Manager, Sales Operations & Strategy

Description

As the Manager of Sales Operations & Strategy, you will play a critical leadership role in establishing, optimizing, and executing sales processes to support our rapidly growing software business. This individual will work closely with cross-functional stakeholders—including sales, marketing, product, and executive leadership—to drive operational efficiency, business development, and sales team effectiveness.

You will bring a blend of strategic thinking, process discipline, and executional rigor, with a strong foundation in sales operations, sales enablement, and business development. The ideal candidate has experience building and optimizing sales systems and processes in a high-growth B2B environment, preferably in healthcare or SaaS.

Key Responsibilities

Sales Operations & Process Development

• Design and implement end-to-end sales processes, from lead generation to deal closure and handoff.
• Build and refine sales playbooks, workflows, templates, and sales support tools.
• Optimize pipeline management practices and ensure high-quality CRM data hygiene and reporting.
• Create and enforce standardized procedures for deal review, pricing, contracting, and forecasting.
  

Lead & Opportunity Management

• Act as the sole owner of the lead-to-opportunity lifecycle and deal management processes.
• Maintain CRM data integrity through rigorous validation, workflow design, and governance.
• Enforce rules of engagement, lead assignment logic, and opportunity stage progression.
• Ensure accurate reporting through consistent upkeep of pipeline health, lead source attribution, and sales activity metrics.
• Work closely with Marketing to ensure seamless lead handoff and closed-loop reporting on campaign outcomes.

Business Development & Market Expansion

• Partner with the VP of Growth and Growth team to identify, research, and evaluate new business opportunities.
• Develop strategic prospecting and channel partnership approaches to expand into priority markets.
• Support pre-sales activities including prospecting, prospect qualification, positioning, and executive briefings.
• Contribute to thought leadership, client targeting, and expansion strategies aligned with company goals.
  

Sales Effectiveness & Enablement

• Lead initiatives to increase sales team productivity, including onboarding, tools training, and performance coaching.
• Develop scalable sales enablement resources that empower the team to effectively articulate value and close deals.
• Monitor sales effectiveness KPIs such as win rates, sales cycle time, and quota attainment to drive continuous improvement.
• Conduct regular performance diagnostics and deliver actionable insights to improve individual and team outcomes.
  

Strategy & Insights

• Partner with the VP of Growth to define go-to-market strategies, segment targets, and territory alignment.
• Conduct win/loss, historical performance, and segmentation analysis to inform sales planning.
• Create dashboards and reporting tools to provide visibility to executive leadership and ensure accountability.
• Lead annual and quarterly sales planning processes in collaboration with revenue leaders.
  

Cross-functional Collaboration

• Act as a strategic liaison between sales, marketing, product, client success, and analytics teams.
• Support RFP responses and finalist presentations with compelling positioning, data, and storytelling.
• Collaborate with Marketing on campaign feedback loops, lead scoring, and funnel conversion.
• Partner with Product and Solutions teams to align selling narratives with roadmap and capabilities.

Technology & Tools

• Manage CRM (HubSpot, Salesforce, or similar) configuration, workflows, and integrations.
• Implement and maintain sales automation tools that streamline the sales process.
• Drive adoption of technology platforms through change management and targeted training.
• Identify and implement new tools to improve prospecting, tracking, and pipeline forecasting.
  

Qualifications

Required:

• 6+ years of experience in Sales Operations, Sales Strategy, or Business Development
• 3+ years of experience supporting enterprise/B2B software sales teams, preferably in healthcare
• Proven success building scalable sales infrastructure and enablement programs
• Strong command of Salesforce, sales enablement tools, and analytics dashboards
• Strategic thinker with attention to detail and a track record of cross-functional execution
• Exceptional communication, project management, and problem-solving skills
  

Preferred:

• Experience in a consulting or health tech environment
• Familiarity with healthcare payers, providers, and/or value-based care models
• RFP management or proposal development experience
• Comfort working in a dynamic, fast-paced, growth-stage environment

Benefits:

As a firm passionate about health care, we’re deeply committed to the health and wellness of our own team members. We offer comprehensive, affordable insurance plans for our team and their families, and a host of other unique benefits, such as a yearly stipend for wellness-related activities and a paid parental leave program. You can learn more about our benefits offerings here: https://copehealthsolutions.com/careers/why-cope-health-solutions/.

About COPE Health Solutions
COPE Health Solutions is a national tech-enabled services firm powering success for health plans and for providers in risk arrangements. Our comprehensive NCQA certified population health management platform and highly experienced team brings deep expertise, experience, proven tools, and processes to improve financial performance and quality outcomes for all types of payers and providers. CHS de-risks the roadmap to advanced value-based payment and improves quality and financial performance for providers, health plans and self-insured employers. For more information, visit .

To Apply:

To apply for this position or for more information about COPE Health Solutions, visit us at https://copehealthsolutions.com/careers/open-positions/.