What are the responsibilities and job description for the Sales Operations Analyst position at Carlsmed?
About Carlsmed
Our mission is to improve outcomes and decrease the cost of healthcare for spine surgery and beyond. The Carlsmed aprevo® personalized surgery platform is designed to improve the standard of care for spine surgery one patient at a time.
Position Description
The Sales Operations Analyst plays a critical role in supporting the entire organization by maintaining data integrity, analyzing sales performance, and streamlining processes through advanced reporting and system management. This position is responsible for managing CRM systems, maintenance and development of dashboards and reports, and ensuring accurate and actionable data is available to support sales strategies and business decisions. This position is onsite in our Carlsbad, California headquarters.
Responsibilities
- Maintain data integrity, accuracy, completeness, and consistency across systems including CRM platforms and other reporting tools.
- Monitor, develop, and analyze reports and dashboards using PowerBI, Excel, and other systems in Carlsmed’s tech stack.
- Manage data integrity of data warehouse information
- Maintain schedules of database assets, including sales agents, agreements, commissions, renewals, active surgeons, active institutions, and others.
- Administrate sales agent commission calculations, reporting, and payment activities
- Document standard processes for sales operations functions including the creation of technically written informal SOPs.
- Identify inefficiencies in the sales process and implement solutions to streamline workflows.
- Collaborate with sales and marketing teams to align processes and goals.
- Support Finance & Accounting as PO administrator and by managing case charge sheets and other duties as needed.
Qualifications
- Education: Bachelor’s degree required, preferably in business administration, finance, economics, data science, information systems, or other relevant discipline.
- Experience: 1 – 2 years of experience in a data-focused role is desired. Previous experience with PowerBI, CRMs, or other reporting software a plus.
Skills
- Strong attention to detail for ensuring accuracy and consistency of data across systems.
- Knowledge of data governance practices such as data cardinality.
- Intermediate to advanced skills with Microsoft Excel with experience using pivot tables, intermediate-advanced formulas, and experience with PowerQuery a plus.
- Excellent verbal and written communication.
- Ability to perform high quality work with speed and accuracy.
Equal Opportunity Employer
Carlsmed is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Carlsmed is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
Compensation
We are pleased to provide a competitive salary and benefits. Our benefits reflect our investment in the overall health and well-being of our employees and their families. including paying 100% of monthly healthcare, dental & vision insurance premiums, a 401(k) plan with employer matching and unlimited PTO. The expected pay range is: $60,000 to $75,000 annually. Compensation may vary based on related skills, experience, and relevant key attributes.
Salary : $60,000 - $75,000
