Our client, Incisive, is growing again!

About Incisive

Incisive is a fast-growing healthcare technology company that transforms how dental practices adopt and scale digital restorative workflows. Through our ecosystem, we remove financial and operational friction for dentists while aligning incentives across labs, distributors, and manufacturers.

We are PE-backed by Lock 8 Partners, trusted by 600+ doctors nationwide, and growing rapidly with a 95%+ annual retention rate. As we scale, we’re investing heavily in the systems, automation, and operational infrastructure that power a modern go-to-market organization.

About the Role

We’re hiring a Director of Revenue Operations to build and scale the operational engine behind our go-to-market organization across Marketing, Sales, Customer Success, and Support.

This is not a maintenance role. This is a builder role.

You’ll own the systems, processes, reporting, and operational architecture that allow the company to scale efficiently without adding unnecessary complexity or losing visibility along the way. You’ll work cross-functionally across the full customer lifecycle, from lead management and pipeline forecasting through onboarding, customer health, retention, and support operations.

The ideal candidate is highly systems-oriented, deeply operational, and comfortable moving between strategic planning and hands-on execution. You should be excited to build processes from scratch, improve them continuously, and use AI aggressively to increase leverage and execution speed.

This role reports to the VP of Product and is fully remote within the United States.

What You’ll Own

Go-to-Market Systems & Infrastructure

• Own Salesforce as the go-to-market system of record, including architecture, automation, permissions, integrations, and data integrity
• Administer and optimize the broader GTM stack including HubSpot, Front, PandaDoc, Dialpad, and related integrations
• Lead vendor evaluations, renewals, and stack rationalization decisions
• Build scalable operational processes that support rapid company growth
• Maintain visibility into roadmap priorities, operational initiatives, and system improvements

Customer Success & Lifecycle Operations

• Design and operationalize customer lifecycle workflows across onboarding, deployment, Customer Success, and support
• Build and implement customer health scoring frameworks and proactive risk workflows
• Improve cross-functional handoffs to create a seamless customer experience
• Develop segmentation and operational frameworks that align customer effort with account value and lifecycle stage

Sales & Marketing Operations

• Establish pipeline hygiene standards, forecasting processes, and reporting cadences
• Partner with Marketing on attribution, lead routing, and MQL-to-SQL workflows
• Build operational frameworks that improve visibility, accountability, and conversion across the funnel

Reporting, Analytics & Process Design

• Build dashboards and reporting that drive executive decision-making across pipeline, retention, customer health, and revenue operations
• Establish data governance, KPI ownership, and a single source of truth across go-to-market functions
• Document SOPs, SLAs, and operational standards that scale with team growth
• Eliminate manual work through automation and system design wherever possible

AI-Native Operations

• Use AI as a default operating tool for analysis, documentation, process design, data audits, workflow creation, and operational execution
• Implement AI-driven workflows and automation across the go-to-market organization
• Evaluate and operationalize emerging AI capabilities across the RevOps stack

What You’ll Bring

• 5+ years of experience in Revenue Operations, GTM Operations, or related operational leadership roles
• Hands-on Salesforce experience including flows, validation rules, integrations, permissions, and automation
• Robust experience supporting cross-functional go-to-market teams across Sales, Marketing, and Customer Success
• Experience designing scalable operational processes in high-growth environments
• Deep analytical and systems-thinking mindset with exceptional organizational skills
• Comfortable operating in fast-moving environments where infrastructure is still being built
  Highly self-directed with the ability to move between strategy and execution seamlessly
• AI fluency and daily use of AI tools for operational leverage and workflow acceleration

Bonus if you have:

• Experience with Customer Success platforms such as Vitally or Planhat
• Experience with support platforms such as Zendesk, Intercom, or similar tools
• HubSpot administration and marketing automation experience
• Experience in vertical SaaS, healthcare technology, or hardware-enabled SaaS environments
• Salesforce Administrator certification

Compensation & Benefits

• Base Salary: $130,000–$160,000
• Target Bonus: 20%
• Equity Participation
• Fully Remote within the United States
• Medical, Dental, and Vision Benefits
• 401k with Company Match
• Unlimited PTO

Why Incisive

• PE-backed company with strong market traction and rapid growth
• Opportunity to architect and scale the operational foundation of the business
• High-ownership role with visibility across the executive team
• Work alongside experienced operators in healthcare, technology, and revenue operations
• Build systems and processes that directly shape the next stage of company growth