Who we are
At Clearstep, we believe healthcare should be easy. We build technology that enables patients to find the exact right care while also allowing healthcare systems to tackle the most pressing capacity issues in their organization. As the most prevalently adopted self-service, AI triage platform (both in the federal and commercial spaces), Clearstep is on a mission to improve outcomes for patients and providers alike. Clearstep reaches patients in all 50 states, having directed millions of patients to the best care at the right time.
Why Work With Us
You should consider joining us if you are looking for mission-oriented work, are driven to improve the healthcare experience, are excited to catalyze change in a complex industry, and want to build a solution that can help your friends/family easily navigate healthcare. Clearstep provides abundant opportunities for individual career growth in addition to giving you the chance to directly impact the success of an innovative market leader in the AI healthcare industry.
Core Responsibilities
RFP Management & Tooling:
- Own the end-to-end RFP response process, including the selection, implementation, and maintenance of an RFP response tool.
- Initially manage the coordination and logistics of responses; over time, you will evolve into the primary drafter of technical responses, utilizing the team for final review and editing.
- Manage the final stages of the sales process by building custom pitch decks, drafting pricing quotes, and preparing initial contracts to help get deals signed faster and ensure a smooth handoff to our team.
CRM Management & Data Integrity:
- Own the end-to-end sales process in HubSpot. Your goal isn't just data entry; it’s identifying where deals "stick" and implementing the workflows, automation, and coaching to unstick them.
Sales Process & Pipeline Accountability:
- Introduce structure and discipline to the sales process, ensuring pipeline visibility and accountability.
- Oversee weekly sales meetings with sales and marketing teams, driving alignment and progress on key initiatives and prospects.
Sales Enablement & Asset Development:
- Generate and maintain sales assets (decks, one-pagers, battlecards, case studies) for all stages of the sales journey and for various prospect personas.
- Develop and maintain a comprehensive sales playbook for BDRs, contractors, and internal stakeholders.
Sales Contractor Coordination:
- Help hire, train, and equip new BDRs. You will prepare all materials and processes necessary to ensure new hires can hit the ground running.
- Manage and mentor our BDR contractors, ensuring they are an integrated, high-performing extension of our brand.
Cross-Functional Collaboration:
- Coordinate with product, customer success, and engineering teams to ensure seamless handoffs and alignment on customer needs and product updates.
- Support marketing in tracking the effectiveness of campaigns and events, ensuring lead quality and pipeline health, including supporting A/B testing messaging and sequences to optimize for specific titles, roles, organization types, and functions.
Forecasting & Reporting:
- Prepare and deliver regular sales forecasts, pipeline reports, and performance dashboards for leadership and board reviews.
- Identify trends, risks, and opportunities within the sales pipeline and recommend actions.
Process Optimization:
- Continuously evaluate and improve sales processes, tools, and workflows to drive efficiency and scalability.
- Implement best practices for lead management, opportunity tracking, and deal progression.
Sales Engagement:
- Once established, help handle initial sales discovery calls and own certain accounts in the pipeline.
- Help bring in new prospects via self-prospecting and help organize, set up, and attend events/conferences on behalf of the company.
Requirements
Experience:
- 4+ years in sales operations, sales enablement, or a similar role in an enterprise, health-tech B2B SaaS environment.
- Preference will be given to individuals residing in New York City.
Nice-to-Haves:
- Experience in healthcare or technology industries.
- Familiarity with marketing automation and lead generation tools.
- Experience supporting a distributed or remote sales team.
- Knowledge of contract management and deal desk processes.
Compensation & Benefits
- Competitive salary, commensurate with experience
- Stock compensation plan – you’ll be a Clearstep co-owner
- Health insurance
- 401k with 4% match
- Flexible work schedule and unlimited PTO
- Monthly WFH and Health stipends
- Fully remote
- Strong emphasis on collaborative learning and career development
