Role Description The Sales Operations & Automation Associate will support the company’s sales and operational infrastructure by managing contracts, improving internal systems, building automations, and streamlining workflows across teams. This role blends elements of sales operations, data analytics, legal coordination, process improvement, and AI implementation. We are specifically looking for someone with a paralegal or legal operations background who is comfortable reviewing agreements, identifying risks or inconsistencies, and helping build scalable systems using AI and automation tools. You will work cross-functionally with sales, operations, leadership, and recruiting teams to ensure operational efficiency and process accuracy. This is an ideal opportunity for someone who enjoys structure, systems, documentation, and solving operational bottlenecks through technology. Your Impact - Improve operational efficiency through AI-powered workflows and automations - Support revenue operations by maintaining organized sales systems and contract workflows - Reduce administrative friction across internal teams - Increase process accuracy and compliance through strong documentation practices - Help leadership scale operational infrastructure in a fast-growing environment - Build scalable systems that save time and improve visibility across teams Core Responsibilities - Sales Operations & CRM Discipline — 40% - Own HubSpot hygiene end-to-end: clean up existing data, fill gaps, deduplicate records, enforce required fields, and maintain accurate pipeline stages - Build and maintain weekly pipeline reports and ad hoc dashboards for leadership — deal velocity, stage conversion, revenue forecasting - Track pipeline activity, operational metrics, and process compliance using your data analysis skills - Create and maintain SOPs and process documentation across the sales function - Support handoff workflows between SDRs, AEs, and Account Management - AI & Automation Implementation – 35% - Audit and fix existing automations in HubSpot - Build new automations using Zapier and N8n with integrations to HubSpot, Slack, Google Drive, Google Docs, Anthropic (Claude), and ChatGPT - Identify manual, repetitive workflows across the sales org and propose automation solutions - Use AI tools to improve operational efficiency: automated call note processing, pre-qualification flows, handoff workflows, contract status tracking - Contract Review & Legal Coordination — 15% - Review client contracts in PandaDoc for completeness, accuracy, and risk - Handle contract revision requests from clients and coordinate redlines and approvals - Manage edge cases: NDAs, SOWs, and external contracts as needed - Maintain organized legal documentation and records - Administrative & Cross-Functional Support – 10% - Support leadership with operational coordination and ad hoc project - Absorb the scrappy, manual admin work that keeps the sales org running — cleaning spreadsheets, fixing broken data, filling gaps. This is grunt work and it matters. - Coordinate across Sales, Operations, Recruitment, and Marketing to ensure alignment and follow-through Qualifications - 2–5+ years in sales operations, revenue operations, or operational support roles - Hands-on experience building automations with Zapier, N8n, Make, or similar no-code/low-code tools — this is the non-negotiable - Strong HubSpot experience: pipeline management, deal tracking, workflow building, reporting, and data hygiene - Experience with data analysis, dashboard creation, and operational reporting - Comfortable working in fast-paced startup environments where processes don’t exist yet and you’re building them from scratch - Strong written and verbal English communication Nice-to-Haves - Experience with contract review (MSAs, NDAs, SOWs) or paralegal/legal operations background — not required, but significantly strengthens your candidacy - Experience supporting US-based startups or clients - Experience building integrations between HubSpot, Slack, Google Drive, and AI tools (Claude, ChatGPT) - Familiarity with PandaDoc or similar contract management tools - Experience creating SOPs and operational playbooks that other people actually follow Benefits - Monthly performance bonus - Fully remote, forever - Annual team retreat - Unlimited PTO - Real-world experience in recruitment marketing and sourcing - A behind-the-scenes look at how we connect people with opportunities - A supportive team that values your growth and ideas Ready to Join Us? If you’re hungry to lead, build, and scale—and you’ve done it before—then this is the opportunity you’ve been waiting for. Apply now and help us build the world’s best recruitment team!

• Develop and maintain short- and mid-range schedules for field employees, crews, and equipment • Coordinate labor deployment based on certifications, skill sets, location, customer requirements, and business priorities • Partner with Operations Managers and field leaders to maximize crew utilization and improve schedule efficiency • Monitor schedule changes, call-outs, customer requests, equipment constraints, and project delays while adjusting plans as needed • Maintain visibility into workforce capacity, overtime exposure, upcoming demand, and resource constraints • Support planning efforts for outages, shutdowns, large projects, and peak workload periods • Coordinate the scheduling, assignment, and movement of equipment supporting field operations • Ensure equipment availability aligns with customer commitments and operational requirements • Monitor utilization, shortages, conflicts, and deployment schedules while proactively mitigating risks • Maintain accurate records related to equipment allocation, deployment, and return • Oversee weekly timesheet reconciliation and labor coding accuracy • Audit timesheets for completeness, approvals, policy compliance, and proper job allocation • Partner with Payroll, Finance, and Operations teams to quickly resolve discrepancies • Maintain records supporting labor tracking, equipment utilization, and selected job-cost reporting • Support administrative controls that improve payroll accuracy, billing integrity, and operational reporting • Coordinate employee engagement activities in partnership with People & Culture and local operations teams • Support recognition events, crew meetings, onboarding activities, safety celebrations, and workforce engagement initiatives • Manage event logistics including scheduling, communications, vendors, ordering, and on-site coordination • Ensure events are organized, cost-effective, and aligned with Astro Pak's culture and values • Serve as a central point of coordination between Operations, Procurement, Payroll, Finance, Fleet, Equipment, and People & Culture • Communicate schedule updates, staffing challenges, procurement concerns, and operational risks clearly and proactively • Build strong relationships with field leaders and crews through responsiveness, organization, and execution excellence • Support continuous improvement initiatives related to planning, scheduling, procurement, and workforce management

• Lead Pricing Strategy: Own the development and execution of the company’s pricing strategy for mobile clinical trial services, ensuring it aligns with business objectives, competitive positioning, and market trends. • Market Research & Competitive Analysis: Conduct in-depth market research and competitive analysis to understand pricing trends and client expectations, using this information to drive pricing decisions and refine pricing models. • Financial Modeling & Analysis: Build and maintain detailed financial models to evaluate pricing scenarios, forecast profitability, and assess pricing strategies’ impact on revenue and margins. • Pricing Process Ownership: Oversee the end-to-end pricing process, from initial proposal creation to final pricing approval, ensuring consistency, accuracy, and alignment across all pricing proposals. • Collaborative Cross-Functional Work: Partner with sales, operations, finance, and senior leadership to ensure pricing aligns with customer needs, internal cost structures, and strategic goals. • Revenue Optimization: Work with the sales team to identify opportunities for margin improvement, including optimizing discounting strategies and exploring new revenue models. • Pricing Tool Development: Develop and implement pricing tools and systems to streamline and automate pricing processes, ensuring efficiency and scalability. • Compliance & Documentation: Ensure pricing models and proposals comply with internal policies, legal requirements, and contractual agreements. • Reporting & Metrics: Monitor and report on key pricing metrics, including win rates, pricing performance, and competitive positioning, and provide regular updates to senior leadership. • Proposal Development & Review: Collaborate with the sales team to develop pricing and financial components of client proposals, ensuring alignment with overall pricing strategy. • Bid Support & Presentations: Participate in bid defense meetings and customer discussions to support the sales team with expert site and pricing insights and strategies.

• Deliver engaging, interactive training sessions via Teams platform for new hires and tenured staff covering product knowledge, soft skills, and systems navigation. • Lead structured onboarding programs covering Evry Health’s products, systems, workflows, policies, and member-centric service standards. • Design and facilitate live role-play scenarios that mirror real customer interactions, claims inquiries, and escalation situations. • Combine synchronous instructor-led sessions with asynchronous e-learning modules, job aids, and recorded content. • Administer knowledge checks, quizzes, and skills assessments to confirm learner readiness before live deployment. • Monitor staff performance; identify training gaps and deploy targeted interventions to address deficiencies quickly. • Collaborate with Operations leadership to craft clear, timely change communications that prepare agents for upcoming system or workflow transitions. • Train staff on end-to-end claims lifecycle, adjudication, issue identification and remediation, including testing outcomes, denial, adjustment, and dispute procedures. • Deliver training on Texas Insurance Code Chapter 1467, prompt-pay requirements, IDR processes, and CMS guidelines. • Provide foundational instruction on ICD-10, CPT, HCPCS, and modifier usage as it relates to claims review and provider disputes. • Train agents on Evry Health’s call-handling protocols and quality expectations. • Coach staff on professional, empathetic communication. • Reinforce 1-business-day (member) and 2-business-day (provider) correspondence turnaround standards and documentation requirements. • Build staff confidence in identifying, documenting, and escalating complex or sensitive cases to supervisory and clinical teams. • Align training content with QA audit rubrics covering call quality, case accuracy, and documentation standards. • Develop and maintain SOPs, job aids, desk-top procedures, e-learning modules, and quick-reference guides for all operational workflows. • Build comprehensive knowledge assessments with scoring rubrics aligned to benefit program content and operational standards. • Promptly revise training materials in response to regulatory changes, system updates, or operational policy revisions. • Upload, organize, and track training completion records. Generate training completion reports, assessment score summaries, and gap-analysis data for Operations leadership.