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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.
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.
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.
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.
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
The drive to learn, to improve, and to deliver outstanding value every day.
The ability to see the big picture and prepare to meet tomorrow’s needs.
The passion to produce at higher rates and to the highest standards.
A united community creating better health benefit solutions for all.
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ParetoHealth provides health benefits management solutions for midsize employers, helping them reduce costs and volatility in their health insurance programs. The company operates in the employee benefits and healthcare cost management industry, serving self-insured and partially self-insured employers seeking long-term cost control strategies.
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