Responsibilities

• Select and architect Legion’s provider-partnership CRM—whether HubSpot, Salesforce, Attio, or another AI-native platform—as the source of truth for organizations, locations, stakeholders, opportunities, referrals, ownership, and next actions
• Design a durable account hierarchy that connects individual clinicians, clinic locations, care teams, medical groups, parent organizations, enterprise partnerships, and internal owners without losing history or context
• Build a provider prospecting data layer using NPI and claims data, Definitive Healthcare or similar datasets, public sources, enrichment providers, and Legion’s internal data
• Create account-scoring and territory systems that prioritize targets using geography, specialty, patient volume, payer mix, referral potential, network relationships, and engagement signals
• Build coordinated outbound workflows across email, phone, LinkedIn, direct mail, events, lunch-and-learns, and field sales using tools such as Clay, Apollo, LinkedIn Sales Navigator, sequencing platforms, AI agents, and custom integrations
• Map clinic-level champions and referral coordinators alongside enterprise executives, clinical leaders, operations leaders, and centralized referral teams so Legion can sell from the bottom up and the top down
• Equip sales representatives with accurate contact data, office addresses, account briefs, relationship history, meeting preparation, follow-up automation, and clear next-best actions
• Deploy AI-assisted workflows for account research, stakeholder discovery, enrichment, outreach drafting, call intelligence, CRM updates, and follow-up with appropriate evaluations and human review
• Build an omnichannel referral-ingestion layer that turns fax, forms, APIs, tracked links, QR codes, phone calls, provider handoffs, and patients who begin online after a provider recommendation into structured, traceable records
• Automate referral processing, including document extraction, provider and organization matching, deduplication, completeness checks, routing, exception handling, and audit trails

Requirements

• 5+ years in GTM engineering, revenue operations, sales operations, growth engineering, business systems, data engineering, internal tools, or another systems-building role close to revenue
• 3+ years directly owning CRM architecture, GTM automation, data pipelines, outbound infrastructure, attribution, or technically complex revenue programs
• Strong technical foundation: advanced SQL plus the ability to write and review production-quality Python, JavaScript, or TypeScript for integrations, automations, and internal tools
• Deep CRM fluency in HubSpot, Salesforce, Attio, or similar, including objects, associations, account hierarchies, lifecycle stages, permissions, routing, reporting, deduplication, and data governance
• Hands-on experience with APIs, webhooks, ETL or reverse ETL, event instrumentation, identity resolution, error handling, observability, and modern data warehouses
• Practical fluency with modern GTM tools such as Clay, Apollo, Definitive Healthcare, LinkedIn Sales Navigator, Outreach, Salesloft, n8n, Make, Zapier, Workato, or equivalent platforms
• Production experience with LLM-powered research, extraction, classification, routing, or agentic automation, including structured outputs, evaluations, monitoring, confidence thresholds, and human-in-the-loop review
• Strong analytical judgment across funnels, attribution, pipeline, conversion, velocity, cohort analysis, experimentation, and revenue impact
• Strong product sense and build-versus-buy judgment. You can turn a messy frontline problem into a coherent system that people trust and use
• Strong preference for experience in healthcare, provider partnerships, referrals, physician networks, field sales, multi-location organizations, or another complex relationship-driven business

Preferred

• Bonus: experience with eFax, referral management, EHR integrations, HL7, FHIR, eligibility, claims, provider directories, or NPI data
• Healthcare and security judgment: disciplined access controls, auditability, minimum-necessary access and data use, consent, and close partnership with compliance and clinical leaders
• Excellent cross-functional communication. You can translate the needs of a sales representative, referral coordinator, operator, clinician, engineer, analyst, and executive into a system that works

Benefits

• In-person retreats, meal stipends, GTM and revenue-systems tooling budget, learning stipend, AI tooling budget
• Time Off: Flexible, unlimited vacation policy
• Work Hours: Flexible, with responsiveness around high-impact launches or system issues
• Work Setup: In-Person in San Francisco, CA
• Growth Opportunities: As Legion scales, this role can grow into Head of GTM Engineering, Head of Revenue Operations, or a broader product and growth leadership role