Sales Operations

Sales Operations at Carda Health We're looking for a highly motivated and detail-oriented Sales Operations role to build and scale the infrastructure that powers our sales organization. This role sits at the intersection of Sales, Marketing, and RevOps, and is critical to driving efficiency, visibility, and revenue growth.You will own our sales tech stack, Salesforce ecosystem, reporting, and process optimization—ensuring our go-to-market teams have the tools, data, and workflows needed to succeed.This is a hands-on role ideal for someone who thrives in a fast-paced startup environment and enjoys building systems from the ground up.Key Responsibilities Sales Technology & Systems Ownership Evaluate, select, and manage the sales tech stack (CRM, engagement tools, data providers, enrichment tools, etc.)Lead implementation, integration, and optimization of tools across Sales and MarketingEnsure seamless data flow between systems (e.g., Salesforce, marketing automation, product tools)Manage vendor relationships, contracts, and ongoing tool performanceContinuously assess and recommend new technologies to improve efficiency and scalabilitySalesforce Administration & Optimization Own day-to-day administration of Salesforce (user setup, permissions, workflows, validation rules)Design and maintain scalable data architecture and object modelsBuild and manage reports and dashboards to provide actionable insightsEnsure data accuracy, cleanliness, and governance across the CRMPartner with Sales leadership to evolve pipeline stages, forecasting, and opportunity managementReporting, Analytics & Insights Develop and maintain dashboards for pipeline health, conversion rates, and revenue forecastingDeliver regular reporting on key sales and marketing KPIsAnalyze funnel performance and identify areas for improvementSupport leadership with ad hoc analysis and data-driven recommendationsCampaigns, Attribution & Marketing Support Build and manage Salesforce Campaigns to track marketing initiatives, events, and outbound effortsOwn campaign attribution models and reporting (first touch, multi-touch, etc.)Support marketing with list uploads, segmentation, and targetingEnsure proper lead source tracking and campaign ROI measurementPartner with Marketing to improve lead routing, scoring, and lifecycle managementSales Process & Enablement Develop and document sales processes, workflows, and best practicesCreate and maintain sales playbooks, SOPs, and training materialsSupport onboarding and ongoing enablement for sales reps on tools and processesIdentify friction points in the sales cycle and implement solutions to improve efficiencyDrive adoption of tools and processes across the sales teamLead Management & Data Operations Manage lead flow, routing rules, and assignment logicEnsure SLA adherence between Sales and Marketing (MQL → SAL → SQL)Oversee data enrichment, deduplication, and hygiene initiativesMaintain clean and actionable account, contact, and opportunity dataCross-Functional Collaboration Act as a key partner to Sales, Marketing, and Leadership teamsAlign on definitions (MQL, SQL, pipeline stages) and reporting standardsSupport GTM planning, territory design, and capacity modelingHelp build a scalable RevOps foundation as the company growsQualifications Required 2-3+ years in Sales Operations, Revenue Operations, or Sales Support roles (startup experience preferred)Strong hands-on experience with SalesforceExperience implementing and managing sales tools (e.g., outreach, enrichment, analytics platforms)Proven ability to build reports, dashboards, and data modelsStrong analytical skills with the ability to translate data into actionable insightsExperience working cross-functionally with Sales and Marketing teamsPreferred Salesforce Admin certificationExperience with marketing automation platforms (e.g., HubSpot, Marketo)Familiarity with tools like Outreach, Salesloft, ZoomInfo, or similarExperience building attribution models and campaign reportingBackground in high-growth or early-stage startup environmentsExpectations for Success (First 90–180 Days) Establish clean, reliable Salesforce reporting and dashboards for leadershipAudit and optimize the current sales tech stack and integrationsImplement scalable lead routing and lifecycle management processesBuild out campaign tracking and attribution for marketing effortsDeliver clear sales playbooks and process documentationImprove pipeline visibility and forecasting accuracyIncrease sales team efficiency through better tools and workflowsWhat Success Looks Like Sales reps spend more time selling and less time on admin workLeadership has clear, real-time visibility into pipeline and performanceMarketing and Sales are aligned on lead quality, attribution, and ROISystems are scalable, automated, and reliableData is clean, consistent, and actionable