Sales Operations Associate

Summary

Join Doximity as a Sales Operations Associate and contribute to the transformation of the healthcare industry. Maintain and improve the accuracy of the company's CRM system (Salesforce) through data management and reporting. Collaborate with Client Success Managers and the Finance Revenue team to ensure data integrity and support accurate revenue forecasting. This role involves managing the provisioning process for subscriptions and resolving data discrepancies. The position can be based in San Francisco or remotely in the U.S. You will identify process improvements and support the maintenance of Salesforce dashboards and reporting.

Requirements

• Bachelor’s Degree
• 3-5 years of relevant experience in a similar role
• Experience with high-volume data management
• Proficiency in Salesforce (required)
• Strong analytical skills with the ability to interpret complex data
• Strong attention to detail and commitment to data accuracy
• Ability to manage and prioritize multiple tasks
• Excellent problem-solving and time management skills
• Effective communicator, able to engage easily with cross-functional partners
• Thrives in a fast-paced and constantly evolving environment

Responsibilities

• Ensure CRM data aligns accurately with signed contracts and sales documentation
• Proactively monitor opportunities, terms and deliverables spanning new contracts, upsells and amendments
• Collaborate cross-functionally with Sales, Client Success, Finance, Deal Desk, our Pricing Team and other internal stakeholders to resolve data discrepancies and support accurate revenue forecasting
• Own the provisioning process for new subscriptions, renewals and upsells
• Ensure Sales Operations processes are documented and consistently performed
• Maintain integrity and structure of accounts in Salesforce
• Identify and recommend improvements to processes and tools to drive efficiency and scalability as well as support implementation
• Support maintenance of dashboards and reporting within Salesforce to help monitor key performance indicators and ensure data accuracy

Preferred Qualifications

• Some technical and reporting aptitude within Salesforce environment
• Experience with Jira
• Exposure to Operations best practices and tools
• Proficiency with Google Sheets, including basic formulas and pivot tables

Benefits

• Medical, dental, vision offerings for you and your family
• 401k with matching program
• Employee stock purchase plan
• Family planning support, Childcare FSA, and parental leave
• Life, AD&D, and Disability
• Generous time off, holidays and paid company trips
• Wellness benefits…plus many more!