Associate Director/Director, Sales Operations

**THIS IS A REMOTE POSITION – PREFERENCE IS GIVEN FOR THE RALEIGH, NC AREA**

The Role

You’ll own the engine room of our patient affordability commercial organization: the CRM, the pipeline, the forecast, the reporting, and the RFP process. You report directly to the SVP of Sales and Product and work every day with the Business Development team, Implementation, Account Management and Finance.

The job has two halves. First, turn raw commercial activity into forecasts leadership trusts and analysis it can act on. Second, build the repeatable processes that let a growing sales team scale without losing discipline.

You’ll also lead and develop a small team of Sales Operations professionals. If you like being the person who knows where every deal stands, and why, this is that seat.

What You’ll Do

Sales Operations and Systems

• Own the CRM platform and sales tools: configuration, user administration, and data governance.
• Set pipeline stage definitions and hygiene standards for the Business Development team, then hold everyone to them.
• Run the forecasting process and prepare forecast packages for the President and the SVP of Sales and Product.
• Run and improve the commercial operating cadence, including pipeline reviews, forecast calls, and quarterly business reviews.
• Oversee quotes and sales orders, and make sure discrepancies, dates, and fees reach billing correctly.
• Help prioritize contracts and legal documents so deals don’t stall at the finish line.

Analytics and Reporting

• Build and maintain dashboards and KPI reporting for the President and sales leadership.
• Analyze pipeline health, win rates, cycle times, and seller productivity, then tell us what to do about it.
• Produce board-ready and leadership-ready commercial reporting on a set schedule.
• Support annual planning with capacity models, client analysis, and quota-setting analytics.

Enablement and Process

• Document and improve sales processes, playbooks, and onboarding materials.
• Run proposal and RFP operations: content libraries, response coordination, and deadlines.
• Evaluate commercial tools and recommend improvements.

Team Leadership

• Lead, coach, and develop the Sales Operations team.
• Set priorities and quality standards for the team’s reporting and support work.
• Build cross-training so coverage never depends on one person.

What You Bring

• Bachelor’s degree or equivalent professional experience.
• 7+ years in sales operations, revenue operations, or commercial analytics, ideally in pharmaceutical services or healthcare.
• Deep CRM expertise (Salesforce or similar), including administration and reporting.
• Advanced Excel and strong analytical modeling skills.
• A track record supporting senior sales leaders with forecasting, reporting, and process management.
• Experience leading or mentoring analysts.
• Knowledge of pharmaceutical affordability, copay programs, or hub services.

How We’ll Set the Level

• Associate Director – 7+ years – Strong hands-on operator who has run forecasting, CRM, and reporting for a sales team and mentored analysts.
• Director – 10+ years – Has owned a full sales or revenue operations function, managed a team directly, and presented commercial results to executives or a board.

Nice to Have

• BI tool experience (Tableau, Power BI, or similar).
• Salesforce Administrator certification.
• Strong experience using AI tools, such as Claude & Co-Pilot.

How We’ll Measure Success

• Forecast accuracy, and leadership reporting that lands on time.
• Clean CRM data and a disciplined pipeline.
• RFPs and proposals delivered on time, every time.
• A sales team that actually uses the processes and tools you build.
• Analysts who grow, with steady throughput and quality.
• Shorter cycle times across commercial processes.

The Fine Print

Compensation. Competitive base salary plus incentive, set by level and experience.

• Associate Director: $90,000 – $125,000
• Director: $125,000 – $150,000

Work environment. Remote team members need a private home workspace with reliable, secure internet. The role involves sustained computer and video-call work, occasional lifting of up to 15 pounds, and travel (including air travel and overnight stays) typically under 10%. Reasonable accommodations are available for individuals with disabilities.

Compliance. Patient Affordability works with protected patient data. Everyone on the team follows HIPAA and Paysign privacy and security policies, completes annual compliance training, and adheres to federal and state rules for copay and patient assistance programs, including anti-kickback requirements.

Equal opportunity. Paysign, Inc. is an equal opportunity employer. All qualified applicants and employees will receive consideration for employment and advancement without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Tagged as: CRM Administration, Excel, Forecasting, Pipeline Management, Power BI, Salesforce, Tableau