Sales Operations Coordinator

At Rectangle Health, we believe that our team members are our most important asset. We grow our team by hiring best-in-class talent. We encourage all employees to contribute their individual talents and ideas to strengthen our team, our brand, and our services. We promote a culture that serves to empower and motivate employees beyond the standard corporate rhetoric one might see on motivational posters. Employees understand their individual roles in serving our customers, and this clarity of purpose encourages high job performance.

Position Overview:

The Prospecting Operations Coordinator plays a critical role in driving the effectiveness of our sales pipeline by overseeing the execution and optimization of lead management processes. This includes ensuring that leads are accurately captured, qualified, distributed, and nurtured to maximize conversion and overall pipeline performance.

This role operates in a fast-paced, highly cross-functional environment, partnering closely with Sales, Marketing, and other internal teams to ensure alignment with broader business goals. Success in this position requires strong analytical thinking, attention to detail, and ownership of processes that directly impact pipeline quality and efficiency.

At Rectangle Health, this is an opportunity to take the lead in managing and improving how prospects move through the funnel, ensuring our sales teams are equipped with the most qualified and engaged opportunities through consistent execution, data-driven decision-making, and continuous process optimization.

Primary job duties:

Lead Capture and Qualification:

Ensure that all incoming leads (from marketing campaigns, events, and other sources) are properly captured and tracked in the CRM system.
Work with marketing teams to establish and refine lead qualification criteria and processes (e.g., MQLs, SQLs).
Ensure that leads are accurately assessed and qualified based on predefined criteria before they are passed to the sales team.
Route inquiries to the appropriate departments based on customer needs or support requirements, ensuring efficient resolution and timely assistance.

Lead Distribution and Assignment:

Oversee the distribution of leads to the appropriate sales representatives or teams, ensuring that they are assigned based on region, expertise, capacity, and other relevant factors.
Collaborate with the sales leadership to align lead distribution with sales strategies and goals.
Lead Follow-Up:
Ensure that all leads are followed up in a timely manner and that no leads are left unattended or fall through the cracks.

Collaboration with Sales and Marketing:

Work closely with the marketing team to align lead generation efforts with sales goals and ensure that the quality of leads meets sales expectations.
Maintain clear communication with the sales team to understand lead performance, conversion rates, and areas of improvement.
Provide feedback to the marketing team on lead quality, campaign effectiveness, and areas for optimization.

Data Management and CRM Optimization:

Manage and optimize lead data in the CRM system (e.g., Salesforce, HubSpot), ensuring that leads are accurately logged, tracked, and updated.
Regularly audit lead data to ensure cleanliness, accuracy, and consistency, and implement data governance best practices.
Utilize CRM tools and reporting systems to generate insights on lead performance, conversion rates, and sales pipeline health.

Lead Performance Analysis and Reporting:

Analyze lead data to identify trends, bottlenecks, and opportunities for process improvement.
Provide actionable insights to sales and marketing teams on how to optimize lead generation, qualification, and nurturing strategies.

Continuous Process Improvement:

Regularly assess and optimize the lead management process to ensure continuous improvement in efficiency and effectiveness.
Identify opportunities for automation in lead capture, qualification, distribution, and nurturing, implementing tools or systems to enhance the process.
Stay current with industry trends, technologies, and best practices in lead management to ensure that the organization remains competitive.

Minimum qualifications:

4+ years of experience in lead management, sales operations, sales enablement or related fields, preferably in a B2B or SaaS environment.
Experience utilizing CRM platforms (e.g., Salesforce, HubSpot) and lead management tools (e.g., Gong, Chili Piper).
Proven track record of developing and optimizing lead qualification, distribution, and nurturing processes.
Strong understanding of lead generation, qualification, and conversion strategies.
Analytical mindset with the ability to use data and insights to optimize lead management processes.
Excellent communication and collaboration skills to work effectively with cross-functional teams, including sales and marketing.
Proficient in using CRM systems, sales enablement tools, and lead management software.
Strong project management skills with the ability to manage multiple initiatives simultaneously.

Preferred Qualifications:

Bachelor’s degree in Business, Marketing, or related field (preferred).
Certifications in sales operations, CRM tools, or marketing automation (a plus).
Familiarity with marketing automation platforms (e.g., HubSpot).
Knowledge of sales enablement strategies and tools.

Key Competencies:

Leadership: Ability to lead and influence cross-functional teams to optimize lead management processes.
Analytical Thinking: Ability to analyze data and provide actionable insights to improve lead flow and conversion.
Collaboration: Strong team player with the ability to work across departments to improve lead management strategies.
Problem-Solving: Ability to identify bottlenecks or inefficiencies in the lead management process and find solutions.
Attention to Detail: Ensure lead data is accurate and properly tracked in the CRM system.

Compensation & Benefits:

$70,000 – $80,000 annual base salary (commensurate with experience)

Competitive Medical Health Plans, HSA & FSA

Employer Paid Low Medical Plan for Employee & Dependents
Employer Paid Dental & Vision for Employee
Employer Paid Life Insurance for Employee
Employer Paid Long-term Disability for Employee
Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
+ Voluntary Supplemental Insurance Coverage Options
15 days PTO & 7 Sick Days Annually
10 Fixed Paid Holidays Off Annually
401(k) Matching up to 3%

About Us:

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.

Rectangle Health

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Sales Operations Coordinator