Sales Operations Manager - US Remote

What is PerfectServe? PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue. PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians. Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach: In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader. PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years. At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward. If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place! The Sales Operations Manager is a strategic, execution-focused leader responsible for driving operational excellence across the Customer Experience (CX) organization. This role is critical in shaping the rhythm of the business, aligning cross-functional teams, improving processes, and translating data into insight-driven decision-making. The ideal candidate brings healthcare SaaS experience, strong project leadership, exceptional communication skills, and advanced Salesforce expertise. This role requires a high degree of judgment, influence, relationship-building, and organizational awareness—capabilities essential for aligning people, priorities, and performance in a fast-paced, customer-centric environment. Key Strategic Responsibilities Operational Cadence & Rhythm of Business Establish and continuously refine the operating cadence for the CX organization. Ensure KPIs, workflows, and review cycles align with strategic goals. Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders. Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication. Business Process Improvement Maintain a centralized repository of business processes. Analyze workflows to identify opportunities for improvement, simplification, and scalability. Lead enhancements across Salesforce, SharePoint, Slack, and project management systems. Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes. Reporting & Executive Insights Produce clear, concise weekly, monthly, and quarterly business reporting. Deliver executive-level insights on risks, dependencies, performance, and initiative progress. Provide context, recommendations, and interpretation behind trends and data signals. Metrics & Performance Analytics Develop frameworks for current and emerging metrics aligned to business goals. Transform quantitative