Director – Head of Sales Operations

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🔥 0 minutes ago

🌐 Canada, United States – Remote

🇨🇦 Canada – Remote 🇺🇸 United States – Remote

💵 $240k - $260k / year

⏰ Full Time

🔴 Lead

📊 Sales Operations

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Phreesia

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2005

💼 Consulting

📦 Logistics

🏥 Healthcare

Consulting • Logistics • Healthcare

Phreesia is a technology company that provides digital solutions to connect and engage audiences through powerful tools like URL shorteners and QR code generators. It offers a comprehensive platform that enables businesses to create trackable and customizable links, dynamic QR codes, and mobile-optimized landing pages. Phreesia serves various industries, including retail, hospitality, healthcare, financial services, and education, by enhancing their digital communication and customer engagement capabilities. With integrations and advanced analytics, Phreesia streamlines digital marketing efforts and optimizes customer interactions for over 500,000 global paying customers.

📋 Description

• Lead annual and quarterly sales planning across territory, capacity, quota, and compensation planning • Design balanced territories and account segmentation, model headcount needs, and set quotas tied to forecast targets • Partner with Finance and People teams on compensation plans • Support go-to-market planning for new offerings • Own the forecasting process and cadence for new business, renewals, and expansion • Establish pipeline hygiene standards, stage definitions, and inspection rhythms • Run weekly pipeline and forecast reviews with Sales leadership • Partner with Finance on bookings-to-revenue reconciliation, campaign delivery pacing, and quarterly business reviews • Build and maintain reporting for pipeline, win/loss, retention and renewal rates, upsell, rep productivity, and brand- and agency-level performance • Present commercial insights to senior leadership and govern a single source of truth for commercial data • Own the sales technology stack, including Salesforce, forecasting, enablement, data enrichment, and workflow tools • Define and execute an AI roadmap using AI agents, predictive analytics, and intelligent automation • Drive CRM adoption and data quality and design workflows that reduce manual seller effort • Evaluate, pilot, measure, and scale emerging AI tools • Run deal desk functions including pricing governance, approval workflows, proposal support, and order processing • Improve quote-to-cash processes and own rules of engagement across Sales, Client Experience, and Market Development • Scale sales best practices across outreach cadences, deal motions, and renewal plays • Partner with Sales Enablement and Training to embed process changes and best practices • Lead, develop, and mentor the Sales Operations team • Serve as a trusted operating partner to senior Finance, Client Experience, and Sales leaders

🎯 Requirements

• Bachelor's degree required • 10+ years of experience in sales operations, revenue operations, or commercial strategy • 3+ years leading the function or a significant portion of it • Prior people management experience • Deep, hands-on expertise with Salesforce, including administration, reporting, and process design • Experience owning forecasting, territory and quota planning, and sales compensation design within a quota-carrying sales organization • Experience in media, advertising, point-of-care marketing, life sciences, or healthcare technology • Familiarity with annually renewing or re-sold revenue models is a plus • Strong analytical toolkit, including hands-on use of AI tools for analysis, forecasting, and workflow automation • Experience with Salesforce Einstein/Agentforce, generative AI assistants, or similar tools • High proficiency with Excel or Google Sheets • Experience with SQL and Power BI or similar BI tools is preferred • Ability to turn complex data into a clear, compelling narrative for executives • Track record of scaling a commercial function with AI and automation • Excellent cross-functional collaboration and communication skills • Comfortable operating at strategic and hands-on levels • Based in EST or CST in Canada or the U.S. • Occasional travel required for client meetings, industry events, conferences, and team collaboration

🏖️ Benefits

• Base salary and variable incentive • Comprehensive Total Rewards package • 100% remote work • Home office expense reimbursements • Monthly reimbursement for cell phone, internet and wellness • Competitive compensation • Flexible PTO and company holidays • Variety of healthcare benefits for employees, families, and pets starting day one • Generous top-up for parental leave benefits • Continuing education and professional certification reimbursement • Various offsite events and activities for team connection and team building • Local in-person volunteer events and give-back programs • Company-wide recognition tool with redeemable points and a catalogue of items • Employee Resource Groups (ERGs) • Accommodations available on request for candidates participating in the selection process