About NexHealth
Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides, instant meal delivery, and unlimited streaming, why do you still have to call to schedule a doctor’s appointment and fill out a clipboard in the waiting room?
NexHealth’s mission is to accelerate innovation in healthcare by connecting patients, providers, and developers. We’re building the infrastructure layer for modern healthcare, connecting thousands of fragmented, on-premise, and closed EHR systems into a single, modern platform that powers software, APIs, payments, and patient experiences across the ecosystem.
- Founded: 2017
- Headquarters: San Francisco, CA
- Funding: $177M Series C
- Employees: 200+
- Trusted by tens of thousands of providers and hundreds of health-tech developers — forging the infrastructure layer that modern healthcare needs
About the Role
As the Sales Operations Lead, you will be the architect of our sales engine. You are not stepping into a well-oiled machine; you are here to build one.
Since this function does not exist today, your first priority will be discovery. You will embed yourself with the sales teams to understand "how work gets done" today, identify friction points, and uncover blind spots. From there, you will design and implement best-in-class standards for our sales cycle, forecasting, and performance analysis. You will be the strategic right hand to Sales Leadership, turning "gut feel" into data-driven decision-making.
What You’ll Own
- The Audit: In your first 90 days, you will conduct a deep-dive audit of our current sales motion. You will interview reps, managers, and cross-functional partners to map the existing process and identify critical gaps.
- Quick Wins: Immediately identify and implement "low-hanging fruit" improvements to boost efficiency and remove administrative burden from the sales team.
- Sales Process Design: Define and standardize the NexHealth Sales Stages. You will establish clear entry/exit criteria for every stage of the funnel to ensure pipeline integrity.
- Rules of Engagement: Create clear policies for account ownership, lead routing, and holdover rules to reduce conflict and confusion.
- Forecasting Excellence: Implement a rigorous forecasting cadence. You will move the organization from qualitative "best guess" forecasting to a quantitative, process-driven methodology (e.g., commit/upside/best case).
- Visibility: Build the "Single Source of Truth" dashboards for Sales Leadership. You will provide real-time visibility into pipeline health, rep productivity, and conversion rates.
- Proactive Analysis: Don't just report on what happened; tell us why it happened. You will analyze win/loss data, sales velocity, and cohort performance to recommend strategic pivots.
- Territory & Quota: Assist leadership in equitable territory planning and quota setting to ensure our targets are ambitious yet achievable.
- Comp Plan Administration: Partner with Finance to ensure sales compensation plans are administered accurately and drive the right behaviors.
- Target Account Standardization: Partner with Leadership to define our Ideal Customer Profile (ICP). You will clean up account hierarchies and standardize data fields to ensure we are targeting the right accounts with the right resources.
- The "Renewal Engine": Build a standardized process for tracking renewals and expansion. You will move us from ad-hoc renewal management to a structured system that provides visibility into churn risk, upcoming renewal cohorts, and net retention health.
How You Will Measure Success
- Achieving <10% variance between forecast and actuals.
- Reduction in "stalled" deals and improved data completion rates in CRM.
- 100% of upcoming renewals are tracked with health scores and clear ownership in the CRM.
- Feedback from Sales Leadership and Reps that Operations is an "enabler," not a "blocker."
What We’re Looking For
- 5+ years in Sales Operations or Revenue Operations in a B2B SaaS environment.
- The "Architect" Mindset: You have seen what "good" looks like at scale and know how to reverse-engineer it for a growing company.
- You can walk into a room of salespeople, listen to their frustrations, and translate that into process improvements without losing their trust. You have high EQ and strong change management skills.
- You are an expert in Excel/Sheets and Salesforce reporting. You can manipulate complex datasets to find the story within the numbers.
- While you may not be the System Admin, you know the backend architecture well enough to design processes that are technically feasible.
Bonus Points
- Experience with SQL or BI tools (Tableau, Looker).
- Experience with consumption-based or API sales models.
- Experience transitioning a team from "Founder-led Sales" to "Process-led Sales."
Compensation
Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just the base salary component of NexHealth’s total compensation package for employees. Other benefits may include stock options, an unlimited paid time off policy, and up to 100% coverage on medical, vision and dental insurance.
Benefits
- Full Medical, Dental, and Vision (up to 100% covered)
- 401K and commuter benefits
- Flexible PTO
- High-impact work that directly improves the healthcare experience for millions
Our Values
- Solve the customer’s problems, not yours
When making decisions, think from the perspective of the customer. It’s easy to make decisions that make our lives simpler, but not the customers. - Do the things others are not willing to do
As a Nexer, always go after the hardest problems. Pursue things at the highest quality. Move at the fastest pace. - Take ownership
Act like a founder. Own your roles, destinies, mistakes, behavior, and our mission. The buck stops with each of us - no blaming or excuses. - Say what’s on your mind, with positive intent
Be direct, proactive, transparent, and frequent in your communication. - Default trust
As a Nexer, you do not have to earn trust, trust is given to you by default. If we by default trust each other, our speed of communication, feedback, information sharing, and overall improvements will be a lot faster. - Think in first principles
We first identify the problem and then break it down to its fundamentals before diving into solutions. We constantly ask “why” to validate our assumptions.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We provide reasonable accommodation for individuals with disabilities to participate in the application or interview process. Contact [email protected] to request assistance.
Top Skills
NexHealth San Francisco, California, USA Office
550 California St Suite 1010, San Francisco, CA, United States, 94104
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