Role Description This is the core delivery role inside a HubSpot partner agency. You will be the primary technical lead responsible for architecting and implementing HubSpot solutions across the full customer lifecycle — spanning Marketing Hub, Sales Hub, Service Hub, and Operations Hub. You will work directly with client stakeholders, translate complex business requirements into scalable CRM systems, and own the quality of what gets built. This is not an admin or end-user role — it requires deep hands-on HubSpot expertise combined with the ability to think strategically about revenue operations, data architecture, and systems design. What You'll Do - Lead end-to-end HubSpot CRM implementations and re-architecture projects for B2B clients across multiple industries - Design scalable data models, custom objects, property schemas, and lifecycle stage frameworks aligned to client revenue operations strategy - Build advanced automation including complex workflows, lead scoring models, pipeline management logic, and lifecycle routing - Own native integration strategy and configuration between HubSpot and third-party systems including Salesforce, Microsoft Dynamics, NetSuite, ZoomInfo, and others — including sync rules, field mapping, and conflict resolution - Conduct technical discovery sessions to map current-state vs. future-state processes and identify revenue funnel bottlenecks - Build RevOps reporting dashboards and attribution frameworks that demonstrate measurable business impact to client leadership - Implement and enforce data governance standards including deduplication logic, hygiene frameworks, and CRM single-source-of-truth principles - Serve as a trusted strategic advisor to senior client stakeholders — translating technical concepts into clear business outcomes - Manage project scope, sprint cadence, and delivery timelines across multiple concurrent client engagements - QA your own deliverables and collaborate with other team members to ensure solution quality Qualifications - 4–6+ years of hands-on HubSpot experience, ideally at the Professional or Enterprise tier - Demonstrated depth across a minimum of 2 HubSpot Hubs — Marketing Hub, Sales Hub, Service Hub, or Operations Hub - Proven experience in a client-facing consulting or agency environment — managing external clients, not just internal HubSpot administration - Strong RevOps foundation: lead-to-cash process design, pipeline architecture, funnel reporting, and marketing-sales alignment - Experience configuring and managing native integrations between HubSpot and external platforms; must understand sync logic, field mapping, and data conflict resolution - Solid understanding of CRM data modeling: custom objects, calculated properties, associations, and data schema design - Ability to run client-facing discovery sessions, write technical documentation, and deliver training to non-technical stakeholders - Comfortable managing multiple client projects simultaneously in a fast-paced agency environment - HubSpot certifications across relevant Hubs strongly preferred Nice to Have - Experience specifically with Salesforce-to-HubSpot CRM migrations - Hands-on experience with Operations Hub custom-coded actions or programmable automation - Familiarity with data enrichment tools such as ZoomInfo, Clay, or Apollo.io and their HubSpot integrations - Experience with BI or reporting tools such as Looker, Databox, or Google Data Studio alongside HubSpot reporting - Background in B2B SaaS, technology, or professional services industries - HubSpot Solutions Architecture certification or Advanced CMS accreditation - Experience using project management tools such as Asana, ClickUp, or Notion in a client delivery context

Role Description Humanly has grown fast – through product expansion, multiple acquisitions (Qualifi, Sprockets, Anthill, Teamable), and an increasingly complex go-to-market motion. The revenue org now spans Sales, Marketing, Customer Success, and Partnerships, each running on a patchwork of systems, processes, and data inherited from those growth phases. The infrastructure is largely in place. What's missing is someone who can take ownership of it – optimizing what exists, eliminating the debt that's accumulated, and building the operational foundation that lets every revenue team move faster and with more confidence. As the Head of Revenue Operations & Systems, you'll own the full revenue systems ecosystem end-to-end: - HubSpot architecture - Data integrity - Forecasting infrastructure - GTM tooling - Deal desk - Cross-functional operational alignment You're not a support function – you're the person Sales, CS, Marketing, and Partnerships come to when the systems, data, or rules of engagement aren't working. You'll also serve as the neutral tiebreaker on ROE disputes across revenue teams. This is an individual contributor role. There's no team to inherit and no playbook to follow – you'll write both. You'll report directly to the VP of Sales and have a direct line to leadership across every GTM function. Qualifications - 5–8+ years in revenue operations or GTM systems roles - Post-acquisition or multi-entity experience - Deep HubSpot expertise - Forecasting and analytics fluency - Deal desk experience - Cross-functional credibility - Hands-on builder - AI fluency in your own work Requirements - Own the performance, scalability, and operational health of the full revenue systems ecosystem - Govern HubSpot architecture – account/contact/opportunity structure, lifecycle stages, territory logic, routing, and attribution - Own and optimize the full GTM tooling stack (HubSpot, Gong, LinkedIn Sales Navigator, ZoomInfo, and adjacent tools) - Eliminate redundancy and technical debt across integrated platforms - Own CRM data quality standards, deduplication, account hierarchy, and source-of-truth definitions - Lead active cleanup of inherited workflows, duplicate records, broken automations, and inconsistent data structures - Ensure that Sales, CS, Finance, and Partnerships leadership can make decisions from a single, reliable data environment - Mature the forecasting and reporting infrastructure from functional to predictive - Deliver leadership-ready visibility into pipeline health, conversion performance, rep productivity, expansion opportunities, and customer lifecycle movement - Own the KPI framework across GTM functions - Serve as the operational connective tissue across Sales, Marketing, CS, Partnerships, Finance, Product, and Engineering - Translate GTM strategy into scalable systems and processes - Run deal desk for new business and expansion/renewal deals - Act as the neutral, outside vote on rules of engagement disputes - Audit and rationalize the current tech stack - Build scalable account hierarchy models and cross-platform reporting alignment - Maintain operational readiness for future acquisitions Benefits - Collaborate with a diverse and passionate team dedicated to transforming the hiring landscape - Competitive compensation + equity - Company sponsored medical, dental, and vision plans for employees - Learning & development stipend - Wellness stipend - 401(k) program - 12 weeks fully paid parental leave - Flexible PTO - Recognition programs and prizes - Company retreats and team building events!

Role Description Denials, rejections, and aging AR are where practices quietly bleed revenue - and where most RCM operations get stuck doing slow, manual, repetitive work. This is the hardest, highest-leverage work in the revenue cycle, and it's exactly where Joyful Health's AI-native tooling changes the game. We are looking to hire a Revenue Recovery Specialist : a deeply experienced RCM professional who will work denials, rejections, and outstanding AR for our customers - not by grinding through claims by hand, but by pairing your expertise with state-of-the-art AI RCM tooling to resolve issues faster and at higher volume than traditional RCM ever could. This is not simply a billing specialist seat. You'll be a recovery expert who knows how payers think, how claims get denied, and how to get them paid - and you'll use Joyful Health's platform to do it at a scale and speed that wouldn't be possible anywhere else. Your work directly delivers on the value we promise our customers, and your expertise directly shapes the product we're building. This is a remote, full-time role. What Makes This Different - Recovery is the job - throughput and quality are the goal. - Your core mandate is clear: recover revenue for our customers by resolving the denials, rejections, and AR that practices can't. - You'll work the hardest claims, and you'll have state-of-the-art AI RCM tooling that strips out the manual pains. - We measure what matters in recovery - dollars recovered, denials overturned, days-to-resolution, and the quality of the work. - You'll combine Joyful Health's tooling with each customer's priorities to get claims paid. - Your frontline insight is one of the most important inputs into how the whole engine gets better. What you'll do… - Own denials, rejections, and outstanding AR for our customers: - Work the full recovery lifecycle - diagnosing root causes, reworking and resubmitting claims, drafting appeals, and chasing aging AR to resolution. - Pair deep RCM judgment with AI-native tooling: - Use Joyful Health's state-of-the-art platform to resolve claims at a speed and scale traditional RCM can't match. - Partner closely with each account's Revenue Cycle Success Manager: - Work hand-in-hand with the RCSM who owns each practice relationship. - Collaborate with our RCM Center of Excellence: - Tap into the deepest RCM expertise in the company to sharpen your recovery work. - Feed the product loop: - Surface what you see on the frontline to improve tooling. What Success Looks Like - In 30 days: - Fluent in Joyful Health's platform and AI RCM tooling. - Actively working denials, rejections, and AR across your assigned accounts. - Strong working relationships with your Revenue Cycle Success Managers and the RCM CoE. - In 90 days: - Strong, measurable recovery results - denials overturned, claims resolved, AR brought current. - Operating independently across your book of accounts. - Consistently surfacing useful signal into the CoE/Engineering feedback loop. - In 12 months: - A track record of recovered revenue that directly delivers on our customer promise. - Recognized as a go-to recovery expert across your accounts. - A reputation as someone who proves what AI-native revenue recovery can do. Qualifications - Deeply aligned with Joyful Health's mission. - Deep, hands-on RCM experience in a practice or physician-group setting. - Experience in outpatient / ambulatory / private-practice RCM. - Relentless about recovery. - Full-cycle recovery skill. - Energetic about AI tooling. - Product and systems minded. - Collaborative and low-ego. Benefits - Meaningful Impact: Tackle complex challenges in healthcare. - Autonomy & Ownership: Significant autonomy and the chance to shape the company. - Growth & Learning: Constant learning and access to experienced founders and advisors. - Competitive Compensation & Equity: Competitive packages and strong equity. - Be Your Best Self: Comprehensive healthcare benefits, unlimited PTO, and flexibility.

• Own NetSuite CRM data quality across all new business opportunities • Maintain accurate stage progression, close dates, required fields, and deal metadata • Build and enforce data standards, validation rules, and pipeline hygiene processes • Run ongoing pipeline audits, identify gaps early, and drive resolution with sales leadership • Track and manage pipeline coverage against the 3.5x standard across NA and EMEA segments • Build and maintain pipeline dashboards by stage, source, segment, rep, and region • Track MQL to SAO to Closed Won conversion across cohorts including Channel and direct motions separately • Analyze funnel velocity, deal progression, and stage-by-stage conversion rates • Identify performance gaps, quantify impact on bookings, and deliver recommendations not just reports • Monitor non-responsive pipeline and work with sales to establish clearer qualification gates • Support the weekly forecast process with rep-level rollups across NA and EMEA • Track forecast accuracy trends across reps, teams, and segments over time • Maintain scenario models across commit, upside, and risk categories • Build accuracy improvement loops that make each forecast cycle better than the last • Provide executive leaders with forward-looking pipeline risk and opportunity signals • Track quota attainment across all new business roles globally • Maintain quota coverage visibility and surface capacity gaps by segment and region • Support territory and segmentation analysis across NA, EMEA, and Channel motions • Assist in comp plan tracking and variable attainment reporting across ACV, ARR, and net retention metrics • Identify manual, repetitive analytical processes and build automated workflows to replace them • Support the VP of Revenue Operations in operationalizing AI-driven tools including pipeline hygiene automation, deal risk flagging, and pre-call research • Work with Gong transcript data and NetSuite records to surface expansion signals and churn risk indicators