Customer Onboarding and Sales Operations Manager

JobSnob
Pay range
$100K - $150K
Job type
Full Time
Location
Franklin
TN

Job Description

We are seeking a detail-oriented and proactive Customer Onboarding & Sales Operations Manager to oversee the end-to-end customer onboarding process, manage commercial master data details and controls, as well as support critical sales operations functions. This role will serve as a key liaison between Sales, Finance, Customer Operations, and IT, ensuring customer accounts are created accurately and efficiently, master data is accurate and controlled, and that all supporting sales and support operational processes are aligned to enable a smooth path to revenue.

Key Responsibilities:

  • Design and oversee the Commercial Master Data Management processes and controls required to maintain business operations. 
  • Own and manage the full customer setup lifecycle—from initial request to activation—ensuring compliance with internal policies and customer requirements.
  • Collaborate cross-functionally with Sales, Legal, Finance, and Customer Operations to gather and validate required information for onboarding.
  • Develop, document, and continuously improve customer setup workflows, SLAs, and quality controls.
  • Maintain accurate customer records in CRM (e.g., HubSpot), ERP, and other internal systems; ensure data integrity and consistency across platforms.
  • Serve as the operational point of contact for customer setup-related inquiries and escalations.
  • Track and report on key performance metrics related to onboarding cycle times, backlog, and setup accuracy.
  • Partner with IT and Systems teams to implement automation or system enhancements that streamline customer setup and related sales processes.
  • Train new sales team members on customer setup protocols and operational best practices.
  • Maintain and administer sales territory assignments, including account-to-rep mapping, coverage model updates, and alignment across regions or verticals.
  • Generate and analyze sales performance reports to support team targeting, pipeline visibility, and strategic planning. Ensure reporting is available through CRM applications and manually as needed for leadership review.

Key Responsibilities

  • Design and oversee the Commercial Master Data Management processes and controls required to maintain business operations.
  • Own and manage the full customer setup lifecycle—from initial request to activation—ensuring compliance with internal policies and customer requirements.
  • Collaborate cross-functionally with Sales, Legal, Finance, and Customer Operations to gather and validate required information for onboarding.
  • Develop, document, and continuously improve customer setup workflows, SLAs, and quality controls.
  • Maintain accurate customer records in CRM (e.g., HubSpot), ERP, and other internal systems; ensure data integrity and consistency across platforms.

Qualifications

  • Bachelor’s degree in Business, Operations, or related field (or equivalent experience).
  • 3–5 years of experience in sales operations, customer onboarding, or order-to-cash process management.
  • Strong knowledge of CRM and ERP systems (Salesforce, HubSpot, NetSuite, SAP, etc.). Advanced Excel skills
  • Excellent organizational and project management skills with a bias for process improvement.
  • High attention to detail and ability to manage multiple priorities under tight deadlines.
  • Strong communication and stakeholder management skills.

Browse All Applicants

Dana Yavne
Aesthetic Sales Director/Executive
I’m a passionate, performance-driven leader with over a decade of experience in the medical aesthetics and wellness industry. I’ve built my career by combining strategic business growth with a deep understanding of patient care, client experience, and team development. My foundation in sales comes naturally. I come from a sales family, with a mom in healthcare sales and a dad in real estate, so building trust, communicating clearly, and driving results is in my DNA., At LaserAway, I led multi-location operations, managed $20M+ in monthly revenue, and coached top-performing teams across high-volume centers. I specialize in transforming underperforming clinics into thriving, high-retention locations by optimizing everything from scheduling and inventory to compliance and local marketing. I don’t just manage, I lead with empathy, data, and a relentless focus on results., What excites me most about this opportunity is partnering with providers to create a truly high-quality, profitable aesthetic experience that’s grounded in education, strategy, and service excellence. I bring the operational discipline, sales instinct, and patient-centered mindset needed to grow medical services, boost retail product sales, and elevate every touchpoint in the client journey. I’m ready to roll up my sleeves, lead from the front, and help take your practice to its next level of success.
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Brienne Owens
Operations Manager
I'm a versatile and proactive Sales Operations professional with deep experience supporting customer success, CRM management, and cross-functional alignment in both startup and corporate environments. I thrive on building systems that streamline workflows, improve partner experiences, and drive team efficiency. With a background spanning operations, client onboarding, logistics, and sales enablement, I bring a unique blend of strategic thinking and hands-on execution. I'm passionate about creating clarity in fast-paced settings and supporting revenue growth through smart process design and collaboration.
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Lindsay Goodwin
Marketing Executive
Marketing and Business Development Professional with 7 years experience in Medical Aesthetics. My background is education, so I am great with educating clients and being creative in order to close sales.
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Ariel Donatell
Aesthetic Sales Representative
I’m a strategic sales and operations professional with over five years of experience leading B2B revenue growth, managing corporate accounts, and streamlining customer onboarding processes across the medical device, luxury travel, and wellness industries. My background includes high-performance roles at Stryker Orthopedics, where I managed complex client relationships and CRM systems like Salesforce and WebOps, provided operative assistance for a variety of hardware for foot and ankle surgeries along with cosmetic surgeries utilizing our biologics such as PDGF, patient grafting, and amniotic fluid for patient healing., At Inspirato, I drove 189% revenue growth through fast-paced onboarding strategies and cross-functional coordination. I thrive in detail-driven environments and bring a strong focus on process improvement, data integrity, and operational alignment. I'm now excited to apply this expertise to a Customer Onboarding & Sales Operations Manager role where I can oversee end-to-end customer setup, maintain commercial master data, and support scalable, revenue-driving operations., Outside of work, I’m passionate about staying active and grounded — I love being outdoors, working out, teaching lagree, and unwinding with a great book. I'm excited and hopeful to bring my energy and experience to the aesthetics industry!
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Keegan Owen
Operations Manager
Hi, I’m Keegan Owen - a detail-loving, tech-savvy operations professional with a background in medical aesthetics and a passion for keeping remote teams running smoothly., In my role as an Operations Manager in dermatology, I juggled scheduling, internal and external communications, HR tasks, and client coordination while also making sure nothing (and no one) slips through the cracks. I thrive in fast-paced environments where adaptability and proactive problem-solving are key, and I love creating structure out of chaos., I’m fluent in Google Workspace, Excel, and a wide range of platforms, and I’m always eager to learn new tools that make work more efficient. My experience in the aesthetics industry means I already understand the language and pace of this field, and I’m excited about the idea of bringing that knowledge into a fully remote, collaborative team., I’m at my best when I’m supporting others, whether that’s managing calendars, writing professional correspondence, or building systems that help the whole team operate more smoothly. I take pride in being dependable, flexible, and someone people can count on to just get it done., I’d love the chance to contribute to a team that values both autonomy and connection, and I’m excited about the impact I could make in this role.
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Brittany McMahon
Operations Manager
I bring over a decade of experience in aesthetics operations management, having overseen multi-site practices with a strong focus on driving revenue, streamlining workflows, and building high-performing teams., I’m passionate about project management, administrative efficiency, and helping teams exceed their goals. On a day-to-day basis, I’ve been responsible for analyzing P&L statements, managing KPIs, optimizing staffing models, developing SOPs, and leading initiatives that improve both patient experience and profitability., Warm regards,, Brittany McMahon
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Maria Thames
Aesthetic Sales Representative
Detailed award winning sales professional with leadership, customer service and strong analytical skills. Project Management Experience.
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Salvatore Musso
Other
I’m someone who believes in showing up every day with purpose, positivity, and presence. I take pride in the way I present myself - not just in how I perform professionally, but in the way I maintain and carry myself physically. That’s part of what draws me to the aesthetic industry. I admire its mission to help people feel confident in their skin, and I want to be part of that movement. I’m excited by the idea of helping others look and feel their best, and I see this career as a path to contribute to creating a more confident, energized, and beautiful world.
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Morgan Brown
Practice Manager
Passionate about aesthetics and driven by results, I bring a unique blend of strategic leadership, sales acumen, and clinical expertise to the medical aesthetics industry. With a foundation in marketing and a track record of operational success across multiple med spa locations, I specialize in optimizing business performance, enhancing client experiences, and developing high-performing teams. My goal is to blend beauty with business—delivering exceptional outcomes for both clients and organizations.
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Hayden Danyo
Aesthetic Sales Director/Executive
My name is Hayden. I currently have pharmaceutical sales experience but want to break into the aesthetics industry, as it is something I am very passionate and interested in. My most relatable work experience has been an intern at a hair restoration facility as well as a virtual pharmaceutical sales rep at an ocular pharmaceutical company. Both have taught me how to interact with healthcare providers and sell products.
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Macayla Craven
Practice Manager
I have been in the aesthetic industry for nearly 8 years, driven by a deep passion for helping patients feel confident and empowered in their own skin. My experience spans both medspa and plastic surgery settings, where I’ve had the opportunity to work with a wide range of organizations—from small, fast-paced startups to large, publicly traded companies. This diverse background has equipped me with a strong understanding of patient care, operational efficiency, and the importance of delivering an exceptional patient experience. I’m dedicated to bringing warmth, professionalism, and a results-driven mindset to every role I take on.
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Karissa Huffty
Aesthetic Injector (RN/NP/PA)
I have six years of experience in the aesthetics industry, combining hands-on injectable treatments with administrative and operational responsibilities. Throughout my career, I’ve developed strong relationships with local plastic surgeons and med spas, which has given me valuable insight into the business side of aesthetics. With a proven sales-driven mindset and deep understanding of aesthetic products and services, I’m now looking to transition into a role focused on aesthetic sales, where I can leverage my clinical background and industry connections to drive growth and build lasting partnerships.
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Rena Burk
Other
An aesthetically focused professional with outstanding communication and organizational abilities, coupled with a meticulous attention to detail. I demonstrate altruistic leadership qualities, a strong willingness to learn, and an enthusiasm for embracing new experiences.
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Kari Kelly
Practice Manager
I'm a medical aesthetic leader who firmly believes in building a strong team culture and inspiring those around me to provide unparalleled care.
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Richard Orduno
Other
I am an accomplished, results-driven sales professional who is well-known by using prospecting, CRM, negotiating, and sales tactics to generate record revenues. An enthusiastic professional who expands market share by forging solid partnerships with customers and business titans. Work together across several company divisions to seize chances for unprecedented development. Proficient in transforming underperforming individuals into productive teams that surpass all expectations. Well-organized, exhibiting drive and tenacity, and capable of accomplishing both individual and organizational objectives.
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Christine Watson
Aesthetic Sales Representative
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Alexis Norman
Aesthetic Sales Manager
I manage the processes, data, and communication structures that fuel revenue growth and smooth operations. I build and improve onboarding workflows, maintain accurate customer and sales data across platforms, and serve as the bridge between Sales, Finance, and Operations. By streamlining systems, training teams, and uncovering revenue opportunities, I help create the foundation that drives consistent, sustainable growth.
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Ginger Conder
Practice Manager
I don’t have aesthetic sales experience, but I do have extensive retail sales experience. I am hard working, a quick learner, and detail oriented. I am looking for the opportunity to take my skill set and intellect to a field I am most passionate about and I believe has a long lasting stance in the world. I believe in quality service and being your best everyday.
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Lise Emilie Arnesen
Operations Manager
Hello,, My name is Lise Emilie Arnesen, I currently reside in Honolulu, HI and will be relocating to Tennessee. I hold a Master's degree in Sustainable Environments and Planning from Bond University and a Bachelor's in Business Administration with a focus on International Business from BI Norwegian Business School. During my studies, I had the opportunity to study abroad in Rennes, France, specializing in Marketing. My international experiences living in Norway, France, Australia, and the United States have greatly broadened my perspective and shaped my career ambitions, allowing me to combine my passions with a diverse range of professional expertise., With over 10 years of experience in customer service, leadership, and administration, I have developed a robust skill set in organization, operational management, and effective team collaboration. Most recently, I served as the MedSpa Administrator for Asia Pacific Plastic Surgery, Hawaii’s leading plastic surgery practice. Within less than three years, I earned three promotions and successfully managed two departments, Front Office and Social Media & Marketing, while overseeing a VIP Membership program with over 200 members. In this role, I honed my leadership, project management, financial reporting, policy development, and operational oversight skills., Currently, I teach Pilates part-time for Club Pilates and work as their Senior Sales Representative, where I am the point of contact for incoming studio leads, helping to onboard new members and maintain a top sales performance each month. I also work closely with the studio manager to enhance the member experience and streamline the onboarding process for staff and members., Throughout my career, I have focused on continuous growth, whether it’s taking on new responsibilities or developing processes that enhance business performance and team success. I believe in transparency, innovation, and fostering positive environments, both within the team and the broader community. I pride myself on my ability to forge meaningful connections with clients, and I’m skilled in turning ideas into actionable strategies that drive business growth and improve day-to-day operations., I’m passionate about working with teams committed to enhancing lives, whether through sustainable practices, improved mobility, or empowering patients to feel confident and cared for. I’m eager to continue growing within the aesthetics industry, bringing my experience, dedication, and strong work ethic to a team that shares my values of excellence, positivity, and community impact. I am excited about the opportunity to contribute to your business and help it reach new milestones., Thank you for considering my application. I look forward to the possibility of contributing to your team's success., Kind Regards,, Lise Emilie Arnesen
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Amanda Breslin
Operations Manager
Hello! I love the medical aesthetics and longevity world and have a passion for customer service and creating one of a kind experiences for customers. I am looking to align my career with a mission I am passionate about and directly help customers. I have customer service, event management, people leading, program education, Moxie and Sharepoint, experience that could greatly contribute to the company. I am looking to work remote and hope this position aligns. Thank you!
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Franki Fitzgerald
Practice Manager
Strategic and results-driven Business Operations Leader with over a decade of experience in healthcare, dermatology, beauty + wellness, and senior care industries. Proven success managing high-performing teams, optimizing workflows, and driving multi-site operations in both clinical and spa settings. Adept at launching services, leading cross-functional projects, improving care delivery, and exceeding business growth targets. Seeking to leverage leadership, coordination, and operational skills in a remote or hybrid role focused on efficiency, innovation, and team empowerment.
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Administrative Assistant
Aesthetic Injector (RN/NP/PA)
Aesthetic Sales Director/Executive
Aesthetic Sales Manager
Aesthetic Sales Representative
Aesthetician
Assistant Clinic Manager
Body Contouring Specialist
Clinical Nurse
Cosmetic Concierge
Education/Training
Front Desk Coordinator
Front Office Manager
Job Snob Team Member
Laser Technician
Marketing Executive
Medical Assistant
Medical Director
Medical Spa Executive
Non-Injecting Aesthetic Provider (RN/NP/PA)
Operations Manager
Other
Patient Care Coordinator
Physician/Surgeon
Practice Manager
Social Media Coordinator
Surgical Care Coordinator
Surgical Technologist
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