Location: Richardson, TX (HQ)

Reports to: Partners/Owners (with day-to-day partnership from Senior VPs, Real Estate)

About Xite Healthcare Real Estate & Practice Sales

Xite supports doctors and outpatient providers at pivotal points in their careers - from launching and expanding locations to navigating acquisitions and practice transitions. With dedicated teams across Real Estate and Practice Sales, we bring advisory-level expertise and a high-touch approach to help providers make confident, high-impact decisions.

Why this role exists

Xite's sales motion includes heavy outbound plus website-driven inbound. We have :15 reps across two divisions (Real Estate + Practice Sales): :10 reps active on phones and :5 VPs who frequently receive handoffs of qualified opportunities for later-stage progression. Clean routing, ownership, follow-up standards, and reporting are critical.

This role builds and runs the execution operating system that keeps leads and opportunities moving, ensures accountability, and gives leadership a clear view of performance.

Not a Salesforce Admin role. You will partner with our in-house Salesforce Admin/Developer for build work. You own requirements, prioritization, UAT, rollout, and adoption.

This is a high-visibility role with a clear path to potentially grow into Sales Ops Lead or RevOps Manager as Xite scales. Strong performance will expand ownership across process design, enablement, forecasting, and cross-team operating cadence.

Key outcomes (6-12 months)

Outbound lanes/worklists are defined and adopted: reps know what to work next and how to disposition outcomes consistently
Lead/opportunity ownership is unambiguous: no qualified opportunities stall due to unclear handoffs or missing next steps
Follow-up reliability improves: timely, consistent follow-up on qualified leads/opps becomes the standard operating rhythm (measured and managed)
Pipeline hygiene improves: stage definitions, close dates, and required fields are consistently maintained
Leadership visibility improves: bi-weekly partner reporting provides clear KPIs, bottlenecks, risks, and next actions
System enhancements ship predictably: workflow/automation improvements are delivered through an effective partnership with the Salesforce Admin/Developer

What You'll Own Day-to-day

Outbound execution system (core)
Build and maintain outbound "targeting lanes"/worklists and rules for how reps work their book
Define required dispositions and activity logging standards so performance can be measured reliably
Create weekly exception reporting (unworked leads, aged leads, stale follow-ups, stalled opps, missing next steps) and drive remediation
Inbound response + follow-up system
Define inbound SLAs (speed-to-lead, contact attempts, follow-up cadence) and ensure adherence
Build practical follow-up standards and rep-ready templates/playbooks in partnership with leadership
Improve routing/assignment so inbound leads land with the right owner and stay owned through handoffs
Handoffs and ownership governance (rep → VP motion)
Define handoff rules and triggers (when to pass, who owns, what must be true before handoff)
Ensure Salesforce reflects true ownership, next steps, and accountability after handoff
Build inspection views and coaching prompts to reduce slippage during handoffs
Pipeline inspection + forecasting support
Maintain clear stage definitions and exit criteria; monitor stage integrity
Support deal inspection routines with VPs (stalled-stage flags, missing next steps, outdated close dates, risk markers)
Ensure pipeline is consistently "forecastable" (clean data + consistent process)
Reporting cadence + leadership communication
Own dashboards and scorecards across both divisions: activity, contact rate, meetings, conversion, pipeline coverage, velocity, win/loss
Run a bi-weekly partner reporting rhythm: insights, risks, and the next set of changes to implement
Salesforce enhancement partnership (Admin/Dev builds)
Turn sales needs into clear requirements/user stories and a prioritized backlog
Coordinate UAT with reps/VPs; manage rollout and adoption
Provide ongoing enablement and training to reps and VPs on Salesforce daily workflows (logging, follow-up, handoffs, and pipeline management) to reinforce adoption
Measure impact of changes (before/after metrics) and iterate

Tools you'll work with

Salesforce Sales Cloud (required)
Salesforce Marketing Cloud (Next) and Salesforce Data Cloud / Data 360 (preferred exposure)
Microsoft 365 (Outlook/Teams/Excel)

Requirements

Requirements

3+ years in Sales Ops / RevOps / Sales Analyst / similar
Strong experience using Salesforce Lightning for day-to-day sales operations (reporting, dashboards, pipeline management, activity logging)
Strong Excel skills (pivots, lookups, clean data handling)
Proven ability to drive adoption and accountability across teams that don't share direct reporting lines
Comfortable presenting insights and action plans to senior leadership/owners

Preferred

Experience supporting outbound teams and measuring funnel performance
Familiarity with lead SLAs, routing logic, and marketing-to-sales handoffs
Experience improving CRM hygiene through clear required fields, stage exit criteria, and rep-friendly logging/disposition standards
Familiarity with SOQL queries within Salesforce
Experience building inspection rhythms (scorecards, exception reporting, business reviews)

Benefits

Benefits

Health & Wellness
- Employer-subsidized medical insurance available after 30 days
Financial Security
- Competitive salary ($70,000 - $90,000 commensurate with experience) with potential performance-based bonuses
- 401(k) Retirement plan with company matching
Work-Life Balance
- Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure)
- Flexible scheduling for personal commitments
Professional Development
- Opportunities for career growth & leadership development
- Support for relevant certifications & industry training
Company Culture
- Innovative, technology-driven work environment
- Regular team-building activities & events

Xite Realty

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