We are a leader in specialty healthcare technology solutions.
We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.
If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected].
Job Summary
The Revenue Operations Analyst is dedicated to maximizing the efficiency and impact of our marketing and sales engine. In this role you will serve as the strategic architect of our marketing revenue operations interlock, optimizing the lead-to-opportunity lifecycle, managing our marketing cross-functional projects, and ensuring seamless data flow across systems.
You will act as the critical bridge between Marketing, Sales, and Revenue Operations.
Essential Functions
In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include but are not limited to:
Sales & Marketing Alignment
Serve as the operational liaison between Sales and Marketing, ensuring consistent lead management, handoff processes, and pipeline hygiene
Partner with Marketing to optimize lead scoring, campaign attribution, and MQL-to-SQL conversion workflows
Support Sales leadership with territory planning, quota setting, and bookings tracking
Cross-Functional Collaboration
Work closely with Finance, Deal Desk, and Customer Experience teams to ensure accurate marketing deliverables and smooth customer lifecycle handoffs
Support onboarding of new sales and marketing team members with process documentation and tool training
Manage special projects and strategic initiatives as directed by VP of Revenue Operations and SVP of Marketing.
Process Optimization
Design, document, and continuously improve end-to-end GTM processes, from demand generation through closed-won
Identify and resolve bottlenecks across the sales and marketing funnel to improve efficiency and throughput
Develop and maintain standard operating procedures (SOPs) for key revenue-generating workflows
Forecasting & Planning Support
Assist in managing the sales forecast process and pipeline review cadences
Support annual and quarterly planning for Sales and Marketing, including headcount modeling, capacity planning, and budget alignment
Develop TAM/whitespace analyses and prospect playbooks to support pipeline generation efforts
Territory Planning & Ownership Support
Support annual territory planning efforts by preparing data, validating assignments, and executing approved changes.
Maintain territory and ownership updates throughout the year related to new hires, terminations, and role changes.
Perform day-to-day territory and ownership maintenance across Salesforce, Chili Piper, and other revenue systems.
Ensure accurate ownership and routing for accounts, contacts, leads, and related activities to support sales execution.
Assist with data hygiene efforts by identifying inconsistencies and escalating issues to the Rev Ops Team Lead as needed.
Reporting & Analytics
Liaison with key stakeholder driving requirements for dashboards and reports across Sales and Marketing KPIs using tools such as Salesforce and Power BI
Own and drive Marketing rhythm of business meetings
Support weekly pipeline review meetings, monthly and quarterly marketing business reviews with intelligence-driven insights
Technology Stack Management
Serve as a key Product Owner and power user for the Marketing GTM tech stack, including Salesforce, Gong, and Clay.
Evaluate, implement, and drive adoption of new tools that improve Sales and Marketing effectiveness
Partner with Systems Team to ensure integrations are functioning correctly and data flows seamlessly across platforms
Minimum Requirements
Bachelor's degree or equivalent professional experience
2–5 years of experience in either Revenue Operations, Sales Operations, Marketing Operations, Project Management, Software sales, SaaS sales, medical field or adjacent experience
Strong analytical and problem-solving skills with a bias for data-driven decision-making
Excellent communication and stakeholder management skills; able to translate data into actionable insights for non-technical audiences
Highly organized with the ability to manage multiple projects and priorities in a fast-paced environment
Preferred Qualifications
Proven experience supporting both Sales and Marketing functions in a B2B SaaS or technology environment
Proficiency with either Salesforce CRM (required); experience with Gong, Aviso, HubSpot, Marketo, or similar platforms preferred
Demonstrated ability to validate reports, dashboards, and data visualizations in Power BI, Tableau, or equivalent tools
Working Environment/Physical Demands
General remote work requirements; stable internet, moderate noise levels.
Limited to no regular travel requirements
Activities require significant sitting at a desk and computer, with some walking and standing for partner interactions.
Additional Information
Total Rewards: Generous annual bonus opportunity
401(k) with Employer Match
Flexible Time Off: take time off when you need it without worrying about available hours
11 paid holidays
Your Day Your Way - Celebrate a day of cultural or social significance to you
Insurance: Choice of Medical, Dental, and Vision plans
Health Savings Account with employer match
Flexible Spending Account
100% Company-Paid Parental leave (After 6 months with the company)
100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
Nextech Luminary Peer Recognition Program
Wellness Program including discounts on medical premiums
Employee Assistance Program with free counseling sessions available
Corporate Discounts on Retail, Travel, and Entertainment
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