Sales Operations Associate

About Health Payment Systems, Inc. (HPS/Pay Medix)
Health Payment Systems, Inc. (HPS/Pay Medix), is redefining how people access and pay for healthcare. We bring together provider networks, payments and financing, and industry partners to remove financial barriers and simplify the healthcare experience for everyone involved.

Our team is solving one of the biggest challenges in healthcare: the flow of money and information between providers and consumers. The work we do improves access, reduces financial stress, and is reshaping how healthcare works at its most fundamental level.

Our solutions include:

• HPS Network: a high-performing, independent provider network in Wisconsin that helps employers control costs while maintaining strong access to care.
• Pay Medix: a national healthcare payments platform that pays providers in full, consolidates medical information and billing, and offers members interest-free financing for all in-network costs
• Tempo Pay: a flexible healthcare benefit solution that gives eligible individuals a simple, predictable way to pay for care over time, with zero interest or fees.

Join us in our mission to make the healthcare payments experience simpler, more transparent, and more connected – so people can focus on getting care when they need it, not when they think they can afford it.

About

The Role
The Sales Operations Associate serves as the operational backbone of the sales function, ensuring the team runs efficiently while enabling revenue growth. This role supports the full sales lifecycle, from managing inbound RFPs and maintaining CRM accuracy to coordinating outreach efforts and preparing leadership for external engagements.

You’ll work closely with sales leadership to keep the pipeline organized, ensure opportunities move forward, and handle the behind-the-scenes execution that allows the team to focus on closing business. You will also lead special projects and initiatives that support the broader sales and growth strategy and take on additional responsibilities as needed to keep the sales function running smoothly.

This is an ideal opportunity for someone early in their career who is highly organized, detail-oriented, and eager to learn how a high-performing sales engine operates.

This role reports directly to our VP of Partnerships and Sales and is a remote opportunity with occasional travel to our Milwaukee office.

• Sales Pipeline & CRM Management:
  Maintain accurate, up-to-date Hub Spot data, ensure data integrity for forecasting and reporting, and generate pipeline insights for leadership and board visibility.
• RFP & Proposal Coordination:
  Manage inbound RFPs end-to-end by coordinating cross-functional inputs, preparing responses, and ensuring timely, accurate delivery for leadership review.
• Outbound & Event Support:
  Research and scrub conference attendee lists to identify high-priority prospects, support outreach campaigns, and coordinate meetings and event logistics for the leadership team.
• Sales Enablement & Coordination:
  Prepare materials for meetings, capture notes and action items, and coordinate across teams to ensure alignment and timely follow-up.
• Addressable Market List Creation:
  Using criteria provided by the sales team, create prospect lists that fit the addressable market criteria, research prospect details, including decision maker and broker / consultant contacts, and load into Hub Spot for future prospecting activities.
• External Meeting Coordination:
  Assist with meeting scheduling for all external meetings for the sales team.

• Bachelor’s degree or equivalent experience.
• 2+ years of experience in sales operations roles.
• Experience using Hub Spot or a similar CRM platform.
• Strong proficiency in Microsoft Excel and PowerPoint.

• Ownership Mindset:
  You take responsibility for your work from start to finish, ensuring tasks are completed accurately and on time. You stay on top of details, follow through on commitments, and take initiative to keep work moving forward without needing constant direction.
• Organized & Forward-Thinking:
  
  You stay organized and manage multiple priorities effectively by…