Senior Analyst, Revenue Operations

Position Summary The Senior Analyst, Revenue Operations is a key individual contributor responsible for driving operational excellence across the commercial engine, including Sales, Client Success, Implementation, and Marketing. This role ensures systems, data, and processes are aligned to enable scalable growth, improve forecasting accuracy, and enhance overall go-to-market performance. This role will also be responsible for internal and some client facing reporting, data feeds into the CRM, advanced data analytics, KPI Tracking, and overall pipeline hygiene excellence.

This position partners cross-functionally to translate business strategy into actionable workflows, with a strong focus on optimizing Salesforce, HubSpot, and related commercial tools. This position requires close collaboration with Finance, Technology, and Policy & Research Teams and will report to Head of Revenue Operations.

Working hours can follow U.S. East Coast or Central time zone.

Specific Responsibilities

Revenue Operations & Strategy

• Partner with Sales, Marketing, Finance, Product and Customer Success leadership to operationalize go-to-market strategy.

• Identify and drive improvements across the full commercial lifecycle.

• Analyze pipeline performance from lead through cash including conversion rates and revenue trends to inform decision-making.

Salesforce & Systems Management

• Partner with Salesforce and HubSpot Administrator to optimize CRM (objects, fields, workflows, automation, reporting).

• Ensure data integrity, governance, and consistent usage across all commercial teams.

• Evaluate, implement, and manage integrations with key go-to-market tools (e.g., marketing automation, enrichment).

• Partner with internal Technology team and external vendors as needed.

Reporting & Analytics

• Co-sponsor pipeline calls for Sales (new business), Implementation (in process) and Account Management (renewals).

• Build and maintain dashboards and reports for pipeline, bookings, forecast, and productivity metrics to support both pipeline calls and daily management.

• Deliver insights to leadership on performance, risks, and opportunities.

• Improve forecasting processes and accuracy.

Process Optimization

• Supporting Head of Revenue Operations, design and document standardized processes across the commercial lifecycle that is appropriate for scaling organization.

• Identify bottlenecks and implement automation to improve efficiency.

• Lead change management and drive adoption of new tools and processes; Collaborate with Commercial Enablement to develop and deploy training across commercial team as needed.

Data & Governance

• Champion and enforce data standards, definitions, and hygiene practices within CRMs; Help team adopt a positive mindset by understanding the value each tool can provide in helping them manage their daily work and the outcomes they are responsible for.

• Monitor and improve data quality across systems.

• Support compliance and audit requirements; Lead Quarterly Pipeline Compliance Audit.

Skills

• Strong analytical skills with the ability to translate data into clear insights and recommendations.

• Authentic sense of curiosity and desire to drive toward optimal process and outcome for our business and people.

• Demonstrated hands-on experience with Salesforce and/or HubSpot.

• Experience supporting US-based Sales, Client Success, Marketing, and/or Implementation teams.

• Proven ability to translate business needs into systems and process solutions.

• Strong project management and stakeholder management skills.

Experience

• 7+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a related role.

• Experience supporting SaaS and/or DaaS business models.

• Expertise in Salesforce and/or HubSpot; Hands-on experience with CRM data management, reporting, and process support.

• Experience working with go-to-market teams in a healthcare, technology, or data-driven organization preferred.

• Experience working with global teams, supporting daily ad-hoc interactions and scheduled meetings.

Who We Are

CAQH is the trusted data connector at the core of healthcare. For more than 25 years, we have powered the industry with the largest and most complete healthcare data foundation in the U.S., including more than 4.8 million provider data records sourced directly from providers and member data representing 75% of covered lives supplied by health plans. By improving how essential information flows across the system, CAQH helps healthcare operate more efficiently, accurately, and with greater confidence.

What You Get

At CAQH, you will do meaningful work at the intersection of healthcare, data, and technology, helping solve complex problems that make the healthcare system work better. You will collaborate with experienced professionals who care deeply about accuracy, trust, and meaningful impact in a fully remote environment.

CAQH offers competitive compensation and a comprehensive benefits package for full-time employees, including medical, dental, and vision coverage, a 401(k) with company contributions and matching, paid parental leave, tuition assistance, and generous paid time off. We are committed to investing in our people and supporting professional growth over time.

Equal Opportunity Employer

CAQH is proud to be an equal opportunity employer and is committed to fostering a workplace where all individuals are valued, respected, and empowered.

Employment decisions at CAQH are made without regard to race, color, religion, sex, national origin or ancestry, age, marital status, disability, protected veteran status, personal appearance, sexual orientation, gender identity or expression, familial status, family responsibilities, matriculation, political affiliation, genetic information, source of income, place of residence, or any other characteristic protected by law. CAQH does not tolerate unlawful discrimination or harassment of any kind.

Applicants have rights under the Family and Medical Leave Act (FMLA), Equal Employment Opportunity (EEO), and the Employee Polygraph Protection Act (EPPA). If you need a reasonable accommodation to apply for a posted position, please contact the CAQH People & Culture team at Careers@caqh.org or 202-517-0436.