Revenue Operations

• 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

• Leads the development of Consumables demand forecasts using statistical modeling, predictive analytics, and market insights to develop high-quality demand forecasts
• Develops and refines advanced revenue forecasting models for Consumables, integrating complex variables
• Works closely with sales leadership to ensure the Consumables sales pipeline is accurately reflected in revenue forecasts
• Partners with finance and supply chain teams to align Consumables plans with budget, inventory, and service level objectives
• Utilizes sophisticated analytics tools and methodologies to conduct deep dives into revenue data
• Ensures the implementation of demand planning and revenue operations software and tools

Senior Manager, Demand Planner, Revenue Operations

• This position manages the billing, third party insurance collections, and cash posting activities for multiple teams responsible for reimbursement operations and accounts receivable (A/R) for DaVita Rx pharmacies in accordance with company policies and in compliance with federal, state, and SOX regulations.
• Manage work of teammates and participate as necessary to ensure goals are met within established policies and procedures
• Manage the Third-Party Billing and Collections team to minimize Third-Party A/R
• Ensure appropriate controls and procedures are in place to guarantee timely and accurate billing and collections practices
• Manage the Cash Posting team to ensure all Third-Party (Insurance) and Patient payments are applied in accordance with company policies
• Complete weekly reconciliation of payments received and posted to meet Cash Controls and SOX compliance requirements
• Ensure patient billing statements are produced accurately and mailed timely each month
• Manage the Medicare Part B Billing team to ensure billing and collecting on Medicare Part B items (as well as resulting secondary billable items) are completed timely, accurately, and in compliance with all laws and regulations
• Review daily, weekly, and monthly key metrics to identify trends or areas of focus; Maintain confidentiality of all patient, teammate, and company information in accordance with HIPAA regulations and DaVita policies
• Collaborate closely and in conjunction with Director with other DaVita Rx departments and teammates as well as with DaVita facility teammates as necessary for the overall benefit of patients and achievement of mutual goals
• Maintain current knowledge of all laws, regulations, and changes that may impact the Reimbursement Operations team

Manager, Revenue Operations – ROPS

• 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

• Provide comprehensive operational and member support for an assigned sales team throughout the full member lifecycle, from onboarding through ongoing maintenance, ensuring timely, accurate, and high‑quality service
• Research and track Private Equity divestitures, mergers, and acquisitions to ensure ownership and membership records remain accurate and up to date
• Validate and manage Gross Transaction Volume (GTV), proactively identifying and resolving discrepancies prior to reporting deadlines
• Maintain, update, and ensure the accuracy and integrity of CRM data within Salesforce and related systems.
• Own day‑to‑day case management within the Salesforce Support Console, coordinating closely with Sales, Members, Suppliers, Legal, Finance, Member Success, and other cross‑functional partners to resolve issues efficiently.
• Troubleshoot member and supplier issues, proactively identifying risks, resolving root causes, and reducing escalations.
• Manage member locations, including rostering, announcing, and removing locations, ensuring systems accurately reflect current member status.
• Control and manage member access to protected supplier agreements in accordance with governance and compliance standards.
• Manage complex membership documentation, including drafting, comparing redlines, executing, and processing participation agreements, amendments, assignments, and related documents.
• Negotiate member NDAs in partnership with Legal
• Facilitate member onboarding and ongoing maintenance across the CoreTrust Experience Platform, Salesforce, and other internal systems, ensuring accurate data synchronization.
• Serve as a Subject Matter Expert (SME) for assigned legal and operational processes, responsible for training team members and maintaining accurate, effective, and current process documentation.
• Act as the primary point of contact for the Legal team on member operations matters, ensuring documentation remains compliant and legal updates are reflected accurately.
• Partner closely with the Product team to ensure category‑specific information is accurate, current, and properly displayed within the CoreTrust Experience Platform.
• Partner closely with a Member Success Associate to ensure sales‑village activities are coordinated, member needs are understood, and opportunities are accurately supported throughout the membership process.

Revenue Operations Specialist

• 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.

Revenue Operations Manager

• Build AI-driven revenue systems that capture, qualify, and convert inbound demand into measurable revenue
• Design self-service and e-commerce experiences using AI to guide customers from interest to purchase
• Automate and augment sales workflows, reducing manual effort and accelerating deal velocity
• Develop multi-channel engagement systems across email, SMS, and web that adapt to user behavior in real time
• Own measurement and optimization, using data and AI to continuously improve conversion and funnel performance
• Partner cross-functionally with Growth, Sales, and RevOps to build scalable, production-ready systems

Applied AI Engineer, Small Market Growth, Revenue Systems

• Aligns data, reporting, and technology solutions with Commercial & Consumer Lending business strategy.
• Partners closely with Revenue Operations and business leaders to translate complex data into actionable insights.
• Uses knowledge of business processes, data structure, and reporting systems to identify and solve data-driven problems.
• Develops and maintains Power BI dashboards, including data modeling, DAX calculations, and visualization design.
• Designs and enhances Power Apps solutions to support business workflows.
• Develops Salesforce reports and dashboards, supports stage logic analysis.
• Assists in daily, weekly, monthly, and quarterly reporting packages.
• Supports data governance efforts.
• Generates ad hoc reports and performs advanced data analysis.
• Identifies opportunities to automate manual reporting processes.

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