Sales Operations Specialist

Posted 2 Days Ago
Hiring Remotely in Nashville, TN
Remote
Mid level
Artificial Intelligence • Machine Learning • Software
The Role
The Revenue Operations Specialist will optimize systems and processes for sales teams, manage CRM tools like HubSpot, implement lead scoring and routing strategies, analyze revenue data, and support overall sales effectiveness. The role focuses on improving lead management and ensuring alignment across revenue-generating teams.
Summary Generated by Built In

About Us


PredictionHealth is looking for a Revenue Operations Specialist to join our growing team. PredictionHealth is a healthcare technology company leveraging proprietary Artificial Intelligence (AI) solutions to improve the lives of healthcare providers. This position represents a tremendous opportunity to grow with a dynamic startup at the forefront of innovation in the field. If you are a creative, motivated, and results-driven individual, we'd like to meet you!

About the Role

We are looking for a talented and detail-oriented Revenue Operations Specialist who can be trusted to perform in a remote role. This role is needed to help build, maintain, and optimize the systems and processes that enable our go-to-market teams to work efficiently and effectively. You'll focus on key areas such as data/lead management, reporting, process improvement, sales tool management, and territory management to ensure all revenue-generating teams are aligned and empowered to meet and exceed their goals. Experience with Self-Serve and Product-Led Growth (PLG) strategies is highly preferred.




Essential Duties and Responsibilities 

  • Deliver optimized outbound leads to the SDR and Sales teams, ensuring leads are properly scored and prioritized for the highest conversion rates.
  • Assist in managing and optimizing CRM (e.g., HubSpot) and other sales/marketing tools to ensure accurate data collection, automation, and streamlined workflows.
  • Work closely with sales leadership to set up and enforce rules of engagement for territory/account management, ensuring automation in the CRM aligns with these rules for SMB and Mid-Market (MM) teams. Enterprise will use geographical territories.
  • Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency and alignment with sales leadership directives.
  • Ensure HubSpot instance is optimized for the sales team’s workflows, including setting up features like Leads, Products, and Contracts.
  • Contribute to the development and execution of Self-Serve or PLG strategies, ensuring the company’s systems and operations support a seamless customer journey from trial to purchase.
  • Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention.
  • Analyze revenue data to provide insights that support decision-making across the organization.
  • Support forecasting and budgeting efforts by providing historical trends and scenario analyses.
  • Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity.
  • Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy.
  • Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place.

Minimum Requirements

  • 2-4 years of experience in revenue operations, sales operations, marketing operations, or a related role in a SaaS environment.
  • Strong proficiency with CRM platforms (e.g., HubSpot, Salesforce) and marketing automation tools.
  • Experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation.
  • Experience with Self-Serve or Product-Led Growth (PLG) strategies is highly preferred.
  • Understanding of territory/account management, especially with non-geographic rules of engagement for SMB/MM and geographic-based territories for Enterprise.
  • Demonstrated experience in building reports and dashboards, with strong analytical skills.
  • Understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies.
  • Ability to manage multiple projects simultaneously and prioritize tasks in a fast-paced environment.
  • Strong communication skills with the ability to collaborate across teams.
  • Detail-oriented with a passion for driving continuous process improvement.

Preferred Qualifications

  • Experience with data visualization tools (e.g., Looker, Tableau).
  • Knowledge of SQL or other data querying languages is a plus.
  • Familiarity with revenue intelligence tools (e.g., Gong, Clari) is a bonus.

PredictionHealth is currently not hiring in the following states: CA, DC, MT, HI, or NY

This organization participates in E-Verify. For further information, please visit https://e-verify.uscis.gov/web...

Top Skills

CRM
Hubspot
Salesforce
The Company
Nashville, TN
30 Employees
On-site Workplace

What We Do

PredictionHealth has developed the first AI that can read and understand PT/OT documentation within your EMR.

Our AI, called PT Practice Intel, helps clinics capture more revenue and document more compliantly. It continually monitors 100% of your notes in your EMR, giving insight into whether your therapists:
- Could have billed a different, possibly higher value, CPT code compliantly.
- Are billing the full amount of allowable units during their visits.
- Are documenting compliantly, if they would pass an audit, and where they could improve.

With simple intuitive dashboards and personalized metrics / education for all your therapists, PTPI saves tons of time and helps you to maximize revenue.

Reach out today and find out how AI can optimize your practice! Try it out free for 2 weeks with your own data.

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