Industry
Operations
Work Arrangement
Fully remote with EST time zone overlap
Job Type
Full-time
Work Schedule
40 hours per week with daily EST overlap
Locations:
- PH
- LATAM
- Anywhere (Remote)
About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.
Hear why we exist, what we believe in, and who we’re building for: WATCH HERE
Why Work with Us?
At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.
About the Company
Our client is a growing healthcare services and medical device organization operating in a highly regulated, high-touch environment. The company supports patients through complex decision-making journeys and relies on precise operational execution, compliance-first communication, and strong data discipline to scale responsibly. Their team is focused on improving access, outcomes, and patient experience through operational excellence.
Role Overview
The Sales Operations Lead owns the end-to-end optimization of sales and patient intake operations across CRM, automation, reporting, and communication workflows. This role exists to improve conversion, reduce cycle time, and elevate patient experience while maintaining strict compliance standards.
The work is highly hands-on and execution-driven, blending systems thinking with direct implementation. You will diagnose bottlenecks, redesign workflows, and personally execute improvements across tools and processes. This role works cross-functionally with sales, intake, clinic, and leadership teams and is ideal for a proactive operator who thrives in complex, regulated environments.
Your Impact
- You will directly improve revenue efficiency by streamlining sales and patient intake workflows across the full lifecycle.
- You will increase conversion rates and response times through better CRM structure, automation, and attribution.
- You will enhance patient experience by enabling compliant, empathetic, and effective communication.
- You will provide leadership with clear visibility into funnel health, performance drivers, and operational bottlenecks.
- You will play a critical role in scaling operations sustainably without sacrificing trust or compliance.
Core Responsibilities
Sales Flow & CRM Ownership – 40%
- Own and deeply understand the CRM, including pipelines, fields, automations, and cross-team handoffs.
- Design, build, and iterate end-to-end sales and patient intake workflows to improve speed and conversion.
- Enforce CRM usage standards, data integrity, and pipeline hygiene across teams.
- Develop and maintain lead attribution logic and forecasting visibility across the full lifecycle.
Patient, Clinic & Communication Enablement – 20%
- Establish compliant communication guardrails that support empathetic, relationship-driven conversations.
- Translate compliance-approved documentation into natural sales and intake messaging.
- Review calls, messages, and workflows to identify friction and ensure compliance adherence.
- Support sales and intake teams through messaging and process improvements without direct people management.
AI, Campaigns & Automation Oversight – 20%
- Monitor, QA, and optimize automated email, SMS, drip campaigns, and AI-driven phone agents.
- Ensure accurate lead routing, follow-up timing, and seamless handoff between automation and humans.
- Identify gaps and opportunities to responsibly expand automation while protecting trust and compliance.
Performance Management, Reporting & Optimization – 20%
- Define and enforce KPIs across activity, response time, conversion, revenue, and cycle time.
- Build and maintain dashboards, alerts, and scorecards for funnel visibility and bottleneck detection.
- Produce recurring insights and recommendations for sales leadership.
- Identify systemic issues and personally execute continuous performance improvements.
Requirements
Must-Haves (Required)
- Proven experience owning and improving sales or revenue operations in a complex, high-touch environment.
- Hands-on CRM administration experience, including pipeline design, automations, and reporting.
- Strong ability to translate strategy into execution and personally implement operational changes.
- Comfort operating in regulated or compliance-sensitive environments.
- Strong analytical skills with deep familiarity with sales KPIs and funnel analytics.
- Excellent written and verbal English communication with high emotional intelligence.
Nice-to-Haves (Preferred)
- Experience in healthcare, medical devices, or sensitive consumer services.
- Exposure to AI-driven sales tools or conversational AI systems.
- Experience supporting distributed or remote teams.
- Multilingual capabilities (Spanish is a plus but not required).
Tools Proficiency
Must-Haves (Required)
- Zoho CRM
- CRM reporting and dashboard tools
- Workflow automation tools
- Spreadsheet and data analysis tools
- Call recording and review tools
- Slack
- Email systems
Nice-to-Haves (Preferred)
- AI sales agents or automation platforms
- SMS campaign tools
- Email campaign tools
- Data visualization or analytics tools
Benefits
- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote—work from anywhere
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Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
-
Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
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Generous PTO: In accordance with company policy
-
Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Connect with professionals worldwide
Our Recruitment Process
- Application
- Screening
- Skills Assessment
- Top-grading Interview
- Client Interview
- Job Offer
- Client Onboarding
Ready to Join Us?
If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.
