Job Title: Sales Ops Lead
Location: London, full time or contract
Reporting to: CEO
About Us:
Automate Health owns and operates B2B SaaS Healthtech companies that specialise in middle office automation, compliance and patient engagement. Our mission is simple, to reduce inefficiencies and backlog within healthcare through the adoption of world class technologies that increase the efficiency, quality and availability of access to healthcare, ensuring that patients have access to high quality care when they need it.
Our Values
Our values are at the heart of our company and alignment with our values is the cornerstone of our recruitment process:
- Doing the right thing: Integrity guides our every decision. We hold ourselves accountable to the highest ethical standards, ensuring honesty, transparency, and fairness in all endeavours.
- Striving for excellence: We're relentless in our pursuit of excellence. By setting ambitious goals and fostering a culture of innovation, we push boundaries to exceed expectations and drive positive change.
- Aligning as a firm: Collaboration is key to our success. We work as one cohesive team, leveraging diverse talents and perspectives to achieve our shared goals with precision and efficiency.
- Measuring impactful outcomes: Results matter. We measure success not just by numbers, but by the tangible impact we make in transforming healthcare systems and improving patient outcomes.
- Embracing teamwork and fun: We believe in the power of camaraderie and enjoyment. Through teamwork, laughter, and a supportive work environment, we inspire creativity and resilience to overcome challenges and achieve greatness.
Position Overview:
We are seeking an exceptional Sales Ops Lead to work across two of our portfolio companies, Credentially and Salve Health. You will join our management teams and elevate our sales operations to the next level. As a key partner to our Sales and CSM management, you will design, implement, and optimise processes, systems, and data strategies to ensure our growing team of 15+ sales and customer success professionals can execute on ambitious goals. With a deep focus on Salesforce expertise, process execution, and strategic problem-solving, you’ll enable reliable tracking, reporting, and insights across the entire sales journey—from lead generation to customer retention. This is a high-impact role for a communicative, tech-savvy, and process-driven leader who thrives in a fast-paced, innovative environment. The role offers a hybrid work arrangement, with at least one weekly meeting at our London office which is located outside Victoria station.
Key Responsibilities
- Process Optimization & Execution: Collaborate with sales leadership to refine and enforce sales processes based on MEDDICC principles, ensuring alignment across the team and consistent execution to hit revenue targets.
- Salesforce Administration & Enhancement: Own the configuration, customisation, and ongoing management of our Salesforce ecosystem (Sales Cloud, Service Cloud, Marketing Cloud, Engagement Cloud), tailoring it to support our evolving sales and CSM needs. Implement changes to improve data integrity, automate workflows, and enhance reporting capabilities.
- Data & Reporting Leadership: Develop and maintain dashboards, reports, and analytics that provide actionable insights into pipeline health, sales performance, and customer success metrics. Ensure data reliability across the sales journey to support strategic decision-making. Lead the sales forecasting process for the company.
- Pricing, Contracts, Approvals: Work with the sales teams on pricing proposals, ensure the appropriate approval processes are implemented and work with the sales teams through the contracting process to ensure the correct and approved paperwork is place.
- Tech Stack Integration: Oversee the seamless integration and adoption of our sales tech stack, including Trumpet, Jiminny, Meddic OS, Aircall, and Salesforce, identifying opportunities to streamline tools and maximise ROI.
- Change Management: Drive adoption of new processes, tools, and system updates by training and empowering the sales and CSM teams, acting as a bridge between leadership vision and on-the-ground execution.
- Strategic Problem Solving: Identify bottlenecks or inefficiencies in the sales process and proactively propose scalable solutions, balancing short-term wins with long-term operational excellence.
- Cross-Functional Collaboration: Partner with Marketing, Product, and Finance teams to align sales operations with broader company goals, ensuring a cohesive go-to-market strategy.
- Team Enablement: Equip the sales team with the resources, documentation, and training needed to succeed, fostering a culture of accountability and continuous improvement.
Who You Are
- Experienced Sales Ops Leader: 5+ years in sales operations within B2B SaaS with a proven track record of scaling processes and systems for growing teams (15+ people).
- Salesforce Expert: Advanced proficiency in Salesforce administration and customisation (certifications such as Salesforce Administrator or Advanced Administrator strongly preferred). Experience with Sales Cloud, Service Cloud, and Marketing Cloud is a must; familiarity with Engagement Cloud is a plus.
- Process Mastermind: Deep expertise in implementing and optimising sales methodologies (e.g., MEDICC) with a knack for translating strategy into actionable, repeatable processes.
- Tech-Savvy: Hands-on experience with a modern sales tech stack (e.g., Trumpet, Jiminny, Aircall, or similar tools) and the ability to quickly learn and integrate new software to enrich processes and outcomes
- Exceptional Communicator: Outstanding verbal and written communication skills, with the ability to influence stakeholders at all levels—from sales reps to C-suite executives.
- Strategic Thinker: A proactive problem-solver who can zoom out to see the big picture and zoom in to execute with precision.
- Data-Driven: Strong analytical skills with experience building reports and dashboards that turn raw data into business insights.
- Team Player: A collaborative leader who thrives in a dynamic, fast-paced environment and is passionate about enabling others to succeed.
Nice-to-Haves
- Experience in healthcare technology or a regulated industry.
- Familiarity with Meddic or similar sales qualification tools.
- Background in change management or team training.
- Exposure to customer success operations alongside sales.
Benefits
- Company Culture: We prioritise fostering a positive and inclusive work environment where our employees feel valued, motivated, and supported. Our company culture is built on a foundation of our core values. By working together towards a common goal, we believe that our employees can achieve great things. We encourage open communication, teamwork, and a commitment to excellence.
- Incentive plan: Everyone shares in the success of the business and therefore whilst you remain employed you will form part of the company’s MIP (Management Incentive Plan). We believe that every employee should be a shareholder and share in the success we achieve together.
- Training and Development: We are committed to your professional development. We will provide you with opportunities to develop your skills and knowledge through training courses and conferences and utilise Lattice internally to develop personal development plans and alignment to company objectives
- Other benefits offered by EnjoyBenefits: Details of available employee benefits can be found here: https://www.enjoybenefits.co.uk/the-benefits/
