Sales Operations Analyst

2 weeks ago


Plano, United States SmithRx Full time
Job DescriptionJob Description

Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:

  • Integrity: Always operate with honesty and transparency so we earn the trust of our clients.
  • Courage: Demonstrate the courage needed to take on a broken industry and continuously improve what we offer to optimize health outcomes.
  • Together: Foster a collaborative and inclusive environment that values teamwork, respect, and open communication, and encourages creativity and diversity of thought.

Job Summary:

Our Revenue team is looking for a Sales Operations Analyst who will play a key role in maintaining our Salesforce CRM, optimizing sales processes, supporting our contract management process, and providing analytics that drive decision-making. Your work will directly impact our sales efficiency and success. The Sales Operations Analyst will work closely with the Sales, Legal, and Revenue teams to drive efficiencies across the business.

The successful candidate will evidence a passion for optimizing the sales operations function within a large and growing organization.

What you will do:

  • Maintain Salesforce CRM, including workflow, reporting, and data integrity
  • Partner with our Sales, Salesforce, and BD teams to improve how we track client, broker, and consultant relationships
  • Work with our Salesforce team to streamline the contracting process from opportunity to close and work with our Finance team to ensure ERP interoperability
  • Modify and send contracts to clients for signature, input all relevant contractual financial details to Salesforce, ensure all contracts are stored in the proper company folders, and track execution and progress via regular reporting
  • Own the integrity of our contracting data within our business systems and interface directly with the Finance team to ensure seamless monthly invoicing
  • Optimize sales and operational efficiency through process improvement
  • Act as a liaison with other departments to ensure the integrity of master data information in Salesforce
  • Ensure opportunities are properly tracked in Salesforce, validating our systems against the signed contract
  • Partner with the Sales and Marketing teams to implement business systems that enable more efficient GTM strategies

What you will bring to SmithRx:

  • Bachelor's degree in Business, Economics, Finance, Mathematics, Data Analytics, or related quantitative field
  • 5+ years of experience in Sales Operations or Sales support
  • Proficiency in Salesforce CRM and business intelligence tools required
  • Prior experience in contract management in sales operations functions is highly desired
  • Demonstrated ability to work in collaboration with multiple functional areas
  • Excellent problem solving and analytical skills combined with a strong business and technical acumen
  • Strong project management, organizational and prioritization skills
  • Exceptional written and verbal communication skills

Bonus points:

  • Working knowledge of the following technologies and software: Zapier, Docusign, Loom, Confluence

What SmithRx Offers You:

  • Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
  • Flexible Spending Benefits
  • 401(k) Retirement Savings Program
  • Short-term and long-term disability
  • Discretionary Paid Time Off
  • 12 Paid Holidays
  • Wellness Benefits
  • Commuter Benefits
  • Paid Parental Leave benefits
  • Employee Assistance Program (EAP)
  • Well-stocked kitchen in office locations
  • Professional development and training opportunities


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