• Serve as the primary administrator for HubSpot, managing the platform’s overall health, structure, and optimization. • Build, maintain, and improve HubSpot reports, dashboards, workflows, sequences, lists, views, and automation to support sales, marketing, customer success, and operational processes. • Manage user permissions, field/property configuration, data hygiene, lifecycle stages, pipeline setup, and process documentation within HubSpot. • Partner with internal stakeholders to identify opportunities to streamline workflows, improve system adoption, and enhance reporting capabilities. • Troubleshoot system issues and proactively identify improvements to data integrity, usability, and process efficiency. • Develop and maintain reporting and dashboards that provide clear visibility into performance across Revenue, Finance, and Operations. • Deliver regular and ad hoc analysis on pipeline performance, funnel conversion, forecasting inputs, revenue trends, and operational KPIs. • Translate business questions into scalable reporting frameworks and actionable insights for leadership teams. • Ensure consistency and accuracy in core reporting definitions, metrics, and dashboards across teams. • Support leadership with monthly, quarterly, and annual business reporting needs. • Partner with Revenue leadership to optimize lead flow, pipeline management, sales process adherence, and GTM performance tracking. • Collaborate with Finance and Operations leadership to align reporting, improve data visibility, and support planning and forecasting efforts. • Help design and refine business processes that improve operational rigor and create better alignment across departments. • Support strategic initiatives, including process automation, data cleanup, system enhancements, and operational reporting improvements.

Role Description We are seeking a dynamic and results-driven Director of Revenue Operations to join our growing team. This is a leadership role that sits at the intersection of strategy, process, and execution. The ideal candidate will own the full revenue operations function while placing a strong emphasis on proposal development, management, and strategy. You will serve as a critical driver of pipeline efficiency, revenue predictability, and deal velocity across Sales, Marketing, and Customer Success. This role requires a rare combination of analytical rigor, cross-functional leadership, and exceptional written and strategic communication skills — particularly as it relates to building compelling, winning proposals. Responsibilities - Manage, mentor, and grow a team of revenue operations professionals - Lead the end-to-end proposal development lifecycle, including RFP/RFI/RFQ responses, unsolicited proposals, and capability statements - Build and manage a centralized proposal repository, including a robust content library of templates, case studies, bios, and reusable assets - Develop and enforce a repeatable, scalable proposal process that ensures high-quality, on-time submissions - Collaborate with Sales, Solutions, Finance, Legal, and Subject Matter Experts (SMEs) to gather inputs and craft compelling, tailored proposal narratives - Serve as the primary editor and quality assurance lead for all outgoing proposals, ensuring alignment with client requirements, brand voice, and win themes - Conduct competitive analysis and win/loss reviews to continuously refine proposal strategy and improve win rates - Establish and track proposal-specific metrics, including win rate, submission volume, response time, and revenue influenced - Train and coach Sales and Solutions team members on proposal best practices and effective written communication - Drive compliance with proposal submission requirements, including formatting, deadlines, and mandatory documentation - Optimize the end-to-end revenue operations function, including pipeline management, forecasting, territory planning, and revenue reporting - Partner closely with Sales, Marketing, Finance, and Customer Success leadership to align on revenue goals and operational priorities - Identify and eliminate bottlenecks across the revenue funnel through data analysis and process improvement initiatives Qualifications - 8+ years of progressive experience in Revenue Operations, Sales Operations, or a related field - Demonstrated experience leading proposal development or bid management functions - Strong proficiency with CRM platforms (Salesforce preferred) and revenue intelligence tools (e.g., Clari, Gong, ZoomInfo) - Proven track record of building and optimizing revenue processes that drive measurable business outcomes - Exceptional written communication and storytelling skills with a keen eye for detail - Experience working cross-functionally with Sales, Marketing, Finance, Legal, and Executive stakeholders - Demonstrated experience managing and developing high-performing teams - Ability to operate effectively in a fast-paced, remote, and globally distributed environment - Experience with proposal management platforms (Responsive) - Familiarity with B2B SaaS, technology, or professional services environments - Experience working with global teams across multiple time zones Requirements - Strategic thinking with strong operational execution capabilities - Exceptional project management and ability to manage multiple high-priority deadlines simultaneously - Strong leadership presence with the ability to influence without authority - High attention to detail and commitment to quality - Data-driven decision-making mindset - Excellent verbal and written communication skills in English - Collaborative team player with a proactive, solutions-oriented attitude Benefits - Competitive salary and performance-based incentives - Comprehensive health and wellness benefits - Flexible remote work environment - Generous paid time off and company holidays - Learning and development budget - Opportunity to work with a global, high-growth organization - Clear career growth path within the Revenue and Operations leadership track

• Own and evolve Global Revenue Operations metrics, delivering data-driven insights for executive visibility • Build advanced Excel models to forecast inventory positions and optimize excess and EOL inventory strategies • Analyze large, complex datasets to identify risks and opportunities impacting revenue and inventory performance • Develop scalable reporting frameworks and KPIs to monitor inventory health and revenue outcomes • Partner cross-functionally with PLM, Supply Chain, and Route-to-Market teams on product transitions and demand shaping • Drive automation and process improvements through advanced Excel, analytics tools, and AI

Role Description Establish daily and weekly production goals across offshore teams. - Monitor work queues and aging inventories. - Balance workloads across vendors. - Conduct workforce planning and staffing. - Identify and remove operational bottlenecks. - For AR-focused offshore teams, focus on financial outcomes rather than activity metrics alone. - Drive cash collections and reductions in aging inventory. - Implement quality assurance processes and hold vendors accountable to performance standards. - Reduce denial rates, rework touches, and coding/billing errors. - Improve clean claim rates. - Build and maintain KPI scorecards for each offshore partner. - Conduct regular business reviews. - Escalate performance issues. - Drive corrective action plans. - Eliminate variation in how vendors perform work through standard workflows and reporting. - Ensure the organization realizes expected value from offshore investments. - Serve as the primary liaison between internal teams and offshore partners. Qualifications - Bachelor’s degree in related field; or combination of education and experience that demonstrates the attainment of the requisite knowledge, skills and abilities required. - 2-3 years in revenue cycle management, with direct experience managing offshore/outsourced RCM vendors (AR follow-up, billing, coding, or denials) required. - Demonstrated track record improving SLA attainment, cash collections, and AR aging required. - Experience building QA programs, KPI scorecards, and corrective action plans required. - Proficiency with RCM platforms, work-queue management, and reporting/BI tools required. - Experience standing up or scaling an offshore operating model preferred. - Background in physician/hospital RCM or specialty-relevant environment preferred. - Lean/Six Sigma or process-improvement credentials preferred. - Workforce planning and staffing across distributed/offshore teams. - Performance management and accountability. - Ability to drive results through vendor partners including higher output per FTE, reduced backlogs, and faster account resolution. - Vendor and offshore team oversight. - Ability to manage SLA governance with consistent SLA achievement, greater transparency, better performance management. - Skilled in escalation management. - KPI accountability and data-driven decision-making; strong command of RCM KPIs. - Day-to-day operational leadership. - Excellent verbal and written communication skills. - Ability to maintain confidentiality of patient, employee, and organizational information. - Computer skills, specifically Microsoft Excel, Microsoft Word, PowerPoint and MS Teams. - Deep knowledge of end-to-end revenue cycle workflows (claims, denials, AR, collections) and the metrics that measure them: cost-to-collect, cash collections, days in AR, quality, and productivity per dollar. - Ability to manage BPO/offshore partners through SLAs, KPIs, and escalation frameworks, holding partners accountable while sustaining a productive relationship. - Skills in forecasting volume and balancing staffing across internal and offshore teams to enable easier scaling. - Ability to design consistent, documented workflows and SOPs that reduce variation, shorten training time, and support repeatable scaling. - Skills in turning operational data into standard, repeatable dashboards that expose performance gaps and drive decisions, including cost-to-collect and productivity modeling. - Ability to apply root-cause analysis to resolve issues faster, reduce escalation volume, and convert recurring problems into permanent fixes. - Skills in bridging internal revenue cycle teams and offshore partners, delivering clear executive updates to the Senior Director, and building stakeholder trust and satisfaction. - Working knowledge of HIPAA and PHI handling requirements governing offshore access to protected data. - Ability to coordinate distributed teams while balancing productivity, quality, and cost objectives under competing priorities. Benefits - Superior health plan options. - Dental, Vision, HSA/FSA, Life and AD&D coverage, and more. - Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6% plus discretionary profit-sharing contributions (eligible January following 18 months of service). - Generous paid time off starting 3-4 weeks’ annually. - Student Loan Refinancing Discounts. - Professional and Career Development Program. - EAP and travel assistance included. - Wellness program. - Purpose-driven culture focused on improving the lives of our patients, communities, and employees.