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HFD · 2 days ago

Revenue Operations Associate

United States

Full-time

Remote

Entry, Mid Level

$23/hr - $32/hr

2+ years exp

HFD is dedicated to making healthcare more affordable by providing innovative payment solutions. They are seeking a Revenue Operations Associate to support the revenue operations team with patient financing account setup, ticketing, and process improvement in a fast-paced environment.

Financial Services

Growth Opportunities

Responsibilities

Create, configure, and maintain patient financing accounts in internal systems so that they can take advantage of our patient financing platform

Ensure accurate setup of financing terms, feature flags, documentation, and compliance requirements

Monitor account health, perform regular audits, and implement corrections or remediation where necessary

Own and manage a dedicated ticket queue in HubSpot, triaging inbound tickets, categorizing issues, routing requests, and completing tasks

Provide timely responses or escalations, ensuring SLA compliance

Document ticket resolutions, knowledge base updates, and standard operating procedures (SOPs)

Help maintain accurate and up-to-date records of company CRM and lending platform

Address and investigate escalated issues. Ex: account discrepancies, payment plan disputes, system bugs, partner/provider concerns

Liaise with internal teams (engineering, product, customer support) to diagnose root causes and drive remediation

Ensure escalations are handled with empathy, professionalism, and in alignment with company policies and regulatory requirements

Partner with Sales/Business Development and Customer Success to ensure smooth onboarding of new providers

Work with Compliance/Legal to ensure appropriate contracts are in place

Collaborate with Finance and Accounting on collections reporting, reconciliations, and revenue recognition

Interface with Product/Engineering to feed back user issues, propose process enhancements, and help test new features

Identify bottlenecks, inefficiencies, and recurring issues in current processes; propose and help implement improvements

Identify needed reports and dashboards to track key metrics (ticket volume, resolution times, account error rates, delinquency, partner satisfaction, etc.)

Maintain and update SOPs, knowledge base entries, and internal documentation to ensure consistency and scalability

Qualification

Revenue operations experienceHubSpot proficiencyAccount provisioning workflowsCRM systems experienceRegulatory compliance knowledgeMultitasking abilityMicrosoft Office SuiteCommunicationAttention to detailProblem solving skillsTeam collaborationAdaptability

Required

Bachelor's degree in Business, Business Administration, Finance, Operations, or related field (or comparable experience)

2–4 years of experience in revenue operations, operations, customer success, or similar role in fintech / healthcare / financial services

Strong familiarity with account provisioning workflows, financial terms, interest/payment schedules, and regulatory compliance (especially in healthcare financing)

Hands-on experience with a CRM system (HubSpot strongly preferred), ticketing systems, and help-desk best practices

Excellent problem solving skills; ability to dig into data, identify root causes, and drive follow-through

Strong organizational skills with great attention to detail; ability to manage multiple priorities

Outstanding written and verbal communication skills; ability to clearly articulate issues and resolutions

Ability to thrive in fast-paced, ambiguous environments and adapt as processes evolve