Sales Operations Specialist

About the position

Heidi is on a mission to halve the time it takes to deliver world class care. We believe that in 2050 every clinician will practice with AI systems that free them from administrative burden and increase the quality and accessibility of care to patients across the world. Today, we have a suite of tools that modernize documentation. Tomorrow, we'll equip every healthcare org with AI assistants that undo the tediums of clinical & non clinical work. Our team is a potent mosaic of sage, accomplished leaders & brilliant polymaths hungry to prove it. We achieve in 6 months what it takes our competitors 4 years to do. We've recently raised from leading US and UK investors to supercharge our next stage of growth with an ambitious global go-to-market strategy starting with the US & UK. Be the sales operations ninja for our gritty, high-performing AMER sales team based in NY. Build a sales engine which grows the Heidi GTM strategy and delivers MQLs to the sales team.

Responsibilities

• Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards within the CRM.
• Build and maintain integrations with third-party apps, including data enrichment, product analytics, billing, and support ticket tools.
• Act as the frontline resource for internal end users, fielding questions, troubleshooting issues, and resolving problems related to CRM and sales operations systems.
• Restructure and standardize data mappings and field relationships across custom workflows and objects.
• Implement and manage a structured ticketing process to track CRM-related issues, feature requests, and system updates.
• Maintain and optimize lead flows and sales funnels across product, marketing, and integration partners to measure conversion rates throughout the user journey.
• Provide accurate, real-time sales performance insights at individual, regional, and vertical levels using advanced reporting and dashboards.
• Evaluate, implement, and troubleshoot sales and support tools to enhance operational efficiency.
• Develop and enforce sales and CS operations policies and procedures, ensuring seamless process changes and alignment with company goals.

Requirements

• Proficient in HubSpot CRM, including managing contacts, deals, and workflows.
• Experience with Clay and other data enrichment tools to enhance lead and customer data.
• Skilled in using data visualization platforms like PostHog to analyze and interpret sales data, identify trends, and create reports.
• Experience with workflow automation tools such as Slack and Zapier to streamline sales processes and improve efficiency.
• Proven experience in sales and revenue operations, ideally within a Product-Led Growth (PLG) environment.

Nice-to-haves

• Experience in healthcare / specific vertical is great, but not required.
• Degrees not required / needed.

Benefits

• In-person only, based out of our new NY or London office.
• Attitude is more important than experience.