Analyst, Customer Insights

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 savingsand 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 :

As ParetoHealth continues to grow and enhance our post-sales customer experience, we are seeking a dynamic and data-driven Customer Insights Analyst to play a pivotal role in shaping customer experience strategy and design. This role is critical in enabling our Account Management team to prioritize high-value customers, address at-risk accounts, and uncover actionable insights from customer data. The ideal candidate possesses strong analytical skills, expertise in data visualization, and proficiency in Salesforce to deliver impactful insights that enhance the customer experience, drive operational efficiency, and support customer retention.

This position reports directly to the VP of Customer Operations.

Key Responsibilities :

• Conduct customer insights analysis, collecting and analyzing customer survey or behavioral data to uncover trends, resolve issues, and identify opportunities and strategies to improve the customer experience
• Provide actionable insights to Account Managers on their book of business to inform proactive decision-making, strategies, and planning
• Support customer segmentation, health score analysis, and customer feedback insights to help prioritize high value and at-risk accounts
• Build and maintain Salesforce dashboards and reports to enable efficient post-sales customer management, including creating training materials and documentation to ensure effective utilization
• Collaborate with Operations, Product, and Analytics to enhance reporting systems, streamline processes, and improve data accuracy, ensuring solutions are scalable for future growth and aligned with business needs
• Define and expand Account Management KPIs and metrics, partnering with key business stakeholders to establish and regularly monitor performance benchmarks
• Support workforce planning initiatives, including staffing and capacity modeling
• Deliver business review reporting and insights in collaboration with FP&A and Account Management leadership

Required Skills & Qualifications :

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 :

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.