Senior Manager, Healthcare Sales Operations

Who We Are

Transcarent is a leading digital health company bringing together the best of benefits navigation, clinical guidance and care delivery under one unified umbrella… the one place for health and care. As we bring to market our platform of products, we are focused on reducing costs and improving outcomes for Employers, Health Plans and Health Systems through services such as WayFinding (our core navigation platform), Surgery / Musculoskeletal Care, Cancer Care, Pharmacy Care and Weight Health.

We are an AI-first organization with many reporting requirements across both internal AI tooling as well as Salesforce – our primary CRM for housing client and prospect data to store, track and generate insights for our Sales team and beyond. In this capacity, you will support numerous internal functions, including but not limited to Sales, Consultant Relations, Marketing, Product and our Solution leaders.

This candidate will be able to operate within a lean team, at a fast pace, and with the necessary autonomy and proactiveness to help drive our go-to-market function forward.

What you’ll do

• Administer and maintain Salesforce instance, including users, permissions, fields, workflows, and dashboards
• Generate weekly reports supporting pipeline generation, deals won / lost, Sales forecasts and a host of one-off requests inbound from cross-functional business units
• Build and maintain sales reports, dashboards, and performance metrics.
• Serve as primary lead for the Sales Operations team, working closely with the Salesforce engineers to develop new features and functions
• Ensure CRM data accuracy, consistency, and completeness at all times (conducting audits and data cleanup)
• Provide analytical insight to drive the business to action

What We’re Looking For