HFD

Revenue Operations Associate

HFD

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $23 - $32 per hour

About the role

  • The Revenue Operations Associate will support the revenue operations team in all aspects of patient financing account setup, ticketing, escalations, and process improvement.
  • Account Provisioning: Create, configure, and maintain patient financing accounts in internal systems so that they can take advantage of our patient financing platform.
  • Ensure accurate setup of financing terms, feature flags, documentation, and compliance requirements.
  • Monitor account health, perform regular audits, and implement corrections or remediation where necessary.
  • Own and manage a dedicated ticket queue in HubSpot, triaging inbound tickets, categorizing issues, routing requests, and completing tasks.
  • Provide timely responses or escalations, ensuring SLA compliance.
  • Document ticket resolutions, knowledge base updates, and standard operating procedures (SOPs).
  • Address and investigate escalated issues; liaise with internal teams (engineering, product, customer support) to diagnose root causes and drive remediation.
  • Partner with Sales/Business Development and Customer Success to ensure smooth onboarding of new providers.
  • Work with Compliance/Legal to ensure appropriate contracts are in place.
  • Collaborate with Finance and Accounting on collections reporting, reconciliations, and revenue recognition.
  • Interface with Product/Engineering to feed back user issues, propose process enhancements, and help test new features.
  • Identify bottlenecks, inefficiencies, and recurring issues in current processes; propose and help implement improvements.

Requirements

  • Bachelor’s degree in Business, Business Administration, Finance, Operations, or related field (or comparable experience).
  • 2–4 years of experience in revenue operations, operations, customer success, or similar role in fintech / healthcare / financial services.
  • Strong familiarity with account provisioning workflows, financial terms, interest/payment schedules, and regulatory compliance (especially in healthcare financing).
  • Hands-on experience with a CRM system (HubSpot strongly preferred), ticketing systems, and help-desk best practices.
  • Excellent problem solving skills; ability to dig into data, identify root causes, and drive follow-through.
  • Strong organizational skills with great attention to detail; ability to manage multiple priorities.
  • Outstanding written and verbal communication skills; ability to clearly articulate issues and resolutions.
  • Ability to thrive in fast-paced, ambiguous environments and adapt as processes evolve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account provisioningfinancial termsinterest/payment schedulesregulatory complianceprocess improvementdata analysisticket resolutionSOP documentationauditingrevenue recognition
Soft skills
problem solvingorganizational skillsattention to detailcommunication skillsadaptabilitycollaborationtime managementcritical thinkingcustomer serviceroot cause analysis