Director, Revenue Operations - REMOTE

Reflect Health, the evolution of S&S Health, is a trusted independent third‑party administrator founded in 1994. Headquartered in Mason, OH, we serve employers, TPAs, health systems, and benefit consultants across all 50 states with proprietary claims technology and both 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 hands‑on, build‑and‑own role will architect revenue operations infrastructure from the ground up and set the foundation for a future team.

Location: Remote | Reports To: Chief of Staff | Employment Type: Full‑time

Responsibilities

• Serve as certified HubSpot administrator across Sales, Marketing, and Service Hubs; audit existing configuration and build a scalable system of record.
• Own and extend quoting/pricebook through Quotivity, supporting multiple revenue types (PEPM, PMPM, savings‑based, hybrid) and bundled TPA solutions.
• Load and integrate in‑force book‑of‑business data from internal and partner sources into HubSpot to enable whitespace analysis and client health scoring.
• Standardize reporting across new‑business, renewals/expansion, and partner‑sourced pipelines, delivering quote‑to‑close ratios, win/loss insights, and executive dashboards.
• Build dedicated partner‑sourced pipelines segmented by relationship type and an expansion group pipeline with workload/capacity visibility.
• Design structured HubSpot intake forms to replace email‑based requests; implement HubSpot‑to‑Jira connectivity for implementation, renewal, amendment, and termination workflows.
• Manage marketing campaigns within HubSpot, including workflow automation, segmentation, lead routing, and performance reporting.
• Own end‑to‑end RFP, RFI, and questionnaire processes across sales, compliance, and operations.
• Enforce required‑field standards, naming conventions, and validation rules for data integrity and audit‑readiness.
• Establish governance policies, user training, and data‑hygiene routines to sustain HubSpot adoption, accuracy, and performance.
• Align systems and reporting with sales, marketing, finance, implementation, compliance, and the Transformation Office; manage outsourced HubSpot development partners.
• Handle book‑of‑business, client, and pipeline data per HIPAA and Reflect Health privacy standards; partner with Compliance on PHI access controls.
• Perform other duties as assigned.

Qualifications

• HubSpot Certification required (Sales, Marketing, or RevOps); hands‑on platform depth prioritized over years of experience.
• Proven experience building revenue/sales/marketing operations infrastructure, ideally with multi‑product or complex pricing models.
• Experience with quoting/CPQ tools (Quotivity a strong plus) and integrating pricing data with a CRM.
• Experience connecting HubSpot with systems like Jira and designing intake‑to‑lifecycle automation; familiarity with Power BI or Sage Intacct a plus.
• Track record building multi‑pipeline reporting, dashboards, and forecasting models for executive decision‑making.
• Experience managing RFP, RFI, or questionnaire response processes across multiple stakeholders.
• Familiarity with the TPA or self‑funded health benefits industry is a plus, not required.
• Excellent communication skills; ability to work cross‑functionally, manage external partners, and potentially build a team as the function scales.
• Comfortable in a fast‑paced, evolving, transformation‑stage environment.

Compensation

$130,000 – $150,000

Schedule

Full‑time, Remote