Sales Operations Specialist - Key Accounts

Description

About Us

At Gifthealth, we're revolutionizing the way people experience healthcare by simplifying the process of managing prescriptions and health services. Our mission is to provide a seamless, personalized, and efficient healthcare experience for all our customers. We're a dynamic, innovative, and customer-centric company dedicated to making a positive impact on people's lives.

Position Summary

 The Sales Operations Specialist is the hands-on CRM and HubSpot expert for our Key Account Sales team. Reporting to the Sales Operations Manager, you will keep our system accurate and continuously improving, and turn that data into pipeline, forecast, and performance insight. You will work closely with the Regional Account Directors, and with Account Managers as needed, and partner with Marketing, Operations, Product, Patient Experience, and Contracting to move physician, clinic, and hospital network opportunities from lead intake through deal execution and handoff.

Key Responsibilities

HubSpot and CRM Administration and Optimization

• Own the system. Administer HubSpot day to day, including properties, pipelines, deal stages, workflows, sequences, lists, views, and user permissions.
• Protect data quality. Audit and clean data regularly, set and enforce data standards, and resolve duplicates, gaps, and stage errors.
• Optimize continuously. Identify friction in how the team uses the CRM, then design, test, and roll out workflow, automation, and integration improvements with the Director.
• Enable adoption. Document field definitions, processes, and playbooks, and train and support users as the system evolves.

Pipeline, Forecasting, and Reporting

• Partner with the Data and Analytics team to build and refine dashboards and reports on pipeline health, conversion, script volume, account growth, and forecast accuracy, and turn them into clear insights for Regional Account Directors and commercial leadership.
• Track won and lost opportunities and document learnings to improve the sales process.

Deal Execution and Commercial Readiness

• Support Regional Account Directors with lead qualification, deal tracking, and proposal and contract coordination, plus data support for account targeting and territory planning.
• Coordinate handoffs and approvals across Contracting, Operations, and Patient Experience so deals close cleanly and hand off smoothly to Account Management.
• Keep sales materials current, accurate, and aligned with brand standards and product positioning.

Marketing and Event Support

• Capture event and conference leads in HubSpot, route them accurately, and complete timely post-event follow-up and reporting.

Qualifications

Required

• Bachelor's degree in Business Administration, Information Systems, Data Analytics, Marketing, or a related field.
• 4+ years of professional experience in sales operations, revenue operations, CRM administration, or a similar business support function.
• Hands-on HubSpot experience, including admin-level work with properties, pipelines, workflows, and custom reporting. Equivalent depth in Salesforce or a similar CRM will be considered.
• Strong data hygiene discipline, with the ability to spot process gaps, recommend improvements, and document workflows.
• Ability to manage multiple workstreams with high attention to detail, and collaborate well across teams.

Preferred

• HubSpot certifications (Sales Hub, Operations Hub) and experience with CRM integrations, automation, or migrations.
• Experience in healthcare, pharmacy, healthcare technology, or another regulated industry, including familiarity with healthcare data privacy.
• Experience supporting field sales or key account teams, including territory planning and forecasting.
• Experience in a fast-growing or scaling organization.

Work Environment

• Location: Remote - United States
• Schedule: Full-time; standard business hours with occasional evenings or weekends as business needs require.
• Occasional travel for client meetings or site visits.
• Regular collaboration with the Sales Operations Manager, Regional Account Directors, Account Managers, Marketing, Operations, Product, Patient Experience, and Contracting. Participation as needed in external client meetings and occasional travel for team meetings or field events.

Key Essential Functions

• Must be able to sit or work at a computer workstation for extended periods while building decks, dashboards, and reports
• Must be able to work remotely, with reliable connectivity to support client meetings and cross-functional collaboration.

Employment Classification

Status: Full-time FLSA:  Exempt

Equal Employment Opportunity (EEO) Statement

Gifthealth is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, transgender status, national origin, age, disability, veteran status, or any other legally protected status.

Disclaimer

This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or skills required of personnel. Gifthealth reserves the right to modify job duties or descriptions at any time.