Commercial Operations Specialist, RevOps

This is a fully remote position, open to applicants in India.

📋 Description

• Take charge of the daily management and enhancement of the GoHighLevel CRM.

• Oversee and refine the CRM structure, fields, lifecycle stages, pipelines, and workflows.

• Ensure quality, accuracy, and hygiene of CRM data.

• Develop and sustain automated workflows, lead routing, and notifications.

• Diagnose CRM issues and assist sales and marketing teams in utilizing the CRM efficiently.

• Recognize opportunities for automation and process enhancement.

• Create, implement, and/or manage marketing campaigns within the platform.

• Assist with email campaigns, lead nurturing, segmentation, and campaign workflows.

• Guarantee that leads are captured, tracked, and routed appropriately.

• Provide reports on campaign performance, lead generation, and conversion rates.

• Aid in lead generation and qualification, including prospect research and follow-up activities.

• Enhance pipeline quality, conversion rates, and visibility with sales.

• Identify gaps or bottlenecks in the sales process and suggest improvements.

• Take responsibility for commercial reporting within the CRM.

• Construct and maintain live pipeline dashboards that cover pipeline value, stages, opportunities, lead generation, conversion rates, sales activities, marketing performance, and revenue forecasts.

• Facilitate improvements in sales processes, marketing operations, data and pipeline management, automation, commercial analytics, forecasting, and alignment between sales and marketing, along with documentation, systems integration, and ad hoc commercial analysis.

⛳️ Requirements

• 3 to 5 years of experience in RevOps, sales operations, marketing operations, commercial operations, CRM, or a closely related field.

• Strong practical experience with CRM (preferably GoHighLevel), covering both CRM and marketing automation, not limited to just CRM administration.

• Hands-on experience in creating workflows, reports, dashboards, and automations.

• Regular use of AI tools (e.g., Claude) in daily work and an eagerness to leverage them for greater efficiency.

• Experience in supporting sales and/or marketing teams.

• Solid knowledge of sales funnels, lead management, and pipeline processes.

• Proficient in working with data and translating it into valuable commercial insights.

• Strong organizational skills and keen attention to detail.

• Excellent communication skills with sales, marketing, and leadership stakeholders.

• Ability to work independently and take initiative.

• Familiarity with the US healthcare ecosystem (employer benefits, health plans, brokers, or TPAs) is a plus.

• Experience in a B2B, SaaS, or technology environment is an advantage.

• GoHighLevel certification is a plus.

• Experience in managing email or digital marketing campaigns is a plus.

• Familiarity with CRM integrations and other commercial tools is a plus.

• Basic understanding of forecasting and revenue analytics is a plus.

• Experience supporting a US-based or international commercial team is a plus.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work environment and schedule.

• Collaborative and innovative company culture.