Sales Operations Associate at Health Payment Systems Inc – Milwaukee, Wisconsin

About Health Payment Systems, Inc. (HPS/PayMedix)
Health Payment Systems, Inc. (HPS/PayMedix), is redefining how people access and pay for healthcare. We bring together provider networks, payments and financing, and industry partners to remove financial barriers and simplify the healthcare experience for everyone involved.

Our team is solving one of the biggest challenges in healthcare: the flow of money and information between providers and consumers. The work we do improves access, reduces financial stress, and is reshaping how healthcare works at its most fundamental level.

Our solutions include:

• HPS Network: a high-performing, independent provider network in Wisconsin that helps employers control costs while maintaining strong access to care.
• PayMedix: a national healthcare payments platform that pays providers in full, consolidates medical information and billing, and offers members interest-free financing for all in-network costs
• TempoPay: a flexible healthcare benefit solution that gives eligible individuals a simple, predictable way to pay for care over time, with zero interest or fees.

Join us in our mission to make the healthcare payments experience simpler, more transparent, and more connected – so people can focus on getting care when they need it, not when they think they can afford it.

About The Role
The Sales Operations Associate serves as the operational backbone of the sales function, ensuring the team runs efficiently while enabling revenue growth. This role supports the full sales lifecycle, from managing inbound RFPs and maintaining CRM accuracy to coordinating outreach efforts and preparing leadership for external engagements.

You’ll work closely with sales leadership to keep the pipeline organized, ensure opportunities move forward, and handle the behind-the-scenes execution that allows the team to focus on closing business. You will also lead special projects and initiatives that support the broader sales and growth strategy and take on additional responsibilities as needed to keep the sales function running smoothly.

This is an ideal opportunity for someone early in their career who is highly organized, detail-oriented, and eager to learn how a high-performing sales engine operates.

This role reports directly to our VP of Partnerships and Sales and is a remote opportunity with occasional travel to our Milwaukee office.

Primary Responsibilities

• Sales Pipeline & CRM Management: Maintain accurate, up-to-date HubSpot data, ensure data integrity for forecasting and reporting, and generate pipeline insights for leadership and board visibility.
• RFP & Proposal Coordination: Manage inbound RFPs end-to-end by coordinating cross-functional inputs, preparing responses, and ensuring timely, accurate delivery for leadership review.
• Outbound & Event Support: Research and scrub conference attendee lists to identify high-priority prospects, support outreach campaigns, and coordinate meetings and event logistics for the leadership team.
• Sales Enablement & Coordination: Prepare materials for meetings, capture notes and action items, and coordinate across teams to ensure alignment and timely follow-up.
• Addressable Market List Creation: Using criteria provided by the sales team, create prospect lists that fit the addressable market criteria, research prospect details, including decision maker and broker / consultant contacts, and load into HubSpot for future prospecting activities.
• External Meeting Coordination: Assist with meeting scheduling for all external meetings for the sales team.

Required Qualifications

• Bachelor’s degree or equivalent experience.
• 2+ years of experience in sales operations roles.
• Experience using HubSpot or a similar CRM platform.
• Strong proficiency in Microsoft Excel and PowerPoint.

Key Attributes for Success

• Ownership Mindset: You take responsibility for your work from start to finish, ensuring tasks are completed accurately and on time. You stay on top of details, follow through on commitments, and take initiative to keep work moving forward without needing constant direction.
• Organized & Forward-Thinking: You stay organized and manage multiple priorities effectively by planning ahead, tracking timelines, and anticipating what’s needed next. You bring structure to your work, ensuring projects, deliverables, and communications stay on track in a fast-paced environment.
• Clear & Collaborative Communicator: You communicate clearly and professionally across teams to gather information, share updates, and keep work aligned. You stay responsive, follow up proactively, and work well with others to ensure nothing falls through the cracks.

Other Important Details

• Compensation:

• Base salary range: $55,000 – $60,500 annually, depending on experience
• Benefits: medical, dental, vision, HSA with company contribution, 401k/Roth with company match,15 days of PTO, and more.

• Hybrid Work:

• This position is remote with occasional travel to our Milwaukee, WI office.

• Equal Opportunity & Workplace Environment:

• We are an equal opportunity employer and are committed to fostering an inclusive workplace where all employees can thrive. We consider applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the hiring process and during employment.
• This role is primarily performed in a professional office environment and typically involves working at a desk using a computer, phone, and other standard office equipment. The position requires regular communication with colleagues and stakeholders through phone, video, and written channels, as well as the ability to perform work using a computer. The role may also involve occasional movement around the office. Additional hours may occasionally be required to support key projects or business needs.