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Director of Sales Operations (San Francisco or Remote US)

PayzenSan Francisco, California, United StatesHybrid, Onsite
This job is no longer open
PayZen is on a mission to bring financial health to healthcare. Our products improve both access and affordability for patients and cash flow & administrative complexity for medical providers. We are trusted by a rapidly growing number of health systems, hospitals, and physician groups and are backed by leading venture capital investors.
About this rolePayZen is searching for a high energy, collaborative and experienced leader to effectively manage, scale and grow sales operations. You should have 7+ years of sales operations experience preferably in hyper growth, fast-paced and fun environments. We desire someone that has an entrepreneurial, roll-up your sleeves and results-driven mindset in order to drive successful optimization of the sales organization.

You should possess the required skills, traits and experience to successfully execute the following responsibilities:


  • Provide broad day-to-day sales operational support with ownership of our CRM and standardization of our sales methodology 
  • Partner with Sales and Marketing departments to refine lead qualification and management process, analyze and report on campaign performance with reporting and dashboards
  • Track, analyze and manage key metrics including pipeline growth, win/loss rates, quota attainment and forecasting 
  • Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management
  • Manage and optimize quote to contract process within the CRM
  • Identify, build, and manage additional non-CRM sales tools and systems that enable efficient sales and cross-functional collaboration
  • Assist with onboarding new sales hires
  • Create and maintain documentation on sales processes, policies, and create and provide relevant sales training materials to assist with onboarding new sales talent
  • Train sales team to utilize systems that increase sales efficiency, including CRM and additional sales operations tools
  • Work with Finance, HR and Sales to develop sales incentive programs and compensation planning to increase sales productivity and secure our ideal client profiles
  • Create reports and dashboards with appropriate cadence for C-level, Sales Leaders, Sales Representatives and other stakeholders while ensuring use of consistent sales KPI definitions across the company
  • Support sales competitions by reporting on performance and managing communications to sales leaders to drive success
  • Support sales organization with weekly, monthly, quarterly and annual sales meetings
  • Define weekly, monthly and quarterly objectives for sales team
  • Refine customer segmentation and assist with territory management
  • Create monthly content for executive presentations and board reporting

To thrive in this role, you have:


  • 7+ years of experience in sales operations as a salesforce.com subject matter expert with proficiency creating reports, optimizing processes, training new hires, and managing dashboards
  • Bachelor's degree required; technical or business-related field preferred
  • Ability to understand high-level sales strategies, translate them into system and process requirements, and ensure local execution and business impact
  • An ability to initiate and build relationships with people in an open, friendly, and accepting manner
  • An innate drive to innovate and optimize the use of available resources
  • Comfort with adapting and adjusting to multiple demands, shifting priorities, ambiguity, and rapid change
  • Advanced Excel skills with a strong understanding of CRM applications and email marketing strategies
  • Strong attention to detail, and superior organizational skills
  • Ability to use any BI tool is a plus

What we offer Working at PayZen will allow you to affect the lives of thousands of patients positively. Be the hero for them. On top of it, PayZen offers:


  • A chance to join a high-growth company at an early stage
  • Competitive pay, employer-paid healthcare, stock options
  • Highly skilled co-workers with whom you can grow and have fun
  • The ability to impact company values and culture in a collaborative environment - we value all comments and suggestions
  • Be a part of a team that revolutionizes medical payments in ways never seen before

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This job is no longer open

Life at Payzen

PayZen is a new and exciting venture at the intersection of FinTech, payments, and HealthTech. We are tackling the massive problem in the healthcare industry of shifting payment responsibility for health services to patients. More than 40% of the US population are on high deductible health plans, yet most people can't afford a $400 emergency expense. This has caused a collection crisis resulting in major cashflow issues for hospitals and a very poor patient experience. We're headquartered in San Francisco and have built a technology and data platform that can increase hospital revenue by 50%. Our vision is: patients should be able to pay their out-of-pocket medical bills with convenience and transparency and providers should receive more and faster cash flow.
Thrive Here & What We Value1. Positive impact on patient lives2. Flexible lifestyle for modern work-life balance3. High growth company at an early stage4. Collaborative environment with valued input and skill development5. Competitive pay with stock options6. Opportunity to positively affect thousands of patients' lives7. Highly skilled coworkers for growth opportunities8. Ability to impact company values in a collaborative setting
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