How you will help
As Sales Operations Manager, you will play a key role in strengthening HealthVerity’s commercial operations. This role blends hands-on RFx (RFP, RFI, questionnaire) management with broader Sales Operations responsibilities, making it an ideal opportunity for someone who excels at coordinating complex cross-functional workflows and is eager to be in an analytical, systems-oriented, and process-driven position.You will collaborate closely with teams across Sales, Marketing, Operations, Real World Data Solutions, Quality & Compliance, and Information Security to deliver accurate and compelling responses to commercial opportunities while driving improvements in our sales processes, tools, and reporting.
You will bring strong communication skills, organizational rigor, and analytical curiosity to help improve operational efficiency and enable commercial success.
What you will do
Sales Operations & Process Improvement
- Support the commercial rhythm of business by ensuring consistent forecasting, pipeline accuracy, and adherence to core sales processes
- Document and optimize end-to-end sales workflows, identifying friction points and implementing scalable solutions
- Partner with Sales leadership to maintain pipeline hygiene, improve data quality, and elevate overall sales effectiveness
- Ensure CRM architecture supports evolving go-to-market needs, including user enablement, documentation, and cross-functional alignment
- Identify and drive cross-functional projects to introduce system enhancements, process changes, and new automation opportunities
- Support rollout of new commercial tools and drive adoption through clear communication, documentation, and training
- Manage ad-hoc strategic projects and requests for the Sales organization
RFx Management
- Lead coordination, drafting, and delivery of high-quality RFPs, RFIs, and questionnaires for prospective and existing clients
- Track and communicate RFx progress, trends, and outcomes
- Own and enhance RFx content library, implementing automation and AI where possible
- Develop and refine RFx workflows to increase response speed, accuracy, and competitiveness
Analytics, Reporting & Technology
- Build and maintain dashboards and reports across Salesforce and business intelligence tools
- Use SQL, Excel/Sheets, and QuickSight to analyze commercial performance and deliver actionable insights
- Own recurring reporting and insights to equip Sales leadership and Board of Directors with visibility into pipeline trends, conversion metrics, and performance indicators
- Support continuous improvement of the sales technology stack including evaluation and implementation of new tools
- Translate business needs into system requirements or user stories for technical partners
About you
- Highly organized, detail-oriented, and eager to drive operational excellence
- A self-starter who thrives in a fast-paced and rapidly evolving environment
- Passionate about analyzing data, identifying inefficiencies, and improving workflows
- Comfortable juggling multiple priorities and working with stakeholders across the business
- An excellent communicator—professional, articulate, and able to simplify and concisely communicate complex information
- Curious about commercial processes and motivated to experiment with new tools and practices
- Focused on achieving team goals and contributing to HealthVerity’s growth
Required skills and experience
- Bachelor’s Degree required
- 5+ years of Sales Operations or related experience, preferably within a startup/growth SaaS environment
- RFP/RFx experience strongly preferred
- Experience managing complex, cross-functional strategic projects, including change management, enablement, and adoption.
- Deep expertise in Salesforce administration and optimization, including experience with integrations, custom objects, workflows, and process automation. Salesforce Admin certification a plus.
- Advanced technical proficiency with SQL to support data transformations, metric automation, and self-service analytics pipelines.
- Deep experience analyzing and visualizing data in Excel/Google Sheets; experience in BI tools such as QuickSight, PowerBI, or Tableau
- Strong understanding of sales enablement, sales process optimization, and sales technology stack management. Experience with CPQ, CLM, or ABM platforms is a plus.
- Experience in health information technology, life sciences, or related industry experience preferred
Base salary for the role is commensurate with experience and can range between $80,000 - 120,000 + annual bonus opportunity.
Hiring Locations
Our main office is located in Center City, Philadelphia, where we operate on a hybrid model with in-office work required three days a week for local employees. We believe collaboration is most effective when teams come together, which is why we prioritize hiring in the Philadelphia area.For certain roles, we also hire from hub locations—regions where we have an established presence with multiple team members working remotely. While these employees primarily work from home, we bring them together in person at lease once a year for team-building, collaboration, and strategic planning.Due to tax and labor regulations, we can only hire from specific states.
Remote work is supported in the following key hub locations and approved states:
Hub Locations:
- Philadelphia, Pennsylvania
- Boston, Massachusetts
- New York City, New York
- Baltimore, Maryland
- Washington, D.C.
- Charlotte, North Carolina
- Raleigh-Durham, North Carolina
- Atlanta, Georgia
- Chicago, Illinois
Approved States for Remote Work:
CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, and VA.
About HealthVerity
HealthVerity is the leader in privacy-protected real-world data exchange, transforming how healthcare and life sciences organizations connect and analyze disparate healthcare and consumer data. We continue to innovate HealthVerity Marketplace, the nation'sfirst and largest real-world data ecosystemcomprising more than 75 leading data providers and over 340 million US patients. Combined with Identity Manager, the industry's most accurate and efficient solution for patient identity, privacy and governance, we support critical applications in clinical development, commercial strategy,regulatory decision-making, population health, underwriting and more. HealthVerity has raised more than $140 million to date and works closely with its data providers, partners and clients to Synchronize the Science. To learn more about HealthVerity, visit healthverity.com.
Why you'll love working here
We are making a difference – Our technology is at the forefront of some of the biggest healthcare challenges in the world. We are one team – Our people define our culture and always will. We take time out to celebrate each other, and acknowledge the value that each of us adds towards our greater mission. Come share all you have to offer with our 200-person team.We are learners – Every team member is continually learning, no matter if we've been in a role for one year or much longer. We are committed to learning and implementing what is best for our clients, partners, and each other.
Benefits & Perks
Our benefits package is thoughtfully designed to support and enrich the experience of our full-time employees, with eligibility limited to those in permanent positions.
- Compensation: competitive base salary & annual bonus opportunity (for non-commissioned roles)
- Benefits: We offer a 401(k) plan and stock options. Health, dental, and vision coverage start on day 1, while 401(k) eligibility and stock options follow soon after.
- Flexible location: Remote workdays and 3 days a week of in-office collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team.
- Generous PTO: Take time off as needed, targeted at 4 weeks per year, including vacation, personal and sick time, plus paid parental leave.
- Parental Leave: 12 weeks paid leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents.
- Comprehensive and individualized onboarding: mentorship program, departmental talks, and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job
- Professional development: biweekly 1:1s, hands-on leadership that is goal-and growth-oriented for each team member, and an annual budget to support professional development pursuits
We believe incorporating different ideas, perspectives and backgrounds make us stronger and encourages an environment where ageism, racism, sexism, ableism, homophobia, transphobia or any other form of discrimination are not tolerated. All qualified job applicants will be given consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. At HealthVerity, we’re working towards an innovative and connected future for healthcare data and believe the future is better together.
We can only do that if everyone has a seat at the table. If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to careers@healthverity.comRemote opportunities are not available in all areas and require team members to work from a fixed location due to tax and labor law implications - specific questions about remote positions can be discussed during the interview process with your recruiter.
