About the role
What is PerfectServe?
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
- In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
- PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
The Sales Operations Manager is a strategic, execution-focused leader responsible for driving operational excellence across the Customer Experience (CX) organization. This role is critical in shaping the rhythm of the business, aligning cross-functional teams, improving processes, and translating data into insight-driven decision-making. The ideal candidate brings healthcare SaaS experience, strong project leadership, exceptional communication skills, and advanced Salesforce expertise.
This role requires a high degree of judgment, influence, relationship-building, and organizational awareness—capabilities essential for aligning people, priorities, and performance in a fast-paced, customer-centric environment.
Key Strategic Responsibilities
Operational Cadence & Rhythm of Business
- Establish and continuously refine the operating cadence for the CX organization.
- Ensure KPIs, workflows, and review cycles align with strategic goals.
- Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders.
- Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication.
Business Process Improvement
- Maintain a centralized repository of business processes.
- Analyze workflows to identify opportunities for improvement, simplification, and scalability.
- Lead enhancements across Salesforce, SharePoint, Slack, and project management systems.
- Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes.
Reporting & Executive Insights
- Produce clear, concise weekly, monthly, and quarterly business reporting.
- Deliver executive-level insights on risks, dependencies, performance, and initiative progress.
- Provide context, recommendations, and interpretation behind trends and data signals.
Metrics & Performance Analytics
- Develop frameworks for current and emerging metrics aligned to business goals.
- Transform quantitative data into actionable insights that enable leadership decision-making.
- Identify and communicate patterns that highlight opportunities or risks.
KPI Development & Tracking
- Define, implement, and maintain KPIs in partnership with functional leaders.
- Ensure performance measurements reinforce desired behaviors and business outcomes.
- Support teams with tools, dashboards, and alignment guidance.
Internal Consulting
- Serve as a trusted internal advisor, providing strategic guidance and operational clarity.
- Identify opportunities to enhance effectiveness across teams and streamline cross-functional initiatives.
- Use influence and relationship-building to drive alignment and adoption of process change
Project Management
- Lead planning, execution, and delivery of complex projects across multiple teams.
- Manage scope, timelines, communication, and risk mitigation for strategic initiatives.
- Ensure collaboration, clarity, and accountability throughout project lifecycles.
Communication & Cadence Management
- Own the communication calendar for key organizational rhythms including All Hands, QBRs, and operational newsletters.
- Develop messaging that drives clarity, alignment, and action across CX and cross-functional partners.
Customer Experience Quality
- Lead operational initiatives aimed at improving customer satisfaction and engagement.
- Provide insights, analytics, and follow-up frameworks that reinforce customer success and compliance standards.
- Help translate customer feedback into operational improvements.
Essential Qualifications
- 3+ years of experience in business operations, project management, or a similar role within a healthcare SaaS company.
- Strong project management background with proven success in delivering cross-functional initiatives.
- Advanced proficiency in Salesforce (administration or operations experience strongly preferred).
- Experience with process improvement methodologies (LEAN preferred).
- Strong analytical skills with the ability to synthesize data into actionable insights.
- High proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Experience with BI/analytics tools such as PowerBI, Tableau, DOMO, Sisense, 6Sense, or Google Analytics.
- Excellent communication, facilitation, and collaboration skills.
02 Aplyr's read
PerfectServe enhances healthcare communication by enabling secure collaboration among providers, attracting tech-savvy professionals who value innovation in patient care.
What's promising
- •PerfectServe's platform directly improves patient care by streamlining communication.
- •The company offers remote roles, appealing to those seeking flexible work arrangements.
- •Recent hires in diverse roles indicate growth and expansion opportunities.
What to watch
- •Healthcare communication is a competitive market with many established players.
- •Remote work may pose challenges in team cohesion and communication.
- •Limited public information about company culture and employee satisfaction.
Why PerfectServe (Healthcare Communications)
- •PerfectServe focuses specifically on enhancing clinical workflows in healthcare.
- •The platform supports secure messaging, crucial for healthcare data privacy.
- •They integrate with Electronic Health Records, improving provider efficiency.
Aplyr’s read is generated by AI from public sources. Was it useful?
03 About PerfectServe (Healthcare Communications)
PerfectServe is a healthcare communication platform that streamlines clinical workflows and enhances patient care by facilitating secure messaging and collaboration among healthcare providers.
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