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:
The Senior Manager of Revenue Operations, reporting to the VP of Revenue Operations, will serve as the operational backbone of the Commercial team (Sales, Marketing, and Customer Management), enabling strategic execution, technology integration, data insight, and cross-functional alignment. This role will offload core strategic and operational responsibilities from leadership, act as a critical point of coordination across teams, and lead high-priority programs to support growth and performance.
Key Responsibilities:
- Operationalize and deploy the sales process – Execute the rollout of a standardized and scalable sales process across teams, ensuring alignment with national, regional, and vertical strategies.
- Lead deployment of tech software, in partnership with SF Architect – Accelerate adoption of sales enablement tools and ensure they are embedded in daily workflows.
- Own Quarterly Planning Process – Define, track, and report on commercial OKRs; support MBR and Board prep alongside executive leadership.
- Facilitate Commercial Team Cadence and Meetings – Drive monthly Sales Team meetings, weekly Sales Management agendas, monthly UW/CX Ops calls, and consultant-first strategy syncs.
- Lead strategic commercial initiatives across commercial teams and departments, working cross-departmentally as project lead establishing roadmap, key benchmarks, and reporting on progress to plan
- Work closely with SF Architect on design inputs and expected outcomes
- Optimize and document core GTM processes (lead-to-close, renewal, expansion), ensuring consistency, scalability, and cross-functional alignment.
- Own the roadmap and governance of tools like Salesforce, Gong, ChiliPiper, RingLead, in driving integration, adoption, and data integrity.
- Work closely with VP of Revenue Operations to prepare board materials and monthly commercial business review materials.
- Partner with Sales, Marketing, and Account Management to document and continuously optimize GTM workflows (lead-to-close, renewals, expansion) across national, regional, and vertical strategies.
- Translate commercial requirements into executable technical specs for Salesforce and Tableau teams to improve velocity and conversion.
- Build scalable processes, automation (Salesforce, Gong, ChiliPiper) that drive daily productivity to accelerate pipeline velocity, and support sustainable growth.
- Facilitate Commercial Team Cadence and Meetings – Drive monthly Sales Team meetings, weekly Sales Management agendas, monthly UW/CX Ops calls, and consultant-first strategy syncs.
- Ensure seamless integration and adoption of enablement tools across Sales, Marketing, and CX teams to maximize ROI and reduce operational friction.
- Drive cross-functional commercial initiatives that improve revenue team performance, surface insights, and support strategic growth priorities.
- Own Quarterly Planning Process – Define, track, and report on commercial OKRs; support MBR and Board prep alongside executive leadership.
- Build and evolve a data-driven health score framework for consultants and members to inform retention and growth strategies.
Required Skills & Qualifications:
- 5 – 10 years of Commercial and Tech experience in an Operations role
- Excellent communication skills
- Excellent analytical skills and ability to identify and articulate findings
- Convey complex concepts, projects, and results in a clear and concise manner
- Board or executive level deck builds
- 3+ years’ experience in a project management tool
- Ability to multi-task and operate in a fast paced environment
- Excellent Project Management Skills
- Experience in building strategic roadmaps across commercial functions
- Experience in setting appropriate OKRs for a department
- Board or executive level reporting against OKRs, quarterly updates, and yearly recaps
- Partnership across multiple levels of C-Suite
- Deep knowledge of Salesforce (or similar)
- Deep knowledge of Pardot (or similar)
- Technical experience that can translate both ways from Tech to Commercial and Commercial to Tech
We are guided by our values:
Fire in the belly
The drive to learn, to improve, and to deliver outstanding value every day.
See the field
The ability to see the big picture and prepare to meet tomorrow’s needs.
Get it done right
The passion to produce at higher rates and to the highest standards.
For the greater good
A united community creating better health benefit solutions for all.
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: SeePareto’s CCPA Notice of Collection for California Employees and Applicantsfor 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.
