Behind the Scenes: Q&A with Ambra Health Manager of Sales Operations, Jake Goldstein

A recent interview between Rebecca Schankerman, Ambra Health Field Marketing Coordinator, and Jake Goldstein, Ambra Health Manager of Sales Operations, about his time at Ambra and how his position has grown from a one man show to a team.

Rebecca: Can you talk about your past experiences and what led you to Ambra? 

Jake: When I first started my career after graduating college, I wasn’t sure what I wanted to do. My first job was at Cargomatic which was basically Uber for trucking. My role was customer operations and customer support, but I quickly learned that I really enjoyed the behind the scenes details on how a business operates and how to make business processes more efficient. Ambra really sparked my interest because of its mission and innovative healthcare technology.

Rebecca: What does a typical day look like for you and the Sales Ops team?

Jake: A typical day would start off by looking at all of the Salesforce dashboards and viewing the data in the reports. From there, I would work on long term projects – a typical end goal of a project is ensuring the Sales Team has all the necessary tools to make their sales process as easy as possible. For example, Sales works cross-functionally with other departments, so I could be working on a project that allows Sales to click a button in Salesforce and that ‘click’ would then alert another department to create a trial account for a prospect or customer. Another daily task is reviewing and approving all contracts for Sales. If there are any issues, we then escalate to Senior Leadership, but Sales Ops handles the bulk of the contracts.

Rebecca: How has it been seeing Sales Operations grow over the past few years? Where do you expect Sales Ops to go in the next 2-5 years at Ambra?

Jake: I was the first person on the Sales Ops teams, so when I started, there was a ton to do. Sales Ops have accomplished a lot over a very short time, including adding a team member, Jaclyn, but there is still more to accomplish. Ambra is a very fast-growing company and that means we need more processes in place so that we scale appropriately. When I say scale appropriately, I mean that as a team, we need to make decisions that will positively affect the future of Ambra in the long run. It’s a very exciting time for Sales Ops, and I am looking forward to contributing to Ambra’s continued growth! 

Rebecca: You seem to have the benefit of working with both Customer Success and Sales in your position. Can you dive into how that makes it a unique work experience?

Jake: It’s not only Customer Success and Sales; Sales Ops also involves Marketing, Professional Services, and Finance. I am lucky to be at the center and I get to learn all about the different functions of Ambra’s business. It truly is interesting to see how everything works. Another take on this – since I sit at the center, I am involved in many decisions and I ensure that there’s a process once a decision has been made. Since we are growing so quickly, there is always something to do. There is never a time where I am wondering what my next project is.

Rebecca: The Ambra Health team is currently working remotely. Where are you working from at the moment?

Jake: I have been living on the Upper West Side in New York City. As everyone knows, it’s been a tough time in NYC, but I feel like things are getting back to a more normal pace. 

Rebecca: Any final words you would like to add about working for Ambra?

Jake: I would say Ambra is a great place to work. It’s enabled me to grow personally and professionally. In my position, you really do feel like you are helping the company take one step in the right direction one day at a time. Lastly and most importantly, although my job is not directly helping patients, it’s very fulfilling to work for Ambra because our company has a mission to deliver better care through our service.