Role Description We are seeking an experienced Revenue Operations (RevOps) professional to drive the systems, processes, and automation that power our go-to-market (GTM) engine. This role sits at the intersection of sales, marketing, and operations, ensuring our revenue-generating teams have the tools, workflows, and insights needed to perform at their best. - Ownership of our CRM and revenue systems, maintaining data integrity, improving pipeline visibility, and optimizing the end-to-end lead lifecycle. - Identify opportunities to create efficiencies, eliminate bottlenecks, and support scalable growth. - Work closely with stakeholders across the business to design and implement solutions that improve operational effectiveness, increase revenue performance, and enhance the customer journey. - Play a broader role in business operations, helping drive automation, process improvement, and operational excellence across multiple functions. This is an opportunity for a systems-oriented, highly collaborative operator who enjoys solving complex business challenges, building scalable processes, and making a measurable impact on business growth. Key Responsibilities - Revenue systems & CRM: Own our CRM as our source of truth — pipeline hygiene, deal tracking, and data integrity across the full revenue lifecycle. - Marketing & sales automation: Build and optimise workflows across email sequences, lead scoring, attribution, and pipeline handoffs — ensuring nothing falls through the cracks. - Lead flow & lifecycle management: Own the end-to-end journey from lead capture to closed deal — routing rules, stage definitions, SLA ownership, and handoff quality between marketing and sales. - Process design & project execution: Map, document, and improve GTM processes — and then actually deliver them. - Business operations & automation: Identify automation opportunities, improve cross-functional workflows, and help the broader organisation run more efficiently. Qualifications - 5+ years in RevOps, GTM operations, or a closely related role in a B2B environment. - Deep fluency with CRM platforms (Monday.com experience a plus) and marketing automation tools. - A systems thinker who understands how changes to one process ripple across the business and designs with that in mind. - Strong project management instincts — track milestones, manage stakeholders, and get things done without being chased. - Comfortable building automations and workflows — you don't need to hand everything to engineering. - A genuine collaborator who can translate between commercial and operational language. Success Metrics - Qualified pipeline growth — more high-quality opportunities entering and moving through the funnel. - Conversion rate — a higher percentage of opportunities converting to closed revenue. - Repeat purchase rate — existing clients returning more frequently, driven by better lifecycle management. - Staff cost per $100k revenue — smarter automation and process efficiency reducing the cost to deliver revenue. Work Arrangement & Expectations - This is a remote role that will be set up as an independent contractor engagement. - Successful candidates will be expected to disclose any existing ongoing roles or client work. - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”).

• Own the end-to-end GTM technology stack strategy and roadmap • Lead complex Salesforce implementations and ongoing system enhancements • Own the implementation strategy and optimization of CPQ (Configure, Price, Quote) systems • Drive integration strategy across GTM platforms • Evaluate and manage the broader GTM tech stack • Partner with IT and business systems teams to manage vendor relationships • Directly manage, develop, and mentor a team • Act as a cross-functional connector between sales, finance, legal, and customer success • Provide oversight and direction for the Deal Desk function • Own the planning and execution of RevOps enhancement and optimization sprints • Continuously assess and improve revenue processes across the lead-to-cash cycle • Define and maintain a reporting framework that gives leadership clear visibility into pipeline health

• The Revenue Operations Manager is responsible for designing, scaling, and optimizing the end-to-end revenue engine across Sales, Partnerships, Marketing, and Customer Success. • This role owns GTM systems, data, process, forecasting, and performance management to drive predictable revenue growth and operational efficiency. • In this role, you will create and implement high quality reporting and insights to advise our internal stakeholders to make data-driven decisions. • This role partners closely with Sales, Enablement, Partnerships, and Finance to ensure alignment across strategy, execution, and measurement while building scalable infrastructure for growth. • This role is for a self-starter and problem solver with incredible ability to influence our organization and work cross-functionally with nearly all teams. • We’re looking for a team player, who can think quickly on their feet, and navigate a rapidly growing organization to get things done at high velocity and with superb quality. • This role reports directly to the Head of Revenue Operations and will not have any direct reports.

Role Description - Payer Portal Administration - Coordinate with clients to establish and configure payer portal access - Maintain and update portal login credentials in a secure and organized manner - Add, modify, and remove user access as needed in alignment with client and compliance requirements - Banking & Treasury Support - Act as primary liaison between clients and banking institutions - Transfer funds between client bank accounts in accordance with established protocols - Create, maintain, and reconcile bank deposit reports using client bank account data - Retrieve and manage lockbox images and related documentation from client bank accounts - Reporting & Data Management - Prepare and distribute payout reports to clients accurately and on schedule - Provide invoice-related data derived from treasury processes to the Client Success team - Ensure all financial reporting is timely, accurate, and compliant with internal controls Company Description