Sales Operations Manager - US Remote at PerfectServe

This role is designed for a senior operations professional with a background in **healthcare SaaS**. The ideal candidate is someone who can balance high-level s

Work type: remote

Location: Remote

Salary: $110,000 – $140,000/yr

Type: Full-time

Summary

This role is designed for a senior operations professional with a background in **healthcare SaaS**. The ideal candidate is someone who can balance high-level strategy with hands-on technical execution, specifically within the Salesforce ecosystem. You should have at least 3 years of experience managing the "rhythm of the business"—handling everything from KPI tracking and executive reporting to cross-functional project leadership for Customer Experience (CX) teams. The position offers a competitive salary range of **$110k - $140k** and the flexibility of being **fully remote**. Standout perks include Day 1 health benefits, a 401k with immediate vesting, and a generous holiday schedule (17 company holidays plus floating days). This is a high-impact opportunity to influence a company that has grown 88% in three years and is a leader in the clinical communication space. **You might be a good fit if you:** * Have advanced **Salesforce** skills and experience using BI tools like PowerBI or Tableau to tell a story with data. * Are comfortable leading "sales-focused" discussions and aligning Account Executives with operational goals. * Enjoy building processes from scratch and maintaining clear documentation (LEAN or Six Sigma experience is a plus). * Can manage complex projects involving multiple stakeholders while meeting tight deadlines.

Job Description

#### What is PerfectServe?

PerfectServe offers Best in KLAS clinical communication and physician scheduling solutions and is a Leader in the Gartner Magic Quadrant for Clinical Communication and Collaboration. We have seen an 88% growth rate over the past three years and need strong team members to help us continue to grow!

PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and dynamically routing messages to the right person at the right time in any care setting; advancing patient care and clinical workflows.

By joining PerfectServe, you will have the unique opportunity to come alongside us as we further our vision of putting all of these solutions together to provide optimal patient outcomes and faster patient care interventions. By improving speed to care and cross-continuum communication, we save lives, reduce length of stay, minimize re-admissions, and bring joy back to caregivers.

We have an incredible portfolio of customers, with new ones recognizing the value of our solutions and joining the PerfectServe family every day.

The Sales Operations Manager is a strategic, execution-focused leader responsible for driving operational excellence across the Customer Experience (CX) organization. This role is critical in shaping the rhythm of the business, aligning cross-functional teams, improving processes, and translating data into insight-driven decision-making. The ideal candidate brings healthcare SaaS experience, strong project leadership, exceptional communication skills, and advanced Salesforce expertise.

This role requires a high degree of judgment, influence, relationship-building, and organizational awareness—capabilities essential for aligning people, priorities, and performance in a fast-paced, customer-centric environment.

Key Strategic ResponsibilitiesOperational Cadence & Rhythm of Business

• Establish and continuously refine the operating cadence for the CX organization.

• Ensure KPIs, workflows, and review cycles align with strategic goals.

• Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders.

• Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication.

• Maintain a centralized repository of business processes.

• Analyze workflows to identify opportunities for improvement, simplification, and scalability.

• Lead enhancements across Salesforce, SharePoint, Slack, and project management systems.

• Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes.

• Produce clear, concise weekly, monthly, and quarterly business reporting.

• Deliver executive-level insights on risks, dependencies, performance, and initiative progress.

• Provide context, recommendations, and interpretation behind trends and data signals.

• Develop frameworks for current and emerging metrics aligned to business goals.

• Transform quantitative data into actionable insights that enable leadership decision-making.

• Identify and communicate patterns that highlight opportunities or risks.

• Define, implement, and maintain KPIs in partnership with functional leaders.

• Ensure performance measurements reinforce desired behaviors and business outcomes.

• Support teams with tools, dashboards, and alignment guidance.

• Serve as a trusted internal advisor, providing strategic guidance and operational clarity.

• Identify opportunities to enhance effectiveness across teams and streamline cross-functional initiatives.

• Use influence and relationship-building to drive alignment and adoption of process change

• Lead planning, execution, and delivery of complex projects across multiple teams.

• Manage scope, timelines, communication, and risk mitigation for strategic initiatives.

• Ensure collaboration, clarity, and accountability throughout project lifecycles.

• Own the communication calendar for key organizational rhythms including All Hands, QBRs, and operational newsletters.

• Develop messaging that drives clarity, alignment, and action across CX and cross-functional partners.

• Lead operational initiatives aimed at improving customer satisfaction and engagement.

• Provide insights, analytics, and follow-up frameworks that reinforce customer success and compliance standards.

• Help translate customer feedback into operational improvements.

• 3+ years of experience in business operations, project management, or a similar role within a healthcare SaaS company.

• Strong project management background with proven success in delivering cross-functional initiatives.

• Advanced proficiency in Salesforce (administration or operations experience strongly preferred).

• Experience with process improvement methodologies (LEAN preferred).

• Strong analytical skills with the ability to synthesize data into actionable insights.

• High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

• Experience with BI/analytics tools such as PowerBI, Tableau, DOMO, Sisense, 6Sense, or Google Analytics.

• Excellent communication, facilitation, and collaboration skills.

• Ability to operate with agility and adapt to shifting priorities in a fast-paced environment.

• Experience leading large-scale process changes or transformation initiatives.

• Knowledge of the PerfectServe Platform.

• Experience working with physician groups, medical practices, or hospital systems.

• Six Sigma certification (White/Yellow/Green Belt or higher).

• Strong attention to detail, proactive problem-solving, and a self-driven mindset.

At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.

We offer a salary range of$110,000-140,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team.The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.

#### Benefits:

• Remote first work environment

• Health, Dental, Vision, Life and Disability Insurance options available day one.

• 401K - with match and immediately vested.

• 17 company holidays, 2 floating holidays plus competitive paid time off policy

• Internal Advancement Opportunities

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