Revenue Operations Associate, Mexico

Osmind; United States; Teletrabalho; USD 110 000 - 160 000; Tempo integral

Resumo da oferta

Osmind is seeking a Revenue Operations professional to own the GTM stack, ensuring CRM workflows, pipelines, dashboards and integrations stay aligned with the evolving business. You will manage revenue data, support forecasting and ad hoc data pulls, and oversee the deal desk, including rate tables and contract templates.

You will lead outbound operations and campaign targeting, maintain data enrichment and deduplication, and drive process design before automation with AI.

Qualificações

• 2–4 years in revenue operations, sales ops, marketing ops, finance ops or business ops
• Experience building workflows, custom properties, pipelines, lists and dashboards in CRM systems
• Ability to design durable processes before automating them and document as you go
• Strong data discipline: check work, trace numbers to sources, ensure accuracy

Responsabilidades

• Own GTM systems: build and maintain CRM workflows, properties, pipelines, lists, dashboards and integrations
• Maintain revenue data and reporting; ensure data accuracy as business evolves and support ad hoc pulls
• Run deal desk operations: intake, routing, approvals, rate tables and contract templates
• Develop and QA outbound campaign infrastructure, maintain routing and attribution for pipelines
• Design processes first, then automate with AI; focus on enrichment, routing, hygiene and reporting
• Document system designs and provide enablement to other teams

Conhecimentos

CRM experience

Workflow building

Dashboards and data reporting

Process design

AI/automation mindset

Clear written communication

Ferramentas

Salesforce

HubSpot

Metabase

Stripe

Gong

Cargo

Unify

Descrição da oferta de emprego

About Osmind

Osmind is a public benefit corporation advancing psychiatry through technology, services, and real-world evidence. Our software and services are used by 1,000+ interventional psychiatry practices across the U.S., the largest network of its kind. Our platform also supports life sciences companies developing and scaling access to cutting-edge treatments.

The Opportunity

RevOps at Osmind owns the revenue architecture across the full customer journey, from first marketing touch through closed-won, onboarding, expansion, and retention. That journey runs across four distinct go-to-market motions: scaled SMB sales, mid market sales-led with outbound, clinician customer engagement and upsell, and enterprise life sciences. Each has its own pipeline definitions, handoff logic, channels and conversion metrics. Keeping them connected and compounding is the core challenge. This role reports to the Revenue Operations Lead and works across all four.

You will work in a modern stack (HubSpot, Gong, Cargo, Unify, Metabase, Stripe, DocuSign, Arrows, Pylon, Chameleon) and be expected to extend it with AI-native workflows from day one. You will have the AI tools you need, whether that is Claude, Cursor, Cargo, Zapier or Lovable. A strong candidate would be able to sit in a working session, follow what the business is trying to do, and turn it into system work that holds up.

The role is built to grow. You will sit in the architecture, pricing and segmentation discussions rather than receive the output of them, and take on more of the design work as your understanding of the business deepens. The team is small, so you will have direct access to the people making those decisions.

What success looks like in the first 6 months: you own the systems work, and the teams that depend on it come to you directly. You have shipped at least one automation that took real manual work off someone’s plate. You understand how the revenue engine fits together well enough to be forming a view on where it should go next.

What You’ll Own

GTM systems

Build and maintain the CRM and the tooling around it: workflows, properties, pipelines, lists, dashboards, integrations, permissions. HubSpot is the center of gravity. You own the recurring hygiene that keeps the data trustworthy, and you close out the requests that come in from every function.

Revenue data and reporting

Keep the deal, product and revenue data accurate as the business changes shape. Build and maintain the dashboards leadership, sales and finance run on, and turn around ad hoc pulls fast. Support the reconciliation between what a customer is contracted for and what has actually been collected.

Deal process

Run the operational side of the deal desk: intake, routing, approvals, rate tables and contract templates. Sales gets a pricing decision back quickly and consistently, and you are part of why.

Campaign and outbound operations

Build and QA the target lists behind outbound and upsell campaigns. Keep account and contact data enriched and deduplicated, load audiences, and maintain the routing and attribution behind sourced pipeline.

Process design and automation

Get the process right before automating it. The first question is what the correct, durable process is and whether it still holds when volume triples. The second is how AI and automation make that process faster, cheaper and more accurate. Both matter, in that order. Start with the work you touch every week (enrichment, routing, hygiene, reporting) and build so the end user of that workflow or process has something that holds up rather than something that has to be rebuilt.

Documentation and enablement

Write down how each system actually works as you build in it, and answer the questions other teams bring. This is what keeps systems knowledge from sitting with one person.

Your First 90 Days

• 30 days: working knowledge of the GTM stack as it is configured here and the deal process end to end. Owning the inbound systems request queue.
• 60 days: running the recurring hygiene and reporting cadence independently. First automation shipped against something manual and weekly. Documentation started for the systems you have touched.
• 90 days: trusted across sales, finance and customer success to have their systems work handled. Bringing back what is breaking and where the next fix should go, unprompted.

What We’re Looking For

• 2 to 4 years in revenue operations, sales operations, marketing operations, finance operations or business operations
• Zero to One mindset: Prior experience in scaling operations in fast paced teams, ideally at a Series A through C high growth startup
• CRM experience (Salesforce, HubSpot). You have built workflows, custom properties, pipelines, lists and dashboards in it yourself, not just worked inside an existing build.
• Range over specialization. You are curious about the whole revenue engine rather than one corner of it.
• Iterative building approach: asking what the team is trying to accomplish before tooling, being able to pivot fast depending on outcomes and documenting as you go to ensure we build for scale.
• Process first, then AI. You define the durable, scalable process before automating it, then use AI to make it faster and more accurate. You have shipped something real this way and have a point of view on where the tooling falls short.
• Precision with data. You check your own work, trace a number back to its source, and know the difference between a number that is right and a number that looks right.
• Clear written communication across sales, finance, customer success and support.

Bonus Points

• HubSpot Operations Hub, or SFDC/HubSpot certifications
• SQL, Metabase, or another BI tool
• Billing or finance systems exposure, especially Stripe
• Enrichment or outbound tooling: Cargo, Unify, Apollo
• Finance, Deal desk, quoting or contract operations exposure
• Healthcare or life sciences experience