Outreach Operations Manager - BrightView LLC

The Outreach Operations Manager is responsible for developing and overseeing a smooth, effective sales process and ensuring accurate, real-time visibility of the sales team’s performance. There are four key areas in which the Outreach Operations Manager will support the Outreach Team: preparing and maintaining all Outreach related reporting and dashboards; collaborating with finance on bonus program management; Salesforce optimization, integration and automation; and support of the daily operations of the team. In this role, the Outreach Operations Manager will be a strong team player and multi-tasker working closely with the VP of Marketing & Outreach, corporate Finance, and the Outreach Coordinators.

DATA MANAGEMENT, REPORTING, & ANALYSIS:

• Develop reports to track weekly, monthly, and quarterly progress to established sales targets and KPIs utilizing existing business scorecards and dashboards
• Continuously evolve reports to ensure automation and integration into other applications used across the business
• Oversee strategic data management and analysis, providing direction and support to the team based on insights
• Collaborate with VP and marketing leadership to establish reporting and dashboards to track effectiveness of B2B marketing campaigns directed at referral partners

BONUS PROGRAM MANAGEMENT:

• Collaborate closely with Finance & Analytics teams to develop infrastructure and reporting to track internal bonus program based on the team’s performance to established sales targets
• Ensure accurate calculation and timely payment of quarterly bonus program
• Act as a liaison between Outreach Coordinators and Finance on the measurement and execution of bonus program

CRM MANAGEMENT:

• Optimize the sales team’s utilization of Salesforce CRM including customization, automation, and integration with other business platforms
• Develop sales process KPIs, utilization reports, and routing tools to maximize the effectiveness of the team to achieve established sales targets
• Partner with Outreach Coordinators to maintain high level of data integrity ensuring account details are complete and kept up to date

OTHER OUTREACH OPERATIONS:

• Facilitate tracking and reporting of all monthly outreach-team related expenses in expense management platform to ensure budget and compliance adherence
• Develop dashboard to compare individual team member’s performance across established KPIs to enable managers to be proactive with process improvement and performance enhancement
• Partner with Sales leadership during budgeting process to establish appropriate admissions targets based on historical data and market intelligence
• Provide initial and ongoing training to sales team members on Salesforce, reporting, and other utilized technology
• Develop data-based approach to determine appropriate territory size and when to hire additional sales team members

REQUIRED

• Salesforce (implementation, customization, optimization, etc.)
• Extreme proficiency in MS Excel
• Strong attention to detail and ability to manage multiple projects simultaneously
• Strong organization skills and excellent oral presentation and communication skills
• Strategic thinker with a proactive approach to problem-solving

PREFERRED

• EMR/EHR system awareness and experience
• Power BI and/or similar business intelligence platforms (Tableau, DOMO, etc.)
• Market planning and analytics platforms (Sitewise, Buxton, etc.)
• Knowledge of healthcare regulations, compliance, and industry standards

EXPERIENCE

• Required: 3+ years of proven experience in sales operations or related role within the medical device, behavioral health, or healthcare industry
• Preferred: Multi-site healthcare experience

EDUCATION:

• Bachelor’s degree in Management, Finance, Statistics, or related field (Required)
• Master’s degree (Preferred)
• Salesforce Certified Professional (Required)