Role type: Full-time, fully remote (Medical Fintech | Early-Stage Startup)
Salary Range: $1,100 - $1,250 per month
Timezone: EST or CT
Role Overview
The client is looking for a highly organized, proactive Sales Operations & Practice Onboarding Associate to support sales research, revenue operations, implementation, and ongoing practice engagement. This is a hands-on role in a fast-moving startup environment, ideal for someone who enjoys wearing multiple hats and helping build processes from the ground up.
You’ll work closely with the founding team to support practice onboarding, contract management, sales operations, and day-to-day coordination as they scale.
Key Responsibilities
Sales Research & Outreach Support
- Research medical practices across multiple verticals (dental, fertility, ophthalmology, veterinary, aesthetics, plastics, etc.)
- Build and maintain databases of practices, including contact information and key details
- Identify and gather email addresses and other contact details for outreach and targeting
- Keep practice records up to date and organized
Sales Operations & Revenue Operations
- Support the sales process once a practice agrees to work with us
- Upload and manage contracts in DocuSign
- Organize and file executed agreements in shared drives
- Ensure all sales documentation is complete, accurate, and properly stored
- Help track deal status and progress through the pipeline
Implementation & Practice Onboarding
- Support implementation and onboarding of new practices
- Coordinate onboarding steps and ensure required tasks are completed
- Assist in setting up and maintaining onboarding workflows and checklists
- Help troubleshoot gaps or delays in onboarding
Practice Engagement & Ongoing Support
- Check in with existing practices via email or other communication channels
- Support ongoing engagement to ensure practices are active and supported
- Maintain and update Monday.com boards to reflect current status and tasks
- Ensure data and workflows remain accurate and up to date
General Operations & Admin Support
- Assist with various operational tasks as needed in a growing startup
- Help improve and document processes as the business scales
- Support the team with ad hoc tasks related to sales, onboarding, and operations
Requirements
Qualifications
- Strong organizational and administrative skills
- Comfortable handling multiple small tasks and shifting priorities
- Experience with or willingness to learn tools such as DocuSign, Google Drive, and Monday.com
- Strong written communication skills (email and internal communication)
- Detail-oriented with the ability to follow through on tasks
- Comfortable working in a fast-paced, early-stage startup environment
Nice to Have
- Experience in sales operations, rev ops, onboarding, or customer operations
- Experience working with healthcare, fintech, or SaaS companies
- Prior startup experience
- Familiarity with CRM or workflow tools
Work Environment
- Early-stage startup with a small, collaborative team (currently ~4 people)
- High level of ownership and autonomy
- Fast-paced environment with evolving processes
Benefits
- Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.
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Application Process:
- As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
- Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
- Please treat this recording as you would a real interview:
- Come prepared and make sure you’re clearly visible on camera.
- Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
- We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.
