Director, Revenue Operations - REMOTE

About This Role

Reflect Health is the evolution of S&S Health, a trusted independent third‑party administrator founded in 1994 to meet the growing need for access, simplified connectivity, and benefits administration. Headquartered in Mason, OH, we have built a national presence serving employers, TPAs, health systems, and benefit consultants across all 50 states, with proprietary claims technology and 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 role owns Hub Spot as the platform of record for pipeline management, quoting and pricing, partner visibility, and marketing execution. This is a hands‑on, build‑and‑own role for someone who wants to architect revenue operations infrastructure from the ground up and set the foundation for a future team.

Hub Spot (Sales, Marketing, Service Hubs), Quotivity, Jira, Data Rails, Sage Intacct, Power BI

Hub Spot Platform Ownership: Certified Hub Spot administrator across Sales, Marketing, and Service Hubs; audit existing configuration (pipeline stages, dashboards, Pricebook) and build a scalable system of record

• Quoting & Pricebook Integration:
  Own and extend quoting/pricebook through Quotivity, building on Pricebook to support multiple revenue types (PEPM, PMPM, savings‑based, hybrid) and bundled TPA solutions
• Book of Business & Client Health:
  Load and integrate inforce book‑of‑business data from internal and partner sources into Hub Spot to establish whitespace analysis and client health scoring for growth and retention
• Pipeline Reporting:
  Standardize reporting across multiple pipelines (new business, renewals/expansion, partner‑sourced), including quote‑to‑close ratios, win/loss insights, and executive dashboards
• Partner & Expansion Pipeline Visibility:
  Build dedicated partner‑sourced pipelines segmented by relationship type (broker, consultant, TPA, program manager, captive) and an expansion group pipeline with workload/capacity visibility
• Intake & Lifecycle Workflow Design:
  Design structured Hub Spot intake forms to replace email‑based requests; build Hub Spot‑to‑Jira connectivity for implementation, renewal, amendment, and termination workflows
• Marketing Operations:
  Manage marketing campaigns within Hub Spot, including workflow automation, segmentation, lead routing, and performance reporting
• RFP, RFI & Questionnaire Management:
  Own the end‑to‑end process for RFPs, RFIs, and due diligence questionnaires across sales, compliance, and operations
• Data Governance:
  Enforce required‑field standards, naming conventions, and validation rules (deal type, product, funding type, revenue type, pricing structure) for data integrity and audit‑readiness
• System Governance, Training & Hygiene:
  Establish ongoing governance policies, user training, and ongoing data hygiene/maintenance routines to sustain Hub Spot adoption, accuracy, and performance over time
• Cross‑Functional Partnership:
  Align systems and reporting with sales, marketing, finance, implementation, compliance, and the Transformation Office; manage outsourced Hub Spot development partners where used
• Data Privacy & Compliance:
  Handle book‑of‑business, client, and pipeline data per HIPAA and Reflect Health data privacy standards; partner with Compliance on access controls for PHI referenced in reporting
• Other Duties:
  Perform other duties as assigned

Hub Spot Certification: Required (e.g., Sales, Marketing, or Rev Ops certification); hands‑on platform depth prioritized over years of experience

• Revenue Operations Expertise:
  Proven experience building revenue/sales/marketing operations infrastructure, ideally with a multi‑product or complex…