About Us

We are the leading player in the SaaS analytics and workflow space for dental practices, launched in 2015 to help dentists manage and grow their practices. Our best-in-class tech makes it more fulfilling to be a dental professional and easier to be a patient. Nearly 9,000 dental practices utilize our platform to practice smarter, generating an average top-line production increase of 50% in the first 12 months. Whether a practice wants a comprehensive 2-year growth plan or simply a more effective Morning Huddle, we take the busy work out of growth. Our platform helps practices find patients, schedule them, follow up, collect payments, file their forms, design their treatment plans, and so much more. We seek an experienced Sales Operations Associate who can help our organization by supporting the daily operational needs of our sales organization. If the profile below sounds like you - let’s talk!

What you'll do:

We are seeking a detail-oriented and process-driven Sales Operations Associate to support the daily operational needs of our sales organization. This role is highly focused on task execution, data hygiene, and adherence to defined workflows. The ideal candidate is comfortable in Excel, enjoys structured work, and is eager to learn. Success in this role requires strong attention to detail, consistency, and the ability to follow established processes.

This role will share responsibility with another Sales Operations Associate and will be centered on high-volume, predictable tasks within a fast-paced, evolving GTM environment.

Key Responsibilities:

• Review standardized Salesforce reports to identify and resolve duplicate records using predefined criteria.
• Pull SDR lead lists and accurately flag “good leads” based on established parameters.
• Build or adjust lead list reports in Salesforce as needed, including identifying additional fields or data points that would improve the process.
• Monitor our Sales Operations deduplication Slack channel and maintain timely communication
• Prepare snapshots and supporting documentation for the SDR team once processes are finalized.
• Follow structured workflows and support future process improvements as responsibilities expand.

Outcomes Success Metrics You’ll Own:

• Data Accuracy & Hygiene: Contribute to a reliable Salesforce environment by consistently identifying and resolving duplicate records.
• Workflow Execution: Complete assigned workflows accurately and consistently, ensuring reliable operational support for the sales team.
• Lead Quality Support: Correctly flag SDR-ready leads according to defined criteria, improving team efficiency and conversion quality.
• Communication & Coordination: Maintain clear communication through the deduplication Slack channel and escalate issues when guidance is needed.
• Documentation Adherence: Follow standardized documentation practices and support snapshot creation as workflows evolve.

Additional Skills & Experience That Will Set You Apart:

• 0–2 years of experience in sales operations, revenue operations, or administrative/data-entry roles.
• Intermediate proficiency in Excel (pivot tables, VLOOKUP/XLOOKUP, filters, data cleanup).
• Familiarity with Salesforce (preferred but not required).
• Strong organizational skills and comfort working within structured workflows.
• High attention to detail, accuracy, and consistency.
• Clear communication skills and comfort asking questions to ensure directional alignment.
• Ability to work effectively in a high-volume environment within a fast-paced and evolving team.

Availability Requirements:

• Availability during Eastern US business hours at least 2 hours per day, 3 days per week

Who This Role Is Perfect For:

• People who enjoy structured, repeatable tasks
• People who find satisfaction in clean data, accurate work, and organization
• People who want exposure to Sales Ops and RevOps fundamentals
• People who are earlier in their career or are only currently available part time but looking to grow into an operations role

What you'll love about us:

• Flexible Paid Time Off + 10 company-wide paid holidays
• Competitive Medical, Dental & vision offerings, with buy up plan options, AND we match your HSA contributions.
• Fully Paid Parental Leave
• 401K Retirement savings plan with company match up to 5.5% of your earnings+ unlimited access to personal financial advisors.
• Learning & Development Reimbursement program
• Company paid Life, Disability & AD&D
• Mental Health support programs, Cellphone & Gym membership Discounts, Corporate Sundance Passes, and more!

Please Note: All offers of employment are contingent upon successful completion of a background check, which may include verification of education, employment history, and other credentials. By applying, you confirm that all information you have provided is accurate and complete to the best of your knowledge, and you understand that misrepresentation may result in disqualification or termination.