Commercial Operations Specialist (RevOps)

The role

You will run day-to-day administration of the CRM (GoHighLevel) and marketing automation, and support sales and marketing with lead generation, campaigns and pipeline reporting. This is a hands-on RevOps role that also covers wider revenue operations work.

What you will do

• Own day-to-day administration and optimization of the CRM (GoHighLevel).
• Manage CRM 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.
• Build, execute and/or oversee marketing campaigns within the platform.
• Support email campaigns, lead nurturing, segmentation and campaign workflows.
• Support the commercial team with lead generation and qualification.
• Build and maintain a live pipeline dashboard used in commercial meetings.
• Own commercial reporting within the CRM and report on campaign performance and conversion.
• Support broader RevOps work across the business, including sales process improvement and commercial analysis.

Required qualifications

• 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 CRM and marketing automation.
• Practical experience building workflows, reports, dashboards and automations.
• Regular, hands-on use of AI tools (e.g., Claude) in day-to-day work.
• 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 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.

Before you apply

• Full compensation depends on candidate experience and relevant certifications.

About the company

XO Health is the first health plan designed by and for self-insured employers, aiming to deliver a more unified health experience. It is an equal opportunity employer.