Director, Sales Operations & Business Planning

The Sales Operations Manager is responsible for building, optimizing, and scaling the operational infrastructure that enables the sales organization to perform at a high level. This role serves as the operational backbone for Wellness Advisors, Wellness Coordinators, Concierge, and Sales Leadership, ensuring teams have the systems, processes, data, and visibility needed to execute effectively and consistently.

Combining strategic thinking with hands-on execution, the Sales Operations Manager works across the full sales journey to identify opportunities, solve operational challenges, and improve how the organization manages leads, pipeline, performance, and customer handoffs.

This role partners closely with Sales Leadership and cross-functional teams to turn data into action, strengthen operational discipline, and build scalable processes that support productivity, revenue growth, and an evolving sales organization.
10X Health System is a pioneering company at the forefront of the health and wellness industry, dedicated to revolutionizing the way individuals approach their personal health and well-being.

With a philosophy rooted in the principle that optimal health is the foundation for a life lived to the fullest, 10X Health provides cutting-edge solutions and personalized health plans designed to empower individuals to achieve and maintain peak physical and mental performance. The company's comprehensive approach to health combines the latest advances in medical science, nutrition, fitness, and technology to offer a suite of services that include state-of-the-art diagnostic testing, individualized treatment protocols, and ongoing support from a team of world-class health professionals.

Sales Performance Analytics & Reporting
Own daily, weekly, monthly, and quarterly reporting across Wellness Advisors, Wellness Coordinators, Concierge, and Sales Leadership
Design, build, and maintain dashboards and scorecards that provide real-time visibility into sales performance
Track lead volume, contact rate, speed-to-lead, meetings booked and held, close rate, revenue, average order value, rep productivity, pipeline velocity, cancellations, refunds, reactivations, and downstream customer value
Analyze performance by channel, team, manager, representative, product, campaign, lead source, geography, and customer segment
Identify trends, bottlenecks, revenue leakage, capacity constraints, and performance risks before they impact results
Translate data into clear actions for sales leaders and provide recurring performance insights for business reviews
Partner with Finance and Sales Leadership to support forecasting, goal setting, capacity planning, incentive measurement, and revenue planning
CRM & Sales Technology Administration
Serve as the primary business owner and day-to-day administrator for the sales technology stack, including:
HubSpot CRM and Salesforce during migration or legacy support io, Aloware, telephony, SMS, and sales engagement platforms
Pipeline stages, lifecycle definitions, custom fields and properties, user permissions, and data standards
Dashboard creation, integration monitoring, system documentation, release testing, and end-user support
Data governance, duplicate management, required-field compliance, and coordination of backfills or system corrections
Sales Process Optimization
Continuously improve and standardize sales processes, including:
Appointment scheduling, confirmation, rescheduling, no-show recovery, follow-up, and pipeline progression
Customer handoffs to Clinical Operations, Customer Success, and fulfillment-related teams
Sales SOPs, controls, escalation paths, and manager inspection routines
~ Identify root causes of performance gaps and implement scalable solutions that improve efficiency, rep effectiveness, customer experience, and revenue performance
Forecasting, Planning & Sales Leadership Support
Maintain sales forecasts, pipeline views, pacing reports, and attainment models for leadership
Support annual, quarterly, and monthly target setting using historical performance, staffing, lead flow, conversion, and capacity assumptions
Provide productivity, staffing, territory, and workload analysis to support hiring and resource allocation decisions
Support commission and incentive calculations by maintaining accurate performance data, attainment logic, exception documentation, and audit-ready source reporting
Prepare weekly business reviews, monthly operating reports, executive KPI summaries, and operational recommendations
Translate complex sales data into clear insights, risks, decisions, and accountable next steps
Cross-Functional Project Management
Lead sales operations initiatives from planning through execution, including:
CRM migrations and implementations, dialer and sales technology rollouts, workflow redesign, and automation projects
Lead-routing changes, reporting improvements, compensation reporting, pilot programs, vendor implementations, and sales process launches
Requirements gathering, project plans, stakeholder alignment, testing, user acceptance, documentation, training, launch readiness, and post-launch measurement
Sales Enablement, Training & Onboarding
Develop and maintain SOPs, sales process documentation, playbooks, job aids, workflow maps, CRM guides, and dashboard training
Partner with Sales Leadership and Training to build role-specific onboarding materials for Advisors, Coordinators, Concierge representatives, and managers
Ensure onboarding teaches revenue-critical competencies and CRM fundamentals early, including lead and contact management, pipeline stages, activity logging, tasks, scheduling, and data hygiene
Deliver ongoing enablement for advanced workflows, reporting, technology changes, and process improvements after foundational onboarding
Monitor adoption and identify coaching, process, or system gaps that limit team effectiveness
Quality Assurance & Operational Excellence
Establish governance standards for CRM data accuracy, pipeline integrity, reporting reliability, workflow consistency, user adoption, process compliance, and documentation
Conduct recurring audits of lead assignment, response activity, pipeline stages, required data, follow-up execution, and reporting outputs
Create exception reporting and corrective-action plans for breakdowns in routing, process adherence, integrations, and data quality
Partner with leaders on call-quality and process-quality programs that connect behaviors to conversion and revenue outcomes
Maintain audit-ready documentation and a controlled source of truth for sales definitions, processes, and performance reporting
Work closely with Sales, Concierge, Marketing, Customer Success, Clinical Operations, Finance, Technology, and Executive Leadership to:
Ensure sales receives accurate, actionable leads with clear source and campaign attribution
Improve handoffs, visibility, accountability, and issue resolution across the customer journey
Align systems, definitions, dashboards, and workflows while keeping sales execution as the role's primary focus
Represent sales requirements in cross-functional planning and technology decision
Advanced proficiency in HubSpot CRM administration, including CRM customization, pipeline configuration, workflow automation, lead routing, and data governance
Working knowledge of Salesforce administration and CRM best practices
Deep understanding of sales analytics, dashboard development, forecasting, capacity modeling, and business intelligence
Advanced proficiency in Excel and Google Sheets, including complex formulas, pivot tables, modeling, and data validation
Knowledge of sales technology administration, telephony and dialer workflows, integrations, and user acceptance testing
Experience with process mapping, SOP development, project management, revenue attribution, and compensation reporting
Exceptional analytical and structured problem-solving skills with the ability to translate complex data and technical issues into clear business actions
Sales, operational, and financial acumen with an understanding of the metrics that drive sales performance
Excellent written and verbal communication skills, including the ability to effectively communicate with executive-level stakeholders
Highly organized with the ability to manage multiple priorities and projects in a fast-paced, evolving environment
High attention to detail with a continuous improvement mindset and strong sense of ownership
5+ years of experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, Sales Analytics, or a related function
~ Experience supporting a high-growth, high-volume sales organization
~ Demonstrated success improving sales processes, systems, reporting, and CRM adoption
~ Experience leading cross-functional sales operations or technology initiatives from requirements through implementation and adoption
~ Bachelor's degree in Business, Analytics, Information Systems, Marketing, Operations, or a related field, or equivalent professional experience
~ HubSpot Certification and/or Salesforce Administrator Certification preferred
~ PMP, Lean Six Sigma, or comparable project or process improvement certification preferred
~ Experience with Power BI, Tableau, Looker, or comparable analytics platforms preferred
~ Experience in healthcare, wellness, direct-to-consumer, subscription, or high-volume phone-based sales organizations preferred
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, 10X Health System recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business.

We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners. If you require any accommodations during the application process or have any questions, please contact careers@10xhealthsystem.com. NO SOLICITATION POLICY