Sales & Marketing Operations Specialist

Job Description

Job Description

About ParetoHealth

ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model.

Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs.

By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people.

Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another.

If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

Position Summary

This position sits uniquely between sales, sales management, finance, tech, and marketing to help support the logistics of running our revenue operation and measuring its successes. The primary responsibility is to: 1. build, review, and understand key performance indicators (KPI), 2. measures progress of the commercial team against the KPIs, and 3. effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability. In support of its primary responsibility, this position will also be relied upon to help move initiatives and projects forward by maintaining clean and accurate notes, reviewing open action items, and keeping parties to task to put plans into action. 

Key Responsibilities:

• Work closely with commercial teams and leadership to develop, maintain, and review performance metrics
• Identify trends among the data and effectively communicate back to commercial leadership
• Work closely with finance to develop new reporting to help manage performance metrics
• Run point on key commercial initiatives so deadlines are hit, and ROI is measured and achieved
• Maintain agenda and action items from commercial meetings to ensure proper movement on key deliverables
• Assist in pipeline and forecast management based on top of funnel sales activity
• Onboard new users in our system; helping to align territories, MSAs, and reporting structures
• Create and manage all agency, contact, and new business opportunity changes in the CRM as it relates to Sales
• Manage new list uploads, M&A changes, and data integrity in our CRM for accurate reporting
• Quarterly scrubbing and data reconciliation in our CRM
• Manage all Marketing and Events data which includes data digestion, reporting, and insights
• Support in lead generation activity which involves lead conversion, assignment, and outreach.

Required Skills & Qualifications:

• Strong sales sense - understand how sales reps and territories work  
• Excellent analytic skills - ability to run, digest, and summarize data  
• Detail oriented  
• Strong organizational skills to be manage multiple projects, tasks, and deadlines all at once 
• Bachelor's degree in business, Finance, or Marketing   
• 1-3 Years of Experience in Sales or Finance    
• Required:  Experience with Salesforce or similar CRM 
• Preferred but not necessary:  Experience with Tableau   
• High proficiency in Microsoft Office (Excel, Word, Outlook, etc.) , especially Excel. 

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment

We are guided by our values:

Fire in the belly

The drive to learn, to improve, and to deliver outstanding value every day.

See the field

The ability to see the big picture and prepare to meet tomorrow's needs.

Get it done right

The passion to produce at higher rates and to the highest standards.

For the greater good

A united community creating better health benefit solutions for all.

Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address. Disclosures: ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients. California Applicants : See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.