HFD
Revenue Operations Associate – HFD
Location: Remote
Are You EPIC? Do You Have The Ability To Demonstrate, Understand And Apply HFD’s Core Purpose And Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values:
Excellence: Always exceeding expectations!
Passionate: Executing with boldness!
Innovative: Pioneering a better way!
Collaborative: Together we win!
Job Summary The Revenue Operations Associate will support the revenue operations team in all aspects of patient financing account setup, ticketing, escalations, and process improvement. This is a hands‑on, cross‑functional role requiring both operational rigor and strong communication skills.
Responsibilities
Account Provisioning – Create, configure, and maintain patient financing accounts in internal systems to enable patient financing platform.
Ensure accurate set‑up of financing terms, feature flags, documentation, and compliance requirements.
Monitor account health, perform regular audits, and implement corrections or remediation where necessary.
HubSpot Ticketing Queue – Own and manage a dedicated ticket queue in HubSpot: triage inbound tickets, categorize issues, route requests, complete tasks, ensure SLA compliance, document ticket resolutions, update knowledge base, and maintain accurate records of company CRM and lending platform.
Troubleshooting & Escalations – Address and investigate escalated issues (e.g., account discrepancies, payment plan disputes, system bugs, partner/provider concerns), liaise with internal teams (engineering, product, customer support), and ensure escalations are handled with empathy, professionalism, and in alignment with company policies and regulatory requirements.
Cross‑Department Collaboration – Partner with Sales/Business Development and Customer Success to ensure smooth onboarding of new providers; work with Compliance/Legal for contracts; collaborate with Finance and Accounting on collections reporting, reconciliations, and revenue recognition; interface with Product/Engineering to feed back user issues, propose process enhancements, and help test new features.
Process Improvement & Reporting – Identify bottlenecks, inefficiencies, and recurring issues in current processes; propose and implement improvements; identify needed reports and dashboards to track key metrics (ticket volume, resolution times, account error rates, delinquency, partner satisfaction, etc.); maintain and update SOPs, knowledge base entries, and internal documentation to ensure consistency and scalability.
Ideal Candidate
Collaborative team player.
Goal‑oriented and self‑motivated.
Strong attention to detail, delivering accurate and timely work.
Excellent communication and interpersonal skills.
Ability to multitask and prioritize tasks in a fast‑paced environment.
Proficient with Microsoft Office Suite (Word, Excel, PowerPoint).
Quick learner of new systems.
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, or 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.
Seniority Level Entry level
Employment Type Full-time
Job Function Management and Manufacturing
Referrals increase your chances of interviewing at HFD by 2x.
#J-18808-Ljbffr
Are You EPIC? Do You Have The Ability To Demonstrate, Understand And Apply HFD’s Core Purpose And Values In All That You Do? At HFD, Our Mission Is To Make Healthcare More Affordable By Giving Everyone a Better Way To Pay. In Order To Accomplish This Mission, We Must Ensure That Our Team Is Aligned With Our E.P.I.C. Values:
Excellence: Always exceeding expectations!
Passionate: Executing with boldness!
Innovative: Pioneering a better way!
Collaborative: Together we win!
Job Summary The Revenue Operations Associate will support the revenue operations team in all aspects of patient financing account setup, ticketing, escalations, and process improvement. This is a hands‑on, cross‑functional role requiring both operational rigor and strong communication skills.
Responsibilities
Account Provisioning – Create, configure, and maintain patient financing accounts in internal systems to enable patient financing platform.
Ensure accurate set‑up of financing terms, feature flags, documentation, and compliance requirements.
Monitor account health, perform regular audits, and implement corrections or remediation where necessary.
HubSpot Ticketing Queue – Own and manage a dedicated ticket queue in HubSpot: triage inbound tickets, categorize issues, route requests, complete tasks, ensure SLA compliance, document ticket resolutions, update knowledge base, and maintain accurate records of company CRM and lending platform.
Troubleshooting & Escalations – Address and investigate escalated issues (e.g., account discrepancies, payment plan disputes, system bugs, partner/provider concerns), liaise with internal teams (engineering, product, customer support), and ensure escalations are handled with empathy, professionalism, and in alignment with company policies and regulatory requirements.
Cross‑Department Collaboration – Partner with Sales/Business Development and Customer Success to ensure smooth onboarding of new providers; work with Compliance/Legal for contracts; collaborate with Finance and Accounting on collections reporting, reconciliations, and revenue recognition; interface with Product/Engineering to feed back user issues, propose process enhancements, and help test new features.
Process Improvement & Reporting – Identify bottlenecks, inefficiencies, and recurring issues in current processes; propose and implement improvements; identify needed reports and dashboards to track key metrics (ticket volume, resolution times, account error rates, delinquency, partner satisfaction, etc.); maintain and update SOPs, knowledge base entries, and internal documentation to ensure consistency and scalability.
Ideal Candidate
Collaborative team player.
Goal‑oriented and self‑motivated.
Strong attention to detail, delivering accurate and timely work.
Excellent communication and interpersonal skills.
Ability to multitask and prioritize tasks in a fast‑paced environment.
Proficient with Microsoft Office Suite (Word, Excel, PowerPoint).
Quick learner of new systems.
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, or 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.
Seniority Level Entry level
Employment Type Full-time
Job Function Management and Manufacturing
Referrals increase your chances of interviewing at HFD by 2x.
#J-18808-Ljbffr