What you'll do :
Strategic Program Management
Develop and oversee programs such as Performance Guarantees Performance Management, Salesforce Optimization, Channel Strategy Planning, Commercial Performance Management, and / or Strategic Market Planning and Analysis.
- Facilitate leadership and cross-functional collaboration to align and drive strategic and operational decisions.
- Lead, manage, and execute key commercial initiatives to ensure their success.
Commercial Performance Management
Define, develop, and monitor KPIs to measure and communicate the effectiveness of commercial priorities.Translate goals, achievements, and insights into executive-level written communications and presentations.Prepare leadership materials for board meetings, ELT, and SLT updates.Drive transparency and accountability through leading and supporting business reviews.Create and maintain documentation for on-going operational processes and reporting.Planning
Develop and inform financial plans, including operating budgets, forecasts and target-setting (e.g., bookings, account retention goals, performance guarantees, territory allocation, quota setting etc.)Create and drive roadmaps and project plans outlining goals, milestones, and initiatives for assigned programs and initiates.Analysis
Analyze external and internal data to identify trends, forecast sales, and uncover opportunities for performance improvement.Present analytical insights to diverse audiences to inform decision-making.Perform market and customer analyses, such as total addressable market evaluations, customer targeting, network market share, and / or client and pipeline health assessments.Design and conduct quantitative and qualitative studies to answer business-critical questions. (E.g., Partner on closed-won / lost and / or customer termination surveys and market research to improve customer and broker experiences, driving growth).Reporting
Develop, automate, and optimize reporting by partnering with data teams and subject matter experts to unlock, connect and consolidate disparate data sources.Create self-service reports, dashboards and data visualization to distill large datasets into actionable insights using Salesforce, Looker, Google Sheet and other BI toolsAct as an expert in Collective Health’s reporting capabilities and backend data processes.Salesforce Optimization
Collaborate with Sales, Client Success, and Salesforce Administrators to define, document, and prioritize Salesforce business requirements.Conduct research and gather feedback to shape requirements and propose effective solutions.Own end-to-end delivery of Salesforce enhancements, including discovery, design, QA testing, implementation, and training / documentation, ensuring alignment of people, processes, and systems.To be successful in this role, you'll need :
8 years of professional experience, including 4 years in revenue operations for a B2B team, preferably in the health insurance industryStrong expertise in data analysis, report development, and business / financial acumen with a focus on commercial strategic planning and process management.Advanced skills in Salesforce, Excel / Google Sheets, PowerPoint / Google Slides for telling streamlined stories with complex dataExperience with SQL, R, statistics, and data visualization tools (e.g., Tableau, Looker etc.)Exceptional skills in project management, problem-solving, and written and verbal communicationPay Transparency Statement
This is a hybrid position based out of one of our offices : San Francisco, CA. Hybrid employees are expected to be in the office three days per week (Plano, TX) or two days per week (San Francisco, CA and Lehi, UT). #LI-hybrid
The actual pay rate offered within the range will depend on factors including geographic location, qualifications, experience, and internal equity. In addition to the salary, you will be eligible for stock options and benefits like health insurance, 401k, and paid time off.
