Sales & Customer Experience Operations Analyst
This role is remote/hybrid/flexible as we have office space in downtown Toronto.
Practice Better is looking for an experienced Sales and Customer Experience Operations Specialist who will be part of the founding members of the RevOps team.
We offer career development and a strong career path in Product, GTM, Support & Customer Success, and you will work directly with our leadership team to build the foundations of a mission-critical program for the business to grow and scale to meet the needs of our users and customers.
Practice Better is a leading all-in-one practice management software solution transforming how health & wellness professionals run their practices and support their clients.
The company serves 15,000+ customers in over 70+ countries across the globe and processes hundreds of millions annually in payments on behalf of customers.
Over 65% of growth in our customer base comes from word of mouth and referrals, which is a testament to our strong brand and community.
Sales Operations — Analyze sales data to provide insights into performance, identify trends, and support strategic decision-making.
Sales Operations — Collaborate with the sales team to optimize processes, including lead management, forecasting, and pipeline analysis.
Sales Operations — Implement and maintain sales tools and technologies to enhance efficiency.
Sales Data Analysis — Analyze sales data to identify trends, patterns, and insights that drive strategic decision-making.
Sales Data Analysis — Generate regular reports and dashboards to communicate key performance indicators (KPIs) and sales metrics.
Sales Process Optimization — Evaluate and streamline sales processes to improve efficiency and effectiveness.
Sales Process Optimization — Collaborate with sales leadership to implement and monitor best practices for lead management, forecasting, and pipeline management.
Sales Technology Management — Oversee and manage sales tools and technologies, including CRM systems.
Sales Technology Management — Provide training and support to sales teams on effectively using sales technology.
Forecasting and Planning — Assist in developing sales forecasts and plans by analyzing historical data and market trends.
Forecasting and Planning — Collaborate with sales leaders to ensure accurate and achievable sales targets.
Customer Experience Enhancement — Evaluate and improve customer touchpoints throughout the sales cycle.
Customer Experience Enhancement — Work closely with the customer support and success teams to gather feedback and implement improvements to enhance overall customer satisfaction.
Data Analysis and Reporting — Generate regular reports and dashboards to communicate key sales performance indicators, customer satisfaction metrics, and trends.
Data Analysis and Reporting — Provide actionable insights to both sales and customer experience teams to drive continuous improvement.
Process Optimization — Identify opportunities to streamline and improve sales and customer experience processes.
Process Optimization — Implement and oversee automation initiatives to enhance workflow efficiency.
Cross-functional collaboration — Collaborate with marketing, finance, and other departments to ensure alignment and consistency in data and processes.
Cross-functional collaboration — Act as a liaison between sales and customer experience teams to facilitate communication and process improvement.
Quality Assurance — Conduct regular audits to ensure data accuracy and integrity within sales and customer experience systems.
Quality Assurance — Implement and maintain data enrichment, quality standards, and processes.
3+ years of experience working within HubSpot’s Sales Hub; direct experience with HubSpot’s Marketing Hub is an asset.
~Bachelor’s degree in Business, Sales, Customer Experience, Data Analytics, or a related field.
~ Proven experience in sales operations, customer experience, or a similar role.
~ Strong analytical skills and proficiency in data visualization tools.
~ Knowledge of sales and customer experience technologies, CRM systems, and analytics tools. (HubSpot, Salesforce)
~ Excellent communication skills and ability to convey complex data insights to non-technical stakeholders.
~ Detail-oriented with a focus on data accuracy and quality.
Familiarity with SQL or other data querying languages.
Project management skills for overseeing process improvements and technology implementations.
Certifications in relevant sales and customer experience technologies would be a plus.
Coverage starts from Day 1 and includes vision & dental.
Are you team windows or apple? Home Office Allowance : $500/year to ensure your home office is set up for optimal comfort and productivity.
Fully Remote :
Work from the comfort of your own home with the choice to access our downtown Toronto office for a change of scenery.
We prioritize weekly team bonding and monthly company-wide social events with a lunch stipend. Practice Better operates remote-first, hybrid-optional.
So if you need to stretch your legs or whiteboard with your team, you can use our beautiful, private downtown Toronto office.
Practice Better is a respectful, caring, and inclusive workplace. We are committed to accessibility, diversity, and equal opportunity.
Requests for accommodation can be made at any stage of the recruitment process providing the applicant has met the requirements for the position.
Practice Better is proud to be a diverse and equal opportunity employer and as such does not discriminate on the basis of race, color, religion, sex, national origins, age, sexual orientation, disability, or any other characteristic protected by applicable laws