Salesforce Service Operations Specialist

Company Overview

Join us for an enriching journey with Outset, a trailblazing medical device company that is revolutionizing the field of dialysis. Our focus is to create one high performing team, obsessed with progress, in an atmosphere that is brimming with transformative opportunities. The heart of our mission is pioneering a groundbreaking technology that redefines the landscape of dialysis, streamlining complexity and cost, because patients deserve "better" now, not some day.  

At Outset we're revolutionizing an industry and changing lives. We're impacting what the future of dialysis looks like by creating a first-of-its-kind technology in order to reduce the cost and complexity of dialysis. FDA cleared for use across care settings, from the hospital to the clinic to the home, the Tablo Hemodialysis System harnesses modern technology for a new holistic approach to dialysis care. We're giving providers time back to focus on patient care. And we're giving patients the power to take control of their life and get back to enjoying the things they love.

Position Overview

The Salesforce Service Operations Specialist plays a critical role in optimizing and supporting service operations by managing key processes, systems, and data integrations. This position is responsible for overseeing Salesforce Service Cloud configurations, facilitating data integrity between Salesforce and QAD, and driving process improvements to enhance service efficiency. The specialist will collaborate closely with cross-functional teams, including IT, supply chain, service logistics, and business stakeholders, to ensure seamless system interactions and operational effectiveness.

Key responsibilities include managing work order batch generation, supporting field inventory initiatives, developing training materials, and maintaining reports and dashboards to track service performance. The ideal candidate is a proactive problem solver with strong analytical, communication, and project management skills, capable of translating business needs into system solutions. Experience in service operations, business analysis, or process improvement—particularly in regulated industries such as medical devices or healthcare—is highly desirable.

This role requires a combination of technical expertise, attention to detail, and the ability to work cross-functionally to drive efficiencies and support business objectives. Hands-on experience with Salesforce Service Cloud and familiarity with QAD ERP are preferred, along with a background in process improvement methodologies.

Job Functions

Responsibilities:

• Generate batch work orders using SFDC Dataloader as needed.
• Support field inventory management and administer inventory locations.
• Develop and maintain Salesforce training materials and work instructions for service and support staff.
• Work with training team to implement SFDC training program.
• Act as a liaison between SFDC, QAD development teams, and service/support teams to represent business needs.
• Collaborate with supply chain and service logistics to manage QAD-SFDC interactions.
• Maintain company assets required for job functions.
• Ensure data accuracy and integrity between Salesforce and QAD in coordination with IT and business users.
• Create and maintain reports and dashboards to track service performance, KPIs, and compliance.
• Support data migration, cleansing, and integration initiatives.
• Gather and document business requirements from service teams and identify process improvement opportunities.
• Develop process maps, workflows, and functional specifications to enhance efficiency.
• Customize, configure, and maintain Salesforce to support service operations.
• Manage user roles, permissions, security settings, and compliance reporting.
• Support audits and regulatory compliance efforts.

Requirements & Skills:

• Bachelor's degree in Business, IT, or a related field.
• 3 - 5+ years of experience in service operations, business analysis, or a related role, preferably in a regulated industry (medical device, healthcare, etc.).
• Strong problem-solving, analytical, and project management skills.
• Ability to translate business needs into system solutions and recommend process improvements.
• Excellent interpersonal, written, and verbal communication skills.
• Self-starter with strong prioritization and multitasking abilities.
• Experience establishing customer relationships to ensure quality service and on-time delivery.
• Knowledge of process improvement methodologies (e.g., Six Sigma, Lean) is a plus.
• Experience delivering training is a plus.

Technical Skills:

• Proficiency in MS Office (Excel, Word, Teams, etc.).
• Experience with QAD ERP (knowledge of service modules is a plus).
• Hands-on experience with Salesforce Service Cloud, including report/dashboard creation (certifications preferred).

Company Culture

At Outset, we believe every person matters. Every Outsetter, every patient, every caregiver. Because we are here to create a revolution, and we believe in doing that by innovating everywhere with intelligent speed. Our team expects nothing less than our best display of strengths and skills, and we find joy in working together for a common goal. At Outset, we believe that curiosity, ingenuity and conviction in the power of technology will transform the lives of dialysis patients and providers. 

We are fueled by the opportunity to give people their lives back. And we believe that it begins with YOU, our future Outsetter. At Outset, we've designed a professional world that our employees are honored and impassioned to belong to, one that offers challenge, the ability to collaborate with great people, and opportunities to build skill and expertise in a fulfilling career. 

An opportunity at Outset Medical won't just be about finding a job. Our culture revolves around the principles of moving farther, faster, together, so working here feels like a masterclass in peak performance, for individuals and teams. 

Privacy is important to us. Please review our Applicant Privacy Notice. 

Important Notice

We have been made aware of fraudulent activities where individuals are impersonating our company and offering fake job opportunities. Please note, Outset Medical will never request payment or gift cards during the hiring process, nor will we ask you to purchase your own equipment. Anyone reaching out to you with an email address ending in , is not a legitimate Outset representative. For legitimate opportunities, always apply directly through our official careers page. If you are unsure about the authenticity of a communication, contact us immediately at

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT 

Outset Medical is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind on the basis of race, color, national origin, religion, gender, gender identity, sexual orientation, disability, genetic information, pregnancy, age, or any other protected status set forth in federal, state, or local laws. This policy applies to all employment practices within our organization.