收入运营总监 - 远程
Director, Revenue Operations - REMOTE
Reflect Health 是 S&S Health 的进化版本，这是一家自 1994 年成立以来的值得信赖的独立第三方管理员，旨在满足日益增长的对可及性、简化连接和福利管理的需求。总部位于俄亥俄州马森，我们已在全国范围内建立了影响力，为全美 50 个州的雇主、TPA、医疗系统和福利顾问提供服务，拥有专有的理赔技术以及层级资助和全额资助计划产品。
我们正在寻找一位营收运营总监，负责推动 Reflect Health 营收引擎的系统、数据和流程。该职位负责将 HubSpot 作为管道管理、报价和定价、合作伙伴可见性和营销执行的主平台。这是一个需要亲力亲为、从零开始构建和拥有的角色，适合希望从零开始构建营收运营基础设施并为未来团队奠定基础的人。
系统
HubSpot（销售、营销、服务中心），Quotivity，Jira，Data Rails，Sage Intacct，Power BI
职责
- HubSpot 平台拥有权：作为销售、营销和服务中心的认证 HubSpot 管理员；审计现有配置（管道阶段、仪表板、价格清单）并建立可扩展的记录系统
- 报价与价格清单集成：通过 Quotivity 主导并扩展报价/价格清单，基于价格清单支持多种收入类型（PEPM、PMPM、基于节省的收入、混合型）和捆绑的 TPA 解决方案
- 业务组合与客户健康状况：将内部和合作伙伴来源的 inforce 业务组合数据加载并集成到 HubSpot 中，以建立空白分析和客户健康评分，用于增长和留存
- 管道报告：在多个管道（新业务、续约/扩展、合作伙伴来源）之间标准化报告，包括报价到成交比率、胜败洞察和高管仪表板
- 合作伙伴与扩展管道可见性：构建按关系类型（经纪人、顾问、TPA、项目经理、专属）细分的合作伙伴来源管道，以及具有工作量/容量可见性的扩展组管道
- 受理与生命周期流程设计：设计结构化的 HubSpot 受理表单以替代电子邮件请求；建立 HubSpot 到 Jira 的连接，用于实施、续约、修改和终止流程
- 营销运营：在 HubSpot 内管理营销活动，包括工作流自动化、分组、潜在客户路由和绩效报告
- RFP、RFI 和问卷管理：负责端到端的 RFP、RFI 和问卷管理
查看英文原文
Reflect Health is the evolution of S&S Health, a trusted independent third-party administrator founded in 1994 to meet the growing need for access, simplified connectivity, and benefits administration. Headquartered in Mason, OH, we have built a national presence serving employers, TPAs, health systems, and benefit consultants across all 50 states, with proprietary claims technology and level-funded and fully funded program offerings.
We are seeking a Director, Revenue Operations to lead the systems, data, and processes that power Reflect Health's revenue engine. This role owns HubSpot as the platform of record for pipeline management, quoting and pricing, partner visibility, and marketing execution. This is a hands-on, build-and-own role for someone who wants to architect revenue operations infrastructure from the ground up and set the foundation for a future team.
Systems
HubSpot (Sales, Marketing, Service Hubs), Quotivity, Jira, Data Rails, Sage Intacct, Power BI
Responsibilities
- HubSpot Platform Ownership:Certified HubSpot administrator across Sales, Marketing, and Service Hubs; audit existing configuration (pipeline stages, dashboards, Pricebook) and build a scalable system of record
- Quoting & Pricebook Integration:Own and extend quoting/pricebook through Quotivity, building on Pricebook to support multiple revenue types (PEPM, PMPM, savings-based, hybrid) and bundled TPA solutions
- Book of Business & Client Health:Load and integrate inforce book-of-business data from internal and partner sources into HubSpot to establish whitespace analysis and client health scoring for growth and retention
- Pipeline Reporting:Standardize reporting across multiple pipelines (new business, renewals/expansion, partner-sourced), including quote-to-close ratios, win/loss insights, and executive dashboards
- Partner & Expansion Pipeline Visibility:Build dedicated partner-sourced pipelines segmented by relationship type (broker, consultant, TPA, program manager, captive) and an expansion group pipeline with workload/capacity visibility
- Intake & Lifecycle Workflow Design:Design structured HubSpot intake forms to replace email-based requests; build HubSpot-to-Jira connectivity for implementation, renewal, amendment, and termination workflows
- Marketing Operations:Manage marketing campaigns within HubSpot, including workflow automation, segmentation, lead routing, and performance reporting
- RFP, RFI & Questionnaire Management:Own the end-to-end process for RFPs, RFIs, and due diligence questionnaires across sales, compliance, and operations
- Data Governance:Enforce required-field standards, naming conventions, and validation rules (deal type, product, funding type, revenue type, pricing structure) for data integrity and audit-readiness
- System Governance, Training & Hygiene:Establish ongoing governance policies, user training, and ongoing data hygiene/maintenance routines to sustain HubSpot adoption, accuracy, and performance over time
- Cross-Functional Partnership:Align systems and reporting with sales, marketing, finance, implementation, compliance, and the Transformation Office; manage outsourced HubSpot development partners where used
- Data Privacy & Compliance:Handle book-of-business, client, and pipeline data per HIPAA and Reflect Health data privacy standards; partner with Compliance on access controls for PHI referenced in reporting
- Other Duties:Perform other duties as assigned
Qualifications
- HubSpot Certification:Required (e.g., Sales, Marketing, or RevOps certification); hands-on platform depth prioritized over years of experience
- Revenue Operations Expertise:Proven experience building revenue/sales/marketing operations infrastructure, ideally with a multi-product or complex pricing model
- Quoting & Pricing Systems:Experience with quoting/CPQ tools (Quotivity a strong plus) and integrating pricing data with a CRM across varied revenue models
- Integration & Workflow Experience:Experience connecting HubSpot with systems like Jira and designing intake-to-lifecycle automation; Power BI or Sage Intacct familiarity a plus
- Reporting & Analytics:Track record building multi-pipeline reporting, dashboards, and forecasting models for executive decision-making
- RFP/RFI Process Management:Experience managing RFP, RFI, or questionnaire response processes across multiple stakeholders
- Industry Knowledge:Familiarity with the TPA or self-funded health benefits industry is a plus, not required
- Communication & Leadership:Excellent communication skills; able to work cross-functionally and manage external partners; future potential to build a team as the function scales
- Adaptability:Comfortable in a fast-paced, evolving, transformation-stage environment
Logistics
- Reports To:Chief of Staff
- Location:Remote
- Compensation:$130000-$150000
- Employment Type:Full-time
Reflect Health is committed to providing a safe and secure workplace for all employees. All final candidates will be subject to background checks and drug screening as part of the hiring process. Reflect Health is an Equal Opportunity Employer.
Originally posted on Himalayas