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Sales Operations at Carda HealthAbout the Role
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 ResponsibilitiesSales 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 Marketing
- Ensure seamless data flow between systems (e.g., Salesforce, marketing automation, product tools)
- Manage vendor relationships, contracts, and ongoing tool performance
- Continuously assess and recommend new technologies to improve efficiency and scalability
- Own day-to-day administration of Salesforce (user setup, permissions, workflows, validation rules)
- Design and maintain scalable data architecture and object models
- Build and manage reports and dashboards to provide actionable insights
- Ensure data accuracy, cleanliness, and governance across the CRM
- Partner with Sales leadership to evolve pipeline stages, forecasting, and opportunity management
- Develop and maintain dashboards for pipeline health, conversion rates, and revenue forecasting
- Deliver regular reporting on key sales and marketing KPIs
- Analyze funnel performance and identify areas for improvement
- Support leadership with ad hoc analysis and data-driven recommendations
- Build and manage Salesforce Campaigns to track marketing initiatives, events, and outbound efforts
- Own campaign attribution models and reporting (first touch, multi-touch, etc.)
- Support marketing with list uploads, segmentation, and targeting
- Ensure proper lead source tracking and campaign ROI measurement
- Partner with Marketing to improve lead routing, scoring, and lifecycle management
- Develop and document sales processes, workflows, and best practices
- Create and maintain sales playbooks, SOPs, and training materials
- Support onboarding and ongoing enablement for sales reps on tools and processes
- Identify friction points in the sales cycle and implement solutions to improve efficiency
- Drive adoption of tools and processes across the sales team
- Manage lead flow, routing rules, and assignment logic
- Ensure SLA adherence between Sales and Marketing (MQL → SAL → SQL)
- Oversee data enrichment, deduplication, and hygiene initiatives
- Maintain clean and actionable account, contact, and opportunity data
- Act as a key partner to Sales, Marketing, and Leadership teams
- Align on definitions (MQL, SQL, pipeline stages) and reporting standards
- Support GTM planning, territory design, and capacity modeling
- Help build a scalable RevOps foundation as the company grows
- 2-3+ years in Sales Operations, Revenue Operations, or Sales Support roles (startup experience preferred)
- Strong hands-on experience with Salesforce
- Experience implementing and managing sales tools (e.g., outreach, enrichment, analytics platforms)
- Proven ability to build reports, dashboards, and data models
- Strong analytical skills with the ability to translate data into actionable insights
- Experience working cross-functionally with Sales and Marketing teams
- Salesforce Admin certification
- Experience with marketing automation platforms (e.g., HubSpot, Marketo)
- Familiarity with tools like Outreach, Salesloft, ZoomInfo, or similar
- Experience building attribution models and campaign reporting
- Background in high-growth or early-stage startup environments
- Establish clean, reliable Salesforce reporting and dashboards for leadership
- Audit and optimize the current sales tech stack and integrations
- Implement scalable lead routing and lifecycle management processes
- Build out campaign tracking and attribution for marketing efforts
- Deliver clear sales playbooks and process documentation
- Improve pipeline visibility and forecasting accuracy
- Increase sales team efficiency through better tools and workflows
- Sales reps spend more time selling and less time on admin work
- Leadership has clear, real-time visibility into pipeline and performance
- Marketing and Sales are aligned on lead quality, attribution, and ROI
- Systems are scalable, automated, and reliable
- Data is clean, consistent, and actionable
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine



