• Support day-to-day Revenue Operations processes across Salesforce, Campaign Monitor, partner operations, and renewal workflows. • Maintain CRM data quality by assisting with account hierarchy management, duplicate resolution, account maintenance, and other data hygiene initiatives. • Create and maintain reports and dashboards that provide visibility into campaigns, pipeline, partner performance, renewals, and operational metrics. • Collaborate with Sales, Marketing, Customer Success, Finance, Partner, and Revenue Operations teams to troubleshoot operational issues and ensure processes run efficiently. • Assist with documenting operational processes and identifying opportunities to improve workflows, data quality, and team efficiency. • Support special projects and continuous improvement initiatives that help scale the Revenue Operations function.

• Lead Revenue Operations at 8x8 • Optimize the go-to-market engine • Champion AI and automation across RevOps • Partner with Sales Leadership on strategy and planning • Evaluate and manage the RevOps tech stack • Build dashboards for sales visibility • Lead sales and channel enablement programs • Collaborate with cross-functional teams for effective planning and strategy • Develop and coach the RevOps team

Role Description The Practice Liaison, Revenue Cycle Management bridges USFAS practice operations and the centralized RCM function, with direct ownership of monthly communication forums, denials management, and performance improvement initiatives. This role drives revenue cycle excellence by building strong relationships with physicians, office managers, coding specialists, and additional RCM staff while ensuring consistent execution of billing workflows and denial resolution strategies. Success requires strong communication and stakeholder management skills, end-to-end RCM knowledge, and the ability to translate data insights into practice-level action. - Prepare and present monthly performance scorecards for assigned practices, translating revenue cycle data into opportunities and insights for practice managers and physician leaders to support operational strategy decisions. - Support practice-level revenue cycle management reporting processes, communicating findings to inform operational decision-making by leadership, and drive workflow improvements across the revenue cycle. - Monitor practice-level revenue cycle performance and proactively identify opportunities for improvement. - Support performance improvement initiatives at the practice level, meeting measurable targets established by RCM and AR leadership and tracking progress against KPIs including denial rate, days in AR, collection rate, and workqueue resolution performance. - Support denials management activities for assigned practices, including identifying root causes, analyzing trends, coordinating solutions and monitoring improvement efforts in collaboration with RCM and AR leadership to reduce denial rates. - Maintain frequent, structured communication with physicians, practice managers, USFAS leadership, and RCM team members to advance revenue performance, streamline departmental processes, and improve the overall patient financial experience. - Partner with practice leaders to help them understand revenue cycle performance, barriers, and opportunities for improvement. - Own and facilitate monthly practice communication forums for assigned practice areas, preparing agendas, tracking action items, and distributing follow-up materials to stakeholders. - Coordinate communication between practices and RCM teams to help resolve workflow issues, system challenges, and process gaps. - Coordinate practice-level revenue cycle escalations with appropriate operational leaders as needed, such as triaging and resolving issues across RCM operations, AR management, and coding teams, including systems errors and training gaps requiring root cause analysis. - Support implementation of revenue cycle improvements and help ensure changes are consistently adopted across practices. - Identify training and professional development needs at the practice level; coordinate or deliver targeted education on billing workflows, documentation requirements, denial prevention, and compliance standards to build consistent operational capability across USFAS practices. Qualifications - Strong understanding of the full revenue cycle process, including front-end workflows, charge capture, coding, billing, claims, denials, appeals, and accounts receivable. - 3+ years of hands-on experience in a physician practice group or ambulatory care setting directly performing claims follow-up, coding, credentialing, and RCM. - Demonstrated experience actively managing all core RCM functions including claims follow-up, coding, credentialing, and billing with proficiency in healthcare systems, practice management platforms, and reporting tools used to drive operational performance. - Proven analytical ability to review revenue cycle data, identify denial trends, payer-related issues, and reimbursement challenges, and translate insights into actionable process improvements that support compliance and financial outcomes. - Ability to build relationships and influence change across physicians, practice leaders, and operational teams. - Demonstrated ability to manage stakeholder relationships across clinical and administrative functions, including physicians and practice leaders, while overseeing multiple offices, priorities, and improvement initiatives with strong communication and follow-through. Benefits - Health Insurance (Single & Family plans available) - Life Insurance - Disability Insurance - 401(k) plan with Company Match - Employee Discount Program - Paid Time Off - Paid Holidays Physical Requirements The physical demands described here represent those required to perform essential job functions. Reasonable accommodation may be made for individuals with disabilities. While performing this role, the employee must regularly: - Sit, talk, hear, and use hands to write, type, or operate office equipment. - Occasionally reach with hands and arms; climb, balance, stoop, kneel, crouch, crawl, and smell. - Perform repetitive motions, including reaching overhead and typing. - Lift up to 50 pounds occasionally and carry objects weighing up to 25 pounds. - Maintain peripheral vision, depth perception, and focus adjustments.

Role Description The Revenue Operations Analyst — GTM & Central Planning is a high-impact, analytically-driven role responsible for the models, processes, and data infrastructure that underpin go-to-market execution. This role sits at the intersection of Finance, Sales, and Operations, serving as the analytical backbone for territory design, quota setting, headcount planning, compensation modeling, channel strategy, and forecast accuracy. The ideal candidate turns complex, multi-source data into clear decisions. Responsibilities: - GTM Planning & Territory Design - Own the design and maintenance of territory models across all segments (SMB, Mid-Market, Enterprise, International), balancing account load, whitespace opportunity, rep capacity, and equity of potential across the field. - Evaluate and recommend territory structures including pod models, geo-based assignments, and vertical overlays — modeling the trade-offs of each approach against pipeline coverage and rep productivity. - Map account potential and customer spend together to ensure fair and balanced territories across both Sales and Customer Success/Renewals motions. - Annual Planning & AOP Alignment - Build and maintain the annual GTM planning model — translating top-down revenue targets into segment-level quotas, headcount plans, quota deployment strategies, and productivity benchmarks. - Own the bridge model between Finance's AOP number and the bottoms-up field view; surface structural gaps (insufficient pipe, under-resourced segments) early in the planning cycle. - Manage quota deployment timing and over deployment logic — modeling how quota levels change month-to-month to maintain consistent overdeployment relative to AOP. - Capacity & Headcount Planning - Develop and maintain capacity planning models by role and segment, incorporating ramp curves, attrition assumptions, and productivity metrics. - Model and maintain headcount ratio standards across the GTM organization. - Conduct cohort analysis on rep productivity to identify ramp performance trends, segment-level attainment distributions, and leading indicators of rep success or attrition. - Develop quota coverage model against AOP build. - Forecasting & Pipeline Analytics - Own the weekly, monthly, and quarterly forecast roll-up process — standardizing submissions, performing variance analysis, and tracking forecast accuracy over time by leader, segment, and time horizon. - Build and maintain pipeline coverage standards by segment, calibrated to actual historical conversion rates rather than industry rules of thumb. - Produce and maintain a forecast accuracy scorecard at the manager and SVP level, providing feedback loops that improve submission quality over time. - Compensation Design & Incentive Modeling - Partner with Sales leadership and HR/Finance on annual comp plan design — modeling plan changes against historical performance data to assess likely payout distributions and ROI. - Model comp plan scenarios across role types. - Build comp neutrality models to ensure reps are not penalized for marketplace fees, channel partner fees on a temporary basis. - Channel & Partner GTM Modeling - Drive the transition to a channel-forward GTM motion. - Define rules for channel bookings attribution when multiple channel reps are engaged on the same partner's deals — and build reporting to track and enforce those rules. - Build capacity models for the channel org that are distinct from direct-sales ratios — including CAM coverage targets, partner activation rates, and channel-sourced pipeline generation benchmarks. - Partner with channel leadership to model channel conflict scenarios and define comp neutrality rules. - Cross-Functional Collaboration - Serve as the RevOps liaison to Finance as well as Marketing, Channel & Sales Leadership. - Support CS and Renewal Ops on NRR modeling, GRR analysis, expansion quota frameworks, and renewal coverage planning. - Work with Sales leadership to design and maintain the annual planning calendar — governing when territory models are locked, quotas communicated, comp plans finalized, and headcount hiring timelines confirmed. Qualifications - 3 years of experience in Revenue Operations, Sales Operations, or FP&A in a B2B SaaS environment; 5 years of experience preferred. - Strong proficiency in Salesforce; experience with CRM data modeling and pipeline reporting. - Advanced Excel or Google Sheets financial modeling skills; experience building bottoms-up quota and capacity models from scratch. - Experience with BI tools (Tableau, Looker, or similar). - Demonstrated ability to work in environments with complex, multi-source data where reconciliation and definitional alignment are ongoing challenges. - Comfortable presenting findings and recommendations to senior sales and finance leadership. - High intellectual curiosity, attention to detail, and ability to balance multiple planning cycles simultaneously. Requirements - The salary for this position ranges from $120,000 - $140,000 which will vary depending on how well an applicant's skills and experience align with the job description listed above. - Application deadline: 8/2/2026. This is our good-faith estimate of the date the application window is anticipated to close. KnowBe4 reviews applications on a rolling basis and reserves the right to close the application window early if a qualified candidate for the position is identified. Benefits - We offer company-wide bonuses based on monthly sales targets. - Employee referral bonuses. - Adoption assistance. - Tuition reimbursement. - Certification reimbursement. - Certification completion bonuses. - All in a modern, high-tech, and fun work environment.