Sales Operations Analyst (Salesforce)
5 days ago
Richardson
Job Description Location: Richardson, TX (HQ) Reports to: Partners/Owners (with day-to-day partnership from Senior VPs, Real Estate) About Xite Healthcare Real Estate & Practice Sales Xite supports doctors and outpatient providers at pivotal points in their careers - from launching and expanding locations to navigating acquisitions and practice transitions. With dedicated teams across Real Estate and Practice Sales, we bring advisory-level expertise and a high-touch approach to help providers make confident, high-impact decisions. Why this role exists Xite’s sales motion includes heavy outbound plus website-driven inbound. We have ~15 reps across two divisions (Real Estate + Practice Sales): ~10 reps active on phones and ~5 VPs who frequently receive handoffs of qualified opportunities for later-stage progression. Clean routing, ownership, follow-up standards, and reporting are critical. This role builds and runs the execution operating system that keeps leads and opportunities moving, ensures accountability, and gives leadership a clear view of performance. Not a Salesforce Admin role. You will partner with our in-house Salesforce Admin/Developer for build work. You own requirements, prioritization, UAT, rollout, and adoption. This is a high-visibility role with a clear path to potentially grow into Sales Ops Lead or RevOps Manager as Xite scales. Strong performance will expand ownership across process design, enablement, forecasting, and cross-team operating cadence. Key outcomes (6-12 months) • Outbound lanes/worklists are defined and adopted: reps know what to work next and how to disposition outcomes consistently., • Lead/opportunity ownership is unambiguous: no qualified opportunities stall due to unclear handoffs or missing next steps., • Follow-up reliability improves: timely, consistent follow-up on qualified leads/opps becomes the standard operating rhythm (measured and managed)., • Pipeline hygiene improves: stage definitions, close dates, and required fields are consistently maintained., • Leadership visibility improves: bi-weekly partner reporting provides clear KPIs, bottlenecks, risks, and next actions., • System enhancements ship predictably: workflow/automation improvements are delivered through an effective partnership with the Salesforce Admin/Developer. What you’ll own day-to-day 1. Outbound execution system (core) • Build and maintain outbound “targeting lanes”/worklists and rules for how reps work their book., • Define required dispositions and activity logging standards so performance can be measured reliably., • Create weekly exception reporting (unworked leads, aged leads, stale follow-ups, stalled opps, missing next steps) and drive remediation. 2. Inbound response + follow-up system • Define inbound SLAs (speed-to-lead, contact attempts, follow-up cadence) and ensure adherence., • Build practical follow-up standards and rep-ready templates/playbooks in partnership with leadership., • Improve routing/assignment so inbound leads land with the right owner and stay owned through handoffs. 3. Handoffs and ownership governance (rep → VP motion) • Define handoff rules and triggers (when to pass, who owns, what must be true before handoff)., • Ensure Salesforce reflects true ownership, next steps, and accountability after handoff., • Build inspection views and coaching prompts to reduce slippage during handoffs. 4. Pipeline inspection + forecasting support • Maintain clear stage definitions and exit criteria; monitor stage integrity., • Support deal inspection routines with VPs (stalled-stage flags, missing next steps, outdated close dates, risk markers)., • Ensure pipeline is consistently “forecastable” (clean data + consistent process). 5. Reporting cadence + leadership communication • Own dashboards and scorecards across both divisions: activity, contact rate, meetings, conversion, pipeline coverage, velocity, win/loss., • Run a bi-weekly partner reporting rhythm: insights, risks, and the next set of changes to implement. 6. Salesforce enhancement partnership (Admin/Dev builds) • Turn sales needs into clear requirements/user stories and a prioritized backlog., • Coordinate UAT with reps/VPs; manage rollout and adoption., • Provide ongoing enablement and training to reps and VPs on Salesforce daily workflows (logging, follow-up, handoffs, and pipeline management) to reinforce adoption., • Measure impact of changes (before/after metrics) and iterate. Tools you’ll work with • Salesforce Sales Cloud (required), • Salesforce Marketing Cloud (Next) and Salesforce Data Cloud / Data 360 (preferred exposure) Requirements • 3+ years in Sales Ops / RevOps / Sales Analyst / similar, • Strong experience using Salesforce Lightning for day-to-day sales operations (reporting, dashboards, pipeline management, activity logging), • Strong Excel skills (pivots, lookups, clean data handling), • Proven ability to drive adoption and accountability across teams that don’t share direct reporting lines, • Experience supporting outbound teams and measuring funnel performance, • Familiarity with lead SLAs, routing logic, and marketing-to-sales handoffs, • Experience improving CRM hygiene through clear required fields, stage exit criteria, and rep-friendly logging/disposition standards, • Familiarity with SOQL queries within Salesforce Benefits • Health & Wellness, • Employer-subsidized medical insurance available after 30 days, • Financial Security, • Competitive salary ($70,000 - $90,000 commensurate with experience) with potential performance-based bonuses, • 401(k) Retirement plan with company matching, • Work-Life Balance, • Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure), • Flexible scheduling for personal commitments, • Professional Development, • Opportunities for career growth & leadership development, • Support for relevant certifications & industry training, • Company Culture, • Innovative, technology-driven work environment, • Regular team-building activities & events