Surescripts serves the nation through simpler, trusted health intelligence sharing, in order to increase patient safety, lower costs and ensure quality care. We deliver insights at critical points of care for better decisions - from streamlining prior authorizations to delivering comprehensive medication histories to facilitating messages between providers.

The Manager, Sales Operations plays a critical role in bridging the gap between the finance and sales teams. They collaborate with the sales team to provide financial insights, analysis, and strategic guidance in order to help to drive business performance. The Manager Sales Operations serves as a trusted advisor to Sales leadership, influence outcomes and business decision-making, and support Sales in daily operations.

• Conduct financial analysis to support sales forecasting, budgeting, and planning (annual planning and long-range planning) activities.

• Establish standardized reporting, including sales performance, key financial metrics, and variance analysis.

• Develop reporting capabilities to show both pipeline and revenue generating business using software tools including Salesforce.com and Configure, Price, Quote (CPQ).

• Collaborate with the sales team to develop and manage sales pipeline budgets.

• Lead the creation of accurate and realistic sales forecasts.

• Monitor actual performance against budget and forecasts, identifying areas for improvement.

• Assist Director, FP&A in the design, development and administration of Sales Incentive Plans; lead annual sales goal setting process and partner with Sales Leadership to provide annual goal targets as applicable.

• Manage the Sales Commission plan by ensuring accuracy in the processing of commissions on a monthly basis and quarterly basis.

• Manage the commissions forecast and work with accounting on capitalization of commissions.

• Troubleshoot plan discrepancies, targets, and any inbound inquiries from Account Executives, Account Managers, and other Sales Leaders.

• Lead the automation of commission calculations in Salesforce.com or similar software reporting.

• Collaborate with other business functions, such as marketing and operations, to align financial goals and strategies.

• Define and monitor key performance indicators (KPIs) related to sales, providing actionable insights to drive improvements.

• Evaluate the effectiveness of sales programs and initiatives through financial analysis and identify financial risks and opportunities associated with sales activities.

• Develop and implement strategies to mitigate risks and capitalize on sales opportunities.

Basic Requirements:

• Bachelor's degree in Finance, Accounting, Business, or related field.

• 8+ years of related, progressive experience in financial planning and analysis (FP&A).

• 3+ years of people management experience or experience in roles showing progressive leadership.

• Expertise in sales automation and Salesforce.com.

• Deep understanding of Microsoft Office (Excel and PowerPoint).

• Proven experience in financial analysis, budgeting, and forecasting, preferably in a finance, sales or business partnering role.

• Ability to translate financial data into meaningful business insights and build financial models.

• Strong familiarity with sales operations, CRM systems, and sales performance metrics.

• Strong understanding of financial principles, excellent communication skills, and the ability to build effective relationships with cross-functional teams.

Preferred Qualifications:

• Advanced degree in related field.

• Professional finance qualification.

• Healthcare/Technology experience.

• Experience working with a network business model.

• Pipeline management and sales compensation experience.

• Ability to develop actionable metrics in support of client, segment, and corporate initiatives.

• Demonstrated high quality customer service delivery and the ability to proactively build internal relationships and trust.

Keywords: financial modeling, Salesforce, FP&A, commissions, pipeline, sales operations, sales ops

#LI-HYBRID

Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed.

You make informed decisions through the power of data. You know the right time to take a risk and the right time to play it safe. And you want to compete in a challenging marketplace to deliver solutions that make a positive impact on healthcare.

We're organized and analytical. (Though you might expect that given our department.) But we aren't just bean counters. We're inquisitive and curious. We know how to work cross-functionally to get things done. Most importantly, we know that our work supports our bottom line-and therefore supports our goal of better healthcare for all.

In Surescripts Finance & Risk Management, we aren't intimidated by transaction volumes in the billions. We think on our feet as we measure, interpret and report the company's progress, and after we study both past and present trends, we use what we learn to shape our future through a careful balance of risk vs. reward.

Why Wait? Apply Now

We're a midsize company. This means you're not just another employee ID number. Here, you can build real relationships and feel supported by truly awesome people with diverse backgrounds and talents in an innovative and collaborative work culture. We strive to create an environment where you can be yourself, share your ideas and work your way. We offer opportunities for employee development, as well as competitive compensation packages and extensive benefits.

Benefits include, but are not limited to, comprehensive healthcare (including infertility coverage), generous paid time off including paid childbirth and parental leave and mental health days, pet insurance, and 401(k) with company match and immediate vesting. To learn more, review the , , and links under the section of our careers site.

Physical and Mental Requirements

While performing duties of this job, an employee may be required to perform any, or all of the following: attend meetings in and out of the office, travel, communicate effectively (both orally and in writing), and be able to effectively use computers and other electronic and standard office equipment with, or without, a reasonable accommodation. Additionally, this job requires certain mental demands, including the ability to use judgement, withstand moderate amounts of stress and maintain attention to detail with, or without, a reasonable accommodation.

Work Environment

Surescripts embraces flexibility through its Flexible Hybrid Work model for most positions. This model allows employees to work virtually while still utilizing our offices as collaboration centers. With alignment and agreement from your leadership, you can come and go from the office as needed.

Surescripts is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate on the basis of race, color, religion, age, national origin, ancestry, disability, medical condition, marital status, pregnancy, genetic information, gender, sexual orientation, parental status, gender identity, gender expression, veteran status, or any other status protected under federal, state, or local law.