About OpenLoop

OpenLoop was co-founded by CEO, Dr. Jon Lensing, and COO, Christian Williams, with the vision to bring care anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering meaningful virtual support to patients across an expansive array of specialties, in all 50 states.

OpenLoop is scaling fast—and how we execute across the revenue lifecycle needs to scale with us. We’re looking for a Director of Revenue Operations to be the connective tissue across Marketing, Sales, and Customer Success: someone who turns ambiguity into repeatable systems, and business goals into executable playbooks.

This isn’t just about documenting how things work today—it’s about designing how they should work tomorrow. You’ll bring a builder’s mindset to process design, a strategist’s eye for scale, and a practitioner’s appreciation for what AI and automation can do when they’re built on a solid process foundation.

This is a high-impact, highly visible role that reports into Revenue Operations leadership and partners directly with GTM executives. If you’re energized by building the infrastructure that makes revenue teams run smarter—not just harder—this is your seat.

Why This Role Exists

As OpenLoop grows, inconsistent processes across Marketing, Sales, and Customer Success are creating friction—in pipeline management, forecasting, and customer handoffs. Meanwhile, our transition to Salesforce requires a clear process foundation before systems and AI tooling can deliver value.

This role owns that foundation. You’ll ensure that every team in the revenue org is running the same playbook, with the right data, at the right time—and that our processes are designed from the ground up to support automation and intelligent workflows, not fight against them.

What You’ll Own

• Revenue Lifecycle Architecture – Define and standardize the end-to-end GTM motion from Lead through Activation and Expansion, with every stage designed to be measurable, automatable, and scalable as the business grows

• Sales Process & Forecasting – Own pipeline stage definitions, deal management standards, and the forecasting methodology that gives leadership confidence in the number—incorporating AI-assisted forecasting signals where appropriate

• Marketing → Sales → CS Handoff – Design and enforce the handoff process between Marketing, Sales, and Customer Success, including data requirements, ownership clarity, and SLAs—eliminating the manual coordination that slows teams down today

• Customer Success Operations – Build and optimize CS processes across onboarding, adoption, renewal, and expansion—identifying where AI tools and automation can reduce rep burden and speed up time-to-value

• Productivity by Design – Champion the principle that great process is a force multiplier: build workflows that eliminate low-value manual work, reduce cognitive load, and let revenue teams focus on what only humans can do

• Process Governance – Establish documentation standards and accountability structures that ensure processes stick, evolve thoughtfully, and don’t become shelfware

• Cross-Functional Partnership – Work closely with Systems, Data, and Enablement teams so that process design translates directly into system configuration, AI use cases, reporting, and training

• Team Leadership – Build out and lead a team of Revenue Operations Managers supporting Sales, Marketing and Customer Success, defining team structure, hiring, and developing talent as the org scales

What We’re Looking For

• 8+ years in Revenue Operations, Sales Operations, or Customer Success Operations—ideally spanning both pre and post sale functions

• Proven track record designing scalable GTM processes in high-growth or scaling environments

• A genuine interest in how AI and automation can make revenue teams more productive—you don’t need to be a technical expert, but you think about this proactively

• Deep fluency in forecasting methodologies and pipeline management

• Strong stakeholder management skills—you know how to influence without authority and bring senior leaders along

• A structured, systems-level thinker who can move fast without sacrificing rigor

• Comfortable in ambiguity; energized by the chance to build something from scratch

• Experience partnering on CRM implementations (Salesforce experience strongly preferred)

How We’ll Measure Success

• Forecast Accuracy – Monthly and quarterly forecast variance vs. actuals

• Sales Cycle Length – Reduction in average time from opportunity creation to close

• Funnel Conversion Rates – Stage-over-stage conversion improvements

• Handoff Quality – Sales → CS handoff time and data completeness score

• Onboarding Time – Reduction in days from contract sign to customer go-live

• Manual Work Reduction – Volume of manual tasks eliminated through process and automation improvements

• Revenue Retention – Gross and net revenue retention trends

Our Company

We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.

Sound like a good fit? We’d love to meet you.