Director of Sales Operations and Finance

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Softheon builds software and automation solutions for health insurers and government health agencies. Help shape the future of health tech while working from home with incredible benefits that reflect our commitment to expanding access to quality insurance. Work for a fast-growing, established, and profitable company where you can power what's next in healthcare.
Position Summary:
Softheon is seeking a cross-functional leader and liaison to join our sales organization. This highly visible and strategic role features a mix of sales strategy and sales operations. To be successful, you must be an experienced, "hands on" analyst interested in a dynamic, fast paced environment. You must be innovative and passionate about finding creative solutions to challenges. Plus, you should enjoy collaborating with the team but also be a self-starter who doesn't rely on direction to add value.
Key Responsibilities (include but not limited to):

  • Maintain and improve compelling, highly narrative and engaging business case process, model, and presentations through structured quantitative analyses, ROI modeling and benchmarking.
  • Serve as a leader and trusted advisor to Sales team on pricing, contract terms and deal scoping; serve as an escalation point to business partners and ensure compliance with business approval policies.
  • Build and document standard operating procedures (SOP) by assessing go-to-market models, evaluating sales methodologies and processes, analyzing metrics and forecasting trends.
  • Build effective sales enablement strategies to automate workflows and maximize productivity of sales team.
  • Manage Sales organization compensation plan through monthly commission tracking and reporting as well as quota and territory planning.
  • Product pricing maintenance and improvements:
    • Collaborate with Product and finance to maintain and improve product and services pricing strategy, policies, and procedures.
  • Forecasting and financial modeling:
    • Develop and maintain annual sales forecast, including regular stakeholder updates and conclusions.
  • Corporate Salesforce administrator:
    • Resident expert on pipeline management and tracking through Salesforce reporting, dashboards and analysis.
    • Creating and distributing dashboards, reports, and standard updates.
  • Travel required twice quarterly.


  • Bachelor's Degree required; MBA preferred. Degrees in Finance or Accounting are highly preferred.
  • Minimum of 5-7 years of demonstrated successful experience in sales operations leadership role that includes activities listed above.
  • Demonstrated policy and procedure development.
  • Deep experience utilizing financial modeling to build strong use cases (Excel or other advanced models).
  • Complex contract administration and negotiation experience.
  • Expertise with, preferably Admin training.
  • Strong interest in healthcare technology sales.
  • Excellent written, verbal and interpersonal skills.
  • High attention to detail.
  • Ability to multi-task, prioritize and manage time effectively.
  • Thrive in a fast-paced, dynamic and innovative environment.

When you join Softheon, you will:

  • Have an opportunity to add value to a diverse team of innovative professionals.
  • Rise to new challenges everyday.
  • Receive competitive salary and career growth opportunities.

Softheon is an equal opportunities employer. We strongly believe that employing a diverse workforce is key to our success. We make recruitment hiring decisions based on each candidate's experience and skills. We value your passion to make healthcare affordable, accessible, and plentiful.
As a leading software development company, Softheon offers the decision to work remotely or in-office. Softheon earned multiple placements on the Inc. 5000 in recent years due to its rapid growth. Softheon's rich benefits offerings include unlimited PTO, 401(k) matching, and 80% of health care premiums paid.
Founded in 2000, Softheon's Software-as-a-Service (SaaS) and Business Process-as-a-Service (BPaaS) solutions solve complex challenges for health plans and government health agencies. Currently, Softheon's solutions serve 8 State agencies and over 80 health plans.
Issuers and consumers utilizing Medicaid, Medicare, and the ACA Marketplace benefit from Softheon's innovative technology that reduces administrative overhead and enhances user-experiences.
To find out more about Softheon please visit .
To all recruitment agencies: Softheon does not accept agency resumes. Please do not forward resumes to Softheon employees or any other company location. Softheon is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company.

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1500 Stony Brook Road, Stony Brook, NY 11794

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