Revenue Ops & Strategy Lead — AI‑Driven Growth

Legion Health, Inc.; San Francisco (CA); On-site; USD 170,000 - 240,000; Full time

Benefits offered by this job

Health insurance

Equity ownership

In-person retreats

Meal stipend

Learning stipend

AI tooling budget

Unlimited vacation

Job summary

Legion Health is hiring a Revenue Operations & Strategy Lead to build and operate the commercial system behind Provider Partnerships and referral growth. You will connect growth goals to territories, capacity, incentives, systems, data, and workflows, reporting to the Head of Provider Partnerships as a senior IC with coaching responsibilities.

You will own planning, forecasting, CRM governance, dashboards, and the AI roadmap, collaborating with Growth, Patient Operations, Finance, Product, and

Qualifications

• 7+ years of experience across revenue operations, strategy, or analytics in a highly analytical role.
• Proven track record managing complex, ambiguous initiatives from framing to execution and measurable results.
• Strong analytical and modeling ability across forecasting, capacity planning, territory design, and performance management.
• Fluency with HubSpot/Salesforce and comfort with SQL, spreadsheets, BI tools, and data-quality investigation.

Responsibilities

• Own commercial planning and forecasting, linking referral targets to markets, capacity, and hiring needs.
• Design territory, account segmentation, and target-account methodologies for high-value opportunities.
• Build scenario models to aid leadership in market entry, capacity changes, or program investments.
• Develop quota and incentive methods, reconcile attainment, and provide data-driven recommendations with controls.
• Own CRM governance and the commercial data model across providers, practices, and referrals.
• Define KPI framework and build dashboards for territory health, activity, conversion, and referrals.
• Set the AI/automation roadmap and measure adoption and impact across tools and workflows.
• Improve end-to-end Provider Partnerships processes from market selection to signed partnerships and growth.

Skills

Revenue operations

Forecasting

Territory design

Incentive design

CRM governance

Data modeling

Executive communication

Cross-functional collaboration

AI-native tooling

Tools

HubSpot

Salesforce

SQL

BI tools

Job description

Legion Health is hiring a Revenue Operations & Strategy Lead to build and operate the commercial system behind Provider Partnerships and referral growth. You will connect growth goals to territories, capacity, incentives, systems, data, and workflows, reporting to the Head of Provider Partnerships as a senior IC with coaching responsibilities.

You will own planning, forecasting, CRM governance, dashboards, and the AI roadmap, collaborating with Growth, Patient Operations, Finance, Product, and