Director of Revenue Intelligence

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OpenLoop

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2020

☁️ SaaS

🤝 B2B

🏢 Enterprise

💰 $15M Series A - OpenLoop Health on 2023-03

SaaS • B2B • Enterprise

OpenLoop is a white-label telehealth platform and managed services provider that helps organizations launch and scale virtual care programs. It combines SaaS-based, brandable technology (scheduling, booking, payments, EHR/API integrations) with clinical staffing, credentialing, payer coverage and RCM, regulatory/legal support, and 24/7 patient support. OpenLoop serves health plans, hospitals and health systems, retailers, employers and digital health companies with AI-powered operations, a nationwide clinician network and broad insurance coverage including Medicare and Medicaid.

📋 Description

• Own the data integrity and architecture of OpenLoop's core revenue systems—Salesforce, HubSpot, and connected financial platforms • Define and maintain canonical revenue data models covering pipeline, ARR, retention, expansion, and customer health • Design and own dashboards and self-serve analytics in Looker or equivalent BI tools • Partner with RevOps and Finance to build and maintain the reporting infrastructure that underpins revenue forecasting • Own data quality across the revenue tech stack—establishing validation frameworks • Evaluate, configure, and evolve the tools that power revenue intelligence • Structure and expose data assets in ways that support future AI and ML use cases • Work closely with Sales, Marketing, Finance, and CS to define KPIs, reporting requirements, and analytical priorities • Hire and develop a team of revenue analysts over time

🎯 Requirements

• 8+ years of experience in revenue operations or revenue analytics at a B2B SaaS company • Expert-level proficiency in Salesforce and/or HubSpot, including data modeling, object architecture, and CRM governance • Strong command of SQL and experience working with BI platforms such as Looker, Tableau, or similar • Deep fluency in SaaS revenue metrics: ARR, pipeline coverage, churn, NRR, CAC, LTV • Proven ability to build and maintain revenue reporting systems that scale across GTM functions • Experience partnering with Finance on forecasting models and revenue planning • Ability to work cross-functionally and translate business questions into data solutions • Comfortable being both a hands-on builder and a strategic thought partner • Experience at a growth-stage startup; comfortable with ambiguity and rapid iteration • Exposure to AI-assisted forecasting or revenue intelligence platforms (e.g., Clari, Gong, People.ai) a strong plus

🏖️ Benefits

• Medical, Dental, and Vision plans • Flexible Spending/Health Savings Accounts • Flexible PTO • 401(k) + Company Match • Life Insurance, Pet insurance, and more