About Third Way Health

Third Way Health (www.thirdway.health)  is on a mission to make healthcare easier to access, easier to deliver, and more human. We partner with healthcare organizations to help patients get the care they need while reducing the administrative burden placed on clinicians, staff, and care teams.

By combining technology with high-touch services,including AI-enabled agents, scheduling technology, and operational support, we help healthcare organizations improve patient access, reduce no-shows, and operate more efficiently. Our work sits at the intersection of access, experience, and operational performance, supporting both patients and the teams who care for them.

We believe that sustainable improvement in healthcare comes from long-term partnerships grounded in trust, transparency, and measurable outcomes. Our team works closely with providers, payers, and other healthcare organizations across the country to deliver real-world impact at scale, so clinicians can focus on care, patients can access services more easily, and healthcare systems can work better for everyone.

The role:

The Revenue Operations Associate sits at the intersection of Sales, Marketing, Finance, and Leadership.

You will serve as the operational backbone of our revenue organization — owning Salesforce administration, revenue tracking, dashboards, forecasting support, and tool implementation.

This is a builder role. We are not looking for someone to simply maintain systems — we are looking for someone to improve them.

Core responsibilities:

Salesforce Administration & System Ownership

• Administer Salesforce (user management, permissions, fields, validation rules, workflows, automation)
• Translate operational processes into structured Salesforce configurations
• Maintain opportunity stages, forecasting logic, and pipeline tracking fields
• Build custom objects, automation flows, and reporting enhancements
• Ensure data accuracy and CRM discipline across the sales team, including development and testing of changes in sandbox environments prior to production deployment

Revenue Tracking & Contract Logging

• Own accurate logging of:

1. New contracts
2. Expansions
3. Pilots
4. Renewals

• Ensure Salesforce aligns with signed agreements and ARR/MRR calculations
• Partner with Finance to ensure consistency between CRM and financial reporting
• Maintain accurate revenue records used in leadership reporting

Dashboards & Reporting

• Build and maintain:

1. Pipeline dashboards
2. Sales performance dashboards
3. Forecast reports
4. Marketing attribution dashboards

• Support weekly revenue meetings with accurate data
• Track key metrics such as:

1. MQLs and SQLs
2. Win rates
3. Sales cycle length
4. Forecast accuracy
5. Expansion performance

Forecasting & Revenue Performance Support

• Assist VP Sales / CRO in maintaining forecast models
• Track forecast vs. actual performance
• Identify pipeline gaps and performance trends
• Support quarterly and annual revenue planning processes

Sales Compensation & Incentive Tracking

• Track quota attainment and performance metrics
• Support commission calculations and reporting
• Maintain clean records tied to compensation plans
• Ensure transparency and accuracy in incentive tracking

Marketing Attribution & Funnel Analysis

• Track MQL → SQL → Closed Won conversion rates
• Ensure accurate lead source tracking in Salesforce
• Build campaign ROI reporting dashboards
• Support marketing team with data to improve inbound performance

Revenue Tool Stack Optimization

• Evaluate revenue tools (CRM integrations, prospecting tools, call tracking, automation platforms, etc.)
• Test new tools and run structured pilots
• Provide recommendations including ROI and implementation effort
• Own implementation and rollout of new systems
• Maintain integrations across systems

Change Management & Technical Deployment

• Follow structured change control processes for all configuration changes
• Coordinate releases with product engineering team to ensure alignment
• Implement rollback procedures when necessary
• Manage environment refresh schedules and data synchronization
• Ensure all changes are tested thoroughly before production deployment

Process Documentation & Improvement

• Identify manual tasks that can be automated
• Improve operational efficiency across revenue teams

General Operational Support

• Support logistics for conferences and marketing events
• Maintain organized Google Drive structures for revenue documentation
• Assist with operational coordination as needed
• Support light office operational tasks

What Success Looks Like (12 Months In):

• Salesforce is clean and structured
• Forecast accuracy improves significantly
• Revenue reporting is reliable and board-ready
• Sales compensation tracking is accurate and timely
• Marketing attribution clearly shows ROI
• Tool stack is streamlined and integrated
• Salesforce changes follow documented SDLC practices with zero unplanned production incidents
• Leadership can answer revenue questions in minutes

Qualifications:

• 2–5 years in Revenue Operations, Sales Operations, CRM Administration, or similar role
• Salesforce Administrator experience required (Certification preferred), with demonstrated experience with Salesforce SDLC (e.g., Gearset, Copado)
• Strong Excel / Google Sheets modeling skills
• Experience building dashboards and automation
• Strong process and systems thinking
• High attention to detail
• Excellent English communication skills (written and verbal)
• Experience supporting SaaS or high-growth companies preferredx