Job Opportunities API

Location: Richardson, TX (HQ) Reports to: Partners/Owners (with day-to-day partnership from Senior VPs, Real Estate) About Xite Healthcare Real Estate & Practice Sales Xite supports doctors and outpatient providers at pivotal points in their careers - from launching and expanding locations to navigating acquisitions and practice transitions. With dedicated teams across Real Estate and Practice Sales, we bring advisory-level expertise and a high-touch approach to help providers make confident, high-impact decisions. Why this role exists Xite's sales motion includes heavy outbound plus website-driven inbound. We have :15 reps across two divisions (Real Estate + Practice Sales): :10 reps active on phones and :5 VPs who frequently receive handoffs of qualified opportunities for later-stage progression. Clean routing, ownership, follow-up standards, and reporting are critical. This role builds and runs the execution operating system that keeps leads and opportunities moving, ensures accountability, and gives leadership a clear view of performance. Not a Salesforce Admin or Developer role. You will partner with our in-house Salesforce Admin/Developer for configuration/build work. You own process, requirements, prioritization, UAT, rollout, and adoption. If your primary background is Salesforce administration/development or data pipelines/ETL, this role is likely not a fit. You should be comfortable driving rep adoption and operating cadences; you will not be responsible for building Flows, integrations, or data pipelines. This is a high-visibility role with a clear path to potentially grow into Sales Ops Lead or RevOps Manager as Xite scales. Strong performance will expand ownership across process design, enablement, forecasting, and cross-team operating cadence. Key outcomes (6-12 months) • Outbound execution cadences are implemented and adopted: daily prioritization, consistent dispositions, and weekly inspection/exception handling so reps always know the next best action • Lead/opportunity ownership is unambiguous: no qualified opportunities stall due to unclear handoffs or missing next steps • Follow-up reliability improves: timely, consistent follow-up on qualified leads/opps becomes the standard operating rhythm (measured and managed) • Pipeline hygiene improves: stage definitions, close dates, and required fields are consistently maintained • Leadership visibility improves: bi-weekly partner reporting provides clear KPIs, bottlenecks, risks, and next actions • System enhancements ship predictably: workflow improvements are delivered through an effective partnership with the Salesforce Admin/Developer (you own requirements, UAT, rollout, adoption) What You'll Own Day-to-day • Outbound execution system (core) • Build and maintain outbound "targeting lanes"/worklists and rules for how reps work their book • Define outreach cadences and partner with Marketing on journey alignment (handoffs, SLAs, and sales follow-up) • Define required dispositions and activity logging standards so performance can be measured reliably • Create weekly exception reporting (unworked leads, aged leads, stale follow-ups, stalled opps, missing next steps) and drive remediation • Inbound response + follow-up system • Define inbound SLAs and response cadences (speed-to-lead, contact attempts, follow-up cadence) and ensure adherence • Build practical follow-up standards and rep-ready templates/playbooks in partnership with leadership • Improve routing/assignment so inbound leads land with the right owner and stay owned through handoffs • Handoffs and ownership governance (rep → VP motion) • Define handoff rules and triggers (when to pass, who owns, what must be true before handoff) • Ensure Salesforce reflects true ownership, next steps, and accountability after handoff • Build inspection views and coaching prompts to reduce slippage during handoffs • Pipeline inspection + forecasting support • Maintain clear stage definitions and exit criteria; monitor stage integrity • Support deal inspection routines with VPs (stalled-stage flags, missing next steps, outdated close dates, risk markers) • Ensure pipeline is consistently "forecastable" (clean data + consistent process) • Reporting cadence + leadership communication • Own dashboards and scorecards across both divisions: activity, contact rate, meetings, conversion, pipeline coverage, velocity, win/loss • Run a bi-weekly partner reporting rhythm: insights, risks, and the next set of changes to implement • Salesforce enhancement partnership (Admin/Dev builds) • Turn sales needs into clear requirements/user stories and a prioritized backlog • Coordinate UAT with reps/VPs; manage rollout and adoption • Deliver enablement and adoption training for reps and VPs on Salesforce daily workflows (logging, follow-up, handoffs, and pipeline management) to reinforce adoption • Measure impact of changes (before/after metrics) and iterate Tools you'll work with • Salesforce Sales Cloud (Lightning) (required) • Salesforce Marketing Cloud familiarity (journey alignment with sales cadences and handoffs) (plus) • Microsoft 365 (Outlook/Teams/Excel) Requirements Requirements • 3+ years in Sales Ops / RevOps / Sales Analyst / similar • Strong experience using Salesforce Lightning for day-to-day sales operations (reporting, dashboards, pipeline management, activity logging) • Strong Excel skills (pivots, lookups, clean data handling) • Proven ability to drive adoption and accountability across teams that don't share direct reporting lines • Comfortable presenting insights and action plans to senior leadership/owners Preferred • Experience supporting outbound teams and measuring funnel performance • Familiarity with lead SLAs, routing logic, and marketing-to-sales handoffs • Experience improving CRM hygiene through clear required fields, stage exit criteria, and rep-friendly logging/disposition standards • Comfort translating reporting and workflow needs into clear requirements for an Admin/Developer • Experience building inspection rhythms (scorecards, exception reporting, business reviews) • Experience designing sales outreach cadences and partnering with marketing automation teams to align nurture/journeys with sales follow-up and SLAs Benefits Benefits • Health & Wellness • Employer-subsidized medical insurance available after 30 days • Financial Security • Competitive salary ($70,000 - $85,000 commensurate with experience) with potential performance-based bonuses • 401(k) Retirement plan with company matching • Work-Life Balance • Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure) • Flexible scheduling for personal commitments • Professional Development • Opportunities for career growth & leadership development • Support for relevant certifications & industry training • Company Culture • Innovative, technology-driven work environment • Regular team-building activities & events