Revenue Operations

• Provide revenue cycle management and account management to OCHIN Billing Services (OBS) member clients.
• Focus on maintaining, building, and servicing accounts and relationships.
• Understand and communicate information regarding revenue cycle management and OCHIN key performance indicators.
• Deliver efficient and effective accounts receivable services on behalf of member clients to optimize reimbursement outcomes.
• Take ownership of project deliverables by tracking progress, monitoring team member responsibilities, and ensuring all deadlines are met.
• Monitor and analyze billing trends to identify potential impacts on key performance indicators (KPIs).
• Collaborate with Billing Specialists to ensure accurate and timely processing of patient claims.

Revenue Operations Partner – Billing

• The Head of Revenue Operations for B2B is responsible for the operational integrity and strategic rigor of our sales engine.
• Reporting to the VP of Global Strategy and Operations, you will create the processes, and data-led insights that facilitate revenue growth from the B2B Commercial team.
• Material Improvement in Pipeline Management: Move beyond "reporting the numbers" to active pipeline management. Implement the mechanisms required to improve lead-to-close velocity and overall funnel health.
• Forecast Accuracy & Risk Visibility: Establish a disciplined forecasting pace. Provide leadership with early-warning visibility into revenue risks and upside opportunities through rigorous data validation.
• Sales Process Governance: Establish standardized sales stages and entry/exit criteria. Ensure the global sales team follows a consistent methodology to maintain data integrity and process repeatability.
• Planning: Partner with Sales Leadership and Finance to manage strategic annual planning, including setting sales quotas, designing sales compensation plans, and defining territory and capacity planning.
• B2B Lead for Global RevOps: Act as the primary B2B representative on the global revenue operations team. Ensure all B2B activity and reporting align with broader Commercial and Financial frameworks.
• Alignment: Manage the technical and process connections between Sales, Marketing (Lead Gen/Attribution), and Service (Post-Sales Handoffs/Retention).
• Unified Reporting: Partner with other teams to guarantee a single, accurate view of B2B performance, bridging the gap between raw CRM activity and financial outcomes.
• Roadmap Management: Oversee the B2B sales technology roadmap. Ensure tools are selected and configured to support sales efficiency and outcomes rather than adding administrative burden.
• Systems Onboarding: Define and oversee the new hire onboarding and training curriculum development.
• Change Management: Lead the implementation of new tools and process changes, ensuring high adoption through clear documentation and training.
• Vendor Management: Serve as the primary owner for all B2B sales system vendor relationships (e.g., Salesforce), ensuring value and contract compliance.
• Process Optimization: Identify and remove friction points in the sales cycle that inhibit client lifecycle management, specifically focusing on the handoffs between Marketing to Sales and Sales to Service.
• Leadership: Serve on the Operations Leadership team, and manage the B2B CRM Administrator

Head of Revenue Operations

• Support day-to-day revenue operations activities across Sales, Marketing, and Customer Success
• Maintain and improve CRM data quality, reporting accuracy, and process consistency within Salesforce
• Build and maintain dashboards, reports, and recurring metrics used by Revenue Leadership and GTM teams
• Analyze pipeline health, sales activity, funnel conversion, renewals, and customer lifecycle trends to identify actionable insights
• Assist with forecasting processes and pipeline reviews by ensuring data integrity and reporting accuracy
• Support territory alignment, account assignments, and quota administration activities
• Help manage and optimize revenue systems and tools, including Salesforce and other GTM technologies
• Partner cross-functionally with Sales, Marketing, Customer Success, Finance, and Business Systems teams to support operational initiatives
• Document processes, workflows, and reporting standards to improve scalability and consistency
• Assist with deal desk administration, approvals, pricing support, and operational governance workflows
• Identify process improvement opportunities that reduce friction and improve efficiency across the revenue organization
• Support ad hoc analysis and executive reporting requests as business needs evolve

Revenue Operations Analyst

• Own the administration and ongoing optimization of HubSpot across Marketing, Sales, and Service Hubs, including user management, permissions, pipelines, properties, lifecycle stages, lead scoring, and overall data hygiene.
• Design, build, and maintain workflows and automations that support lead routing, lifecycle progression, sales handoffs, operational notifications, and other core GTM processes.
• Develop and manage dashboards, reporting, and analytics that provide leadership and frontline teams with clear visibility into pipeline health, activity metrics, conversion performance, and revenue outcomes.
• Administer and support the broader revenue technology stack, including tools such as Apollo, PandaDoc, DialPad, Zoom, and other GTM platforms.
• Manage integrations between HubSpot and connected systems, ensuring reliable syncs, accurate field mappings, and clean, consistent data flow across platforms.
• Maintain high standards of data integrity through regular audits, deduplication efforts, and ongoing hygiene processes.
• Collaborate closely with Sales, Marketing, and Customer Success stakeholders to translate business requirements into scalable system solutions and operational improvements.
• Create and maintain documentation for system configurations, workflows, and operational processes, while providing training and support to end users on new tools and changes.

Revenue Systems Administrator

• Own and continuously improve end‑to‑end revenue operations across Sales, Marketing, and Customer Success, ensuring alignment from lead to renewal
• Partner with Revenue Leadership to drive accurate forecasting, pipeline management, and performance visibility across new business and renewals
• Serve as a hands‑on owner of Casepoint’s revenue tech stack, including: Salesforce (CRM architecture, data quality, automation, reporting)
• Design and maintain executive‑ready dashboards and metrics that leaders rely on to make decisions
• Lead territory design, quota setting, and capacity planning in partnership with Sales Leadership
• Support deal execution through pricing, approvals, and deal desk workflows that balance speed with governance
• Analyze funnel performance, win/loss trends, sales cycle health, and customer lifecycle metrics to identify growth and efficiency opportunities
• Document and standardize processes so they scale with the business and reduce friction for GTM teams
• Collaborate closely with Finance to align bookings, renewals, and revenue reporting
• Coach and mentor operations teammates as the RevOps function continues to grow

Revenue Operations Manager

• Define and execute forward-thinking strategies that drive holistic revenue growth, maximize market penetration, and strengthen competitive positioning across both retail and veterinary channels.
• Spearhead the development of pricing strategies, market positioning, and product introduction tactics that ensure differentiation and profitable growth across diverse market segments.
• Oversee and provide mentorship to department heads (Marketing, Sales, Success, Category Management), fostering a high-performance culture that emphasizes leadership development and strategic agility.
• Foster seamless collaboration and integration across all "under the umbrella" departments to ensure consistent messaging, unified client engagement, and optimized retention.
• Build strong partnerships with Product, Finance, and Operations to drive shared objectives, ensuring that the product roadmap and financial modeling support aggressive revenue initiatives.
• Oversee consolidated department budgets, ensuring efficient resource allocation and ROI-driven spend across marketing campaigns, sales incentives, and partner engagement.
• Monitor global market trends, competitor movements, and shifting customer needs to refine strategies and pivot quickly in a dynamic landscape.
• Provide strategic leadership to optimize the sales tech stack and processes; analyze data to provide accurate targets, pipeline forecasts, and performance metrics.
• Manage strategic partnerships with key vendors, distributors, and industry partners to enhance product offerings and expand distribution channels.
• Represent the company at high-level industry events and conferences to build brand equity and establish personal and organizational thought leadership.
• Set high standards and hold senior team members accountable for KPIs and professional growth.
• Influence cross-functional teams, fostering confidence and optimism in the organization’s future.
• Foster a positive, inclusive environment that encourages collaboration between technical, creative, and sales professionals.

Chief Revenue Officer

• Build & Scale Enablement Programs: Design and implement structured onboarding, training, and development programs that demonstrably reduce ramp time and increase new hire productivity, with clear measurement of ROI beyond the revenue organization into the broader organization
• Collaboration & Partnership: Drive strategic alignment and cross-functional solutioning by partnering with marketing, supply chain, and sales leadership to elevate customer-facing roles through positioning, product knowledge, and fulfillment expertise.
• Global Solutioning: Create a unified approach to enablement that addresses regional and segment-specific needs while maintaining global consistency and scalability.
• Process & Tools Optimization: Serve as thought leaders by bringing new and innovative sales processes, methodologies, and tools (e.g., Salesforce, Seismic, Gong, etc.) to increase productivity and win rates, and leveraging existing resources in new ways.
• Performance Insights: Define and track key productivity metrics (e.g., ramp time, quota attainment, close rates, deal size, win rates) and implement data-driven improvements to consistently exceed targets.
• Leadership & Collaboration: Lead a global enablement team; coach and develop direct reports while fostering a culture of continuous learning.
• Partner directly with sales leaders to develop and implement coaching frameworks that drive measurable improvements in rep performance and accelerate the path to quota attainment.
• Process and Tools: Identify and eliminate productivity barriers through the optimization of sales processes, playbooks, and tools that increase selling time and improve conversion at each pipeline stage.
• Aligning Messaging Across Teams: Ensuring that sales teams are armed with consistent and effective messaging that aligns with product marketing.
• Other duties/responsibilities as necessary.

Director of Revenue Enablement

• Lead the overhaul of the onboarding program across all Revenue roles and the integration of our EVOLVE skills training program into our sales process
• Design and deliver ongoing training programs that support the domains of pipeline generation, customer lifecycle, and technical support
• Implement sales methodology frameworks as appropriate when we scale - from deal qualification methodologies like MEDDPICC or conversation methodologies like Challenger
• Own the program development roadmap for onboarding and ongoing skills enablement, aligning programs to business priorities
• Partner with Sales, CS, Partnerships, Support, Product &amp; Platform Enablement, Process &amp; Tools Enablement, and RevOps to ensure programs are relevant, integrated, and measurable
• Develop and grow a team of GTM enablement roles over time
• Track program effectiveness and continuously improve based on feedback and performance data

Senior Manager, Revenue Enablement Programs

• Maintain master customer and product data governance for Business Unit Revenue Operations
• Ensure accuracy, consistency, and timeliness of revenue datasets across multiple systems
• Perform comprehensive data validation, reconciliation, and issue resolution
• Document data definitions, assumptions, and processes for transparency and scalability
• Develop and maintain sophisticated revenue reports, dashboards, and performance metrics
• Analyze trends, variances, and key drivers to support forecasting and executive business reviews
• Execute complex ad hoc analytical requests from business unit and regional stakeholders
• Collaborate with regional teams to align data standards and ensure reporting consistency
• Drive standardization efforts across regions and business functions

• Owning solution leadership on accounts by establishing trust with senior stakeholders and ensuring solution quality end-to-end.
• Collaborating with teams in early project stages to define solution approaches and ensure appropriate scoping and sequencing.
• Designing solutions for complex workstreams and presenting them to client teams.
• Defining architecture principles and standards and communicating justification of design decisions.
• Driving strategy for complex solution design, execution, and deployment.
• Steering infrastructure and architecture direction by identifying gaps and advocating for durable solutions.
• Acting as a delegator, reviewer, and advisor on medium-complexity solutions to raise quality and enable faster progress.
• Proactively anticipating issues and blockers, leading discussions around goals, trade-offs, and constraints, and unblocking delivery teams.
• Facilitating workshops and decision meetings to drive cross-functional teams through change.

Senior RevOps Architect

• Serve as our go-to CRM (HubSpot) expert, responsible for developing and leading a CRM strategy that empowers sales & marketing to meet and exceed organizational objectives.
• Develop and implement processes to strategically source leads/prospects for sales engagement and effectively allocates to individuals across the sales team.
• Providing continuous training and support to HubSpot users.
• Develop and maintain dashboards and custom reports to track sales & marketing KPI’s.
• Support revenue operations by streamlining and optimizing sales and marketing processes.
• Analyze sales performance data to identify trends, gaps, and areas for improvement.
• Design, build, and optimize automated workflows and other process improvements to streamline marketing & sales operations.
• Ensure seamless data flow between HubSpot and integrated platforms.
• Support the development and implementation of Rev Ops strategies and tactics beyond sales and marketing with the goal of optimizing revenue through operational improvements.

See all jobs on JobTailor

Revenue Operations Partner – Billing

Head of Revenue Operations

Revenue Operations Analyst

Revenue Systems Administrator

Revenue Operations Manager

Chief Revenue Officer

Director of Revenue Enablement

Senior Manager, Revenue Enablement Programs

Revenue Operations Analyst

Senior RevOps Architect

Revenue Operations Manager