Sr. Revenue Operations Specialist

Vatica Health

About The Position

The Sr Revenue Operations Specialist will play a crucial role in optimizing Salesforce reporting, data integrity, and system usability to support data-driven decision-making for the Commercial team. Working in partnership with Growth and Customer Success leadership, the Sr. Revenue Operations Specialist will be responsible for developing and refining Revenue Operations reporting analyses, process optimization and leading cross functional projects in support of Commercial team objectives. The ideal candidate is a highly analytical and detail-oriented problem solver with strong Salesforce reporting expertise who can translate complex data into actionable insights for cross-functional stakeholders. They are proactive and take ownership of driving revenue operations improvements and scalable solutions with minimal supervision. This role reports directly to the Director of Growth Operations.

Requirements

Minimum 5 years of experience working with CRM (Salesforce) technology and data to support commercial operations
Excellent reporting, analytical and data skills
Proven ability to build and analyze sales metrics to inform growth and customer success business decisions, specifically including pipeline management
Track record of making proactive operational recommendations and aligning internal stakeholders to proposed solutions
Demonstrated ability to lead effective meetings with business partners to advance business projects and achieve results
Exceptional written and verbal communication skills
Ability to work well independently and build trusting, collaborative relationships with business partners
Demonstrated self-starter with strong planning, organization, and problem-solving skills
Ability to learn and thrive in a fast-paced, sometimes ambiguous environment
Ability to work effectively using Microsoft applications (Power Point, Excel, etc.)

Responsibilities

Provide data-driven insights and recommendations on key metrics to support revenue growth
Analyze win/loss trends and collaborate with growth teams to implement appropriate changes (process changes, talk track improvements, training, etc.) or to increase win rates
Collaborate with Growth leaders to maintain pipeline reporting and analytics aligned to sales strategy and initiatives
Collaborate with Customer Success leaders to ensure regular views into account health and relationship; Deliver recommendations for improvement
Provide data to the marketing team to support marketing approach and tactics (e.g., sales programs, outreach campaigns, collateral development)
Create Salesforce reporting and dashboards to drive effective sales pipeline and customer success management
Lead Salesforce enhancements in-line with stakeholder partner objectives in coordination with Salesforce Administrator to improve usability, transparency and overall tool optimization
Strong understanding of practices to maintain data integrity and cleanliness in Salesforce (e.g., Responsible or QA on Campaign Data after loads, regular review for duplicate or unnecessary account or opportunity records, etc.)
Optimization, Development and Maintenance of Business processes
Sales system troubleshooting and process issue support for assigned teams
Represent the Revenue Operations team in commercial and cross-functional meetings, actively listening, responding to support requests, identifying opportunities for operational and tool improvements and taking ownership of in-scope follow up items
Create clear communications as needed to drive business consistency
Lead special projects that drive commercial operations enhancements or efficiencies, improve collaboration with broader business teams and/or enable cross-functional business priorities
Facilitate productive meetings (e.g., pipeline, strategy, project, etc.)
Act as a collaborative partner, provide guidance and mentor Revenue Operations Specialist
Operate with a detailed understanding of the full commercial technology stack and make enhancement recommendations as business needs change
Maintain an active working knowledge of health care industry trends, as well as revenue operations technology advancements and commercial best practices
Understand new market offerings and enhancements to existing solutions being deployed, and put knowledge into practice through revenue operations enhancements and broader Growth and Customer Success team support

Benefits

Competitive salary based on your experience and skills – we believe the top talent deserves the top dollar
Bonus Potential (based on role and is discretionary) – if you go above and beyond, you should be rewarded
401k plans– we want to empower you to prepare for your future
Room for growth and advancement- we love our employees and want to develop within
Comprehensive Medical, Dental, and Vision insurance plans
Tax-free Dependent Care Account
Life insurance, short-term, and long-term disability
Excellent PTO policy (everyone deserves a vacation now and then)
Great work-life balance environment- We believe family comes first!
Strong supportive teams- There is always a helping hand when you need it