Job Opportunities API

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:  E