Experity is the leading software and services company for on-demand healthcare in the U.S. We provide software solutions that remove complexities and simplify operations for 5700+ urgent care clinics across the country. We create, maintain, and support products to facilitate the complete on-demand healthcare experience: from patients finding clinics and making appointments, to checking in, to clinical documentation, and to the final bill paid by the patient. Our team is committed to changing healthcare for the better by innovating and revolutionizing on-demand healthcare for millions of patients across the country.

Experity offers the following:

Benefits – Comprehensive coverage starts first day of employment and includes Medical, Dental/Orthodontia, and Vision. Ownership - All Team Members are eligible for synthetic ownership in Experity upon one year of employment with real financial rewards when the company is successful! Employee Assistance Program - This robust program includes counseling, legal resolution, financial education, pet adoption assistance, identity theft and fraud resolution, and so much more. Flexibility – Experity is committed to helping team members face the demands of juggling work, family and life-related issues by offering flexible work scheduling to manage your work-life balance. Paid Time Off (PTO) - Experity offers a generous PTO plan and increases with milestones to ensure our Team Members have time to recharge, relax, and spend time with loved ones. Career Development – Experity maintains a learning program foundation for the company that allows Team Members to explore their potential and achieve their career goals. Team Building – We bring our Team Members together when we can to strengthen the team, build relationships, and have fun! We even have a family company picnic and a holiday party. Total Compensation - Competitive pay, quarterly bonuses and a 401(k) retirement plan with an employer match to help you save for your future and ensure that you can retire with financial security.

Hybrid workforce:

Experity offers Team Members the opportunity to work remotely or in an office. While this position allows remote work, we require Team Members to live within a commutable distance from one of our locations to ensure you are available to come into the office as needed.

 

Job Summary: 

The Sales Operations Analyst supports the systems, tools, and processes that power the Sales and Deal Desk teams. This role bridges daily execution with strategic improvement—building dashboards, analyzing patterns, and contributing to projects that improve accuracy, speed, and the sales representative experience.

Working alongside Sales, Finance, Legal, and Revenue Operations, the Analyst ensures data integrity, assists with the contract and ticket queue, and supports implementation of new tools and workflows. The ideal candidate is curious, fluent in Salesforce, and excited to improve how things work—without losing sight of what needs to get done today.

This role is a key contributor within the Sales Operations function and reports to the Manager, Sales Operations.

Responsibilities:

Build and maintain dashboards in Salesforce to support rep performance, sales forecasting, pipeline hygiene, and campaign tracking. Support daily management of SalesOps HUD dashboards and contribute to the resolution of support tickets related to opportunities, accounts, ownership, and disposition errors. Assist with contract processing and document generation in Conga and Salesforce CPQ, escalating complex scenarios as needed. Conduct routine audits of Salesforce data to identify and resolve hygiene issues, including ownership mismatches and duplicate records. Analyze post-rollout adoption of sales tools (e.g., Rev.io, Rattle, Revenue.io) and recommend areas for optimization. Identify friction in sales workflows and help translate anecdotal issues into data-backed improvements. Document processes, share insights, and contribute to a library of playbooks and standard operating procedures. Support tactical implementation of GTM projects led by Sales Operations or Revenue Operations leadership. Other duties as assigned.

Education: 

Bachelors Degree or equivalent combination of education and experience.

Travel: 

Ability to travel as needed (minimal).

Experience: 

Two years of experience in a Sales, Sales Operations, or Revenue Operations role. Hands-on experience with Salesforce CRM (as power user or admin). Strong proficiency in Excel and Microsoft applications. Excellent documentation habits and attention to detail.

 

Preferred: 

Experience with Conga, Salesforce CPQ, or DemandTools. Familiarity with sales engagement tools (Revenue.io, Outreach, Salesloft). Exposure to AI tools (e.g., ChatGPT, OpenAI, Claude) and interest in automation. SaaS or healthcare technology experience is a plus.

Maximum budgeted salary:

$tbd

Team Member Competencies:

Understands role on the team and works to achieve goals to the best of your ability. Working within a team means there will be varying opinions and ideas. Active listening and thoughtfully responding to what your team member says. Take responsibility for your mistakes and look for solutions. Understand how your actions impact team. Provides assistance, information, or other support to others to build or maintain relationships. Maintaining a positive attitude. Tackle challenges as they come, and don’t let setbacks get you down. Gives honest and constructive feedback to other team members. When recognizing a problem, take action to solve it. Demonstrates and supports the organization's core values.

Every team member exhibits our core values:

Team First Lift Others Up Share Openly Set and Crush Goals Delight the Client

 

Our urgent care solutions include:

Electronic Medical Records (EMR): Software that healthcare providers use to input patient data, such as medical history, diagnoses, treatment plans, medications, and test results. Patient Engagement (PE): Software that shows patients the wait times at various clinics, allows patients to reserve a spot in line if there's a wait, and book the appointment. Practice Management (PM): Software that the clinic front desk staff uses to register the patient once they arrive for their appointment. Billing and Revenue Cycle Management (RCM): Software that manages coding, billing and payer contracts for clinics so they don’t have to. Teleradiology: Board certified radiologist providing accurate and timely reads of results from X-rays, CT scans, MRIs, and ultrasounds, for our urgent care clients. Consulting: Consulting services for urgent care clinics to assist with opening, expanding and enhancing client's businesses