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XO Health

Tech-enabled health plan platform, home health

Commercial Operations Specialist - Revenue Operations

Sales OperationsConfirmed live in the last 24 hours
Full-timeRemote in India₹500k - ₹1.5MRemote

About the Job

Requirements

  • 3 to 5 years of experience in Revenue Operations, sales operations, marketing operations, commercial operations, CRM, or a closely related role.
  • Strong hands-on CRM experience across both CRM and marketing automation; GoHighLevel experience is ideal.
  • Practical experience building workflows, reports, dashboards, and automations.
  • Regular hands-on use of AI tools such as Claude in day-to-day work, and curiosity about using them to work more efficiently.
  • Experience supporting sales and/or marketing teams.
  • A solid understanding of sales funnels, lead management, and pipeline processes.
  • Comfort working with data and translating it into useful commercial insight.
  • Strong organizational skills and attention to detail.
  • Excellent communication skills with sales, marketing, and leadership stakeholders.
  • Ability to work independently and take ownership.

Responsibilities

  • Own the day-to-day administration and optimization of the GoHighLevel CRM.
  • Manage and improve CRM structure, fields, lifecycle stages, pipelines, and workflows.
  • Maintain high standards of data quality, accuracy, and hygiene.
  • Build and maintain automated workflows, lead routing, and notifications.
  • Help sales and marketing teams use the CRM effectively and troubleshoot issues.
  • Identify opportunities for automation and process improvement.
  • Ensure the CRM reflects agreed commercial processes and the customer journey.
  • Build, execute, and/or oversee marketing campaigns within the platform.
  • Support email campaigns, lead nurturing, segmentation, and campaign workflows.
  • Ensure leads are captured, tracked, and routed correctly.
  • Support, and over time own, elements of day-to-day marketing activity.
  • Report on campaign performance, lead generation, and conversion.
  • Support the commercial team with lead generation and qualification.
  • Identify, organize, and prioritize prospects and leads.
  • Support inside-sales activity as needed, including lead research, qualification, and follow-up.
  • Work with sales to improve pipeline quality, conversion, and visibility.
  • Flag gaps or bottlenecks in the sales process and recommend improvements.
  • Own commercial reporting within the CRM.
  • Build and maintain a live pipeline dashboard for commercial meetings, covering pipeline value and stage, new opportunities and lead generation, conversion rates and sales activity, marketing and campaign performance, and forecast/expected revenue.
  • Keep reporting simple, accurate, and easy for non-technical stakeholders to use.
  • Continuously improve reporting available to the commercial team.
  • Support revenue operations across sales process improvement, marketing operations, data and pipeline management, automation, commercial analytics, forecasting support, sales and marketing alignment, process documentation, systems and integrations, and ad hoc commercial analysis.

Desired Qualifications

  • Experience with the US healthcare ecosystem, including employer benefits, health plans, brokers, or third-party administrators.
  • Experience in a B2B, SaaS, or technology environment.
  • GoHighLevel certification.
  • Experience running email or digital marketing campaigns.
  • Experience with CRM integrations and other commercial tools.
  • A basic understanding of forecasting and revenue analytics.
  • Experience supporting a US-based or international commercial team.

About the Company

XO Health

Tech-enabled health plan platform, home health

XO Health provides a technology-led health plan platform that consolidates an individual’s health needs in one place. It uses real-time data and advanced analytics to personalize and streamline healthcare for members. The platform serves employers, brokers/consultants, and third-party administrators, offering tools to manage employee benefits and health plans. In addition to the software platform, XO Health operates a licensed home health agency in Texas, delivering in-home care across multiple counties. The goal is to simplify the healthcare experience by integrating health benefits management with data-driven insights, while extending care through home health services.

Company size
11-50
Company stage
Series C
Total funding
$52.2M
Headquarters
Alpharetta, GA
Founded
2021

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