Sales Operations Manager - US Remote

About Perfect Serve

Perfect Serve is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions announced in 2019. Perfect Serve now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.

• In 2026, Perfect Serve was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
• Perfect Serve also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.

Perfect Serve’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real‑time information sharing, building better schedules, and automating important clinical workflows, we help our customers advance patient care and improve clinician well‑being.

The Sales Operations Manager is a strategic, execution‑focused leader responsible for driving operational excellence across the Customer Experience (CX) organization. This role shapes the rhythm of the business, aligns cross‑functional teams, improves processes, and translates data into insight‑driven decision‑making. The ideal candidate brings healthcare SaaS experience, strong project leadership, exceptional communication skills, and advanced Salesforce expertise.

• Establish and continuously refine operating cadence for the CX organization.
• Ensure KPIs, workflows, and review cycles align with strategic goals.
• Facilitate and lead sales‑focused discussions with Account Executives and key stakeholders.
• Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication.

• Maintain a centralized repository of business processes.
• Analyze workflows to identify opportunities for improvement, simplification, and scalability.
• Lead enhancements across Salesforce, SharePoint, Slack, and project management systems.
• Partner with cross‑functional teams to ensure process changes support operational efficiency and customer outcomes.

• Produce clear, concise weekly, monthly, and quarterly business reporting.
• Deliver executive‑level insights on risks, dependencies, performance, and initiative progress.
• Provide context, recommendations, and interpretation behind trends and data signals.

• Develop frameworks for current and emerging metrics aligned to business goals.
• Transform quantitative data into actionable insights that enable leadership decision‑making.
• Identify and communicate patterns that highlight opportunities or risks.

• Define, implement, and maintain KPIs in partnership with functional leaders.
• Ensure performance measurements reinforce desired behaviors and business outcomes.
• Support teams with tools, dashboards, and alignment guidance.

• Serve as a trusted internal advisor, providing strategic guidance and operational clarity.
• Identify opportunities to enhance effectiveness across teams and streamline cross‑functional initiatives.
• Use influence and relationship‑building to drive alignment and adoption of process change.

• Lead planning, execution, and delivery of complex projects across multiple teams.
• Manage scope, timelines, communication, and risk mitigation for strategic initiatives.
• Ensure collaboration, clarity, and accountability throughout project life cycles.

• Own the communication calendar for key organizational rhythms including All Hands, QBRs, and operational newsletters.
• Develop messaging that drives clarity, alignment, and action across CX and partners.

• Lead…