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    Sales Operations Specialist - Philadelphia, United States - ParetoHealth

    ParetoHealth
    ParetoHealth Philadelphia, United States

    2 weeks ago

    Default job background
    Full time
    Description

    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.


    Position Summary:

    This position sits uniquely between sales, sales management, finance, tech, and marketing to help support the logistics of running our sales operation and measuring its successes. The primary responsibility is to: 1. build, review, and understand key performance indicators (KPI), 2. measures progress of the sales 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 sales and sales leadership to develop, maintain, and review performance metrics
    • Identify trends among the data and effectively communicate back to sales leadership
    • Work closely with finance to develop new reporting to help manage performance metrics
    • Run point on key sales initiatives to deadlines are hit, and ROI is measured and achieved
    • Maintain agenda and action items from sales 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
    • Input sales activity for RVPs to track real-time field performance

    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

    Minimum Requirements:

    • 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.

    Physical Requirements:

    • Prolonged periods sitting at a desk and working on a computer.
    • Light travel may be required

    Pareto Perks:

    Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

    What We Live By:

    1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

    2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.

    3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.

    4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transforming an industry. It's our accountability, teamwork, and responsibility that ensure as we're changing industry tides, we're helping them rise. Now watch as we lift all boats in the process.

    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.

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