coordinate with marketing and customer success to ensure smooth lead handoff and tracking.
• Strategic Projects
• Assist in territory planning, quota setting, and incentive program management.
• Evaluate and recommend sales tools/technologies to improve productivity.

Qualifications & Skills

• Bachelor’s degree in Business, Marketing, Finance, or related field.
• 2–4 years of experience in sales operations, revenue operations, or sales support (preferably in SaaS/healthcare technology).
• Strong proficiency with CRM systems (Salesforce/HubSpot preferred).
• Advanced skills in Excel/Google Sheets and experience with BI tools (Tableau, Looker, Power BI, etc.).
• Excellent analytical, problem-solving, and organizational skills.
• Strong communication skills with the ability to collaborate cross-functionally.
• Experience in healthcare or health tech is a strong plus.

Why Join Steer Health?

• Be part of a fast-growing health tech company driving real impact in patient care.
• Opportunity to shape sales operations from the ground up.
• Collaborative culture with a focus on innovation and continuous learning.
• Competitive compensation, benefits, and growth opportunities.