Revenue Operations Associate - Purview

Position Summary
The Revenue Operations Associate (RevOps) is responsible for the accuracy and integrity of Purview's billing and receivables. This person will invoice clients, set up new contracts, adjust transactions on existing accounts, and drive collections and accounts receivable performance against defined KPIs.

This role coordinates closely with the HealthMark accounting team to ensure Purview's numbers are accurate, timely, and properly reflected in the broader HealthMark financials. The Revenue Operations Associate also serves as the point of contact for inbound client requests to update account details, such as name and address changes.

Beyond processing transactions, this person is expected to bring a business lens to the numbers - reviewing data for accuracy and reasonableness rather than simply passing it through, and identifying trends or opportunities worth flagging to leadership. They will also serve as a critical player in the modernization of processes and have high visibility to the Purview and HealthMark leadership teams.

Key Responsibilities
Billing & Contract Setup

Generate and issue accurate, timely invoices for Purview clients.
Own mid-month and end of month billing cycles.
Set up new client contracts and ensure billing terms are correctly reflected in billing systems.
Process adjustments to transactions on existing accounts, including credits, corrections, and billing changes.
Maintain and leverage Maxio (SaaSOptics) for billing, invoicing, deferred revenue, and subscription management.
Accounts Receivable & Collections

Own accounts receivable for the Purview book of business, tracking aging and following up on outstanding balances.
Perform collections outreach to clients with past-due accounts, balancing firmness with a client-first approach.
Meet defined KPIs around invoicing accuracy, days sales outstanding (DSO), and collections performance.
Coordinate with the HealthMark accounting team to reconcile Purview's billing and AR numbers within overall company financials as part of the month end close.
Client Account Maintenance

Field and process inbound client requests for account changes, such as name revisions, billing address updates, and contact changes.
Own responses to a billing and accounts email inbox. Triage and delegate requests to the appropriate department if necessary.
Ensure account records stay accurate and current across billing and CRM systems.
Partner with Account Management and Client Advocacy teams when account changes intersect with the broader client relationship.
Reporting & Business Analysis

Review billing and AR data with a business mindset - checking that numbers look reasonable and flagging anomalies rather than passing them through unchecked.
Analyze billing, collections, and account trends to identify opportunities for process improvement or revenue recovery.
Support ad hoc reporting and analysis requests from the HealthMark accounting team.

Qualifications & Skills
Required

We are looking for someone detail oriented, curious, and eager to learn the finance side of the business.
High personal accountability for the accuracy of numbers.
Good to great Excel skills, including comfort with formulas, pivot tables, and organizing data.
Strong numbers orientation and attention to detail; comfortable working with financial data day to day.
Ability to look at data with a business lens - spotting when something doesn't look right rather than simply processing it.
Analytical mindset with the curiosity to dig into trends and surface opportunities.
Strong written and verbal communication skills for handling client account requests professionally.
Self-sufficient and organized, with the ability to manage recurring deadlines and KPI-driven work.
Desire to improve processes and grow with the organization, not simply perform tasks.
Preferred

Entry-level background or coursework in accounting or finance is helpful, though not required.
Experience with Maxio (SaaSOptics) is a strong plus.
Prior exposure to billing, invoicing, collections, or accounts receivable in any capacity.
Experience leveraging AI to improve processes.