ORS Partners

  • Director of Sales Operations

    Job Locations US-PA-Philadelphia
    # of Openings
    Sales / Business Development
  • Overview

    JOB SUMMARY: The Director of Sales Operations will report directly to the Executive Vice President of Business Development and will be responsible for systemizing the sales processes to increase the sales teams’ efficiency and effectiveness from the Philadelphia office. This role will manage and oversee teams responsible for Sales Technology, Analytics, Training, and Sales Support. This role will collaborate and work closely with the Marketing and various Sales teams.


    Essential Functions:

    • Responsible for supporting the planning, reporting, forecasting quota and management, sales process optimization, sales development, territory planning, and sales compensation administration
    • Influence CRM and sales technology strategy to scale ahead of the business’ needs; ensuring that the strategy considers the full sales and marketing funnel
    • Develop and implement policies and procedures to ensure data integrity and cleanliness of the CRM with marketing, sales, product and business systems teams
    • Develop key performance metrics and dashboards that help the sales organization focus on performance drivers
    • Work with BD executives, accounting, finance, and human resources to aid with sales incentive compensation plans
    • Participate in management decision-making processes concerning sales issues and procedures
    • Serve as an escalation point for the resolution of a process and/or system issue
    • Facilitate and audit deal review and approval procedures and policy compliance
    • Manage the evaluation and interpretation of data; identify trends that signal new opportunities or challenges and dangers; converts data trends into actionable sales processes and tactics
    • Salesforce Onboarding, Training and Development
    • Optimization of Sales Processes
    • Workflows
    • Sales ActivitiesLead Generation
    • Conversion Rates
    • Operational Support of Sales teams
      • Order form completion
      • RFP support
      • Customer scope discussions
      • Market prospect identification
      • Post event support activities
    • Optimizations of Sales Frameworks and Methodologies
    • Optimization of Sales Tools, Knowledge Base, and other Assets
      • CRM
      • Automation
      • Data Analytics
      • Contract Management
      • Forms and Templates
      • Client Engagement & Outreach
    • This is a national position; some travel is expected (< 10%)
    • Any other duties as applicable to the position



    • Bachelor's degree in business, sales/marketing, or related discipline, MBA preferred
    • 7-10 years of experience working in sales, business or marketing operations, or business management and leading a team
    • Extensive first-hand experience with progressive sales automation systems and demonstrated ability to improve sales productivity
    • Demonstrated ability to define, refine and implement sales processes, procedures and policies
    • Proven proficiency in identifying, diagnosing, and resolving problems of all levels of complexity, prioritizing critical client issues and identifying department needs
    • Ability to conduct sophisticated and creative analysis of complex data, and translate the results into actionable deliverables, messages, and presentations
    • Strong interpersonal and team building skills; ability to work with a diverse team and influence/ drive change across functional and business boundaries
    • Strong technical, research, problem-solving and collaboration skills
    • Ability to develop and present to executive management
    • Expert in BI tools and CRM systems and Microsoft Office Suite
    • Successful track record of working effectively at all levels within the organization
    • Experience as a sales rep or manager is a plus           
    • Healthcare revenue cycle industry experience a plus
    • Payments industry experience is a plus


    The candidate will be operating in a high-energy, high-growth environment. This is an excellent opportunity for individuals looking to excel and learn in an open, professional, team-oriented environment, and grow their career with an industry innovator and recipient of several industry awards.



    InstaMed is a rapidly growing healthcare technology company that has established itself as a leader in the emerging market of healthcare payments. InstaMed’s solutions are delivered via its proprietary cloud-based platform and network of healthcare providers and payers. We are seeking motivated candidates to join our dynamic and growing company.


    InstaMed is an Equal Opportunity Employer.


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