Revenue Operations Associate - Purview

About HealthMark Group & Purview

HealthMark Group is a leading provider of health IT solutions for healthcare providers across the country. By leveraging technology to reimagine the business of healthcare, HealthMark transforms administrative processes into seamless digital solutions. HealthMark's proprietary MedRelease platform for Release of Information, the company is pioneering an efficient, compliant, and patient-centric approach to support the entire spectrum of the patient information journey. HealthMark Group was founded in 2006 with corporate headquarters in Dallas, TX and has been named to both the Dallas 100 and the Inc. 5000 for multiple years in a row as one of the fastest-growing companies in the region and in the country.

Purview is a dedicated business unit within HealthMark that promotes software-driven healthcare solutions for increasing health equity and improving patient outcomes by enabling secure, flexible, and scalable access to medical images and records. Its suite of products, including Purview Image, Expert View, and Horos, empowers physicians, radiologists, veterinarians, attorneys, researchers, and other professionals around the world to view, share, and analyze medical imaging data.

We are seeking a detail-oriented, numbers-driven Revenue Operations Associate to own invoicing, contract setup, and collections for the Purview business unit. This is an excellent opportunity for someone early in their career to build a strong foundation in the finance side of a business, working closely with the HealthMark analytics and accounting teams.

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.
   

Why Join HealthMark Group & Purview

• Gain hands-on, foundational experience across billing, contracts, collections, and financial reporting.
• Work directly with the HealthMark accounting team and build cross-functional finance exposure early in your career.
• Grow your analytical and business judgment skills in a role that goes beyond data entry.
• Contribute to a mission-driven organization improving access to medical information and supporting better patient outcomes.
• Join a collaborative team where curiosity, initiative, and attention to detail are valued and rewarded.

Note: This job description is intended to provide a general overview of the position and does not encompass all job-related responsibilities and requirements. The responsibilities and qualifications may be subject to change as the needs of the organization evolve.

This role may require access to Protected Health Information (PHI) and/or confidential client data. The incumbent must demonstrate a strong understanding of confidentiality requirements, adhere to all HIPAA regulations and organizational privacy and security policies, and report any known or suspected unauthorized access, use, or disclosure of PHI immediately to the Privacy Officer or Information Security team.