Revenue Operations Associate

Role Overview

Support the revenue operations team in all aspects of patient financing account setup, ticketing, escalations, and process improvement.

What You Will Do

Account provisioning, ticketing, troubleshooting, cross-department collaboration, process improvement, and reporting.

Why It Might Be a Fit

Strong problem-solving skills, attention to detail, ability to thrive in fast-paced environments, and adaptability.

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
• Time off: 10 Vacation Days , 6 days of paid sick time, plus 6 paid holidays and 1 floating holiday (from the HFD approved list)
• EPIC company culture