• Oversee proposal, quote, and contract creation and workflows to ensure timely and accurate delivery • Maintain and optimize sales enablement tools, templates, and documentation • Collaborate with Product and Marketing teams to align messaging, pricing, and go-to-market strategies • Lead training and mentorship to Sales Operations and Sales team members on tools and processes • Lead cross-departmental initiatives to streamline workflows, enhance operational efficiency and assist with investigating errors and other issues • Develop and maintain performance dashboards and tracking to measure sales/sales ops effectiveness • Identify process gaps and lead projects to implement scalable improvements • Act as a trusted liaison between Sales, Marketing, Finance, and Client Success • Ensure seamless communication of contract, pricing, and proposal data across internal systems • Assist in bid responses and cooperative purchasing contracts • Support Sales Operations staff members to ensure all sales operations tasks are handled effectively • Ability to assist Director, as needed.

About Private Health Management Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care. About the Role As our Sales Operations Analyst, you’ll help guide PHM through an inflection point in corporate sales volume and process maturity. With a growing team and client base, along with a recent Salesforce implementation, this is a critical window to establish governance, process discipline, and reporting accuracy—ensuring our operational infrastructure scales alongside growth. This role sits at the intersection of Sales and Finance and combines Salesforce governance, hands-on pricing and impact modeling, and disciplined commission execution. This is not a reporting-only position — it is an ownership role with meaningful operational authority. What You’ll Accomplish - Maintain Salesforce as the trusted system of record with clear stage definitions, required-field compliance, and reliable pipeline reporting. - Support a structured deal desk workflow that produces proposal-ready pricing and impact analyses with defined guardrails and SLAs. - Deliver a documented, accurate commission process that is executed on time with minimal disputes. - Reduce manual reconciliation across pipeline, pricing, and commission cycles. How You’ll Spend Your Days Salesforce Governance & Pipeline Integrity - Enforce stage standards, required fields, and clean handoffs to improve pipeline accuracy. - Drive CRM adoption and reduce shadow tracking outside Salesforce. - Maintain leadership-ready pipeline dashboards without offline reconciliation. Deal Desk, Pricing Proposals & Impact Analysis - Own structured intake for pricing and impact requests with clear requirements and SLAs. - Build pricing proposals and financial impact models for corporate deals. - Apply guardrails consistently, document exceptions, and reduce rework upstream. Commission Execution & Controls - Run commission calculations end-to-end with validation and reconciliation controls. - Create an auditable process tied directly to Salesforce deal data. - Provide clear visibility into commission expense and process performance. What You Bring to the Table Required - CRM operational excellence with an emphasis on governance and workflows - Automation mindset (templates, controls, lightweight tooling, AI productivity tools) - Strong Excel skills for with an emphasis on pricing, impact modeling, commission calculations, and reconciliations - Process builder mindset: design, document, and improve repeatable workflows - High precision and ownership of commission logic (validation, auditability, traceability) - Strong business partnership skills and a history of working with Commercial to drive adherence to standards and guardrails. - Strong independent execution in ambiguous, fast-moving environments Bonus Points: - SQL or data querying exposure - Healthcare or employer benefits experience - Commission platforms or CPQ tooling (e.g., Spiff, Xactly, CaptivateIQ, CPQ) Compensation The target base salary for this position is $80,000 – $90,000. This base salary is only one part of a total compensation package that includes health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents), and additional benefits. Individual pay may vary based on experience, location, and relevant business considerations. Location This is a remote role requiring that you live in and physically perform work in the United States. Next Steps Private Health Management is a remote company with employees across the United States. We are committed to a thoughtful, transparent interview experience. If selected, you’ll meet with the hiring manager, peers, and department leadership. PHM uses AI-enabled tools at certain stages of the recruiting process; however, all hiring decisions are made by human reviewers. Have a quick question about the role? Email careers@privatehealth.com or apply directly. Anticipated Pay Range $80,000—$90,000 USD

• Own Deal Integrity & Flow: Audit 'Closed Won' deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly. • Optimize GTM Workflows: Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer 'falls through the cracks.' • Enhance GTM Process + Strategy: Partner with Marketing, Sales, Customer Success and Finance to optimize existing processes and implement new ones when strategic changes occur • Monitor the Revenue Engine: Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses. • Drive Data Compliance: Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data. • Systems Reconciliation: Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes.

The Sales Operations Analyst (SOA) plays a critical role in ensuring the sales organization operates efficiently and on schedule. This position is responsible for proactively supporting client needs, coordinating scopes of work, managing contract renewals, and organizing meeting schedules. The SOA enables the Sales team to focus on securing and growing client relationships by providing operational excellence and consistent support. This role requires a highly detail-oriented, service-driven professional who thrives in a collaborative team environment and can effectively manage multiple priorities. As a key contributor, the SOA ensures exceptional client experiences from the initial sales engagement through project completion. Success in this role is measured by timely and proactive client communication, successful execution of scopes of work and renewals, and strong alignment with company values and culture. The impact of this role extends across the organization, enhancing overall operational effectiveness. This position offers career growth opportunities into roles such as Account Executive, Account Manager, or Sales Operations Team Lead. Core Responsibilities - Execute internal sales operations processes and procedures with efficiency and accuracy - Evaluate existing processes and identify opportunities for improvement, optimization, or automation - Deliver timely reports and insights to Soteria leadership, clients, and partners - Maintain documentation, templates, and product definitions to support workflows and automation - Create and deliver scopes of work as directed or requested by clients and Sales staff - Coordinate with internal teams and technology partners to align solutions with customer needs - Gather and communicate competitive intelligence and client feedback to inform product enhancements - Maintain and update CRM systems with accurate pipeline, activity, and opportunity data Required Qualifications - U.S.-based and authorized to work in the United States - Minimum of 2 years of experience in Sales Operations, Business Analysis, Sales Development, or a related role - Experience within cybersecurity or IT partner/channel ecosystems preferred - Strong collaboration skills with the ability to thrive in a team-oriented environment - Excellent written and verbal communication skills - Ability to work remotely with professionalism, reliability, and a productive home office setup - Strong attention to detail with the ability to manage multiple tasks and ensure follow-through - Proficiency with modern office tools and systems Preferred Skills & Attributes - High-energy, results-driven, and team-oriented mindset - Positive, proactive, and solution-focused attitude - Creative and adaptable with a passion for process improvement - Strong interest in building client and partner relationships - Commitment to continuous learning and professional growth - Experience with tools such as Salesforce, Asana, Slack, Google Workspace, Canva, or similar platforms You May Be a Great Fit If You: - A challenge energizes and motivates you - You naturally identify and act on opportunities to improve, enhance, and automate systems and processes. - Think logically and communicate your reasoning clearly - Enjoy working with process flows, documentation, and structured systems - Are driven by performance-based growth and career advancement opportunities - Thrive in a collaborative environment and elevate those around you Working Environment This is a fully remote position with occasional travel required for client meetings or company events. Candidates must have reliable internet access and a dedicated workspace. All necessary hardware will be provided.