ParetoHealth

Sales & Marketing Operations Specialist

Philadelphia, Pennsylvania, United States · Staff+

No sponsorshipDetected 56 days ago

Data VisualizationSalesforceCRMLead GenerationExcelM&ALogisticsLeadershipOrganizational Skills

About the role

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
Work closely with finance to develop new reporting to help manage performance metrics
Maintain agenda and action items from commercial meetings to ensure proper movement on key deliverables
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
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.
The drive to learn, to improve, and to deliver outstanding value every day.
Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information.
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.

Excellent analytic skills. ability to run, digest, and summarize data
Bachelor's degree in business, Finance, or Marketing
1-3 Years of Experience in Sales or Finance
Required: Experience with Salesforce or similar CRM
Experience with Salesforce or similar CRM
Required Skills & Qualifications:
Strong sales sense - understand how sales reps and territories work
Detail oriented
Strong organizational skills to be manage multiple projects, tasks, and deadlines all at once

High proficiency in Microsoft Office (Excel, Word, Outlook, etc.), especially Excel.
Preferred but not necessary: Experience with Tableau

Fully paid medical, dental, and vision benefits.
Tuition reimbursement
Transportation allowance and daily parking reimbursement
A united community creating better health benefit solutions for all.
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.

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.
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.
Fire in the belly
See the field
Get it done right
For the greater good
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.
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.

Please note that ParetoHealth does not provide employment visa sponsorship for this position.

This listing is sourced directly from ParetoHealth's careers page and normalized into a canonical job model.