Practice EHR

Revenue Operations

• 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, tying marketing pipeline and churn drivers to ARR
• Deliver blended revenue forecasts with ≤±5% variance and produce scenario-based models that inform decisions to scale toward 2–3x current ARR
• Audit the full revenue tech stack (HubSpot, marketing-automation, payments platform, product analytics, BI) and maintain a rolling optimization roadmap
• Automate lead-to-cash, renewal, and expansion workflows; own data cleanliness, attribution logic, and compensation engines
• Rationalize GTM tool spend and lead consolidation initiatives that reduce cost without sacrificing capability
• Map and instrument the PLG → sales-assist → expansion funnel; create common definitions, SLAs, and stage-conversion dashboards
• Stand up and maintain PQL scoring models, routing highest-intent signals to SDRs with a PQL → SDR SLA of under 5 minutes
• Drive MQL → SQL and SQL → Closed-Won conversion rate improvements of ≥3 percentage points each year
• Partner with Marketing on pricing and packaging tests, with Product on usage-to-revenue insights, and with Payments on take-rate optimization
• Roll out self-serve dashboards across GTM functions, targeting >80% weekly active usage by GTM leaders
• Define OKRs, reporting cadences, and playbooks so Growth, Marketing, and CX operate from a single source of truth

Director of Revenue Operations