Sales Operations Manager

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 745,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/

EverHealth, a business within EverCommerce, provides modern end-to-end solutions for healthcare providers. Our open, connected ecosystem of solutions and services helps providers engage patients, increase revenue, improve business efficiency, and remain market competitive. We serve 72,000 healthcare practices and counting. EverHealth consists of five SaaS products; DrChrono, iSalus, CollaborateMD, Updox, and MDTec, combined these products offer end to end solutions for the health care industry.

The Sales Operations Manager is the operational heartbeat of the sales organization. This role owns forecast accuracy, commissions integrity, and territory/quota management — the three things that most directly affect how sales reps show up every day. You are the person who ensures the sales machine runs on time and with trust: reps know their numbers are right, leaders can rely on the forecast, and Finance gets clean data for planning.

This role requires a balance of strategic thinking and hands-on execution. You will analyze data, identify performance gaps, and drive actions that improve outcomes while supporting implementation and adoption across teams.

EverHealth is at an inflection point. Pipeline and revenue retention forecast accuracy, pricing and discounting discipline, territory, capacity and quota planning are all critical priorities. You will play a critical role in improving forecast accuracy, providing insights to drive sales effectiveness, and improving operational efficiency.

Responsibilities:

Forecasting & Pacing

• Own the weekly and monthly sales and expansion forecast process: build, validate, and present to SLT and FP&A. Lead pipeline reviews and improve accuracy and predictability.

• Develop and maintain the forecasting model; evolve from reporting to predictive pacing

• Track quota attainment, pacing, and pipeline coverage (target 2.5× quota) at rep, team, and product level

• Produce monthly forecast and pacing reports for ELT and FP&A

• Analyze sales performance to identify trends, risks, and opportunities; deliver actionable insights to leadership.

• Build and maintain reporting and dashboards that provide timely, accurate visibility into performance.

Commissions

• Own the end-to-end commissions process: plan design inputs, monthly calculations, dispute resolution, and payout sign-off

• Maintain commission calculators; ensure accuracy and timeliness

• Serve as the point of contact for commission disputes; document resolution process and SLA

• Partner with GTM leaders, Finance, Legal and People team on evolving commission plans for clarity, simplicity and impact.

Territory & Quota Planning

• Support annual territory design and quota-setting process with VP RevOps, Sales and CX VPs, and CRO

• Maintain sales and CX capacity model; flag headcount gaps or coverage risks in real time

• Track rep-level performance data and surface early warning signals to sales leadership

Deal Desk and Order to Cash

• Review and approve all non-standard deals: discounts, custom terms, pricing exceptions, and bundled structures

• Maintain and enforce the discount authority matrix

• Manage minimum deal size enforcement; track and report exceptions monthly t

• Track contract error rates and re-send frequency; drive continuous improvement to reduce manual rework

• Own quote-to-cash audit process: flag and resolve bookings vs. revenue discrepancies

• Ensure one-time implementation and setup fees are captured in opportunity records for accurate MRR reporting

Partner Ops

• Own partner attribution tracking: ensure partner-sourced and partner-influenced deals are correctly coded in SFDC

• Maintain partner performance scorecard and pipeline attribution reports

• Support ISV channel compensation model with accurate rev-share calculations

• Partner with Savannah (Payments) and Mike Oliver (Partners) on payments attach tracking and channel attribution

Drive operational efficiency

• Support strategic initiatives that improve sales productivity, deal execution, and overall performance.

• Manage and develop two direct reports (Deal Desk and Order to Cash Specialist and Partner Ops Specialist) — setting goals, providing coaching, reviewing work, and building their analytical skills

• Identify, evaluate, and implement AI and machine learning tools that accelerate sales operations output from AI predictive forecast modeling to AI-assisted churn propensity modeling

• Leverage large language models (LLMs) and AI-assisted workflows to automate recurring reporting tasks, freeing bandwidth for higher-order analysis and strategic insight work

• Stay current on the AI analytics landscape and bring forward a quarterly point of view on emerging tools and practices relevant to RevOps

Skills and Experience needed for success in this role:

• 5+ years of experience in Sales Operations, GTM Operations, FP&A, or Business Analytics, ideally within a SaaS environment.

• Advanced proficiency in Google Sheets/Excel (e.g., pivot tables, lookups, data modeling) and working with large datasets.

• Familiarity with forecasting and pipeline management tools, as well as sales engagement/insight platforms (e.g., Gong).

• Strong Salesforce expertise, including dashboards, reporting, and data management to support business insights.

• Experience supporting territory planning and coverage models.

• Proven ability to partner with senior Sales leaders and influence decisions through data.

• Strong analytical, problem-solving, and communication skills with the ability to operate independently.

• Demonstrated experience using AI tools in a professional analytics context.

• Excellent project management skills with attention to detail

• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes.

• 1+ year of people management or mentoring experience

Preferred

• Healthcare or health-tech industry background a plus

• Experience with LLM APIs (OpenAI, Anthropic, etc.) or AI-assisted analytics tools (e.g., Gong Intelligence, HubSpot AI, Clay, or similar) in a RevOps or sales ops context

Where: Remote, US however, proximity to Denver, CO is a plus. Expected travel, 1/quarter if not located in the Denver area.

The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States– if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America.

Benefits and Perks

• Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid

• Continued investment in your professional development

• Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.

• 401k with up to a 4% match and immediate vesting

• Flexible and generous (FTO) time-off

• Employee Stock Purchase Program

Compensation: The target base compensation for this position is $130,000 to $140,000 USD per year and a variable component included in most US locations. Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!