• Support client engagements across a variety of needs—sometimes leading full projects, other times improving or supporting existing systems. • Lead and support HubSpot implementations, migrations, and system improvements. • Design and refine CRM systems across Marketing, Sales, Service, and Ops Hub. • Build workflows, automation, lifecycle stages, lead routing, and scoring. • Create and manage pipelines, properties, permissions, and data structures. • Support integrations and data syncs (Salesforce, APIs, Zapier, etc.). • Improve data quality, reporting, and overall system usability. • Build dashboards and reporting for leadership and revenue teams.

• Build and lead the Enterprise Revenue Operations team, covering Sales Operations, CS Operations and Enablement • Partner with the SVP of Enterprise to design and execute GTM strategies that enable the enterprise segment to scale • Establish enterprise sales processes, operating cadences, and Rules of Engagement, and build enablement programs that equip GTM teams to execute across the full customer lifecycle • Own enterprise post-sales operations, ensuring onboarding, adoption, renewal, expansion and professional services processes are built for enterprise complexity and scale • Ensure enterprise tooling integrates into Clio's core tech stack, partnering with the Director of GTM Applications and SMB Revenue Operations leadership team • Partner with Product, Product Marketing and Enterprise leadership to operationalize GTM strategies across Clio’s suite including Vincent and Clio Operate • Ensure pricing, packaging and sales motions support enterprise buyers adopting multiple products across the customer lifecycle • Develop operational frameworks that support cross-sell and expansion within complex enterprise environments • Own pipeline and ARR forecasting across the enterprise segment, establishing the methodology and cadences that give leadership visibility into risk and upside • Lead territory design, segmentation, quota allocation, and capacity planning, translating growth targets into actionable coverage models • Own incentive compensation design in partnership with the Director of Compensation for the enterprise GTM organization, partnering with Finance and HR to ensure plans drive the right behaviors • Lead QBRs, MBRs and executive reporting, translating performance data into clear insights and recommendations for senior leadership • Define how GTM metrics are measured, distributed, and actioned across the enterprise segment; covering pipeline health, conversion, retention, expansion, and efficiency • Partner with Data & Finance to maintain clean, consistent GTM data infrastructure and support board-level reporting

• Co-create the overarching enablement framework for the Workday ecosystem • Design and deploy strategies for VARs & Referral Partners, and System Integrators (SIs) • Modernize the learning experience with AI-driven insights • Lead GTM Readiness for New Product Introductions (NPI) • Act as a trusted advisor to senior leadership using data-driven insights • Streamline the flow of information to empower partners

Garner’s mission is to transform the healthcare economy, delivering high-quality and affordable care for all. We are fundamentally reimagining how healthcare works in the U.S. by partnering with employers to redesign healthcare benefits using clear incentives and powerful, data-driven insights. Our approach guides employees to higher-quality, lower-cost care, creating a system that works better for everyone. Patients achieve better health outcomes, employers spend healthcare dollars more effectively, and physicians are rewarded for delivering exceptional care rather than performing more procedures. Garner is one of the fastest-growing healthcare technology companies in the country. Our products are trusted by the most sophisticated employers and providers in the industry, and we are building a team of talented, mission-driven individuals who are motivated to make a meaningful impact on healthcare at scale. About the role:We are seeking an exceptional VP of Revenue Operations to join our Revenue Team. This role will report to our CRO. The VP of Revenue Operations will ensure our Sales and Client Management teams are set up for success in their daily operations. Where you will work: Garner is headquartered in NYC, but this position is available for individuals who are comfortable with remote work and occasional travel to HQ. What you will do: - Strategic Planning & Architecture: - Design and own the operational infrastructure that supports a complex, broker-led selling motion (e.g., Aon, Mercer, WTW) alongside direct and alliance channels - Lead the forecasting and capacity modeling for the entire commercial engine Operational Execution: - Own and evolve the day-to-day workflows for the Revenue organization to ensure a high-bar, consistent execution across the full customer lifecycle - Establish the "source of truth" by defining and governing the core metrics that measure departmental health, from top-of-funnel engagement to NRR Strategic Enablement: - Lead the strategy for continuous professional development, ensuring the team is supported by a rigorous training and certification ecosystem that maintains our high-bar SME standards - Maintain a centralized, up-to-date knowledge base to ensure the Revenue team has the most current strategic and product information at their fingertips - Innovation & Tooling: - Act as a technical thought-leader to evolve our tech stack (Salesforce, Outreach, ZoomInfo, etc.) into a sophisticated platform that tracks complex channel attribution and renewal lifecycles - Proactively identify and deploy new technologies or systemic improvements that keep Garner’s operational infrastructure ahead of our scale The ideal candidate has: - Bachelor’s Degree - 10+ years of experience in Revenue or Commercial Operations in a SaaS or technology business - Proven experience leading Revenue Operations within a high-growth environment that has reached or exceeded $500M in ARR - Mastery of complex, non-direct sales motions (e.g., channel-led, consultant-driven, or partner-heavy environments) - Deep expertise across the full customer lifecycle, with a track record of driving operational efficiency in both high-velocity new-logo acquisition and retention motions - Ability to drive adoption of new systems and processes across a diverse, high-performing revenue team - Track record of building and maintaining world-class teams; you are a skilled recruiter, mentor, and coach who prioritizes talent development - A desire to be a part of a high-performing, mission-driven team that operates with intense urgency, a strong sense of individual accountability, and a commitment to authentic feedback This is a unique opportunity to join a fast-growing company in a transformative role, helping shape the future of healthcare. Compensation Transparency: The target total comp (inclusive of base + bonus) range for this position is $300,000 - $340,000. Individual compensation for this role will depend on various factors, including qualifications, skills, and applicable laws. In addition to cash compensation, this role is eligible to participate in our equity incentive and competitive benefits plans, including but not limited to: flexible PTO, Medical/Dental/Vision plan options, 401(k) with company match, flexible spending accounts, Teladoc Health and more. Fraud and Security Notice: Please be aware of recent job scam attempts. Our recruiters use getgarner.com and garnerhealth.com email domains exclusively. If you have been contacted by someone claiming to be a Garner recruiter or a hiring manager from a different domain about a potential job, please report it to law enforcement here and to candidateprotection@garnerhealth.com. Equal Employment Opportunity:Garner Health is proud to be an Equal Employment Opportunity employer and values diversity in the workplace. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. Garner Health is committed to providing accommodations for qualified individuals with disabilities in our recruiting process. If you need assistance or an accommodation due to a disability, you may contact us at talent@garnerhealth.com.