Revenue Operations Associate

🔥 3 hours ago

🇺🇸 United States – Remote

💵 $23 - $32 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💹 Revenue Operations

👻 Ghost score 0%

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HFD

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏥 Healthcare

💼 Consulting

🛡️ Insurance

Healthcare • Consulting • Insurance

HFD is a company that offers affordable financing options for patients seeking healthcare services in various specialties, including dental, orthodontics, veterinary, audiology, vision, and cosmetics. The company is committed to providing pay-over-time solutions that are accessible to nearly every patient, regardless of their credit score, addressing a significant challenge faced by traditional lenders. HFD's platform aims to improve patient approval rates, reduce financial barriers to treatment, and support healthcare providers by minimizing the discomfort of financial discussions with patients. HFD partners with healthcare providers to onboard them onto their platform, facilitating seamless patient financing experiences.

📋 Description

• Create, configure, and maintain patient financing accounts in internal systems • Ensure accurate setup of financing terms, feature flags, documentation, and compliance requirements • Monitor account health, perform regular audits, and implement corrections or remediation • Own and manage a dedicated ticket queue in HubSpot • Triage inbound tickets, categorize issues, route requests, and complete tasks • Provide timely responses or escalations, ensuring SLA compliance • Document ticket resolutions, knowledge base updates, and standard operating procedures (SOPs) • Maintain accurate and up-to-date records of the company CRM and lending platform • Address and investigate escalated issues, including account discrepancies, payment plan disputes, system bugs, and partner/provider concerns • Liaise with engineering, product, and customer support teams to diagnose root causes and drive remediation • Partner with Sales/Business Development and Customer Success to ensure smooth onboarding of new providers • Work with Compliance/Legal to ensure appropriate contracts are in place • Collaborate with Finance and Accounting on collections reporting, reconciliations, and revenue recognition • Interface with Product/Engineering to provide user feedback, propose process enhancements, and help test new features • Identify bottlenecks, inefficiencies, and recurring process issues; propose and help implement improvements • Identify needed reports and dashboards to track key metrics • Maintain and update SOPs, knowledge base entries, and internal documentation

🎯 Requirements

• Bachelor’s degree in Business, Business Administration, Finance, Operations, or related field (or comparable experience) • 2–4 years of experience in revenue operations, operations, customer success, or similar role in fintech / healthcare / financial services • Strong familiarity with account provisioning workflows, financial terms, interest/payment schedules, and regulatory compliance (especially in healthcare financing) • Hands-on experience with a CRM system (HubSpot strongly preferred), ticketing systems, and help-desk best practices • Excellent problem solving skills; ability to dig into data, identify root causes, and drive follow-through • Strong organizational skills with great attention to detail; ability to manage multiple priorities • Outstanding written and verbal communication skills; ability to clearly articulate issues and resolutions • Ability to thrive in fast-paced, ambiguous environments and adapt as processes evolve • Ability to pay close attention to detail and be self-motivated • Ability to multitask and excel in a fast-paced environment • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

🏖️ Benefits

• Medical, Dental, Vision Insurance • 401k with 4% company match • 10 Vacation Days • 6 days of paid sick time • 6 paid holidays • 1 floating holiday (from the HFD approved list) • EPIC company culture