Revenue Operations Associate

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

📋 Description

• Develop and sustain the CRM and associated GTM tools, encompassing workflows, properties, pipelines, lists, dashboards, integrations, and permissions.

• Take ownership of regular data hygiene and address system requests from all departments.

• Ensure accurate deal, product, and revenue information is maintained as the business evolves.

• Create and uphold dashboards utilized by leadership, sales, and finance, while providing quick ad hoc data retrieval.

• Assist in reconciling customer contracts with amounts collected.

• Manage deal desk operations, which include intake, routing, approvals, rate tables, and contract templates.

• Generate and perform quality assurance on target lists for outbound and upsell campaigns.

• Enrich and eliminate duplicate account and contact data, load audiences, and sustain routing and attribution for sourced pipeline.

• Design robust processes prior to automating them; leverage AI and automation to enhance speed, cost efficiency, and accuracy.

• Document system operations and respond to inquiries from other teams.

• Report to the Revenue Operations Lead and collaborate across scaled SMB, mid-market, clinician engagement/upsell, and enterprise life sciences go-to-market strategies.

⛳️ Requirements

• 2 to 4 years of experience in revenue operations, sales operations, marketing operations, finance operations, or business operations.

• Previous experience in scaling operations within fast-paced teams, preferably at a Series A through C high-growth startup.

• Proficiency in CRM platforms like Salesforce or HubSpot; practical experience in building workflows, custom properties, pipelines, lists, and dashboards.

• Genuine curiosity about the entire revenue engine rather than focusing on one specific area.

• An iterative building mindset: grasp business outcomes before tooling, pivot swiftly, and document efforts for scalability.

• Capability to define sustainable, scalable processes prior to automation and utilize AI to enhance speed and precision.

• Experience delivering a genuine process-first AI or automation solution, along with insights on tooling limitations.

• Attention to detail with data, including verifying work and tracing figures back to their sources.

• Effective written communication skills across sales, finance, customer success, and support teams.

• Certifications in HubSpot Operations Hub or SFDC/HubSpot, knowledge of SQL, Metabase or other BI tools, exposure to billing or finance systems, experience with enrichment or outbound tools, and familiarity with deal desk/quoting/contract operations, as well as healthcare or life sciences experience, are considered advantageous but not mandatory.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible working arrangements, including remote work options.

• Engaging work environment with a focus on teamwork and collaboration.