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Senior Sales Operations Manager at Includedhealth
Role summary
Included Health is looking for a Senior Sales Operations Manager to help scale our Sales organization. This person will be an experienced operator who improves how we run the business day to day and how we make decisions over time. They will partner closely with Sales leadership and cross-functional stakeholders to strengthen pipeline management, forecasting, territory and quota execution, process design, reporting, and operational rigor.
This role is ideal for a builder who is deeply fluent in Salesforce and other modern B2B go-to-market technologies (e.g. ZoomInfo, Gong, Hubspot, etc.), highly analytical, and energized by the challenge of turning complex operational friction into smooth, scalable growth.
What you will do
Partner with Sales leaders to improve operating cadence across pipeline reviews, forecast management, territory planning, and performance tracking
Own and optimize core sales processes, including opportunity management, stage definitions, inspection workflows, pipeline hygiene, and key handoffs across teams
Build and maintain trusted reporting and dashboards that help leaders understand pipeline health, conversion, bookings performance, and risk areas
Translate business questions into clear analyses and actionable recommendations for Sales leadership
Identify gaps in process, data quality, and system design, then drive practical solutions that improve visibility and execution
Support quota, coverage, and territory planning processes in partnership with Growth, Finance, and leadership stakeholders
Improve Salesforce data quality and process consistency to ensure reporting is credible, scalable, and useful
Partner cross-functionally with Marketing, Client Success, Finance, Analytics, and Enablement to improve upstream and downstream go-to-market workflows
Drive adoption of new tools, workflows, and operating expectations through documentation, training, and change management
Help evaluate and operationalize AI and automation use cases that improve seller productivity and management visibility
What we are looking for
5+ years of experience in Sales Operations, Revenue Operations, Growth Operations, or a related go-to-market operations role; mid-level candidates are welcome, with senior-level experience preferred
Strong experience supporting B2B sales organizations with pipeline management, forecasting, sales process design, quota & territory planning, and operational rigor
Strong Salesforce background, including reporting, dashboards, workflow/process design, and data quality management
Strong data analytics capability with the ability to turn messy data into clear insights, recommendations, and executive-ready reporting
Deep fluency in operating a GTM tech stack (e.g., Salesforce, Gong, HubSpot, Glean, AI tooling) and the ability to architect strategic system improvements.
Experience identifying opportunities for process automation and improvement, then driving those changes through implementation
Strong executive communication skills and presence; able to synthesize issues clearly and influence leaders through data and sound judgment
High-agency, ownership-oriented operator who works independently, follows through, and gets things done
Comfort operating in ambiguity with strong attention to detail and a bias toward action
Nice to have
Experience with BI and analytics tools such as Tableau, Looker, etc.
Experience working in healthcare, benefits, navigation, or other complex services environments
Experience supporting AI readiness, workflow automation, or sales productivity tooling
Comfort with or willingness to learn SQL
Role summary
Included Health is looking for a Senior Sales Operations Manager to help scale our Sales organization. This person will be an experienced operator who improves how we run the business day to day and how we make decisions over time. They will partner closely with Sales leadership and cross-functional stakeholders to strengthen pipeline management, forecasting, territory and quota execution, process design, reporting, and operational rigor.
This role is ideal for a builder who is deeply fluent in Salesforce and other modern B2B go-to-market technologies (e.g. ZoomInfo, Gong, Hubspot, etc.), highly analytical, and energized by the challenge of turning complex operational friction into smooth, scalable growth.
What you will do
-
Partner with Sales leaders to improve operating cadence across pipeline reviews, forecast management, territory planning, and performance tracking
-
Own and optimize core sales processes, including opportunity management, stage definitions, inspection workflows, pipeline hygiene, and key handoffs across teams
-
Build and maintain trusted reporting and dashboards that help leaders understand pipeline health, conversion, bookings performance, and risk areas
-
Translate business questions into clear analyses and actionable recommendations for Sales leadership
-
Identify gaps in process, data quality, and system design, then drive practical solutions that improve visibility and execution
-
Support quota, coverage, and territory planning processes in partnership with Growth, Finance, and leadership stakeholders
-
Improve Salesforce data quality and process consistency to ensure reporting is credible, scalable, and useful
-
Partner cross-functionally with Marketing, Client Success, Finance, Analytics, and Enablement to improve upstream and downstream go-to-market workflows
-
Drive adoption of new tools, workflows, and operating expectations through documentation, training, and change management
-
Help evaluate and operationalize AI and automation use cases that improve seller productivity and management visibility
What we are looking for
-
5+ years of experience in Sales Operations, Revenue Operations, Growth Operations, or a related go-to-market operations role; mid-level candidates are welcome, with senior-level experience preferred
-
Strong experience supporting B2B sales organizations with pipeline management, forecasting, sales process design, quota & territory planning, and operational rigor
-
Strong Salesforce background, including reporting, dashboards, workflow/process design, and data quality management
-
Strong data analytics capability with the ability to turn messy data into clear insights, recommendations, and executive-ready reporting
-
Deep fluency in operating a GTM tech stack (e.g., Salesforce, Gong, HubSpot, Glean, AI tooling) and the ability to architect strategic system improvements.
-
Experience identifying opportunities for process automation and improvement, then driving those changes through implementation
-
Strong executive communication skills and presence; able to synthesize issues clearly and influence leaders through data and sound judgment
-
High-agency, ownership-oriented operator who works independently, follows through, and gets things done
-
Comfort operating in ambiguity with strong attention to detail and a bias toward action
Nice to have
-
Experience with BI and analytics tools such as Tableau, Looker, etc.
-
Experience working in healthcare, benefits, navigation, or other complex services environments
-
Experience supporting AI readiness, workflow automation, or sales productivity tooling
-
Comfort with or willingness to learn SQL