Pearl Talent is hiring a Revenue Operations Specialist to join a team partnering with visionary US and EU founders. This role owns the end-to-end optimization of sales and patient intake operations across CRM, automation, reporting, and communication workflows to improve conversion, reduce cycle time, and elevate patient experience while maintaining strict compliance standards.
What You'll Do
- Own and deeply understand the CRM, including pipelines, fields, automations, and cross-team handoffs.
- Design, build, and iterate end-to-end sales and patient intake workflows to improve speed and conversion.
- Enforce CRM usage standards, data integrity, and pipeline hygiene across teams.
- Develop and maintain lead attribution logic and forecasting visibility across the full lifecycle.
- Establish compliant communication guardrails that support empathetic, relationship-driven conversations.
- Translate compliance-approved documentation into natural sales and intake messaging.
- Review calls, messages, and workflows to identify friction and ensure compliance adherence.
- Support sales and intake teams through messaging and process improvements without direct people management.
- Monitor, QA, and optimize automated email, SMS, drip campaigns, and AI-driven phone agents.
- Ensure accurate lead routing, follow-up timing, and seamless handoff between automation and humans.
- Identify gaps and opportunities to responsibly expand automation while protecting trust and compliance.
- Define and enforce KPIs across activity, response time, conversion, revenue, and cycle time.
- Build and maintain dashboards, alerts, and scorecards for funnel visibility and bottleneck detection.
- Produce recurring insights and recommendations for sales leadership.
- Identify systemic issues and personally execute continuous performance improvements.
What We're Looking For
- Proven experience owning and improving sales or revenue operations in a complex, high-touch environment.
- Hands-on CRM administration experience, including pipeline design, automations, and reporting.
- Strong ability to translate strategy into execution and personally implement operational changes.
- Comfort operating in regulated or compliance-sensitive environments.
- Strong analytical skills with deep familiarity with sales KPIs and funnel analytics.
- Excellent written and verbal English communication with high emotional intelligence.
Nice to Have
- Experience in healthcare, medical devices, or sensitive consumer services.
- Exposure to AI-driven sales tools or conversational AI systems.
- Experience supporting distributed or remote teams.
- Multilingual capabilities (Spanish is a plus but not required).
Technical Stack
- Zoho CRM
- CRM reporting and dashboard tools
- Workflow automation tools
- Spreadsheet and data analysis tools
- Call recording and review tools
- Slack, Email systems
- AI sales agents or automation platforms
- SMS campaign tools, Email campaign tools
- Data visualization or analytics tools
Team & Environment
Works cross-functionally with sales, intake, clinic, and leadership teams.
Benefits & Compensation
- Competitive Salary: Based on experience and skills
- Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
- Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
- Generous PTO: In accordance with company policy
- Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Connect with professionals worldwide
Work Mode
This is a fully remote position open to candidates located in PH, LATAM, or anywhere.
Pearl Talent is an equal opportunity employer.
