• Own the strategic administration and optimization of HubSpot CRM, including data architecture, custom objects, workflows, permissions, lifecycle management, and governance. • Serve as the primary owner of CRM data quality and integrity across the entire customer lifecycle, ensuring accurate forecasting, attribution, pipeline reporting, and executive-level analytics. • Lead the administration and optimization of the GTM technology stack, ensuring reliable integrations, system performance, documentation, and long-term scalability. • Design and maintain sophisticated lead routing, territory management, account assignment, and segmentation logic that aligns with evolving business needs. • Evaluate, recommend, and implement new tools and technologies that improve operational efficiency and support company growth. • Build and maintain executive dashboards and reporting in HubSpot, Google Sheets, and other BI tools that provide actionable visibility into pipeline health, forecast accuracy, funnel performance, customer retention, and revenue trends. • Own the accuracy and delivery of recurring Revenue Operations reporting, including forecasting, board reporting, quarterly business reviews, and executive scorecards. • Analyze operational and revenue data to identify trends, uncover opportunities, and provide strategic recommendations that improve GTM performance. • Develop scalable reporting frameworks and KPI definitions to ensure consistency across the organization. • Design, implement, and continuously improve scalable end-to-end revenue processes across Marketing, Sales, Customer Success, and Finance. • Lead automation initiatives that eliminate manual work, improve data quality, and increase operational efficiency across the revenue organization. • Partner closely with Sales, Finance, and Customer Success to optimize quote-to-cash, renewals, expansion, and deal desk processes. • Establish operational best practices, documentation standards, governance policies, and change management processes for GTM systems. • Translate business requirements into technical solutions while serving as a trusted advisor to cross-functional stakeholders.

• In this role, you will be responsible for leading and tracking strategic and operational programs to improve our Sales, Sales Development and Channel Partnership team’s ability to deliver on revenue & Customer health goals. • Your main objective will be to optimize Sales, Sales Development, and Channel Partnership processes, leveraging sales analytics to provide actionable insights, drive data-informed decision-making, and measure the impact of initiatives. • You will use technology and automation to increase efficiency, ensure data integrity across systems, and create scalable, repeatable processes. • You will work closely with team members to define goals, strategies, and tactics, while translating analytics into concrete actions that enhance sales performance and revenue outcomes. • Configure and manage business tools to optimize their use in our team’s workflows, ensuring they are aligned with our process improvement goals. • Leverage technology to automate processes where possible, enhancing efficiency and enabling the teams to focus on closing deals and delivering value. • Continuously evaluate, assess, and implement new technologies (including system integrators and AI-driven platforms) into sales operations frameworks to drive innovation and scalability • Collaborate with stakeholders to identify bottlenecks and opportunities for process improvements. • Lead key initiatives to implement new processes and refine existing ones, ensuring they are streamlined and integrated across all revenue functions. • Develop and maintain dashboards and reporting tools to provide insights into key performance indicators and operational metrics. • Utilize data analytics to gain insights into customer behavior and success metrics, providing actionable recommendations for continuous improvement. • Work with leadership to develop and execute the overall customer success strategy, aligning it with the company's vision and goals to drive customer retention, expansion, and advocacy. • Understand customer journeys and pain points to identify areas for process improvement and customer engagement optimization. • Leverage data outputs to create early signs of at-risk accounts and create workflows enabling teams to action proactively. • Analyze sales pipeline trends, conversion metrics, and forecast accuracy to strengthen pipeline health and revenue predictability. • Use sales analytics to uncover productivity drivers and deal cycle bottlenecks, providing actionable insights to improve sales execution. • Partner with Sales leadership to turn data into strategic recommendations that improve territory planning, quota setting, and overall sales performance.

• Own the integrated GTM plan, quota models, and annual budgeting process in close partnership with the VP, Finance • Build and maintain board-level forecasting for Subscription, Payments, and Add-On products • Deliver blended revenue forecasts with ≤±5% variance • Audit the full revenue tech stack and maintain a rolling optimization roadmap • Automate lead-to-cash, renewal, and expansion workflows • Map and instrument the PLG → sales-assist → expansion funnel • Partner with Marketing on pricing and packaging tests • Define OKRs, reporting cadences, and playbooks so Growth, Marketing, and CX operate from a single source of truth

• Lead complex revenue cycle and claims management projects from planning through implementation and post-go-live support. • Develop project plans, timelines, budgets, resource allocations, and risk mitigation strategies. • Analyze revenue cycle workflows, identify operational gaps, and implement process improvements. • Collaborate with billing, coding, patient access, HIM, finance, compliance, and IT departments to improve financial performance. • Monitor key performance indicators (KPIs), including clean claim rate, days in Accounts Receivable (A/R), denial rate, first-pass resolution rate, net collection rate, and cash collections. • Oversee balancing of A/R for organizations. • Oversee claims denial management initiatives and root cause analysis. • Coordinate payer contract implementation and reimbursement optimization projects. • Support system implementations, upgrades, and integrations involving Electronic Health Records (EHR), Practice Management Systems (PMS), and claims clearinghouses. • Ensure compliance with CMS regulations, HIPAA requirements, payer policies, and industry standards. • Facilitate project meetings, provide executive status reports, and communicate project milestones to stakeholders. • Develop policies, standard operating procedures, and training materials. • Mentor project team members and provide leadership across cross-functional initiatives. • Manage vendor relationships and coordinate external consulting resources when necessary. • Support audits and regulatory reviews related to revenue cycle operations.