Overview
A hands-on Commercial Operations Specialist (RevOps) role supporting the US-based sales team and commercial leadership with CRM administration, marketing operations, lead generation and commercial reporting.
What you'll do
- Own day-to-day administration and optimization of the CRM (GoHighLevel), including 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 get more out of the CRM and troubleshoot issues as they arise.
- 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, including email campaigns, lead nurturing, segmentation and campaign workflows.
- Make sure 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, including identifying, organizing and prioritizing prospects and leads.
- Support inside-sales activity where 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, including a live pipeline dashboard 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, and continuously improve it.
- Support broader RevOps work across the business, which may include 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.
What you'll need
- 3 to 5 years of experience in RevOps, sales operations, marketing operations, commercial operations, CRM or a closely related role.
- Strong hands-on CRM experience (ideally GoHighLevel), across both CRM and marketing automation, not just CRM administration.
- Practical experience building workflows, reports, dashboards and automations.
- Regular, hands-on use of AI tools (e.g., Claude) in day-to-day work, and curiosity about using them to work smarter.
- Experience supporting sales and/or marketing teams.
- Solid understanding of sales funnels, lead management and pipeline processes.
- Comfortable working with data and translating it into useful commercial insight.
- Strong organization skills and attention to detail.
- Excellent communication skills with sales, marketing and leadership stakeholders.
- Comfortable working independently and taking ownership.
Nice to have
- Experience with the US healthcare ecosystem (employer benefits, health plans, brokers or TPAs).
- 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.
- Basic understanding of forecasting and revenue analytics.
- Experience supporting a US-based or international commercial team.
Details
- Location: India (Remote).
- Full compensation packages are based on candidate experience and relevant certifications.
Read the full description and apply on the company’s own careers page.