Sales Operations Specialist

Summary

Join PredictionHealth, a healthcare technology company, as a Revenue Operations Specialist. This remote role involves building, maintaining, and optimizing systems and processes to enhance the efficiency of go-to-market teams. You will focus on data/lead management, reporting, process improvement, and sales tool management. The ideal candidate possesses 2-4 years of experience in a SaaS environment, strong CRM proficiency, and experience with lead scoring and automation. Success in this role requires strong analytical skills, excellent communication, and a detail-oriented approach. Experience with Self-Serve and Product-Led Growth (PLG) strategies is highly preferred.

Requirements

• 2-4 years of experience in revenue operations, sales operations, marketing operations, or a related role in a SaaS environment
• Strong proficiency with CRM platforms (e.g., HubSpot, Salesforce) and marketing automation tools
• Experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation
• Understanding of territory/account management, especially with non-geographic rules of engagement for SMB/MM and geographic-based territories for Enterprise
• Demonstrated experience in building reports and dashboards, with strong analytical skills
• Understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies
• Ability to manage multiple projects simultaneously and prioritize tasks in a fast-paced environment
• Strong communication skills with the ability to collaborate across teams
• Detail-oriented with a passion for driving continuous process improvement

Responsibilities

• Deliver optimized outbound leads to the SDR and Sales teams, ensuring leads are properly scored and prioritized for the highest conversion rates
• Assist in managing and optimizing CRM (e.g., HubSpot) and other sales/marketing tools to ensure accurate data collection, automation, and streamlined workflows
• Work closely with sales leadership to set up and enforce rules of engagement for territory/account management, ensuring automation in the CRM aligns with these rules for SMB and Mid-Market (MM) teams
• Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency and alignment with sales leadership directives
• Ensure HubSpot instance is optimized for the sales team’s workflows, including setting up features like Leads, Products, and Contracts
• Contribute to the development and execution of Self-Serve or PLG strategies, ensuring the company’s systems and operations support a seamless customer journey from trial to purchase
• Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention
• Analyze revenue data to provide insights that support decision-making across the organization
• Support forecasting and budgeting efforts by providing historical trends and scenario analyses
• Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity
• Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy
• Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place

Preferred Qualifications

• Experience with data visualization tools (e.g., Looker, Tableau)
• Knowledge of SQL or other data querying languages is a plus
• Familiarity with revenue intelligence tools (e.g., Gong, Clari) is a bonus
• Experience with Self-Serve or Product-Led Growth (PLG) strategies is highly preferred