• Serve as our go-to CRM (HubSpot) expert, responsible for developing and leading a CRM strategy that empowers sales & marketing to meet and exceed organizational objectives. • Develop and implement processes to strategically source leads/prospects for sales engagement and effectively allocates to individuals across the sales team. • Providing continuous training and support to HubSpot users. • Develop and maintain dashboards and custom reports to track sales & marketing KPI’s. • Support revenue operations by streamlining and optimizing sales and marketing processes. • Analyze sales performance data to identify trends, gaps, and areas for improvement. • Design, build, and optimize automated workflows and other process improvements to streamline marketing & sales operations. • Ensure seamless data flow between HubSpot and integrated platforms. • Support the development and implementation of Rev Ops strategies and tactics beyond sales and marketing with the goal of optimizing revenue through operational improvements.

Role Description The Associate, Revenue Cycle Case & Escalation Management supports the investigation, coordination, and resolution of complex revenue cycle cases and escalations. This role uses the CRM platform, cross-functional partnership, and clear stakeholder communication to help move issues to resolution and improve customer experience. Based in Remote-US, this position contributes to service consistency, issue tracking, and continuous improvement across case handling processes. Essential Job Responsibilities - Manage revenue cycle cases and escalations in the CRM platform in accordance with team methodology and service expectations. - Communicate with internal and external stakeholders, including customers, to provide timely updates and support resolution efforts. - Investigate case drivers using available tools, resources, and documentation to identify effective paths to resolution. - Analyze case trends and recurring issues and share feedback to support service delivery, service offering, or product improvements. - Develop plans for assigned work, establish realistic timelines, and prioritize tasks based on urgency, impact, and dependencies. - Coordinate work across teams by identifying ownership, assigning follow-up tasks, and supporting progress toward resolution. - Use AI-enabled tools and features when available, to organize case information, streamline routine work, and support efficient analysis while applying human judgment to all customer- and case-related decisions. Additional Job Responsibilities - Contribute documentation updates that improve consistency, clarity, or efficiency in case handling processes. - Assist with team initiatives focused on quality improvement, process refinement, or customer experience. - Participate in onboarding or peer support efforts by sharing practical knowledge and process guidance. - Support special projects or other assignments based on team and business priorities. - Help identify opportunities to reduce avoidable case inflow through workflow or process improvements. - Maintain awareness of operational changes that may affect case handling or escalation paths. Qualifications - Demonstrated ability to communicate clearly and professionally with internal and external stakeholders. - Demonstrated ability to analyze issues, organize information, and support resolution through structured problem-solving. - Ability to prioritize work, manage multiple assignments, and adjust plans based on changing needs. - Ability to work collaboratively across teams and maintain process, follow-through, and documentation quality. Expected Compensation $64,000 - $108,000. The base salary range shown reflects the full range for this role from minimum to maximum. At athenahealth, base pay depends on multiple factors, including job-related experience, relevant knowledge and skills, how your qualifications compare to others in similar roles, and geographical market rates. Base pay is only one part of our competitive Total Rewards package - depending on role eligibility, we offer both short and long-term incentives by way of an annual discretionary bonus plan, variable compensation plan, and equity plans.

• Work directly on the company’s main analyses and strategic initiatives, focusing on developing solutions, continuous improvement, and operational efficiency. • Ensure the operation runs with quality, predictability, and continuous evolution. • Design and structure the new inbound operation for HR and gain a deep understanding of the business levers. • Interface with revenue teams and their managers, supporting the setup of routines, analyses, and action plans. • Influence outcomes through efficiency, predictability, and continuous improvement.

About Zscaler Zscaler accelerates digital transformation to ensure our customers can be more agile, efficient, resilient, and secure. As an AI-forward enterprise, we are constantly pushing the envelope, leveraging the world’s largest security data lake to power our cloud-native Zero Trust Exchange platform. This innovation protects our customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Here, impact in your role matters more than title and trust is built on results. We say, impact over activity. We seek innovators who actively use AI to amplify their impact and who thrive in an environment where we leverage intelligent systems to stay ahead of evolving threats. We believe in transparency and value constructive, honest debate—we’re focused on getting to the best ideas, faster. We build high-performing teams that can make an impact quickly and with high quality. To do this, we are building a culture of execution centered on customer obsession, collaboration, ownership, and accountability. We value high-impact, high-accountability with a sense of urgency where you’re enabled to do your best work and embrace your potential. If you’re driven by purpose, thrive on solving complex challenges, and want to be part of the team that’s helping to secure the AI age, we invite you to bring your talents to Zscaler and help shape the future of cybersecurity. The Role We are seeking a Director of GTM Revenue Strategy and Operations to join our GTM Operations team in a hybrid role based in Boston, reporting to the VP of GTM Revenue Strategy and Operations. Zscaler is seeking an experienced Director to lead the end-to-end renewals motion for our high-volume, high-velocity customer segment. This is a fast-growing book of business with rapidly increasing transaction volume. You’ll lead a team of renewal professionals globally, who drive the rhythm, run the plays, interlock with channel partners, and ultimately close the renewal deals. This is a high-impact leadership role where commercial orientation meets execution at scale. You’ll manage structured outreach well in advance of renewal, progressing each opportunity through to deal close. Along the way, you’ll support the team handling pricing negotiations, contract modifications, channel partner engagement, and the occasional save conversations — all while keeping your pipeline tight and your forecasts accurate. What you’ll do (Role Expectations) - Own the end-to-end renewal lifecycle for the high-volume segment, ensuring the team delivers consistent on-time renewal execution across a large and growing book of business - Drive forecast accuracy and pipeline discipline across the team; CRM data is current, stage progression is rigorous and clear notes are accounted for on each opportunity - Partner with Channel team to define & scale partner-led, and partner-assisted renewal motion, ensuring the operating model creates leverage without sacrificing on-time renewal or customer experience - Surface frontline renewal intelligence such as churn themes and partner perspectives. Feed intel back to CS, Product, and GTM leadership to inform retention strategy, enablement and roadmap priorities - Lead, develop, and scale a global team of renewal professionals, establishing clear ownership, performance expectations, and a culture of accountability Who You Are (Success Profile) - You act like an owner. Your passion for the mission fuels your bias for action. You operate with integrity because you genuinely care about the outcome. You adapt to what’s needed, navigating seamlessly between high-level strategy and hands-on execution. - You are driven by innovation. You have a deep curiosity for how things work and are energized by solving complex technical challenges. You believe in the power of technology to accelerate transformation and are always looking for a better, more secure, and scalable way. - You champion simplicity. You are skilled at distilling complex problems, user needs, and technical concepts into clear, simple, and actionable plans. You are a precise communicator who brings clarity and focus to every interaction. - You are data-driven. You use data and analytics to find the truth, measure what matters, and guide informed decisions. You value evidence over assumptions, replacing "I think" with "I know" to drive better outcomes. - You lead with integrity. You do the right thing, even when it’s hard. You hold yourself and others to a high standard of accountability and build trust by matching your words with consistent, transparent action. What We’re Looking for (Minimum Qualifications) - 10+ years of progressive experience in GTM operations, renewals, customer success, or sales operations, with at least 5 years in high-growth Enterprise SaaS, or subscription-based technology companies - Direct experience leading renewal or retention teams at scale, understanding how to maintain execution quality as transaction volume grows. Proven track record of building and operationalizing renewal playbooks, outreach cadences, and pipeline management frameworks from the ground up — not just inheriting them - Strong commercial instinct and negotiation acumen, coach a team through difficult renewal conversations - Experience partnering with Channel organizations on renewal execution. You understand partner-led vs. partner-assisted dynamics and can navigate shared-ownership motions - Analytical horsepower paired with commercial judgment, comfortable diagnosing trends, and translating findings into clear actions for renewals team and cross-functional partners. Excellent written and verbal communication skills, ability to present to VP and SVP level stakeholders with clarity and confidence What Will Make You Stand Out (Preferred Qualifications) - MBA preferred #LI-EV1 #LI-Hybrid Zscaler’s salary ranges are benchmarked and are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training. The base salary range listed for this full-time position excludes commission/ bonus/ equity (if applicable) + benefits. Base Pay Range $168,000—$240,000 USD At Zscaler, we are committed to building a team that reflects the communities we serve and the customers we work with. We foster an inclusive environment that values all backgrounds and perspectives, emphasizing collaboration and belonging. Join us in our mission to make doing business seamless and secure. Our Benefits program is one of the most important ways we support our employees. Zscaler proudly offers comprehensive and inclusive benefits to meet the diverse needs of our employees and their families throughout their life stages, including: - Various health plans - Time off plans for vacation and sick time - Parental leave options - Retirement options - Education reimbursement - In-office perks, and more! Learn more about Zscaler’s Future of Work strategy, hybrid working model, and benefits here. By applying for this role, you adhere to applicable laws, regulations, and Zscaler policies, including those related to security and privacy standards and guidelines. Zscaler is committed to providing equal employment opportunities to all individuals. We strive to create a workplace where employees are treated with respect and have the chance to succeed. All qualified applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy or related medical conditions), age, national origin, sexual orientation, gender identity or expression, genetic information, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws. See more information by clicking on the Know Your Rights: Workplace Discrimination is Illegal link. Pay Transparency Zscaler complies with all applicable federal, state, and local pay transparency rules. Zscaler is committed to providing reasonable support (called accommodations or adjustments) in our recruiting processes for candidates who are differently abled, have long term conditions, mental health conditions or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support.