Sales Operations and Contracting Associate

Join us as we work to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.

Sales Operations & Contracting Associate

Position Summary:
Provide timely and accurate contract and proposal support to Sales and Customer Success teams while improving operational processes to scale Sales Operations. The role manages contract lifecycle activities, validates booking and revenue calculations, and maintains CRM data integrity to support renewals and client changes. This position is based on the West Coast and will be a remote role. This role reports to the Sales Operations Manager.

About the Team:
The Sales Operations team enables revenue growth and customer retention by standardizing contracting, pricing approval, and CRM data processes. The team partners closely with Sales, Customer Success, Legal, Finance, Billing and Deal Desk to ensure accurate execution of agreements and smooth client transitions. The team uses Salesforce, Excel/Microsoft Office, contract management systems, and workflow automation tools to drive consistent operational outcomes.

Essential Job Responsibilities:

• Create, prepare, and process proposals and contracts, ensuring documents are complete and ready for signature.

• Review contracts for compliance with SOX and SOC1-related requirements and coordinate countersignature processing.

• Calculate and validate Bookings and Annual Revenue Implemented to support accurate revenue recognition.

• Coordinate with internal stakeholders to obtain client-signed contracts and resolve outstanding issues.

• Triage pricing and discount requests; route to Deal Desk and obtain required approvals from Legal, Billing and Finance.

• Maintain CRM data accuracy through daily, weekly, and monthly reviews and reporting.

• Support client repricing, billing initiatives, and termination processing for assigned accounts.

• Manage offboarding activities for assigned clients, ensuring timely completion of required steps.

• Identify and document opportunities to improve productivity and implement process improvements with appropriate automation.

• Learn and apply new AI tools to improve accuracy and efficiency in daily work.

Additional Job Responsibilities:

• Maintain and update operational process documentation and standard operating rhythms.

• Support partner payment validation and calculations as needed.

• Provide direct operational support to assigned Sales and Customer Success stakeholders.

• Assist with ad-hoc reporting and analysis to inform decision-making.

• Support additional End of Month and End of Quarter work.

Expected Education & Experience:

• Bachelor’s degree or equivalent practical experience.

• 2–3 years of experience in contracting, sales operations, or a related operations role.

• Proficiency with Microsoft Office (Excel preferred).

• Proficiency with Adobe Acrobat.

• Experience with Salesforce required.

• Strong written and verbal communication skills.

• Demonstrated attention to detail and accuracy in transactional work.

• Ability to work independently and collaboratively in a deadline-driven environment.

• Experience documenting and improving processes; familiarity with basic automation or workflow tools preferred.

• Professionalism and a collaborative approach when working with cross-functional partners

Expected Compensation

The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.

About athenahealth

Our vision: In an industry that becomes more complex by the day, we stand for simplicity. We offer IT solutions and expert services that eliminate the daily hurdles preventing healthcare providers from focusing entirely on their patients — powered by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all.

Our company culture: Our talented employees — or athenistas, as we call ourselves — spark the innovation and passion needed to accomplish our vision. We are a diverse group of dreamers and do-ers with unique knowledge, expertise, backgrounds, and perspectives. We unite as mission-driven problem-solvers with a deep desire to achieve our vision and make our time here count. Our award-winning culture is built around shared values of inclusiveness, accountability, and support.

Our DEI commitment: Our vision of accessible, high-quality, and sustainable healthcare for all requires addressing the inequities that stand in the way. That's one reason we prioritize diversity, equity, and inclusion in every aspect of our business, from attracting and sustaining a diverse workforce to maintaining an inclusive environment for athenistas, our partners, customers and the communities where we work and serve.

What we can do for you:

Along with health and financial benefits, athenistas enjoy perks specific to each location, including commuter support, employee assistance programs, tuition assistance, employee resource groups, and collaborative workspaces — some offices even welcome dogs.

We also encourage a better work-life balance for athenistas with our flexibility. While we know in-office collaboration is critical to our vision, we recognize that not all work needs to be done within an office environment, full-time. With consistent communication and digital collaboration tools, athenahealth enables employees to find a balance that feels fulfilling and productive for each individual situation.

In addition to our traditional benefits and perks, we sponsor events throughout the year, including book clubs, external speakers, and hackathons. We provide athenistas with a company culture based on learning, the support of an engaged team, and an inclusive environment where all employees are valued.

Learn more about our culture and benefits here: athenahealth.com/careers