• Support user and license administration, including creating and deactivating users, assigning permission sets, and assisting with access to integrated systems. • Assist with security and compliance tasks, such as monitoring login history, updating permission sets, and validating field-level access. • Monitor AI-driven sales tools and automations (email, chat, CRM prompts), reporting irregularities, performance issues, or opportunities for improvement. • Maintain and update internal Salesforce training materials, ensuring documentation reflects current processes, features, and best practices. • Maintain and update technical documentation, such as process guides, field definitions, and configuration notes. • Assist with reports and dashboards, including creating and modifying basic reports, maintaining subscriptions, and supporting end-user reporting needs. • Provide frontline Salesforce support to internal users by troubleshooting issues, answering process questions, and escalating complex cases when needed. • Perform routine data operations, including data imports, updates, deduplication, and data hygiene tasks to maintain accuracy and consistency across the org.

• Build and maintain strong, long-term relationships with enterprise customers, acting as the primary contact post-sale • Ensure successful onboarding of new customers by managing implementation timelines, training, and adoption strategies. Partner with customers to ensure they realize the full value of our solutions • Drive product adoption and utilization by understanding customer goals, sharing best practices, and aligning product capabilities with business objectives • Act as a customer advocate, representing their needs internally and working closely with Product, Support, and Sales teams to influence product roadmaps and resolve issues • Own the customer renewal process by proactively identifying and mitigating risks, managing renewal conversations, and ensuring high customer satisfaction and retention • Identify opportunities for upsell and cross-sell within assigned customer accounts and work with Account managers to close the deal • Monitor and analyze key metrics related to customer health, taking action on potential risks or areas of improvement • Conduct regular strategic reviews with assigned customers, providing insights into their usage, demonstrating ROI, and aligning with future goals • Deliver customer training sessions and enablement resources to ensure ongoing product success • Multi-thread relationships across customer organizations to ensure broad engagement and product adoption • Monitor, measure, and improve leading indicators of customer relationship health such as product use, engagement, NPS, and Customer Satisfaction

• Work closely with the GTM org to measure and drive high-quality customer experiences across pre- and post-sales that results in high net retention, NPS, and upsell • Own the customer renewal process to drive best-in-class gross retention • Build out the playbook for post-sale opportunity identification and upsells by strategically utilizing customer inventory data and key touchpoints such as QBRs • Use product and user analytics to manage and improve the customer experience • Engage with customers and provide customer feedback to inform our product roadmap; act as voice of customer regarding issues, opportunities, and enhancements • Work closely with the CEO, CTO, Sales, Operations, and Product to meet all goals and objectives across the customer lifecycle • Build and maintain strong culture, sentiment, and collaboration across the team

Role Description Weight Loss NP is seeking a highly motivated and growth-driven Sales Growth & Operations Manager to help scale a fast-growing telehealth medical weight loss practice specializing in GLP-1 and evidence-based weight management services. This role is ideal for someone passionate about sales growth, operational excellence, patient experience, and business profitability. You will work directly with the CEO to improve sales performance, patient conversion, operational efficiency, and overall business growth. Key Responsibilities - Drive revenue growth and support business development initiatives - Improve lead conversion, patient onboarding, and retention processes - Optimize telehealth workflows and operational systems - Track KPIs, sales performance, and operational metrics - Support patient communication, follow-up, and coordination systems - Identify operational inefficiencies and implement effective solutions - Assist with scheduling, intake, insurance workflows, and patient coordination - Help build scalable systems to support a rapidly growing telehealth practice Qualifications - Proven track record of driving measurable sales, operational, or business growth - Strong organizational, operational, and problem-solving skills - Comfortable working in a fast-paced, growth-focused environment - Highly proactive with strong follow-through and sense of urgency - Excellent communication and leadership abilities - Experience in telehealth, healthcare, wellness, aesthetics, or medical practice operations preferred - Knowledge of insurance processes and prior authorizations is a plus - Familiarity with GLP-1 medications or medical weight loss programs is highly valued Ideal Candidate - Sales-minded and growth-focused - Motivated by results, profitability, and performance - Comfortable working independently in a remote environment - Takes initiative and executes quickly - Enjoys helping build and scale a growing business - Able to clearly communicate measurable impact and achievements from previous roles Benefits - Flexible remote work environment - Direct collaboration with company leadership - Opportunity to make a measurable impact quickly - Performance-based earning potential - Growth opportunity within a rapidly expanding telehealth company