RevOps Specialist (Outbound Operations)

Location: Remote (any Latin American country)
Language: English

About The Company:

Tricura Insurance Group is a next-generation, tech-enabled insurance and risk-management company transforming how healthcare organizations protect, manage, and grow their operations.

We’re a global remote-first team working to reshape the future of healthcare insurance. We combine deep industry expertise with cutting-edge technology to deliver smarter, faster, and more transparent insurance solutions across the continuum of care.

If you're passionate about creating impactful solutions that empower those who care for others, we’d love to meet you.

Role Overview:

We’re looking for a RevOps Specialist (Outbound Operations) to own the operational backbone of our outbound broker outreach.

This role is responsible for turning a largely founder- and leadership-driven outbound motion into a scalable, data-driven system. You’ll manage outbound tooling, build reporting infrastructure, conduct broker list research and qualification, and work closely with production underwriting and leadership to continuously improve performance.

This role is highly operational and hands-on. You will spend much of your time working directly inside tools like HubSpot, AirCall, and spreadsheets, investigating issues, managing data, and supporting outbound operations in real time. This role combines systems building with day-to-day operational support for outbound sales activities.

You’ll work directly with the Director of RevOps, the CEO, and production underwriting leadership. This role is best suited for someone who enjoys solving operational problems quickly and supporting teams in a fast-moving environment.

Work Environment:

This role sits at the center of several fast-moving teams (sales, leadership, and RevOps). You’ll frequently receive requests from multiple stakeholders and will need to quickly prioritize and solve operational issues in real time.

A typical day may involve:

troubleshooting CRM or calling tool issues
responding to sales team operational requests
updating dashboards or data pipelines
researching new prospect lists
implementing or fixing automations

Priorities may shift during the day as operational needs arise.
Success in this role requires comfort working in a dynamic, interruption-driven environment.

Key Responsibilities:

1. Tooling & Systems Management

Own AirCall configuration, troubleshooting, and HubSpot integration
Manage outbound tools (SMS platforms, LinkedIn Sales Navigator, etc.)
Ensure all calls, meetings, and outreach activities are correctly tracked in HubSpot
Evaluate and maintain the outbound technology stack

2. Reporting & Analytics

Build and maintain dashboards tracking outbound activity (calls, emails, LinkedIn touches)
Monitor conversion rates by list, rep, geography, and outreach type
Identify underperforming lists, campaigns, and sequences
Track outbound KPIs such as:
- connect rate
- conversation rate
- meeting set rate

3. List Management & Research

Research and identify qualified broker prospects using tools like LinkedIn and data providers
Build and maintain segmented prospect lists in HubSpot
Ensure strong data hygiene and consistent categorization
Work with leadership to define and refine broker ICP criteria

4. Process Optimization

Shadow production underwriting and leadership to understand real-world workflows
Identify operational bottlenecks and friction points
Translate observed best practices into scalable processes
Optimize outbound sequences (call/email/LinkedIn cadences)
QA outbound execution for quality, consistency, and tracking accuracy
Implement automations of workflows