Sales Operations Manager

About Wheel

Wheel is a Series C funded digital health market and SAAS company that delivers holistic virtual care experiences, configured to your business needs. Best in class care delivery technology powered by a stellar clinician network that drives engagement and loyalty through seamless, personalized care that consumers comes back to again and again.

About the Role

Wheel is seeking a Sales Operations Manager who has a background in traditional Sales Operations, tools, process, and analysis who will be responsible for providing operational expertise, insights and support to help Wheel’s Commercial team reach our growth goals. As our Sales Operations Manager, you will help Wheel retain and grow our book of business, accelerate growth, manage sales and support tools, evaluate third-party solutions appropriate for GTM Operations functions, and strengthen go-to-market operations to scale across our business.

This position will work cross functionally across Wheel’s Sales, Client Success, Marketing and Finance teams and play a key role in ensuring Commercial team readiness, evaluating and reporting on key operational metrics, helping to drive sales productivity through tools, optimizing sales execution, and providing insights on results.

What You’ll Do

• Manage Wheel’s CRM system and design, oversee and continuously improve our reporting and insights into our Commercial / GTM functions, across Sales, CS and collaboration with Marketing.

• Deliver systems and process reinforcement to new hires and manage on-going Salesforce.com usability and efficiency training as needed

• Assist the Sales Process with data from Salesforce.com to help drive process improvements

• Partner closely with Marketing and Finance to ensure all teams are aligned on goals, data and opportunities for improvement to our Sales process and pipeline objectives

• In coordination with Commercial leadership and finance, administer sales quotas, quota attainment, compensation plans, territory management, program rules, policies, and procedures

• Own Salesforce.com rules, process, and ongoing data integrity to increase functionality to improve team process and usage of Salesforce.com

• Creation of reports and dashboards in Salesforce.com

• Participate and lead process improvement initiatives both internal to segment and across segments as determined by Commercial leadership

• Coordinate with cross-functional teams on sales GTM process, tracking and administration of new sales campaigns and products

• Partner with Commercial leadership to oversee day-to-day process execution and adherence to policies, identify problems, recommend/take corrective action and communicate performance results and/or changes throughout GTM organization and cross-functional business unit team

• Create, update, and maintain sales content consistently, as part of sales training library and in collaboration with Marketing and Product.

• Work on broader Commercial Operations projects or initiatives as requested.

Who You Are

• Bachelor’s degree

• 5-7+ years of Sales Operations, Business Operations and/or Finance experience

• Strong skills and ability to manipulate data in a variety of formats, e.g., Excel, PowerPoint, Sheets, is required.

• An understanding of relational databases, including the ability to handle data manipulation via queries

• Knowledge of Salesforce.com or CRM systems is required

• Ability to perform multiple projects simultaneously and creatively execute projects

• Ability to work independently and work within a team environment

• Self starter with a strong bias for action and ability to prioritize and execute across competing priorities

Wheel is proud to be an EEOC.