Revenue Operations Specialist

About Us

PredictionHealth is looking for a Revenue Operations Specialist to join our growing team. PredictionHealth is a healthcare technology company leveraging proprietary Artificial Intelligence (AI) solutions to improve the lives of healthcare providers. This position represents a tremendous opportunity to grow with a dynamic startup at the forefront of innovation in the field. If you are a creative, motivated, and results-driven individual, we'd like to meet you!

About the Role

We are looking for a talented and detail-oriented Revenue Operations Specialist who can be trusted to perform in a remote role. This role is needed to help build, maintain, and optimize the systems and processes that enable our go-to-market teams to work efficiently and effectively. You'll focus on key areas such as data/lead management, reporting, process improvement, sales tool management, and territory management to ensure all revenue-generating teams are aligned and empowered to meet and exceed their goals. Experience with Self-Serve and Product-Led Growth (PLG) strategies is highly preferred.

Essential Duties and Responsibilities

• Deliver optimized outbound leads to the SDR and Sales teams, ensuring leads are properly scored and prioritized for the highest conversion rates.
• Assist in managing and optimizing CRM (e.g., HubSpot) and other sales/marketing tools to ensure accurate data collection, automation, and streamlined workflows.
• Work closely with sales leadership to set up and enforce rules of engagement for territory/account management, ensuring automation in the CRM aligns with these rules for SMB and Mid-Market (MM) teams. Enterprise will use geographical territories.
• Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency and alignment with sales leadership directives.
• Ensure HubSpot instance is optimized for the sales team’s workflows, including setting up features like Leads, Products, and Contracts.
• Contribute to the development and execution of Self-Serve or PLG strategies, ensuring the company’s systems and operations support a seamless customer journey from trial to purchase.
• Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention.
• Analyze revenue data to provide insights that support decision-making across the organization.
• Support forecasting and budgeting efforts by providing historical trends and scenario analyses.
• Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity.
• Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy.
• Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place.

Minimum Requirements

• 2-4 years of experience in revenue operations, sales operations, marketing operations, or a related role in a SaaS environment.
• Strong proficiency with CRM platforms (e.g., HubSpot, Salesforce) and marketing automation tools.
• Experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation.
• Experience with Self-Serve or Product-Led Growth (PLG) strategies is highly preferred.
• Understanding of territory/account management, especially with non-geographic rules of engagement for SMB/MM and geographic-based territories for Enterprise.
• Demonstrated experience in building reports and dashboards, with strong analytical skills.
• Understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies.
• Ability to manage multiple projects simultaneously and prioritize tasks in a fast-paced environment.
• Strong communication skills with the ability to collaborate across teams.
• Detail-oriented with a passion for driving continuous process improvement.

Preferred Qualifications

• Experience with data visualization tools (e.g., Looker, Tableau).
• Knowledge of SQL or other data querying languages is a plus.
• Familiarity with revenue intelligence tools (e.g., Gong, Clari) is a bonus.

PredictionHealth is currently not hiring in the following states: CA, DC, MT, HI, or NY

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Last updated on Oct 3, 2024