What are the responsibilities and job description for the Sales Operations Specialist position at Heidi Health?
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.
The Role
Working closely with our GTM team, you'll be a Sales Operations Specialist who will play a crucial role in empowering our sales teams to work more efficiently by streamlining processes, analyzing data, and implementing tools that drive efficiency and productivity.
What you'll do :
- 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.
What we will look for :
Other things to know
Attitude is more important than experience so if you are a hungry, competitive and highly motivated operator who has a knack for problem solving and building relationships we want to hear from you.
What do we believe in?
We will stop at nothing to improve patient care across the world.
