RevOps Analyst

Socket.dev; Santa Monica (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Equity

Health insurance

401(k) plan

Flexible time off

Job summary

Pivotal Health is building an AI-driven platform to simplify reimbursement for healthcare providers. We’re seeking a Senior Analyst, Revenue Operations to own pro forma models, manage RFP responses, and support analytics across the customer lifecycle from marketing attribution through pipeline and health.

This role collaborates with Sales, Finance, Marketing, and Partnerships, reporting to Head of Revenue Operations, to scale deal economics as the business grows.

Qualifications

• 3–5 years in Revenue Operations or similar analytics role.
• Advanced Excel/Google Sheets and modeling.
• Experience building pricing, forecasting, or deal economics models.
• Familiarity with Salesforce and/or HubSpot; BI tools or SQL a plus.
• Cross-functional partnering across Sales, Marketing, Finance, and Product.

Responsibilities

• Build pro formas to support live sales cycles, partnerships, and pricing decisions.
• Evaluate deal economics, assumptions, and risk.
• Own RFP responses end to end with input from technical, legal, and business stakeholders.
• Support analytics across the customer lifecycle from marketing attribution to pipeline and retention.
• Improve data quality and speed up decision-making with revenue teams.
• Drive CRM data hygiene and identify risks and gaps.
• Maintain and refine pro forma templates and documentation.
• Support SaaS and partnership deal structuring.
• Deliver clear analyses for prospect and partner conversations.
• Identify opportunities to automate manual processes to improve speed and accuracy.

Skills

Revenue Operations

Advanced Excel/Sheets

Deal economics modeling

RFP responses

Cross-functional collaboration

CRM data hygiene

Communication

Urgency & ambiguity tolerance

Tools

Salesforce

HubSpot

Looker/Analytics tools

SQL

Google Analytics / Adobe Analytics

Job description

About Pivotal Health

Pivotal Health is the leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape.

Today, many providers face persistent underpayment from health insurance companies, despite delivering high-quality care. While processes like IDR (Independent Dispute Resolution) were designed to promote fairness, they’re often administrative-heavy, time-consuming, and difficult to navigate without the right tools.

Pivotal Health combines software, data, and service into a seamlessly integrated, AI-driven platform that simplifies these complex reimbursement workflows. We help providers efficiently dispute underpaid claims, reduce administrative burden, and recover the reimbursement they’re entitled to; without adding more work to already stretched teams.

Our full-service IDR solution is just the starting point. We’re building solutions that enable providers to operate with clarity, control, and confidence across the reimbursement journey.

About the Role

We're looking for a Senior Analyst, Revenue Operations to help lead our pro forma modeling and deal support function as we scale our GTM and partnerships motion. You'll own pro forma builds for live sales cycles, manage RFP responses, and support analytics across the full customer lifecycle — from marketing attribution through pipeline and customer health. You'll work cross-functionally with Sales, Finance, Marketing, and Partnerships, and play a critical role in shaping how we model deal economics and scale our revenue processes as the business grows. This role reports directly to our Head of Revenue Operations, and will work closely alongside our current Senior Analyst, who will help onboard and mentor you on our pro forma methodology and deal analysis practices.

What You'll Do

• Build and iterate on pro formas to support live sales cycles, partnership deals, and pricing decisions.

• Evaluate deal economics, assumptions, and risk — using business judgment alongside formulas, not just the formulas alone.

• Own RFP responses end to end, coordinating input from technical, legal, and business stakeholders to deliver clean, accurate submissions on deadline.

• Support full customer lifecycle analytics, from marketing attribution to pipeline generation to customer health and retention.

• Partner with Sales, Finance, Marketing, and Customer Success to improve data quality, reduce ambiguity, and speed up decision-making.

• Drive CRM data hygiene, flagging risks, gaps, or improvement opportunities for revenue teams.

• Maintain and refine pro forma templates, models, and supporting documentation to improve scalability and consistency.

• Support SaaS and partnership deal structuring, including channel and revenue-share economics.

• Deliver clear, decision-ready analyses to support prospect and partner conversations.

• Identify opportunities to automate manual, repetitive processes (e.g., contract routing, commission exports, reporting) to improve speed and accuracy.

Who You Are

• 3–5 years of experience in Revenue Operations, Sales/Marketing Analytics, Finance, Strategy, Consulting, or a similarly rigorous analytical role.

• Advanced Excel/Google Sheets skills, comfortable building and iterating on complex models quickly, even when inputs are imperfect.

• Experience building pricing, forecasting, or deal economics models that hold up under scrutiny from Sales and Finance.

• Familiarity with Salesforce and/or HubSpot preferred; exposure to BI/analytics tools (e.g., Looker, Google Analytics, Adobe Analytics) or SQL a plus.

• Track record partnering cross-functionally across Sales, Marketing, Finance, and Product to turn data into decisions.

• Exposure to SaaS and/or partnership/channel deal structures a plus; sales enablement background also a plus.

• Excellent communicator, comfortable pushing back respectfully when scrutinizing numbers for accuracy.

• Comfortable operating with urgency and ambiguity in a fast-paced, early-stage environment.

• Low ego, high ownership.

Why You’ll Love Working Here

We’re a collaborative, low-ego team on a mission to make healthcare reimbursement fairer for providers. While we primarily hire around our core hubs–Los Angeles and New York–we remain open to exceptional talent outside those regions. Remote and hybrid flexibility varies by role and team, and is outlined in each job description.

If you’re excited by solving complex problems and making a real-world impact, we’d love to hear from you.

Benefits Include:

• Competitive compensation, including equity

• Full health, dental, and vision coverage

• Retirement savings plan through 401(k)

• Flexible time off

• Opportunities for company-wide connection and events

Ready to Make an Impact?
We’re building something meaningful; and we want you on the team.

Bring your ideas, curiosity, and drive, and let’s transform healthcare reimbursement together.

Employment Information

Work Authorization

Candidates must be authorized to work in the United States without current or future employer sponsorship.

Equal Employment Opportunity

Pivotal Health is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other legally protected status.

Reasonable Accommodations

Pivotal Health provides reasonable accommodations for qualified individuals with disabilities in accordance with applicable laws. If you need assistance during the application or interview process, please let us know.

Background Checks

Employment is contingent upon successful completion of applicable background checks, where permitted by law.

At-Will Employment

Employment with Pivotal Health is at-will and may be terminated by either party at any time, with or without cause or notice, in accordance with applicable law.