Sales Operations Analyst

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 mental health days–we encourage everyone to take at least 20 days of PTO per year to ensure dedicated time to spend with loved ones, explore, rest and recharge
• 16 weeks paid parental leave with health benefits for all parents, plus flexible re-entry schedules for returning to work
• Diversity initiatives that encourage Cedarians to bring their whole selves to work, including the Cedarian Advisory Group (a cross-functional cohort focused on increasing internal inclusiveness at Cedar) and three employee resource groups: be@cedar (for BIPOC-identifying Cedarians and their allies), Pridecones (for LGBTQIA+ Cedarians and their allies) and Cedar Women+ (for female-identifying Cedarians)
• Competitive pay, equity (for qualifying roles) and health benefits that start on the first of the month following your start date (or on your start date if your start date coincides with the first of the month)
• Cedar matches 100% of your 401(k) contributions, up to 3% of your annual compensation
• Access to hands-on mentorship, employee and management coaching, and a team discretionary budget for learning and development resources to help you grow both professionally and personally

About us

Cedar was co-founded by Florian Otto and Arel Lidow in 2016 after a negative medical billing experience inspired them to help improve our healthcare system. With a commitment to solving billing and patient experience issues, Cedar has become a leading healthcare technology company fueled by remarkable growth. Over the past several years, we’ve raised more than $350 million in funding from investors such as Andreessen Horowitz and Tiger Global, bringing Cedar’s valuation to $3.2 billion.

As of December 2023, Cedar is engaging with 25 million patients on an annualized basis, and is on target to process $2.6 billion in patient payments annually. Cedar’s ambition is to serve 50-60 million Americans by 2025, about half of the U.S. population that makes medical payments annually. Cedar partners with more than 55 leading healthcare providers and payers including Highmark Inc., Allegheny Health Network, Novant Health, Allina Health and Providence.