Sales Operations Specialist

Description

Recuro Health is a leading virtual-first care delivery company offering a personalized, holistic, and proactive approach to healthcare. Recuro provides seamless access to various virtual care services, including primary and urgent care, behavioral health, at-home lab testing, and genomics testing. Additionally, Recuro provides a comprehensive suite of supplemental benefits, integrated prescriptions, care management, and care navigation, all available on a unified platform.

For more information, visit www.recurohealth.com.

Job Overview:

We are looking for a motivated sales operations specialist/manager to streamline our sales processes and support our sales team with data-driven insights. This role involves managing CRM systems such as Salesforce, HubSpot, and Microsoft tools like Excel, generating sales reports, and creating dashboards to track KPIs and other key metrics. The specialist will also collaborate with stakeholders and team members to improve sales forecasting, assist in pricing strategies, and enhance overall team performance.

The ideal candidate will have excellent communication skills, a bachelor’s degree in business administration or a related field, minimum of 3years of experience in sales enablement and operations or sales management. With a knack for problem-solving and process improvement, this individual will play a key role in ensuring effective sales operations and supporting sales strategies for long-term success.

Key Responsibilities:

As a sales operations specialist/manager, your key responsibilities will include:

• Managing CRM systems. Overseeing CRM tools to ensure accurate data and streamline sales workflows.
• Analyzing sales data. Conducting data analysis on sales performance, identifying trends, and providing actionable insights to support strategic decision-making.
• Improving sales processes. Identify opportunities for process improvement to streamline workflows, reduce inefficiencies,      and drive productivity in the sales organization.
• Collaborating with team members. Work closely with sales reps, business development teams, operations manager, and stakeholders to align goals and support the sales department.
• Forecasting and sales analytics. Develop and maintain sales forecasting models, create dashboards for KPIs, and track sales targets to monitor team performance.
• Supporting sales initiatives. Implement sales strategies and initiatives to enhance team performance and support sales targets.
• Developing reports and dashboards. Generate sales reports, dashboards, and visual data tools to track metrics and provide insights to team members.
• Training and onboarding. Assists in the onboarding of new sales representatives by providing training on CRM systems, sales processes, and sales tools.
• Implementing automation. Utilize automation tools to streamline workflows and improve the efficiency of sales cycles.

Requirements

Education, Qualifications and Skills: To excel in the role of sales operations specialist, candidates should have:

• A bachelor’s degree in business administration, sales, business operations, or a related field.
• 3+years of experience in sales operations, sales management, or a similar role.
• CRM proficiency. Strong experience with CRM systems to support efficient sales processes.
• Analytical skills. Excellent analytical skills with a strong ability to conduct data analysis and work with metrics to drive team performance.
• Communication skills. Strong communication skills for working with stakeholders, sales team members, and business development teams.
• Project management. Experience in project management and process improvement to implement effective sales strategies and streamline workflows.
• Proficiency in Microsoft Systems (Excel, PowerPoint and other dashboards). Advanced Excel skills and experience in creating PowerPoint presentations, dashboards for KPI tracking and sales analytics.
• Detail-oriented and data-driven. Highly detail-oriented with a data-driven approach to sales management and business operations.
• Interpersonal skills. Ability to build strong relationships  with stakeholders and sales team members to improve team performance and achieve sales targets.

Successful applicants must be eligible to work in the US (visa sponsorship is not provided at this time) and must be able to pass a pre-employment background test. Recuro Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.