Revenue Operations AI Specialist

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $80k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💹 Revenue Operations

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CaseWorthy, Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

CaseWorthy, Inc. is a mission-critical case management platform designed to deliver comprehensive care and outcome reporting for social and human services. It provides centralized data management through its CORE platform, enabling organizations to streamline operations, enhance service delivery, and gain 360-degree views of client and program data. CaseWorthy supports a wide range of programs and empowers organizations to transform communities, offering solutions tailored to needs in aging services, behavioral health, veterans services, and more. With a strong focus on data-driven insights and operational efficiency, CaseWorthy aims to empower health and human service organizations to achieve their missions through innovative technology.

📋 Description

• Design, build, and deploy AI agents and automated workflows that streamline lead routing, deal execution, renewals, and customer success motions • Automate complex revenue tasks such as pipeline forecasting, contract review support, and CRM data enrichment, with clear human review points • Equip Account Executives and Account Managers with deal alerts, qualification and coaching workflows, and win/loss intelligence • Own HubSpot administration, configuration, and data hygiene end to end across Marketing Hub, Sales Hub, and Service Hub • Maintain data standards, deduplication, field governance, lifecycle stages, and pipeline definitions • Build and maintain the data models, prompt libraries, and knowledge bases supporting revenue AI tools • Provide leadership with a real-time revenue command center including forecast and risk insights • Track and report ARR, pipeline coverage, conversion rates, CAC, and net revenue retention • Create evaluation benchmarks for live revenue AI agents and monitor accuracy and performance after launch • Follow data governance and security policies; keep protected health and personally identifiable information out of GTM AI tools and model training • Document agents and workflows to keep them transparent, auditable, and understandable • Align Sales, Marketing, Customer Success, Product Marketing, and Finance on shared definitions, processes, and reporting • Manage cross-functional RevOps and AI initiatives in Jira from intake and prioritization through delivery • Train and support GTM teams on new tools and workflows to drive adoption • Perform other duties as assigned

🎯 Requirements

• 3–5+ years of experience in Revenue Operations, Sales Operations, or Marketing Operations, ideally in B2B SaaS • Deep HubSpot fluency — configuration, administration, reporting, and workflow automation — including hands-on experience with Marketing Hub • Demonstrated experience building, deploying, and maintaining AI workflows or agents in a production business setting • Strong grasp of SaaS business models, the B2B revenue funnel from lead creation through renewal, and key metrics such as ARR and CAC • Data-driven mindset with rigorous attention to data integrity, privacy, and compliance • Strong diagnostic and troubleshooting instincts, and an analytical approach to solving problems • Clear written and verbal communication, including the ability to explain technical concepts to non-technical teammates • Comfort working cross-functionally in a fast-paced, evolving environment • Familiarity with Jira for managing cross-functional initiatives • Experience with sales intelligence or enrichment tools such as Clay or Apollo.io • Experience in a GTM organization selling to government, public sector, or nonprofit organizations, or familiarity with those sectors’ data sources • Prior experience standing up a GTM or revenue dashboard • Working knowledge of prompt engineering, AI evaluation methods, or low-code automation tools • Ability to travel nationwide, up to 10% annually

🏖️ Benefits

• Ability to travel nationwide, up to 10% annually

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