About the Position:

Practice Better is looking for an experienced Sales and Customer Experience Operations Specialist who will be part of the founding members of the RevOps team. We offer career development and a strong career path in Product, GTM, Support & Customer Success, and you will work directly with our leadership team to build the foundations of a mission-critical program for the business to grow and scale to meet the needs of our users and customers.

About us: 

Practice Better is a leading all-in-one practice management software solution transforming how health & wellness professionals run their practices and support their clients. The company serves 15,000+ customers in over 70+ countries across the globe and processes hundreds of millions annually in payments on behalf of customers. Over 65% of growth in our customer base comes from word of mouth and referrals, which is a testament to our strong brand and community. Practice Better has recorded a 300% compound annual growth rate in revenue since inception, and we are well-positioned for continuous growth in the years to come.

Responsibilities of the role include

• Sales Operations — Analyze sales data to provide insights into performance, identify trends, and support strategic decision-making.
• Sales Operations — Collaborate with the sales team to optimize processes, including lead management, forecasting, and pipeline analysis.
• Sales Operations — Implement and maintain sales tools and technologies to enhance efficiency.
• Sales Data Analysis — Analyze sales data to identify trends, patterns, and insights that drive strategic decision-making.
• Sales Data Analysis — Generate regular reports and dashboards to communicate key performance indicators (KPIs) and sales metrics.
• Sales Process Optimization — Evaluate and streamline sales processes to improve efficiency and effectiveness.
• Sales Process Optimization — Collaborate with sales leadership to implement and monitor best practices for lead management, forecasting, and pipeline management.
• Sales Technology Management — Oversee and manage sales tools and technologies, including CRM systems.
• Sales Technology Management — Provide training and support to sales teams on effectively using sales technology.
• Forecasting and Planning — Assist in developing sales forecasts and plans by analyzing historical data and market trends.
• Forecasting and Planning — Collaborate with sales leaders to ensure accurate and achievable sales targets.
• Customer Experience Enhancement — Evaluate and improve customer touchpoints throughout the sales cycle.
• Customer Experience Enhancement — Work closely with the customer support and success teams to gather feedback and implement improvements to enhance overall customer satisfaction.
• Data Analysis and Reporting — Generate regular reports and dashboards to communicate key sales performance indicators, customer satisfaction metrics, and trends.
• Data Analysis and Reporting — Provide actionable insights to both sales and customer experience teams to drive continuous improvement.
• Process Optimization — Identify opportunities to streamline and improve sales and customer experience processes.
• Process Optimization — Implement and oversee automation initiatives to enhance workflow efficiency.
• Cross-functional collaboration — Collaborate with marketing, finance, and other departments to ensure alignment and consistency in data and processes.
• Cross-functional collaboration —Act as a liaison between sales and customer experience teams to facilitate communication and process improvement.
• Quality Assurance — Conduct regular audits to ensure data accuracy and integrity within sales and customer experience systems.
• Quality Assurance — Implement and maintain data enrichment, quality standards, and processes.

Who you are

• Bachelor’s degree in Business, Sales, Customer Experience, Data Analytics, or a related field.
• Proven experience in sales operations, customer experience, or a similar role.
• Strong analytical skills and proficiency in data visualization tools.
• Knowledge of sales and customer experience technologies, CRM systems, and analytics tools. (Ex. HubSpot)
• Excellent communication skills and ability to convey complex data insights to non-technical stakeholders.
• Detail-oriented with a focus on data accuracy and quality.

Preferred Skills

• Experience with CRM systems (e.g., Salesforce, HubSpot).
• Familiarity with SQL or other data querying languages.
• Project management skills for overseeing process improvements and technology implementations.
• Certifications in relevant sales and customer experience technologies would be a plus.

Perks & Benefits

• Unlimited Vacation: We believe you can be highly productive and still have plenty of time for life outside of work.
• Generous health benefits plan: Coverage starts from Day 1 and includes vision & dental.
• Choose your device: Are you team windows or apple? You shouldn’t have to compromise, especially if you work more efficiently on a specific operating system. When you join us, you get to pick!
• Home Office Allowance: $500/year to ensure your home office is set up for optimal comfort and productivity.
• Health & Wellness Allowance: $750/year to support your health & wellness related goals and hobbies.
• Learning & Development Allowance: $1000/year to explore a new skill, attend a conference, read some new books, etc.
• Fully Remote: Work from the comfort of your own home with the choice to access our downtown Toronto office for a change of scenery. 
• Events & Free Lunches: We prioritize weekly team bonding and monthly company-wide social events with a lunch stipend. We pride ourselves on maintaining a culture where everyone feels engaged, inspired, and excited to come to work every day.

How we work:

Practice Better operates remote-first, hybrid-optional. We ensure each member of our team is equipped with the necessary tools to perform effectively within the comfort of their own space. However flexibility is important! So if you need to stretch your legs or whiteboard with your team, you can use our beautiful, private downtown Toronto office.