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Director of Sales Operations (San Francisco or Remote US)

San Francisco, CA, United States

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 salesforce.com 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

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