Senior Analyst, Revenue Operations

Company Overview: 

Designed for beauty, built for growth, PatientNow brings clinical-grade EMR with intuitive charting, smart AI automation, advanced photography, marketing, patient engagement, and seamless practice management into one elegant system. Everything works together naturally, helping clients create a smooth, intentional patient experience from consultation to checkout. Supported by a U.S.-based team that understands the pace and artistry of aesthetics, PatientNow provides the technology and partnership to scale with confidence.

Vision: Empowering practices and businesses to improve health and wellness worldwide by helping their clients look and feel their best.

Mission: PatientNow is elevating businesses focused on beauty, wellness and medical aesthetics with innovative, all-in-one software and consulting service solutions. People who partner with us stand out in the industry with strong market differentiation, while streamlining operations for long term success and sustainable growth.

Values:

• Show up – being present and supportive: for each other through collaboration and respect, for our customers with exceptional service, and for the business with dedication to excellence and growth.
• Own the outcome – By understanding the objective, exceeding expectations with pride, confirming resolution, communicating early and often, and continuously learning and improving
• Be Authentic – By sharing thoughts and opinions, keeping promises, showing your true self, and engaging with respect

Position Summary:

Our ideal team member is driven to build and learn across the full Client lifecycle (i.e., lead to pipeline

to onboarding to post-sale) and in doing so, you will be responsible for creatively utilizing analytics,

automation and AI to drive revenue impact and culture change. You’ll see the business from many

lenses, you’ll build revenue systems and you’ll have a wealth of great humans to learn from, however,

you MUST be able to ruthlessly prioritize and develop a deep understanding of what will drive the

highest impact against our goals. Proactivity and thoughtful collaboration will be rewarded as you will

seek to move fast, but with proper context. Finally, you will be highly action oriented, but you’ll seek to

inform that action with a lens on best practices relevant to PatientNow – from both internal and

external market sources.

Our ideal team member is naturally curious, seeks to learn from others and seeks out highly relevant

best practices; genuine humility is a must and a willingness to support colleagues across functions as

we all collaboratively work to develop and test hypotheses. Finally, our ideal team member is quick

and nimble when gathering information to inform recommendations and decisions – they’re thorough

and organized without seeking perfection and without allowing us to “spin our wheels” before moving

ahead with key decisions and/or initiatives.

Essential Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Architect and own the most impactful KPIs & insights associated with each stage of the Customer lifecycle across a diverse product suite and multiple Customer segments
• Support &/or lead operating cadences with leaders across Sales, Marketing & Customer Success to increase transparency & confidence in the GTM tactics we allocate resources to
• Drive a roadmap of analytics, process and systems requirements with the primary goal of significantly, positively impacting PatientNow growth & profitabiliy
• Design and improve efficiency of core operational aspects of how we “run the business” including deal desk workflows, quota design & productivity modeling
• Drive greater adoption of AI and automation across the Customer lifecycle where they can be most impactful (i.e., funnel speed & productivity, Sales enablement, cross-functional hand-offs, competitive insights )
• Contribute to strategic revenue and capacity planning via delivery of trusted analytics, scenario modeling and coordination with cross-functional teams
• Drive adoption and support change management as you, the Revenue Operations team and company leadership launch new GTM strategies, build & enhance core components of our revenue system

Competencies: To perform the job successfully, an individual should demonstrate the following.

• Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
• Business Ethics – Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethically.
• Communications - Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.
• Continuous Learning - Assesses own strengths and weaknesses. Pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others. Strives to continuously build knowledge and skills.
• Problem Solving - Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
• Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback. Puts success of team above own interests.

Education/Experience:

• Minimum of 3 years revenue operations or 5 years in direct Sales operations and/or Customer Success roles at a SaaS company, preferably a company either (a) focused on providing solutions to small businesses and/or (b) with less than $100m in company revenue
• Proven track record of increasing acquisition funnel effectiveness & productivity via expertise working with top of funnel marketing data (i.e., leads, lead sources, campaign/event ROI, conversion rates)
• Proven track record of improving expansion productivity and reducing Customer churn via expertise working with Customer usage and adoption data
• Experience turning data into insights and utilizing those insights to tell compelling stories, drive decision making and drive behavior change – proven track record of successful adoption of recommendations
• Proven track record of enhancing GTM strategies & processes, driving adoption and managing change with functional leaders across the Customer lifecycle
• Experience contributing to an impact focused roadmap of systems enhancements in line with GTM strategies and supported by data driven insights
• Minimum of 4 years experience with core operational components of a go-to-market organization such as forecasting, reporting & analytics, quota setting, productivity insights, Customer retention / churn
• Deep expertise in GTM (and supporting) systems such as Salesforce, Outreach, call recording platforms, product databases and Excel / G-sheets

Why You’ll Thrive Here:

In this role, you’ll get to: 

• Work at the intersection of innovation and impact, helping real-world practices grow and thrive in a rapidly expanding market;
• Collaborate with a talented, curious team that values experimentation, learning, and customer empathy;
• Be empowered to lead with autonomy while supported by strong leadership and product discipline; and
• Help modernize aesthetics software in an industry that’s ripe for transformation through innovative, AI-native technology.

Supervisory Responsibilities: This position does not have supervisory responsibilities.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit at a desk and work on a computer for prolonged periods.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Note: PatientNow jobs are listed on our careers page patientnow.com/careers and select job boards. We will never ask for payment or sensitive info. Official emails come from @patientnow.com, @recura.ai or [email protected]