Senior Commercial Operations Associate

What You’ll Accomplish

In your first 3 months, you will:

• Become a power user of our Salesforce and CPQ/contracting workflows, learning how we structure multi-product enterprise and health plan deals and maintain high standards for data hygiene and approvals.
• Serve as a reliable day-to-day partner to Sales and CS reps on standard and moderately complex deals, ensuring quotes, order forms, and key data fields are accurate and compliant with existing policies.

In your first 6 months, you will:

• Take end-to-end ownership of high-priority enterprise and health plan transactions, from Deal Desk submission through contract execution, acting as the subject matter expert on deal structure, policy, and economics.
• Drive documentation excellence by preparing and auditing BAFOs, Order Forms, and custom contracts so that pricing, incentives, and terms are reflected with “zero-error” quality in both Salesforce and our contracting systems.
• Act as the “glue” between Sales, Legal, Finance, Sales Ops and RevOps to unblock redlines, approvals, and policy questions quickly, especially during month-end and quarter-end closes.

In your first year, you will:

• Become the “source of truth” for complex deal data and health of the deal pipeline, maintaining opportunities that feed dashboards and reports used for forecasting and strategic decision-making.
• Identify recurring friction points in our contracting and approval workflows and propose process or systems improvements that reduce cycle time and improve the experience for both internal stakeholders and customers.
• Help ensure a seamless handoff from Sales to Client Success and Implementation by providing clear, consistent documentation that supports a successful client launch and long-term relationship.

Who You Are

• Detail-obsessed operator: You bring a “zero-error” mentality to contract data, pricing, and documentation, and you’re comfortable handling complex, multi-line, multi-product deals without losing the thread.
• Salesforce power user: You know how to navigate Salesforce deeply and understand how clean, structured data underpins reporting, approvals, and downstream billing and revenue processes.
• Calm under pressure: You can juggle multiple high-stakes enterprise deals simultaneously and stay organized and proactive during month-end and quarter-end pushes.
• Trusted cross-functional partner: You communicate clearly and professionally with Sales, Legal, Finance, RevOps, and product/implementation teams, knowing when to escalate, when to problem-solve independently, and how to keep deals moving.
• Continuous improver: You don’t just fix one-off quote issues—you spot patterns, identify root causes, and suggest improvements to policies, templates, and workflows.

Basic Requirements

• 2+ years of experience in Sales Operations, Deal Desk, Revenue Operations, or a closely related role supporting B2B sales (e.g., enterprise SaaS, health tech, or payer/health plan services).
• Deep Salesforce (CRM) experience, including building and maintaining accurate opportunities, products, and deal structures; experience with CPQ tools is a strong plus.
• Proven ability to manage complex deals (multi-product, non-standard terms, or multiple business lines) from initial quote through contract execution within defined policy guardrails.
• Demonstrated attention to detail and data accuracy for pricing, incentives, legal terms, and custom billing requirements.
• Strong cross-functional communication skills and comfort partnering with Sales, CS, Legal, Finance, and RevOps to resolve issues and move deals forward.

Preferred Requirements

• Experience working with health plans, large employers, or enterprise healthcare/benefits buyers, ideally in a HealthTech or enterprise SaaS environment.
• Hands-on experience with CPQ and CLM tools (e.g., Salesforce CPQ, Ironclad) to configure complex pricing and manage contract workflows.
• Prior exposure to quote-to-cash processes, including billing set-up and coordination with Finance and RevOps teams.
• Experience supporting Sales organizations during month-end and quarter-end with tight SLAs and high deal volume.

Compensation & Benefits

• Comprehensive medical, dental, and vision coverage.
• Help with gender-affirming care, tools for family and fertility planning, and travel reimbursements if healthcare isn’t available where you live.
• Traditional or Roth 401k retirement plan options with a 2% company match.
• Modern life stipends for learning and development.