Director of Sales Operations (San Francisco or Remote US)



Sales & Business Development, Operations
San Francisco, CA, USA
Posted on Wednesday, October 13, 2021
PayZen is on a mission to bring financial health to healthcare. Our products improve both access and affordability for patients and cash flow & administrative complexity for medical providers. We are trusted by a rapidly growing number of health systems, hospitals, and physician groups and are backed by leading venture capital investors.
About this role
PayZen is searching for a high energy, collaborative and experienced leader to effectively manage, scale and grow sales operations. You should have 7+ years of sales operations experience preferably in hyper growth, fast-paced and fun environments. We desire someone that has an entrepreneurial, roll-up your sleeves and results-driven mindset in order to drive successful optimization of the sales organization.

You should possess the required skills, traits and experience to successfully execute the following responsibilities:

  • Provide broad day-to-day sales operational support with ownership of our CRM and standardization of our sales methodology
  • Partner with Sales and Marketing departments to refine lead qualification and management process, analyze and report on campaign performance with reporting and dashboards
  • Track, analyze and manage key metrics including pipeline growth, win/loss rates, quota attainment and forecasting
  • Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management
  • Manage and optimize quote to contract process within the CRM
  • Identify, build, and manage additional non-CRM sales tools and systems that enable efficient sales and cross-functional collaboration
  • Assist with onboarding new sales hires
  • Create and maintain documentation on sales processes, policies, and create and provide relevant sales training materials to assist with onboarding new sales talent
  • Train sales team to utilize systems that increase sales efficiency, including CRM and additional sales operations tools
  • Work with Finance, HR and Sales to develop sales incentive programs and compensation planning to increase sales productivity and secure our ideal client profiles
  • Create reports and dashboards with appropriate cadence for C-level, Sales Leaders, Sales Representatives and other stakeholders while ensuring use of consistent sales KPI definitions across the company
  • Support sales competitions by reporting on performance and managing communications to sales leaders to drive success
  • Support sales organization with weekly, monthly, quarterly and annual sales meetings
  • Define weekly, monthly and quarterly objectives for sales team
  • Refine customer segmentation and assist with territory management
  • Create monthly content for executive presentations and board reporting

To thrive in this role, you have:

  • 7+ years of experience in sales operations as a subject matter expert with proficiency creating reports, optimizing processes, training new hires, and managing dashboards
  • Bachelor's degree required; technical or business-related field preferred
  • Ability to understand high-level sales strategies, translate them into system and process requirements, and ensure local execution and business impact
  • An ability to initiate and build relationships with people in an open, friendly, and accepting manner
  • An innate drive to innovate and optimize the use of available resources
  • Comfort with adapting and adjusting to multiple demands, shifting priorities, ambiguity, and rapid change
  • Advanced Excel skills with a strong understanding of CRM applications and email marketing strategies
  • Strong attention to detail, and superior organizational skills
  • Ability to use any BI tool is a plus

What we offer Working at PayZen will allow you to affect the lives of thousands of patients positively. Be the hero for them. On top of it, PayZen offers:

  • A chance to join a high-growth company at an early stage
  • Competitive pay, employer-paid healthcare, stock options
  • Highly skilled co-workers with whom you can grow and have fun
  • The ability to impact company values and culture in a collaborative environment - we value all comments and suggestions
  • Be a part of a team that revolutionizes medical payments in ways never seen before