Take Command Health

Revenue AI Architect

Take Command Health$100K — $130K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in a relevant operations role with system and process improvement experience.
  • Strong HubSpot user skills; capable of building and refining reports, lists, and dashboards.
  • Ability to work confidently with data and analyze it effectively.
  • Advanced Excel proficiency including pivot tables and complex formulas.
  • Excellent written communication skills for documentation and requirements creation.
  • Demonstrated ownership and judgment in identifying and solving team inefficiencies.
  • Practical mindset toward AI adoption in business processes.

Responsibilities

  • Own and maintain the revenue tech stack, focusing on CRM hygiene.
  • Identify workflows for automation and partner to implement them effectively.
  • Document current GTM systems, pinpoint breakdowns, and propose simpler processes.
  • Design AI agents to automate repetitive tasks and improve efficiency.
  • Integrate AI with existing systems for enhanced work execution.
  • Develop insightful reporting dashboards for leadership decision-making.
  • Create and maintain comprehensive documentation for revenue processes and training.

Benefits

  • Generously funded ICHRA for medical, dental, and vision expenses.
  • Unlimited personal vacation policy alongside company holidays.
  • 401(k) with 4% match vested over 4 years after a year cliff.
  • Two modern office locations with flexible working spaces.
  • Parental leave policy for new parents.
  • Pet-friendly Paw-ternity leave support.
  • ClassPass corporate membership for wellness activities.
  • Flexible remote work options to balance work and personal commitments.
Full Job Description
Help us build a more efficient, AI-enabled revenue engine at Take Command. You'll use automation, systems design, and practical AI to remove manual work, improve decision-making, and help our revenue teams scale with more speed, consistency, and focus. **About the role** We're hiring an AI Revenue Architect to help Take Command operate with more leverage. This role sits at the center of our revenue engine: owning core systems, improving data quality, strengthening reporting, and building automations that increase efficiency and reduce friction across the business. AI is a key part of the role, but the goal is not experimentation for its own sake; it's using the right tools to help teams move faster, make better decisions, and spend more time on work that matters. You'll partner closely with Sales, Marketing, Account Management, and leadership to identify operational bottlenecks, streamline how work gets done, and build a stronger foundation for growth. We're looking for someone who combines systems thinking with a builder's mindset. Someone who can turn inefficiency into automation, ambiguity into process, and emerging AI capabilities into real business value. **What you'll do** **Run the revenue tech stack** - **Own CRM hygiene.** In partnership with our Hubspot administrator, keep Hubspot and adjacent revenue systems clean, trustworthy, and usable - driving pipeline hygiene, deduplication, enrichment standards, and ongoing monitoring. - **Drive automation.** Identify the workflows that should exist, scope them, and partner with our Hubspot admin and other system owners to ship automations that eliminate manual steps, improve handoffs, and help Sales, Marketing, and Account Management operate with more speed and consistency. - **Be the system of record.** Document how our GTM systems and processes work today, identify where they break down, and help evolve them into something simpler, clearer, and more scalable. **Build AI agents and AI-powered workflows** - **Design agents that do real work.** Identify repetitive, high-volume tasks across lead routing, account research, meeting prep, CRM maintenance, internal handoffs, and follow-up support - then automate them in ways that create meaningful time savings and better execution. - **Wire AI into the stack.** Use LLM tools, APIs, and automation platforms to connect AI to the systems where work actually happens, with an eye toward reliability, compliance, and real team adoption. - **Treat AI like an operating capability.** Test outputs, measure impact, document what works, and scale the workflows that meaningfully improve productivity, quality, or speed. **Own reporting and analytics** - **Build the dashboards leadership runs the business with.** Create clear reporting on pipeline health, funnel conversion, source performance, forecast confidence, benefit consultant health scores, and team productivity so leaders can spot friction early and act faster. - **Translate vague questions into clear metrics.** When leadership asks whether something is improving, you know how to define the question, pull the right data, and turn it into an answer the team can trust. - **Support forecasting rhythm.** Help the team run consistent forecast and pipeline reviews, surface risk early, and improve visibility without creating unnecessary process overhead. **Own documentation and enablement** - **Own the source of truth.** Create and maintain clear documentation for revenue systems, workflows, definitions, and operating processes so teams know how work is supposed to happen. - **Drive enablement and adoption.** Help Sales, Marketing, and Account Management use our systems and processes consistently through training, rollout support, and practical guidance that improves execution. - **Turn feedback into better process.** Identify where teams get stuck, capture what needs to change, and keep documentation and enablement materials current as our workflows evolve. **What you'll bring** - 4+ years in Revenue Operations, Sales Operations, GTM Operations, or a similar role where you owned systems, process improvement, and reporting. - Strong Hubspot end user. You don't need to be a CRM administrator - we have one - but you're fluent in Hubspot as a power user: you can build and refine reports, lists, and dashboards, navigate workflows and lifecycle stages, and partner with our admin to scope changes, validate what shipped, and drive adoption across the team. You've built automation or AI-enabled workflows that created meaningful efficiency gains - reducing manual work, improving speed, or helping teams make better decisions. - Comfortable working with data. You can pull, validate, and reason through data confidently. - Advanced Excel skills. You're fluent with pivot tables, lookups, complex formulas, and structured modeling, and can use Excel to analyze data, validate reporting, and answer leadership questions. - Strong written communicator who can create clear documentation, write thoughtful requirements, and help teams understand new processes, workflows, and tools. - High ownership and strong judgment. You can identify what is slowing a team down, build a practical solution, and drive it through to adoption. - A practical mindset toward AI. You are excited about what it can do, but grounded in using it where it genuinely improves efficiency, execution, or decision-making. - Strong cross-functional relationship skills. You build trust with AEs, account managers, frontline managers, and senior leadership alike - listening for what's actually slowing teams down, partnering on solutions, and driving adoption from the rep level all the way up. **Nice to have** - Experience using LLM tools or agent frameworks to support research, content generation, workflow automation, or internal productivity. - Depth in reporting, funnel analytics, forecasting, attribution, or pipeline analysis. - Experience in a startup or high-growth environment, especially in healthtech, insurtech, HR tech, or another operationally complex business. - Experience with BI or data tools such as Looker, Tableau, Mode, Hex, Snowflake, or BigQuery. **Working at Take Command** We're excited to build a team and culture that reflects our values! We offer competitive pay and health benefits to share with this position. - A generously funded ICHRA for medical, dental, and vision premiums and medical expenses. You get to use our own product and we think that's so exciting and rare! - Unlimited personal vacation in addition to regular company holidays. - 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff! - We have two beautiful offices in Richardson, Texas (City Line) and Austin, Texas. The kitchen is well-stocked and we've designed the space to have lots of different areas to work--lounge on the couch, stand near your colleague at a kiosk desk or hole up in one of our phone rooms! - Competitive parental leave for new parents. - Up to two paid days of Paw-ternity leave. We recognize that pets are family too - and supporting life outside of work (including four-legged members) matters! - ClassPass corporate membership with access to over 73,000 fitness and wellness options. - Flexible on where you work - we believe in the power of connecting with intention! While we hope to see you around the office on a regular basis, you also have the ability to work from home some when you need to get focus work done.

About Take Command Health

Take Command Health is a healthcare technology company that provides a platform for individuals and small businesses to compare and purchase health insurance plans. The company was founded in 2014 by Jack Hooper and Laura Brenner and is headquartered in Dallas, Texas. The platform offers personalized recommendations based on the user's healthcare needs and budget, as well as access to telemedicine services and other healthcare resources. Take Command Health aims to simplify the health insurance purchasing process and help individuals and small businesses save money on healthcare costs.
Learn more about Take Command Health
Size
25 employees
Industry
Founded
2014
5 Year Trend
+50%
Revenue
$1 million

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