Sales Operations and CRM Analyst.

Mobile Health • Full-time • Remote (Long Island-Queens, New York State, United States) • $80k - $90k / year • 2m ago

About Mobile Health

Mobile Health is a market leader in occupational health and employment-related screening services across the United States. With five owned-and-operated clinics in New York City, and over 6,500 affiliated locations, Mobile Health sees millions of patients per year. Our comprehensive services include drug testing, physicals, respirator fit testing, hearing testing, vision screening, vaccines and titers, and more. We stack hands to support our B2B client partners and are on a mission to make occupational health and employment-related screening the easiest part of their job. To achieve that, we are leveraging technology to change how occupational health is delivered. As a technology-driven company, we’re at the forefront of unleashing new and better ways to keep businesses safe and their employees healthy. Mobile Health is growing, and we are looking for amazing people to join our team!

Location

This position is remote (Within the US); remote but limited travel will be required for meetings, and onsite events.
Monday-Friday 9:00am-5:00pm EST

Salary

Range $80,000.00-$90,000.00/Annually

Overview

The Sales Operations Analyst is responsible for collecting, analyzing, and interpreting sales data to support strategic decision-making and improve sales performance. This role delivers regular reporting, identifies trends, and develops actionable insights to help optimize revenue growth across Mobile Health’s sales channels.

In addition, this position manages, optimizes, and supports the company’s Salesforce platform to ensure it meets the evolving needs of the business. Responsibilities include overseeing CRM configuration, reporting, and integrations with our marketing technology stack to provide accurate insights, streamline workflows, and empower sales, marketing, and operations teams to achieve their goals.

The Sales Operations Analyst partners closely with sales leadership, marketing, finance, and operations to monitor performance metrics, forecast sales, and evaluate the effectiveness of sales initiatives. This role plays a critical part in ensuring data accuracy, enhancing reporting tools, and driving the company’s growth objectives through informed, data-driven recommendations.

Essential Duties & Responsibilities

1. Collect, organize, and analyze sales data from multiple sources to identify trends, patterns, and opportunities.

2. Develop and maintain regular sales performance reports and dashboards for leadership and sales teams.

3. Serves as the primary administrator for the Salesforce CRM environment and other martech stack platforms (including but not limited to- user management, security settings, profiles, roles and permissions)

4. Configure and maintain objects, fields, page layouts, record types, workflows, approval processes, validation rules and automation flows.

5. Manage Salesforce data hygiene, including data imports, deduplication, and regular audits to ensure accuracy and integrity.

6. Manage integrations between Salesforce and other martech tools (ZoomInfo, qualified, HubSpot, Salesloft, Marketo, etc)

7. Monitor key performance indicators (KPIs) to track progress toward sales goals.

8. Prepare sales forecasts and contribute to annual and quarterly sales planning.

9. Evaluate sales strategies, campaigns, and programs to determine effectiveness and ROI

10.Collaborate with sales leadership to identify areas for improvement and recommend solutions.

11. Maintain data accuracy in CRM systems (Salesforce preferred) and other reporting tools.

12. Support ad-hoc analysis and reporting needs for sales and cross-functional teams.

13. Assist in developing standardized reporting templates and processes to improve efficiency.

14. All additional duties as assigned

Experience & Education

Bachelor’s degree in Business, Finance, Marketing, Data Analytics, or related field preferred.

Minimum of 2 years of experience in sales analysis, business analysis, or a related analytical role.

Experience in healthcare or service-based industries preferred but not required.

Benefits

Competitive salary and performance-based incentives
Comprehensive health, dental, and vision insurance plans
401(K) plans
Paid time off and holidays
Professional development opportunities
Flexible working arrangements

Why Mobile Health?

Mobile Health has disrupted the industry since 1984. And we’re not stopping any time soon. We’re changing the way companies think about employee health and safety. We work hard to create a world where occupational health and employee screening are an open door to growth. Our dedication is real. You can feel the passion and enthusiasm. We break barriers. We’re the solution the industry desperately needs. Ready to join us? We can’t wait to meet you.

All qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, race, age, religious creed, national origin, physical or mental disability, ancestry, color, marital status, sexual orientation, military or veteran status, status as a victim of domestic violence, sexual assault or stalking, medical condition, genetic information, or any other protected class or category recognized by applicable equal employment opportunity or other similar laws.