Senior Revenue Operations Specialist

AGS Health; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

AGS Health is seeking a Senior Revenue Operations Specialist to partner with the revenue operations team and leadership. You will own reporting, systems, and cross-functional processes, ensuring smooth GTM system usage and delivering actionable insights to support revenue goals.

The role requires strong analytical and data-visualization skills, experience with Salesforce, and the ability to communicate effectively with leadership.

Qualifications

• Bachelor's degree in Business, Marketing, Analytics, Finance, or a related field, or equivalent practical experience.
• 3–5 years of experience in revenue operations, sales operations, marketing operations, or a related analytical role.
• Experience working within Salesforce CRM is required; experience supporting Salesforce administration, automation, or data management activities is preferred.
• Experience building reports and dashboards in Salesforce required; experience with HubSpot and Power BI is a plus.
• Strong analytical skills, with the ability to turn ambiguous or messy data into clear, actionable recommendations.
• Comfort using AI tools to improve personal and team productivity; exposure to AI-enabled sales or marketing tools is a plus.
• Excellent written and verbal communication skills, including comfort presenting to leadership.
• Genuine interest in growing a career across Revenue Operations, with a desire to take on broader strategic responsibility over time.
• Ability to manage competing priorities independently in a remote, fast-paced environment.

Responsibilities

• Support the preparation of board-level and executive reporting.
• Build and maintain reports and dashboards in Salesforce, HubSpot, and/or Power BI to track KPIs.
• Partner with Finance to keep Salesforce data aligned with financial reporting and forecasting.
• Monitor data accuracy and integrity across the CRM and connected systems.
• Use reports and dashboards to build presentation materials for leadership requests.
• Identify process bottlenecks and recommend improvements across sales, marketing, and customer success workflows.
• Support lead management, pipeline management, forecasting, and customer lifecycle processes.
• Partner with business stakeholders to understand operational needs and support scalable system and process solutions.
• Assist with the implementation and adoption of revenue process best practices.
• Support day-to-day management of core go-to-market tools, including Salesforce, HubSpot, Salesloft, ZoomInfo, and LinkedIn Sales Navigator.
• Partner with Revenue Operations leadership to identify and test AI-driven solutions that improve reporting, forecasting, and operational efficiency.
• Support the evaluation, implementation, testing, and rollout of new tools and features.
• Maintain documentation of key processes, system configurations, and workflows.
• Coordinate and schedule training sessions on tools, processes and AGS solutions.
• Present or lead training (group or one-on-one) on systems and processes in areas of personal subject-matter expertise.
• Own and maintain the training resource library, cataloging recordings, guides, and other materials for easy access.
• Assist with ad hoc process-improvement projects as they arise.
• CRM data quality maintained above agreed-upon thresholds.
• Executive and board reporting delivered accurately and on time.
• Increased adoption and utilization of core GTM systems.
• Reduction in manual work through automation and AI-enabled tools.
• Improved visibility into pipeline, forecasting, and customer lifecycle metrics.

Skills

Analytical skills

Communication skills

Prioritization

Strategic thinking

Education

Bachelor's degree or equivalent

Tools

Salesforce

HubSpot

Power BI

Salesloft

ZoomInfo

LinkedIn Sales Navigator

Job description

AGS Health is a leading strategic growth partner to healthcare providers across the U.S. Working alongside each client as one team, we improve revenue cycle performance by orchestrating data, AI, automation, and human expertise across every workflow. Our proven model complements customers' existing teams, technology, and processes, deploying the right capabilities to improve efficiency, strengthen financial performance, and enhance the patient financial experience. Supported by a global team of more than 16,000 clinical and revenue cycle experts across onshore, nearshore, and offshore locations, AGS Health helps customers achieve measurable results across diverse care settings and specialties.

About the Role

The Senior Revenue Operations Specialist supports the reporting, systems, and process backbone of the Revenue Operations function. This person partners directly with the revenue operations team and leadership to keep reporting, systems, and cross-functional processes running smoothly, and plays a key role in how effectively our GTM systems (Salesforce, HubSpot, Salesloft, ZoomInfo, and LinkedIn Sales Navigator) are used across the business. The ideal candidate pairs strong analytical and data visualization skills with an understanding of the sales process, and can work closely with leadership to provide actionable insights that support our revenue goals.

Responsibilities

Reporting & Analysis

• Support the preparation of board-level and executive reporting.
• Build and maintain reports and dashboards in Salesforce, HubSpot, and/or Power BI to track key performance indicators (KPIs).
• Partner with Finance to keep Salesforce data aligned with financial reporting and forecasting.
• Monitor data accuracy and integrity across the CRM and connected systems.
• Use reports and dashboards to build presentation materials for regular and ad hoc leadership requests.

Revenue Operations

• Identify process bottlenecks and recommend improvements across sales, marketing, and customer success workflows.
• Support lead management, pipeline management, forecasting, and customer lifecycle processes.
• Partner with business stakeholders to understand operational needs and support scalable system and process solutions.
• Assist with the implementation and adoption of revenue process best practices.

Systems & Automation

• Support day-to-day management of core go-to-market tools, including Salesforce, HubSpot, Salesloft, ZoomInfo, and LinkedIn Sales Navigator.
• Partner with Revenue Operations leadership to identify and test AI-driven solutions that improve reporting, forecasting, and operational efficiency across the revenue organization.
• Support the evaluation, implementation, testing, and rollout of new tools and features.
• Maintain documentation of key processes, system configurations, and workflows.

Training & Enablement Support

• Coordinate and schedule training sessions on tools, processes and AGS solutions.
• Present or lead training (group or one-on-one) on systems and processes in areas of personal subject-matter expertise.
• Own and maintain the training resource library, cataloging recordings, guides, and other materials for easy access.
• Assist with ad hoc process-improvement projects as they arise.

Success Measures

• CRM data quality maintained above agreed-upon thresholds.
• Executive and board reporting delivered accurately and on time.
• Increased adoption and utilization of core GTM systems.
• Reduction in manual work through automation and AI-enabled tools.
• Improved visibility into pipeline, forecasting, and customer lifecycle metrics.

Qualifications

• Bachelor's degree in Business, Marketing, Analytics, Finance, or a related field, or equivalent practical experience.
• 3–5 years of experience in revenue operations, sales operations, marketing operations, or a related analytical role.
• Experience working within Salesforce CRM is required; experience supporting Salesforce administration, automation, or data management activities is preferred.
• Experience building reports and dashboards in Salesforce required; experience with HubSpot and Power BI is a plus.
• Strong analytical skills, with the ability to turn ambiguous or messy data into clear, actionable recommendations.
• Comfort using AI tools to improve personal and team productivity; exposure to AI-enabled sales or marketing tools is a plus.
• Excellent written and verbal communication skills, including comfort presenting to leadership.
• Genuine interest in growing a career across Revenue Operations, with a desire to take on broader strategic responsibility over time.
• Ability to manage competing priorities independently in a remote, fast-paced environment.