Sales Operations Specialist - Home Health Staffing

BASIC PURPOSE:

This role manages contracts, procurement, and operational reporting while supporting cross-functional collaboration between sales, operations, finance, and recruitment teams. It ensures compliance, maintains accurate records, analyzes performance data, and drives process improvements. The position also provides administrative and project support to help senior leadership achieve business goals.

ESSENTIAL FUNCTIONS:

• Collaborate with sales, legal, and procurement to draft, review, and finalize client/vendor contracts, RFPs, agreements, and credentialing documents.
• Ensure contracts comply with company policies, legal standards, and industry regulations.
• Track contract milestones (renewals, amendments) and maintain organized documentation.
• Foster vendor relationships and troubleshoot procurement or contract-related issues.
• Manage purchase orders and vendor coordination to support timely procurement of goods and services.
• Maintain accurate and up-to-date records of contracts, sales activity, procurement operations, and organizational charts.
• Support system data entry and updates in CRM/ERP systems, including file ownership, reallocations, and job orders.
• Audit records and perform quality reviews to ensure compliance with operational standards.
• Update and create data files, template documents, and deliverable charts.
• Create and manage internal reports, including KPIs, bookings vs. goals, and trend analysis (e.g., cancellations, client conversion).
• Analyze operational and sales data to provide insights for performance improvement.
• Assist with forecasting, financial reporting, proposals, and tracking business performance variances within strategic accounts.
• Work with recruitment leadership to optimize workflows and implement process improvements.
• Generate ideas for automation and contribute to scalable operational strategies.
• Act as a point of contact between operations, sales, finance, and recruitment to ensure alignment on goals and expectations.
• Provide administrative support, including calendar coordination, task tracking, and communications.
• Set deadlines, communicate responsibilities, monitor progress, and summarize project status for senior leadership.
• Take meeting minutes, document action items, and follow up to ensure completion.
• Assist in coordinating travel, planning events, meetings, and conferences.
• Perform other duties as assigned.

QUALIFICATIONS:

• 3+ years of experience in sales operations, administrative support, or operations coordination.
• Prior experience with contract management, procurement, or staffing industry operations preferred.
• Experience in data analysis and reporting required.
• Strong understanding of contract processes, procurement workflows, and operational systems.
• Proficiency in CRM and ERP tools (e.g., Salesforce, SAP, Oracle) and Microsoft Office Suite (especially Excel and Outlook).
• Excellent organizational, problem-solving, and time management skills.
• Strong interpersonal and communication skills, both verbal and written.
• Analytical mindset with the ability to interpret data and propose actionable insights.
• Ability to prioritize competing tasks in a high-pressure, fast-paced environment.
• Detail-oriented with a high level of accuracy in work product.
• Team-oriented with a proactive, solution-driven attitude.

Education:High school diploma or equivalent required; Some college or bachelor's degree preferred, or equivalent combination of education and relevant work experience.

Preferred Skills:

• Knowledge of healthcare or staffing industry services (e.g., home care, personal care, nursing).
• Experience working cross-functionally with sales, finance, and recruitment teams.
• Familiarity with scheduling software, workflow automation tools, and business intelligence platforms.
• Ability to manage relationships with internal and external stakeholders with professionalism and tact.

Company equipment(laptop, monitor, keyboard, mouse headset) will be provided directly to you for use during employment.

Benefits

Cross Country offers a competitive compensation, benefits, and wellness program, including Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Voluntary Insurance, 401(k) plan, Tuition Assistance, and Pet Insurance. The company offers a variety of Wellness options through Burnalong, which offers a robust online platform of classes and programs as well as local gym access.

Cross Country is an Equal Opportunity Employer (EOE) - Veteran/Disability


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