Revenue Operations Specialist

Every day, Medical Guardian fulfills the same mission we started with in 2005: To help others live a life without limits. We do this by being a leading provider of innovative senior health services.  

With the acquisition of MedScope, we have expanded our outreach to serve customers within Medicaid and Medicare, ensuring our services are accessible and available to all who need them, further deepening our mission and commitment. 

Our mission and values for our customers extend to our employees. Our company, and its culture, have been recognized for their excellence. We continue to be featured as one of Philadelphia’s 100 fastest growing companies and have appeared on the prestigious Inc. 5000 list for 10 years in a row. Our CEO was named one of the best via Glassdoor, and our culture has been recognized with several “best places to work” awards.  

From valued customers to dedicated employees, we treat everyone with the same respect and kindness. As Medical Guardian grows, we are looking for the best and brightest to join our mission-driven organization within an extraordinary company culture. 

For this role:

The Revenue Operations Specialist will play a crucial role in optimizing our revenue processes, systems, and data to drive efficiency, accuracy, and revenue growth. This role will collaborate closely with sales, marketing, finance, and other cross-functional teams to streamline workflows, analyze performance metrics, and implement strategies to maximize revenue generation and operational effectiveness. 

 Key Duties and Responsibilities: 

• Collect, analyze, and interpret revenue data from various sources to identify trends, insights, and opportunities for improvement. 
• Develop and maintain comprehensive dashboards, reports, and KPIs to track revenue performance and key metrics. 
• Provide actionable insights and recommendations to stakeholders based on data analysis to drive informed decision-making. 
• Collaborate with sales leadership to optimize sales processes, workflows, and methodologies to increase efficiency and effectiveness. 
• Identify bottlenecks, inefficiencies, and areas for improvement in the sales funnel and implement solutions to enhance conversion rates and accelerate revenue growth. 
• Collaborate with finance and sales teams to develop accurate revenue forecasts, budgets, and plans based on historical data, market trends, and business objectives. 
• Monitor actual revenue performance against forecasted targets, investigate variances, and adjust forecasts as needed to mitigate risks and capitalize on opportunities. 
• Partner with marketing, finance, customer success, and other teams to align strategies, initiatives, and goals across the organization to drive cohesive revenue operations. 

• Act as a liaison between sales and other departments to facilitate communication, information sharing, and collaboration on revenue-related projects and initiatives. 

Requirements

• Bachelor's degree in a related field.
• Strong analytical skills with the ability to analyze complex data sets, draw insights, and make data-driven recommendations.
• Comfortable working in CRM systems (e.g., Salesforce), BI tools (e.g., Tableau, Power BI), and other revenue-related software.
• Excellent communication skills, both verbal and written, with the ability to effectively convey information and insights to stakeholders at all levels.
• Detail-oriented with a focus on accuracy and precision in data analysis and reporting.
• Results-oriented mindset with a focus on driving performance and achieving goals.
• Creative thinker with a proactive and entrepreneurial spirit.
• Ability to thrive in a fast-paced, dynamic environment and adapt quickly to change.
• Passion for Medical Guardian’s mission and commitment to delivering exceptional results.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Paid Time Off (Vacation & Public Holidays)
• Short Term & Long Term Disability
• Retirement Plan (401k)