ParetoHealth Hiring for Customer Operations Specialist at Philadelphia, PA Full Time

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.

Job title: Customer Operations Specialist

Position Summary: In partnership with the Account Management, Finance, Tech, and Marketing departments, the Customer Operations Specialist helps support the logistics of running our Account Management operation and measuring its successes. The Customer Operations Specialist is responsible for building, reviewing, and monitoring key performance indicators (KPI) against the progress various customer experience and retention metrics. They will effectively communicate successes, deficiencies, and trends back to the Account Management leadership team to drive accountability. Additionally, the Customer Operations Specialist will also be relied upon to help calibrate and deploy initiatives related to Client Health Scores, monitor client and consultant progress against multi-year journey maps, and assist in the creation and delivery of client s.

Key Responsibilities:

• Work closely with Account Management leadership to develop, maintain, and review performance metrics.
• Identify trends among the data and effectively communicate back to AM leadership.
• Work closely with finance to develop new ing to help manage performance metrics.
• Run point on key 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 renewal forecast management based on key customer outreach and engagement metrics.
• Help align AM territories to map to Sales and maintain target service ratios.
• Manage new list uploads, M&A changes, and data integrity in our CRM for accurate ing.
• Quarterly scrubbing and data reconciliation in our CRM.

Requirements:

• Bachelor’s degree in business, Finance, Marketing, or related field.
• Minimum of 1 year of experience in sales, customer experience, or finance.
• Experience with Salesforce or other CRM.
• Advanced knowledge in Microsoft applications.

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.