GTM Operations Senior Analyst

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.  

The GTM Operations Senior Analyst is the operational backbone of a high-output Revenue Operations team. You will be the primary point of contact for the sales and CS teams on deal desk, CPQ, Salesforce governance, commissions, and ad hoc reporting. You will balance operational execution—keeping quotes clean, triaging pricing escalations, fielding report requests, and ensuring the GTM systems stack runs smoothly—and process automation and optimization: documenting what’s repetitive, identifying automation candidates, and partnering with the team to eliminate manual work over time.

You’ll report to the VP, Revenue with daily collaboration and direct access to GTM leadership. That proximity means you’ll develop real fluency across our entire GTM systems stack—Salesforce, CPQ, SalesLoft, HubSpot, commissions—and build judgment on how deals move through the pipe, how pricing decisions get made, and where the operational friction actually lives.

This is a hybrid position, with an expectation to report to the Midtown Manhattan office 3 days/week (typically Tues/Wed/Thurs). 

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodation.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Job Duties

Deal Desk & CPQ Operations
• Own CPQ quote accuracy and hygiene—ensuring quotes in Salesforce are clean, complete, and compliant before they reach the field or a customer.
• Serve as first point of contact for rep-facing deal desk support on standard deals; route non-standard or high-value exceptions to the Pricing Lead.
• Manage pricing escalation triage: distinguish standard from non-standard, apply routing logic, and escalate without pulling in VP-level judgment on routine matters.
• Maintain quote-to-close process compliance—flagging deviations, documenting patterns, and surfacing systemic issues.

GTM Systems & Salesforce Governance

• Own day-to-day Salesforce data governance: account ownership policy enforcement, data quality exception reporting, and field-facing triage.
• Support SalesLoft cadence governance and HubSpot campaign operations in partnership with BizOps.
• Serve as the business-side liaison to BizOps on systems administration—translating field needs into clear requirements.

Field Operations & Reporting

• Handle ad hoc report requests from sales managers, reps, and CS—providing fast-turn responses that reduce the need for VP escalation.
• Generate implementation funnel reports and recurring analytics packs, transitioning recurring deliverables to automated pipelines as they mature.
• Own commission processing and statement generation.
• Support new rep onboarding to GTM systems in partnership with Sales Enablement.
• Prepare data inputs for quarterly board reporting and investor update packs as needed.

Automation & Continuous Improvement

• Catalogue request types, volume, and resolution patterns to build a data-driven case for automation prioritization.
• Partner with the VP, Revenue to translate high-volume, repetitive requests into automation candidates.
• Act as the field-side QA layer on AI-generated outputs—flagging anomalies, edge cases, and failure modes before they reach stakeholders.

Other Job Duties

• Other duties as assigned by supervisor or HHAeXchange leader

Travel Requirements

• Travel up to 10%, including overnight travel

Required Education, Experience, Certifications and Skills

• • Bachelor’s degree in Business, Analytics, Finance, or related field.
  • 3–5 years in Sales Operations, Revenue Operations, or GTM Analytics at a SaaS company.
  • Hands-on Salesforce experience required—data governance, reporting, and workflow familiarity; CPQ experience strongly preferred.
  • Experience with SalesLoft, HubSpot, or equivalent sales engagement and marketing automation platforms.
  • Reaches for AI tools (Claude, ChatGPT, Copilot) to draft reports, clean data, or prototype solutions before building manually—you don’t need to write production code, but you should be the person who tries the AI approach first.
  • High judgment in ambiguous situations: able to distinguish what to resolve independently vs. what to escalate.
  • Strong analytical skills—can pull, structure, and present data without heavy tooling support.

  Preferred

  • PE-backed or high-growth SaaS environment experience.
  • Healthcare technology, Medicaid, or home and community-based care domain knowledge.
  • Exceptional cross-functional communication—effective with sales reps, CS, Finance, and BizOps without losing context between audiences.