Senior Manager, Healthcare Sales Operations

Who We Are

Transcarent is a leading digital health company bringing together the best of benefits navigation, clinical guidance and care delivery under one unified umbrella—the one place for health and care. As we bring to market our platform of products, we are focused on reducing costs and improving outcomes for Employers, Health Plans and Health Systems through services such as Way Finding (our core navigation platform), Surgery/Musculoskeletal Care, Cancer Care, Pharmacy Care and Weight Health.

We are an AI-first organization with many reporting requirements across both internal AI tooling as well as Salesforce – our primary CRM for housing client and prospect data to store, track and generate insights for our Sales team and beyond. In this capacity, you will support numerous internal functions, including but not limited to Sales, Consultant Relations, Marketing, Product and our Solution leaders.

This candidate will be able to operate within a lean team, at a fast pace, and with the necessary autonomy and proactiveness to help drive our go‑to‑market function forward.

• Administer and maintain Salesforce instance, including users, permissions, fields, workflows, and dashboards
• Generate weekly reports supporting pipeline generation, deals won/lost, Sales forecasts and a host of one‑off requests inbound from cross‑functional business units
• Build and maintain sales reports, dashboards, and performance metrics
• Serve as primary lead for the Sales Operations team, working closely with the Salesforce engineers to develop new features and functions
• Ensure CRM data accuracy, consistency, and completeness at all times (conducting audits and data cleanup)
• Provide analytical insight to drive the business to action

• The ideal candidate should have 5–7 years of Sales Operations experience, supporting an external go‑to‑market team
• Proven prior history of supporting B2B organizations, ideally in the digital health space
• Deep knowledge and experience working in Salesforce—deriving reports, synthesizing data and providing regular and frequent updates to the organization at large
• Experience interfacing with AI tools and leveraging internal products in conjunction with Salesforce and other systems to expedite insight creation and reduce admin burden for the Sales team
• Comfort working cross‑functionally across a multitude of business units, catering to their specific needs and data requirements
• Expertise in tools such as Tableau to produce insightful reports, dashboards and live data views

As a remote position, the salary range for this role is: $100,000 – $125,000 USD.

• People First: We prioritize our Members, clients, and each other in every decision
• Care: Every decision starts with improving health and care for our Members
• Resilience: We push boundaries and take the uncharted path to change an industry
• Results: We take ownership, solve with speed, and deliver for our people and each other
• Humble and Human: We lead with humility, bring fun to tough moments, and go further together

Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity.

Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options.

Our benefits and perks programs include, but are not limited to:

• Competitive medical, dental, and vision coverage
• Competitive 401(k) Plan with a generous company match
• Flexible Time Off/Paid Time Off, 13 paid holidays
• Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
• Mental Health and Wellness benefits

Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out!

Research shows that candidates from underrepresented backgrounds often don’t apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren’t looking for someone who checks each box on a page; we’re looking for active learners and people who care about disrupting the current health and care with their unique experiences.