Sales Operations & CRM Manager

Job Overview

Founded by industry pioneers, Slate Rx provides simple and affordable pharmacy benefit programs to employer groups, unions, public sector groups, health systems, and other payers throughout the United States. As the industry’s only PBX TM , Slate Rx is creating real value for plan sponsors on day one through purchasing scale and continued management via innovation and transparency. Our model is designed to improve an out-of-touch healthcare model to make pharmacy benefits simple and affordable for plan sponsors and members.

The Sales Operations & CRM Manager will own and optimize our sales technology stack – including  and SharePoint – and drive both day-to-day operational excellence and strategic sales process improvements. This hybrid role blends hands-on CRM administration (system configuration, user support, data quality) with sales operations strategy (process design, reporting, pipeline analytics, and continuous improvement). As a key member of the Sales organization supporting Sales Leadership and the RFP/Proposal team, you will ensure our CRM systems empower efficient sales execution and data‑driven decision‑making across the company.

Completeness of new opportunity and pipeline entries into  for plan sponsors and institutional customers to accurately support executive KPIs and reporting of business analytics.

As the Sales Operations & CRM Manager your key responsibilities will include:

• CRM System Ownership: Administer and maintain  as core CRM platforms, including user account management, permissions/roles, data backups, and overall system performance.
• Configuration & Integration: Configure and customize CRM fields, objects, workflows, automations, and integrations to fit evolving business needs (e.g. integrating  with other systems, syncing data between SharePoint and ). Ensure smooth integration of CRM with marketing, support, and RFP management tools for end‑to‑end process flow
• Data Hygiene & Integrity: Maintain clean, reliable data by establishing data governance practices – regular data audits, deduplication, and cleanup of leads/contacts/accounts to ensure high data quality in both CRM systems.
• User Support & Training: Serve as the go‑to CRM expert for Sales and RFP teams, providing onboarding training for new users, creating user‑friendly documentation, and offering timely technical support to maximize tool adoption.
• Issue Troubleshooting: Proactively monitor system health and troubleshoot any CRM issues or errors (e.g. workflow failures, integration errors) to minimize downtime and operational disruption
• Documentation & Best Practices: Develop and update standard operating procedures and best‑practice guides for CRM usage, data entry, and sales process workflows, ensuring consistency and longevity of process knowledge.

• Sales Process Optimization: Partner with Sales leadership and RFP leadership to design and refine sales processes (lead management, contact management, opportunity pipeline stages, forecasting cadence) and ensure CRM workflows align with and support these processes. Identify opportunities for process automation or improvement that enhance sales productivity and pipeline velocity.
• Reporting & Dashboards: Build and maintain dynamic reports and dashboards in  to provide real‑time visibility into sales pipeline, RFP pipeline, win rates, revenue forecasts, and other key metrics. Continuously improve reporting infrastructure (possibly leveraging BI tools or Excel) to support data‑driven decisions by Sales and executive leadership
• Pipeline & RFP Analytics: Monitor sales funnel and pipeline health and document opportunities into the CRM, and SharePoint analyzing lead conversion rates, pipeline progression, and forecast accuracy to identify trends or gaps. Collaborate with the RFP/Proposal team to track RFP progress in the CRM (from intake to submission) and provide insights on RFP win/loss outcomes, helping inform strategy and resource allocation
• Continuous Improvement: Stay current on CRM best practices and…