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Customer Onboarding and Sales Operations Manager
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Job Info
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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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