Role Description You'll anchor on billing and invoicing — owning the day-to-day so the team can focus on complex cases and strategic work. As Siena evolves its pricing and billing infrastructure, you'll be part of how that gets built. From there, you'll operate as a generalist across compliance, legal intake, vendor management, and cross-functional programs. The work is detail-heavy and high-stakes. A missed invoice, an overlooked contract clause, or an incomplete audit trail has real consequences — for customers, for the business, for the team. But it's also high-leverage: every loop you close frees the team for bigger bets. This is an early-career role. We're open to exceptional new grads and candidates with 1-3 years of experience — ideally with a background or genuine interest in finance, RevOps, or billing operations, but what matters most is aptitude, ownership instinct, and the ability to learn fast. Qualifications - Detail-obsessed and systems-minded - Drawn to financial operations - AI-curious and resourceful - Comfortable with dense material - Strong communicator - Trustworthy and discreet Requirements - Own day-to-day billing and invoicing operations — issuing invoices, monitoring usage, drafting customer billing comms, and supporting dispute resolution - Assist with legal and compliance operations — contract intake, RFPs and security questionnaires, audit cycles, and policy hygiene across the team - Manage vendor operations and equipment inventory — from new tool requests and renewals to spend reconciliation and team equipment - Support cross-functional programs and strategic initiatives — audit prep, tooling migrations, and documentation that keeps the team running - Partner closely with Operations leadership on ad-hoc projects that scale with the company Benefits - Meaningful impact. Your work directly shapes our product and company. - Globally distributed team working at the bleeding edge of CX and AI. - Great salary plus the opportunity for equity or stock grants. - Learning budget. If you're growing, so are we. - The thrill of building something new. Join us at a stage where your contributions matter most. - AI-fluency. Make AI your second nature. - Tackle unsolved problems. We’re redefining how customer experience will look like in the next decades.

• Partnering cross functionally to optimize and maintain account hierarchies and segmentation • Ensure customer structures accurately reflect how teams sell, expand, and renew • Maintain and continuously improve account assignments and hierarchies in Salesforce • Translate customer data into clear, actionable selling units • Ensure full visibility into the customer install base at the hierarchy level • Execute and maintain account segmentation frameworks aligned to the GTM strategy • Enable hierarchies support accurate ARR and bookings rollups • Partner with systems teams to operationalize improvements

Role Description The Director, Revenue Operations is responsible for driving disciplined, scalable, and data-driven revenue execution across the organization. Reporting to the CFO, this role owns the infrastructure, governance, and processes that support the full revenue lifecycle—from opportunity creation framework through booking, contracting, and forecasting. This leader ensures alignment across Sales, Finance (FP&A and Controller), IT, and Legal, acting as the central authority on pricing execution, deal governance, CRM/CPQ systems, and revenue analytics enablement. The role is critical to improving forecast accuracy, enforcing margin discipline, accelerating deal velocity, and enabling scalable growth. Responsibilities: - Deal Desk & Commercial Governance - Own and operate the Deal Desk function, including: - Pricing approvals, discount governance, and exception handling based on CFO delegation of authority - Structured SLAs for deal review and turnaround - Establish and enforce pricing guardrails, approval thresholds, and margin discipline, based on CFO delegation of authority - Ensure financial and contractual integrity in all customer agreements - Revenue Policy & Contract Operations - Own revenue policy governance, including: - Standard terms, approval workflows, and escalation paths - Partner with Legal on non-standard deal structures and contract risk management - Oversee contract administration to ensure consistency, compliance, and audit readiness - CRM & CPQ Ownership (Salesforce) - Own CRM and CPQ systems (e.g., Salesforce), including: - Data model, fields, validation rules, workflows, and approvals - Manage SFDC Admin and RevOps tooling roadmap - Drive automation to reduce manual processes and improve scalability - Revenue Forecasting Integrity - Own forecast process execution in partnership with FP&A (who retains financial accountability) - Improve forecast accuracy through data discipline, analytics, and process rigor - Systems Integration & Revenue Data Flow - Partner with IT to ensure seamless integration across: - CRM → ERP → Billing → Data Warehouse - Support creation of a single source of truth for revenue data - Drive system enhancements that enable scale, automation, and reporting accuracy - Revenue Analytics & Insights Enablement - Enable actionable dashboards and reporting across: - Pipeline, bookings, conversion rates, discounting trends, and deal cycle times - Partner with FP&A and Analytics to translate data into insights that improve: - Sales productivity - Pricing strategy - Revenue predictability - Cross-Functional Alignment - Act as the connective layer across Sales, Finance, IT, and Legal: - Sales → execution and pipeline discipline - FP&A → forecasting and planning assumptions - Controller → revenue recognition alignment - IT → systems and integration - Ensure clarity of ownership through defined RACI structure - Lead Digital Transformation Initiative - Act as lead for the Digital Transformation strategic initiative - Remain close to the project through the entire duration - Other key functions - GPO administration - Pricing Analysis - Team Leadership - Lead and develop the RevOps function, including: - Salesforce / CRM Administrator - Contract Administrator - Future scaling roles (e.g., Deal Desk analysts, RevOps specialists) - Build a high-performance, service-oriented team with clear SLAs and accountability Qualifications - 8–12+ years of experience in Revenue Operations, Sales Operations, Finance, or related roles in SaaS / healthcare tech environments preferred - Deep expertise in: - Salesforce / CRM and CPQ systems - Deal desk operations and pricing governance - Revenue processes (lead-to-cash lifecycle) - Strong financial acumen; ability to partner effectively with CFO and FP&A - Proven ability to influence Sales leadership while enforcing discipline - Experience building scalable processes in high-growth environments Benefits - If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

• Own and optimize the entire revenue funnel, from lead creation to closed-won. • Define funnel stages, qualification models, handoffs, SLAs, and operational guardrails. • Build processes that improve pipeline quality, velocity, and conversion rates across all stages. • Partner with Sales Leadership to refine methodologies (e.g., MEDDIC/MEDDPICC), forecasting frameworks, and rep productivity systems. • Work cross-functionally with Finance to ensure forecasting inputs and pipeline assumptions align with financial models. • Own the marketing operations engine—including lifecycle stages, scoring, routing, multi-touch attribution, enrichment, and segmentation. • Build automated workflows that fuel pipeline creation, nurture buyers, and support campaign execution across demand gen, events, ABM, and digital programs. • Create structure for measuring and optimizing CAC, campaign ROI, channel performance, and ICP penetration. • Own sales forecasting processes, pipeline reviews, forecasting cadence, and pipeline inspection standards. • Develop systems and automation that reduce admin time for reps and improve sales execution. • Build territories, capacity plans, dashboards, compensation logic, and rep performance reporting. • Partner closely with Finance on quota design, forecasting accuracy, and revenue modeling inputs. • Serve as the primary architect and admin for HubSpot CRM. • Design and manage objects, workflows, attribution models, data integrations, enrichment, and reporting. • Evaluate and implement supporting tools for sequencing, intent data, enrichment, forecasting, and sales engagement. • Build and maintain GTM dashboards for Marketing, Sales, and Finance, ensuring revenue and pipeline views map cleanly to Finance's reporting standards. • Monitor pipeline health, funnel conversion metrics, ARR and bookings performance, and operational KPIs. • Deliver actionable insights that drive strategic decisions and unblock GTM bottlenecks. • Establish a single source of truth for GTM and pipeline data within HubSpot and related systems, while partnering with Finance’s ownership of financial and revenue reporting. • Implement processes that ensure data cleanliness, visibility consistency, and strong GTM data governance. • Lead cross-functional operational initiatives, including pricing changes, compensation plan rollouts, product launches, and improvements to GTM systems architecture.