Analyst, Sales Operations

Our healthcare system is the leading cause of personal bankruptcy in the U.S. Every year, over 50 million Americans suffer adverse financial consequences as a result of seeking care, from lower credit scores to garnished wages. The challenge is only getting worse, as high deductible health plans are the fastest growing plan design in the U.S.

Cedar’s mission is to leverage data science, smart product design and personalization to make healthcare more affordable and accessible. Today, healthcare providers still engage with its consumers in a “one-size-fits-all” approach; and Cedar is excited to leverage consumer best practices to deliver a superior experience.

The Role

The Growth Operations team is looking for a data-driven and strategic Sales Operations Analyst to support our growing Sales team. The Sales Operations Analyst will play a critical role in supporting and enhancing internal processes, maintaining data integrity and serving as a bridge across Sales, Marketing, Client Management, and beyond. A successful candidate will have a growth mindset, strong attention to detail, and experience creating and enhancing operational processes. Strong intrapersonal skills and cross-functional collaboration with Sales, Marketing, Finance and Client Management will be a cornerstone to success.

Responsibilities

Account/Data Governance

• Own CRM data hygiene, accuracy and integrity through exception reporting, meticulous validation and cleansing processes
• Maintain Salesforce hierarchy/territories and reassign accounts, contacts, and opportunities in response to internal and/or market changes
• Work with Marketing and Sales to ensure new accounts and contacts are generated and assigned promptly and appropriately according to assigned territories
• Promote data cleanliness and accuracy by detecting and resolving inconsistencies or duplicates and performing data adjustments as needed
• Support overall territory optimization, identification and qualification of new account targets 
• Manage questions with the team as it relates to accounts, territories, and system assistance

Process & Systems

• Develop/maintain enablement documentation for sales processes
• Proactively uncover potential process gaps or issues and offer insights for optimization
• Deal desk process support: maintain decision documentation, coordination with Sales and  Finance, and support ongoing process optimization
• Liaise with Salesforce admin to own business requirements of new or existing processes
• Own data tools (Apollo.io, LinkedIn, Groove)
• Collaborate closely with Marketing Operations on optimizing connectivity between sales and marketing systems and processes

Analytics

• Enable data-driven decision-making by analyzing information from multiple sources and presenting coherent insights
• Conduct ad hoc analysis and communicate findings effectively (marketing campaign performance, sales territory coverage, pipeline movement/forecast accuracy, etc.)
• Develop and maintain dashboards and reports with key metrics to optimize sales programs and marketing activities
• Sales pipeline support: enforce pipeline hygiene, sales forecast alignment, support staging and data compliance and monthly sales pipeline reviews
• Support monthly growth-wide reporting
  
  

Required Skills & Experience

• Minimum 2 years of related experience in sales operations, revenue operations, or general business operations
• Experience with Salesforce CRM required
• Experience in analytical reporting
• Experienced level of proficiency with Google Sheets / MS Excel and Google Slides / MS Power Point 
• Self-motivated with strong communication and interpersonal skills; must be able to manage multiple priorities concurrently
• Experience with HubSpot and/or other CRM and marketing automation software strong plus

Compensation Range and Benefits

• Salary/Hourly Rate Range*: $ 80,300 - $ 105,000
• This role is equity eligible 
• This role offers a competitive benefits and wellness package

*Subject to location, experience, and education

#LI-REMOTE

What do we offer to the ideal candidate?

• A chance to improve the U.S. healthcare system at a high-growth company! Our leading healthcare financial platform is scaling rapidly, helping millions of patients per year
• Unless stated otherwise, most roles have flexibility to work from home or in the office, depending on what works best for you
• For exempt employees: Unlimited PTO for vacation, sick and menta