Sales operations leader scaling Phreesia’s healthcare SaaS revenue engine with Salesforce, forecasting, and AI.
Leading planning, analytics, commercial systems, and team development across Phreesia’s growing solution portfolio.
Responsibilities
Lead annual and quarterly sales planning across territory, capacity, quota, and compensation planning
Design balanced territories and account segmentation, model headcount needs, and set quotas tied to forecast targets
Partner with Finance and People teams on compensation plans
Support go-to-market planning for new offerings
Own the forecasting process and cadence for new business, renewals, and expansion
Establish pipeline hygiene standards, stage definitions, and inspection rhythms
Run weekly pipeline and forecast reviews with Sales leadership
Partner with Finance on bookings-to-revenue reconciliation, campaign delivery pacing, and quarterly business reviews
Build and maintain reporting for pipeline, win/loss, retention and renewal rates, upsell, rep productivity, and brand- and agency-level performance
Present commercial insights to senior leadership and govern a single source of truth for commercial data
Own the sales technology stack, including Salesforce, forecasting, enablement, data enrichment, and workflow tools
Define and execute an AI roadmap using AI agents, predictive analytics, and intelligent automation
Drive CRM adoption and data quality and design workflows that reduce manual seller effort
Evaluate, pilot, measure, and scale emerging AI tools
Run deal desk functions including pricing governance, approval workflows, proposal support, and order processing
Improve quote-to-cash processes and own rules of engagement across Sales, Client Experience, and Market Development
Scale sales best practices across outreach cadences, deal motions, and renewal plays
Partner with Sales Enablement and Training to embed process changes and best practices
Lead, develop, and mentor the Sales Operations team
Serve as a trusted operating partner to senior Finance, Client Experience, and Sales leaders
Requirements
Bachelor's degree required
10+ years of experience in sales operations, revenue operations, or commercial strategy
3+ years leading the function or a significant portion of it
Prior people management experience
Deep, hands-on expertise with Salesforce, including administration, reporting, and process design
Experience owning forecasting, territory and quota planning, and sales compensation design within a quota-carrying sales organization
Experience in media, advertising, point-of-care marketing, life sciences, or healthcare technology
Familiarity with annually renewing or re-sold revenue models is a plus
Strong analytical toolkit, including hands-on use of AI tools for analysis, forecasting, and workflow automation
Experience with Salesforce Einstein/Agentforce, generative AI assistants, or similar tools
High proficiency with Excel or Google Sheets
Experience with SQL and Power BI or similar BI tools is preferred
Ability to turn complex data into a clear, compelling narrative for executives
Track record of scaling a commercial function with AI and automation
Excellent cross-functional collaboration and communication skills
Comfortable operating at strategic and hands-on levels
Based in EST or CST in Canada or the U.S.
Occasional travel required for client meetings, industry events, conferences, and team collaboration
Benefits
Base salary and variable incentive
Comprehensive Total Rewards package
100% remote work
Home office expense reimbursements
Monthly reimbursement for cell phone, internet and wellness
Competitive compensation
Flexible PTO and company holidays
Variety of healthcare benefits for employees, families, and pets starting day one
Generous top-up for parental leave benefits
Continuing education and professional certification reimbursement
Various offsite events and activities for team connection and team building
Local in-person volunteer events and give-back programs
Company-wide recognition tool with redeemable points and a catalogue of items
Employee Resource Groups (ERGs)
Accommodations available on request for candidates participating in the selection process
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