Revenue Operations Specialist

This is a fully remote position, open to applicants in Illinois, +3 more states.

📋 Description

• Manage and oversee Salesforce and/or HubSpot, including fields, workflows, lead routing protocols, dashboards, and data integrity.

• Develop and present ongoing pipeline, bookings, and ARR reports and dashboards for revenue leadership.

• Prepare for the weekly pipeline review and forecasting call by gathering data, identifying at-risk deals, and monitoring action items.

• Assist in annual planning through analysis and models for territory design, quota establishment, and sales capacity.

• Monitor marketing and sales funnel performance, which includes lead-to-opportunity conversion rates, lead response SLAs, and campaign attribution.

• Aid the deal desk by managing approval processes, tracking discounts, and keeping pricing and contract templates up to date.

• Coordinate responses to RFPs and proposals, maintain the proposal content library, and assist in assembling assessments, scoping documents, and ROI models.

• Calculate and reconcile sales commissions and incentive payouts in collaboration with the Finance team.

• Extract and analyze customer and market data to enhance the ideal customer profile, segmentation, and win/loss insights.

• Create and update enablement materials and assist in onboarding new sales, marketing, and client success personnel on GTM tools and processes.

• Identify and evaluate automation and AI tools for reporting, lead scoring, and proposal creation, ensuring adherence to data security and HIPAA-compliant practices wherever client data is involved.

• Collaborate closely with Sales, Client Success, Marketing, Business Operations, and Finance teams.

• Directly report to the Chief Revenue Officer or VP of Marketing.

⛳️ Requirements

• A Bachelor’s degree in Business, Finance, Economics, Information Systems, or a related discipline.

• 3–5 years of experience in revenue operations, sales operations, marketing operations, business analytics, consulting, or a similar analytical role.

• Practical experience with Salesforce and/or HubSpot; administrator certification is a plus.

• Proficient in Microsoft Excel, including pivot tables, lookups, and modeling.

• Strong skills in PowerPoint.

• Familiarity with BI tools such as Tableau or Power BI, and SQL is advantageous.

• Understanding of revenue metrics including pipeline coverage, conversion rates, ARR, and NRR.

• Exposure to healthcare revenue cycle management, healthcare services, or health tech is beneficial but not mandatory.

• Highly organized and detail-oriented, capable of managing multiple priorities and communicating effectively with stakeholders at all levels.

• An inquisitive and proactive problem-solver who takes pleasure in enhancing processes and understanding business growth.

🏝️ Benefits

• Medical HSA

• Dental

• Vision

• Life Insurance

• Disability Insurance

• Retirement 401K/ROTH

• Paid Time Off & Holidays

• Employee Assistance Program

• Referral Program