Revenue Operations Specialist

Annuity Health, LLC; United States; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Restaurant of vibes

Hybrid/Intention not specified

Job summary

Annuity Health, LLC is seeking a Revenue Operations Specialist to oversee Salesforce/HubSpot administration, reporting, and GTM tooling across Sales, Marketing and Client Success. Reporting to the CRO or VP of Marketing, you will build dashboards and drive data-driven decisions.

The role collaborates with Finance and Operations to scale lead-to-revenue processes, develops enablement materials, and explores automation while safeguarding HIPAA data practices.

Qualifications

• Bachelor’s degree in business, finance, economics, information systems, or related field.
• 3–5 years in revenue, sales, marketing operations, analytics or related roles.
• Hands-on experience with Salesforce and/or HubSpot; admin cert a plus.
• Advanced Excel and PowerPoint; BI tools like Tableau/Power BI; SQL a plus.
• Exposure to revenue metrics (pipeline, ARR, NRR) and healthcare context is a plus.

Responsibilities

• Administer Salesforce and/or HubSpot, including fields, workflows, lead routing rules, dashboards and data hygiene.
• Deliver pipeline, bookings and ARR reporting for CRO, VP Marketing and revenue leaders.
• Prepare weekly pipeline review and forecast call data, flag at-risk deals and track actions.
• Support annual planning with territory design, quota setting and sales capacity models.
• Track funnel performance and campaign attribution across lead to revenue.
• Support deal desk with approvals, discounting and pricing templates.
• Coordinate RFPs and ROI models, maintain content libraries and templates.
• Calculate and reconcile sales commissions with Finance.
• Analyze customer and market data to refine ICP, segmentation and win/loss insights.
• Create enablement materials and onboard GTM hires on tools and processes.
• Identify automation/AI opportunities for reporting, ensuring HIPAA-compliant handling of client data.

Skills

Revenue operations experience

Sales operations

Marketing operations

Business analytics

SQL

Tableau/Power BI

Advanced Excel

Strong communication

Education

Bachelor’s degree in Business, Finance, Economics, Information Systems or a related field

Tools

Salesforce

HubSpot

Tableau

Power BI

SQL

Administrative certification (Salesforce/HubSpot)

Job description

The Revenue Operations (RevOps) Specialist will support the processes, systems and reporting that power Annuity Health’s sales, marketing and client success teams. Reporting directly to the Chief Revenue Officer or the VP of Marketing, the RevOps Specialist will administer our CRM and go-to-market (GTM) tools, deliver pipeline and performance reporting, and help build scalable processes across the lead-to-revenue lifecycle. This hands‑on role works closely with Sales, Client Success, Marketing, Business Operations and Finance, offering broad exposure to senior leadership and a clear path for growth into Revenue Operations leadership.

Key Responsibilities

• Administer and maintain Salesforce and/or HubSpot, including fields, workflows, lead routing rules, dashboards and data hygiene
• Build and deliver recurring pipeline, bookings and ARR reporting and dashboards for the CRO, VP of Marketing and revenue team leaders
• Prepare the weekly pipeline review and forecast call by pulling data, flagging at‑risk deals and tracking action items
• Support annual planning with analysis and models for territory design, quota setting and sales capacity
• Track marketing and sales funnel performance, including lead-to-opportunity conversion, lead response SLAs and campaign attribution
• Support the deal desk by managing approval workflows, tracking discounting and keeping pricing and contract templates current
• Coordinate RFP and proposal responses, maintain the proposal content library, and help assemble assessments, scoping documents and ROI models
• Calculate and reconcile sales commissions and incentive payouts in partnership with Finance
• Pull and analyze customer and market data to help refine ideal customer profile (ICP), segmentation and win/loss insights
• Create and maintain enablement materials and help onboard new sales, marketing and client success hires on GTM tools and processes
• Identify and test automation and AI tools for reporting, lead scoring and proposal development, following data security and HIPAA‑appropriate practices wherever client data is involved

Skills & Qualifications

• Bachelor’s degree in Business, Finance, Economics, Information Systems or a related field
• 3–5 years of experience in revenue operations, sales operations, marketing operations, business analytics, consulting or a similar analytical role
• Hands‑on experience with Salesforce and/or HubSpot; administrator certification a plus
• Advanced Microsoft Excel skills (pivot tables, lookups, modeling) and strong PowerPoint skills; experience with BI tools such as Tableau or Power BI, and SQL, a plus
• Working knowledge of revenue metrics such as pipeline coverage, conversion rates, ARR and NRR, and an eagerness to deepen financial acumen
• Exposure to healthcare revenue cycle management, healthcare services or health tech is a plus, but not required
• Highly organized and detail‑oriented, with the ability to manage multiple priorities and communicate clearly with stakeholders at all levels
• Curious and proactive problem‑solver who enjoys improving processes and understanding how the business grows