The Role

The Sales Operations Specialist is a multi dimensional role that supports the end-to-end strategy and execution of the Signos Enterprise Solution for Business & Healthcare clients. Signos is currently pursuing partnerships primarily in the verticals of large carriers and large employers. This role is critical to the success of Signos entry into this new environment by supporting the Enterprise Sales Team to design compelling program pitches for prospects and then coordinate successful deployment of the programs once converted to clients.  

There are three primary phases of how Signos sells and deploys for any one client or partner: Pre-Sales, Sales Execution & Onboarding, and Account Management. The Enterprise Partnerships Manager will be expected to work cross-functionally during these phases and drive collaboration across the internal Signos teams to achieve seamless execution which then leads to phenomenal client relationships. 

Responsibilities

Pre-Sales

• Assist in generating and refining sales collateral (along with Marketing), as the business adjusts to changing market dynamics and the unique needs within each vertical (sales decks, one pagers, messaging, value prop narrative, sales call structure)
• Joining introduction and pre-sales calls as necessary to support communication of program and deployment processes
• Build and maintain strong, long-lasting relationships with key business executives and stakeholders at partner organizations
• Cross-functional collaboration to design and build the CRM to support the operational process 
• Maintain an SME-level understanding of all Signos products and offerings

Sales & Onboarding

• Lead the discovery process to understand partner objectives of deploying Signos
• Develop partner programs that marry internal capabilities with external objectives by working closely with internal teams such as Sales, Product, Engineering, Marketing, and Customer Success
• Lead the launch and implementation of the Signos program for enterprise partners, acting as the central point of contact and project manager
• Develop and execute detailed project plans for partner onboarding, ensuring timely and high-quality deployments
• Supporting client data gathering and the resulting quote generation process
• Further develop and refine processes to smooth sales execution including; contract execution & tracking, invoicing, and payment confirmation
• Supporting and or leading target population onboarding (further developing and refining onboarding materials & processes, tracking & completion of population registration into the Signos Program, ensuring delivery of Signos product to target populations, and supporting member & stakeholder questions throughout onboarding)
• Develop and optimize training programs and materials for partner stakeholders
• Maintain accurate records of partner interactions, agreements, and progress

Account Management

• Serve as the lead point of contact for all partner account management matters, answering queries and proactively identifying opportunities for growth and expansion
• Further developing and refining reporting to stakeholders on; adoption, adherence and outcomes of their population throughout the program (point in time reporting and or enhancements to Partner Portal)
• Developing data reviews for stakeholders through continuous monitoring and analyzing program performance to ensure partner satisfaction
• Management and support of both members and stakeholders throughout the Program (in coordination with existing CS resources where needed)
• Refining processes and execution related to renewals of both members and client accounts, as they move through the program
• Coordinating with operations on invoicing and billing of client accounts as they move through phases of the program
• Proactively troubleshoot problems, resolve conflicts autonomously, and deliver results to ensure successful partner outcomes
• Act as a strong advocate for partner needs within Signos, working with Product and other teams to influence product development and address pain points
• Ensure a seamless and positive experience for both the partner organization and their members throughout the Signos program lifecycle
• Contribute to the development of best practices and process improvements for B2B partner management and program implementation

Role Requirements

• 5+ years of a successful and demonstrable track record of member & client account management activities; experience in healthcare and/or insurance carriers is a plus
• Bachelor's degree in Business Administration, Healthcare Management, or a related field (preferred)
• Exceptional organizational skills and meticulous attention to detail
• Ability to communicate effectively with both executive client stakeholders and with members to drive the success of their specific program
• Interpersonal skills to facilitate execution with both internal teams, as well as client & partners teams
• Growth-minded, coachable, curious, and eager to learn, specifically within the Healthcare space
• Ability to think strategically and drive the vision of the Signos Enterprise vision, while also being adept at executing at the ground level
• Desire to have outsized impact on Healthcare Industry at large and belief in the Mission