Sales & Operations Planning Coordinator

Compensation: $75,000 - $100,000 annual salary, plus annual bonus and merit increases contingent upon company performance
Employment Type: Full-Time, Salaried, Exempt fully remote with some travel
Primarily standard business hours with flexibility to work with colleagues and partners across US time zones
Renalogic is dedicated to helping our clients manage the human and financial costs of chronic kidney disease. To help us in our mission, we hire people who are humble, hungry, and smart. And it sure helps if you have a sense of humor.

The Sales Operations Manager is responsible for the data, processes, reporting, and tools that support Renalogic's commercial organization. This person will make our CRM a reliable source of information, coordinate the commercial forecasting process, and help teams work consistently from lead generation through sales and implementation. The role reports to the Chief Growth Officer and works closely with the SVP of Sales. The SVP of Sales leads the sales team, manages pipeline performance, and owns the field-sales forecast.

The Sales Operations Manager provides the structure, analysis, and operational support that enable those activities and support the Chief Growth Officer's accountability for the consolidated commercial forecast. CRM and data integrity
Own the day-to-day administration and quality of commercial data in Zoho CRM, including accounts, contacts, leads, opportunities, and account ownership. Establish and maintain standards for required fields, opportunity stages, deal updates, account hierarchy, and pipeline hygiene.

Coordinate with Sales, Marketing, Finance, and client-facing teams to ensure commercial data is accurate and consistent across handoffs and reporting. Forecasting, reporting, and analysis
Coordinate the commercial forecasting process by collecting inputs, maintaining the underlying data, consolidating results, and reporting changes against prior forecasts and actual performance. Provide the SVP of Sales with reliable field-sales pipeline and forecast reporting, and provide the Chief Growth Officer with the information needed to manage the consolidated commercial forecast.

Build and maintain dashboards and recurring reports on pipeline health, sales production, conversion, account activity, and other commercial performance measures. Analyze results by territory, seller, channel, partner, and product to help leadership identify trends, gaps, and opportunities. Support commercial planning and budgeting with accurate data, clear assumptions, and timely reporting.

Commercial processes and coordination
Document, administer, and improve approved sales processes, including lead assignment, opportunity management, proposal and RFP coordination, and sales-to-implementation handoffs. Partner closely with the SVP of Sales to support consistent execution of sales initiatives, pipeline reviews, and team workflows. Maintain records of approved territory, account, lead, and quota assignments. Provide analysis to support leadership decisions about coverage and resource allocation.

Work with Marketing to track lead sources, campaign results, and the conversion of qualified leads into sales opportunities. Coordinate with Finance and HR on sales incentive data, calculations, reporting, and implementation of approved plan changes. Partner with IT and other stakeholders to improve sales technology and implement approved changes. Ensure commercial policies and procedures are documented, accessible, and kept current. S. in a related field or equivalent experience. At least five years' experience successfully completing and owning sales operations tasks and responsibilities.

At least three years' direct experience working within a CRM to create reporting, analyze trends, and design/implement process change. Strong Excel skills and proficiency with PowerPoint, Word, and other Microsoft applications. Strong analytical skills and the ability to communicate findings clearly to sales leaders and other stakeholders. Experience working across departments to improve processes and resolve data issues. Strong working knowledge of self-funded health plans is strongly preferred. Zoho CRM experience or certifications strongly preferred.

A designated, private area to conduct work with minimal interruptions is required. Ability to work independently, manage competing deadlines, and navigate change. Ability and willingness to travel multiple times a year, which will include overnight stays for corporate gatherings, conferences, and health fairs. Ability to attend and professionally engage in video meetings with other employees and clients.

Market competitive salary and, plus potential annual merit increases and bonuses contingent on the company's fiscal performance.
~ Generous paid time off and paid holidays, because we value recharging.
~ A comprehensive health benefits plan with a portion of premiums covered by the company.

Benefits include medical, dental, vision, and other benefits which are optional to the employee.
~We are proud to be an equal opportunity employer, which means that our employment decisions are inclusive and welcoming, regardless of race, gender, age, color, sexual orientation, gender identity, pregnancy status, religion, national origin, disability, or any other personal, physical, mental, or sensory traits.