Position Summary:
PatientNow is building a modern, data-driven go-to-market engine to support growth across the full customer lifecycle. The Manager, RevOps & Automation will play a key role in designing and scaling the systems, processes, and insights that drive pipeline performance, retention, and revenue expansion.
This is a hands-on, builder role focused on improving Sales and Customer Success productivity. You will own automation, tooling, and operational frameworks that support performance from lead generation through renewal and expansion. This role is ideal for someone who enjoys building from the ground up and can balance strategy with execution.
Essential Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Design and improve Sales and Customer Success processes to increase pipeline velocity, conversion rates, and net revenue retention
- Build and manage automation across the GTM tech stack to improve efficiency and scalability
- Own non-Salesforce GTM systems such as Proshort, GoodWork, and Hex, ensuring strong data quality and usability
- Partner with Marketing, Sales, and Customer Success leaders to define KPIs, reporting, and dashboards
- Develop and manage quotas, compensation plans, and commission structures aligned to business goals
- Design and maintain territory and segmentation models across the full customer lifecycle
- Identify gaps and inefficiencies in the funnel and implement solutions to improve performance
- Improve pipeline generation and acceleration through better lead routing, scoring, and follow-up processes
- Analyze data to provide insights and recommendations on growth, retention, and expansion opportunities
- Collaborate with Product, Engineering, Finance, and GTM teams to align systems, data, and processes
Competencies: To perform the job successfully, an individual should demonstrate the following.
- Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
- Business Ethics – Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
- Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.
- Continuous Learning - Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills.
- Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
- Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.
Education/Experience:
- 5 to 8+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, or similar roles in a B2B SaaS environment
- Proven experience building and scaling GTM processes, systems, and automation
- Strong experience with CRM platforms and GTM tools, Salesforce preferred
- Experience designing quotas, compensation plans, and territory models
- Strong understanding of the full customer lifecycle including pipeline, retention, and expansion
- Strong analytical skills with experience building reports, dashboards, and actionable insights
- Experience with automation tools and workflow design
- Ability to operate both strategically and hands-on
- Strong cross-functional collaboration skills across Marketing, Sales, Success, Finance, and Product
- Experience in healthcare SaaS, aesthetics, or vertical SaaS is a plus
Why You’ll Thrive Here:
In this role, you’ll get to:
- Work at the intersection of innovation and impact, helping real-world practices grow and thrive in a rapidly expanding market;
- Collaborate with a talented, curious team that values experimentation, learning, and customer empathy;
- Be empowered to lead with autonomy while supported by strong leadership and product discipline; and
- Help modernize aesthetics software in an industry that’s ripe for transformation through innovative, AI-native technology.
Supervisory Responsibilities: This position does not have direct supervisory responsibilities but will influence cross-functional teams and processes across the organization.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
Note: PatientNow jobs are listed on our careers page patientnow.com/careers and select job boards. We will never ask for payment or sensitive info. Official emails come from @patientnow.com, @recura.ai or [email protected]