Director – Head of Sales Operations

🕒 August 10

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $240k - $260k / year

⏰ Full Time

🔴 Lead

📊 Sales Operations

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This company has sponsored H1B visas in the past.

👻 Ghost score 22%

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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 for new business, renewals, and upsell • Support go-to-market planning for new offerings, including rules of engagement, coverage, and launch targets • Own forecasting processes and cadence across 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 on 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 administration, roadmap, integrations, and vendor management • 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 effort • Evaluate emerging AI tooling, measure impact, and scale effective solutions • 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 operating partner to Finance & Commercial Operations, Client Experience, and Sales leadership

🎯 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 a broader revenue technology stack ideally • Demonstrated ownership of 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, such as Salesforce Einstein/Agentforce, generative AI assistants, or similar • Highly proficient 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 • Demonstrated track record of scaling a commercial function with AI and automation • Excellent cross-functional collaboration and communication skills • Comfortable operating at both strategic and hands-on levels in a fast-growing business • Based in EST or CST in Canada or the U.S.

🏖️ Benefits

• 100% Remote work + home office expense reimbursements • Competitive compensation • Flexible PTO + 8 company holidays • Monthly reimbursement for cell phone + internet + wellness • 100% Paid 12-week parental leave to our U.S. employees, as well as a generous parental benefit to our employees in Canada • Variety of insurance coverage for people (and pets!) • Continuing education and professional certification reimbursement • Opportunity to join an Employee Resource Group • Occasional travel for client meetings, industry events, conferences, and team collaboration

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