Sales Operations & CRM Manager

Company Bio: Founded by industry pioneers, SlateRx provides simple and affordable pharmacy benefit programs to employer groups, unions, public sector groups, health systems, and other payers throughout the United States. As the industry’s only PBX TM , SlateRx is creating real value for plan sponsors on day one through purchasing scale and continued management via innovation and transparency. Our model is designed to improve an out-of-touch healthcare model to make pharmacy benefits simple and affordable for plan sponsors and members. Job Overview: The Sales Operations & CRM Manager will own and optimize our sales technology stack – including Monday.com and SharePoint – and drive both day-to-day operational excellence and strategic sales process improvements. This hybrid role blends hands-on CRM administration (system configuration, user support, data quality) with sales operations strategy (process design, reporting, pipeline analytics, and continuous improvement). As a key member of the Sales organization supporting Sales Leadership and the RFP/Proposal team, you will ensure our CRM systems empower efficient sales execution and data-driven decision-making across the company. Completeness of new opportunity and pipeline entries into Monday.com for plan sponsors and institutional customers to accurately support executive KPIs and reporting of business analytics. Responsibilities: As the Sales Operations & CRM Manager your key responsibilities will include: Operational & Administrative Responsibilities (CRM Administration & Support): CRM System Ownership: Administer and maintain Monday.com as core CRM platforms, including user account management, permissions/roles, data backups, and overall system performance. Configuration & Integration: Configure and customize CRM fields, objects, workflows, automations, and integrations to fit evolving business needs (e.g. integrating Monday.com with other systems, syncing data between SharePoint and Monday.com). Ensure smooth integration of CRM with marketing, support, and RFP management tools for end-to-end process flow Data Hygiene & Integrity: Maintain clean, reliable data by establishing data governance practices – regular data audits, deduplication, and cleanup of leads/contacts/accounts to ensure high data quality in both CRM systems. User Support & Training: Serve as the go-to CRM expert for Sales and RFP teams, providing onboarding training for new users, creating user-friendly documentation, and offering timely technical support to maximize tool adoption. Issue Troubleshooting: Proactively monitor system health and troubleshoot any CRM issues or errors (e.g. workflow failures, integration errors) to minimize downtime and operational disruption Documentation & Best Practices: Develop and update standard operating procedures and best-practice guides for CRM usage, data entry, and sales process workflows, ensuring consistency and longevity of process knowledge. Strategic & Analytical Responsibilities (Sales Operations & Insights) Sales Process Optimization: Partner with Sales leadership and RFP leadership to design and refine sales processes (lead management, contact management, opportunity pipeline stages, forecasting cadence) and ensure CRM workflows align with and support these processes. Identify opportunities for process automation or improvement that enhance sales productivity and pipeline velocity. Reporting & Dashboards: Build and maintain dynamic reports and dashboards in Monday.com to provide real-time visibility into sales pipeline, RFP pipeline, win rates, revenue forecasts, and other key metrics. Continuously improve reporting infrastructure (possibly leveraging BI tools or Excel) to support data-driven decisions by Sales and executive leadership Pipeline & RFP Analytics: Monitor sales funnel and pipeline health and document opportunities into the CRM, and SharePoint analyzing lead conversion rates, pipeline progression, and forecast accuracy to identify trends or gaps. Collaborate with the RFP/Proposal team to track RFP progress in the CRM (from intake to submission) and provide insights on RFP win/loss outcomes, helping inform strategy and resource allocation Continuous Improvement: Stay current on CRM best practices and new features (Monday.com capabilities) and recommend innovative solutions to drive efficiency, improve data quality, and enhance how the Sales and RFP teams use the tools. Propose and implement enhancements that support scalable growth, such as new automation, updated CRM architecture, or improved sales process documentation. Cross-Functional Collaboration: Work closely with Sales Leadership to align CRM configuration with sales strategy and forecasting needs. Partner with the RFP/Proposal team to ensure the CRM and SharePoint support proposal tracking and that data from RFP activities (e.g., bids, statuses, outcomes) is captured for analysis and knowledge sharing. Coordinate with Marketing, Finance, and Operations as needed to integrate their data requirements into the CRM (for example, ensuring sales-to-finance handoffs, or connecting marketing lead sources to pipeline conversion). Sales Enablement & Materials: Collaborate with Sales Enablement or directly create sales support materials, like updated dashboards, pipeline review templates, and training modules, to help the Sales and RFP teams work effectively and follow best practices. Other duties as assigned Qualifications: To excel in this role, you should possess the following qualifications: 5+ years of experience in Sales Operations, CRM administration, or similar roles, preferably supporting a B2B sales organization. Hands-on expertise administering Monday.com – including customizations, reports/dashboards, and user support – is essential Strong data analysis skills (proficiency in Excel and familiarity with BI/reporting tools like Tableau or Power BI is a plus) and a solid understanding of sales metrics and pipeline management. Ability to translate complex data into actionable insights and clear reports for stakeholders. Proven ability to design and optimize business processes (e.g., sales workflow, lead routing, opportunity tracking) and manage projects or system improvements from concept to execution. Detail orientation with a proactive mindset for identifying and fixing issues in processes or data. Excellent communication and collaboration skills – comfortable working cross-functionally and translating between technical details and business needs. Self-starter who can work independently with minimal supervision, yet also thrive as a team player aligning multiple departments (Sales, RFP, IT, etc.). Strong organizational and time management skills to handle multiple projects and deadlines. Proven experience in a Client Relationship Management (CRM) position for a pharmacy-related or healthcare company Excellent communication skills. Ability to think creatively and innovatively. Professional judgment and discretion that comes from experience in the field. Proficient in the Microsoft suite of products. Education: Bachelor’s degree in Business, Information Systems, health care administration or related field preferred, or equivalent experience License Requirement: None Job Benefits: Health, Dental, Vision, Life, 401k, Paid Time Off. Location: Remote predominantly. We estimate that this position will include 10% travel responsibilities, however, they will vary based on the season and could be more or less than this range.