Commercial Operations Specialist (RevOps)

XO Health; United States; Remote; USD 6,400 - 9,600; Full time

Job summary

XO Health is seeking a hands-on Commercial Operations Specialist to support our US-based sales team and leadership. This remote role, centered in India, focuses on administering GoHighLevel, strengthening CRM processes, and turning commercial data into clear reporting to drive sales and marketing performance.

You will own CRM workflows, support campaigns, lead generation, and pipeline visibility, while partnering with cross-functional teams to optimize our RevOps operations and deliver

Qualifications

• Experience managing CRM systems and workflows to support sales and marketing activities.
• Ability to build and maintain automated campaigns, lead routing and reporting.
• Strong data hygiene practices and capability to translate data into actionable insights.

Responsibilities

• Own day-to-day CRM administration and optimization; maintain data quality and pipelines.
• Build and oversee marketing campaigns, lead nurturing, and campaign analytics.
• Support sales with lead generation, qualification and pipeline visibility.
• Develop and maintain commercial dashboards and live pipeline views for leadership meetings.
• Collaborate across sales, marketing, and finance to drive RevOps initiatives.

Skills

CRM administration

Marketing automation

Lead generation

Data analysis

Cross-functional collaboration

Tools

GoHighLevel

Job description

XO Health believes healthcare is fixable. Become part of the community changing the face of the industry.

XO Health is the first health plan designed by and for self-insured employers that delivers a more unified health experience for everyone – from those who receive care, to those who deliver it, to those who pay for it.

We are growing a multi-disciplinary team of diverse and digitally empowered employees ready to rebuild trust in healthcare through comprehensive and unified transformation.

Commercial Operations Specialist ( RevOps) India (Remote)

About the Role

XO Health is seeking a hands-on Commercial Operations Specialist to support our US-based sales team and commercial leadership, and help strengthen how we manage sales, marketing, pipeline and commercial data. This is a broad, practical RevOps role rather than a senior strategic position. The right candidate is comfortable getting into the detail: administering our CRM and marketing automation platform, supporting both sales and marketing activity, and turning commercial data into clear reporting and actionable insight.

Beyond systems, you will contribute directly to the KPIs and deliverables of the sales and marketing team, namely generating and qualifying sales leads and executing on our brand and product marketing strategy. You will become a key operational partner to the commercial team, making sure our CRM is well managed, our pipeline is visible and accurate, our marketing activity is properly tracked, and the team has the data and processes it needs to perform.

1. CRM ownership

• Own day-to-day administration and optimization of our CRM (GoHighLevel).
• Manage and improve CRM structure, fields, lifecycle stages, pipelines and workflows.
• Maintain high standards of data quality, accuracy and hygiene.
• Build and maintain automated workflows, lead routing and notifications.
• Help sales and marketing get more out of the CRM, and troubleshoot issues as they come up.
• Identify opportunities for automation and process improvement.
• Ensure the CRM reflects agreed commercial processes and the customer journey.

2. Marketing automation and campaigns

• Build, execute and/or oversee marketing campaigns within the platform.
• Support email campaigns, lead nurturing, segmentation and campaign workflows.
• Make sure leads are captured, tracked and routed correctly.
• Support, and over time own, elements of day-to-day marketing activity.
• Report on campaign performance, lead generation and conversion.

3. Sales support and lead generation

• Support the commercial team with lead generation and qualification.
• Identify, organize and prioritize prospects and leads.
• Support inside-sales activity where needed, including lead research, qualification and follow-up.
• Work with sales to improve pipeline quality, conversion and visibility.
• Flag gaps or bottlenecks in the sales process and recommend improvements.

4. Commercial reporting and dashboards

• Own commercial reporting within the CRM.
• Build and maintain a live pipeline dashboard used directly in commercial meetings, covering:

+ Pipeline value and pipeline by stage + New opportunities and lead generation + Conversion rates and sales activity + Marketing and campaign performance + Forecast / expected revenue

• Keep reporting simple, accurate and easy for non-technical stakeholders to use.
• Continuously improve the reporting available to the commercial team.

5. Broader revenue operations

More broadly, this person will support all things RevOps across the business, which could include sales process improvement, marketing operations, data and pipeline management, automation, commercial analytics, forecasting support, sales and marketing alignment, process documentation, systems and integrations, and ad hoc commercial analysis. The role will evolve as the commercial organization grows, so flexibility and a…