Sales & Marketing Operations Specialist

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self‑insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world‑class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. 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. measure 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 reimbursementProfessional development allowance Transportation allowance and daily parking reimbursement Engaging hybrid work environment 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. #J-18808-Ljbffr Dormont Manufacturing Co