Director, Direct-to-Consumer Sales Experience
Kaiser Permanente
Director, Direct-to-Consumer Sales Experience
Kaiser Permanente
Integrated healthcare provider and payer platform
The Director, Direct-to-Consumer Sales Experience provides strategic and operational leadership for the end-to-end National Direct to Consumer Sales experience within National Sales & Engagement Solutions (NSES), supporting sales and retention agents who engage approximately 2 million members and consumers annually across Medicare, KPIF, Commercial, and other lines of business. The role owns the vision for how consumers and agents experience the sales journey, from the initial consumer inquiry and information gathering through guidance, product selection, enrollment, and retention. The Director is accountable for understanding the sales experience from both the consumer and agent perspectives and identifying opportunities to make that journey simpler, more intuitive, efficient, and effective. This leader establishes what a successful sales experience should look like, defines business priorities and desired outcomes, and ensures the organization is effectively guiding consumers toward the information, support, and solutions that meet their needs. Success is measured through outcomes including sales effectiveness, conversion, enrollment, agent efficiency, data quality, Agent Satisfaction (ASAT), and Customer Satisfaction (CSAT).
While technology is an important enabler, this is a business leadership role rather than a technology-build role. The Director partners closely with technology teams, product owners, and vendor partners to translate the needs of the business, consumers, and frontline sales teams into capabilities that support the desired sales journey. The role provides business direction and prioritization across Salesforce CRM and connected sales capabilities, including opportunities to leverage AI and automation to improve how agents engage consumers, answer questions accurately, and navigate the sales process.
The Director also oversees vendor engagement, investment priorities, roadmap direction, and delivery outcomes, ensuring partners understand the business experience being created and deliver against defined expectations. The role maintains business decision authority for acceptance of major enhancements and ensures solutions align with National Health Plan and National Sales objectives while continually improving the consumer and agent experience.
In addition to the responsibilities listed below, this director level position is also responsible for directing strategic, enterprise-wide, cross-regional, and/or multi-disciplinary programs to drive exceptional business value for KP; directing evolving strategic priorities and providing strategic planning within and across programs to drive and ensure alignment and performance across the organization. This includes ensuring the progress of initiatives are monitored across program(s) and proactively identifying risks and opportunities of strategic business value; addressing escalated issues to ensure effective resolution; and overseeing the identification, gathering and evaluation of data and key performance drivers to ensure strategy performance and address any gaps. This position is also responsible for directing the development of design plans and supporting the development and execution of change management strategies during key program or organizational changes and transitions; providing leadership in a variety of dynamic situations requiring exceptional consulting, internal influence, conflict management, and resource/team management; directing external research to identify and implement market leading practices; driving a can-do strategic approach with sound business acumen; and advising and partnering with senior leaders while operating within a fast-paced environment.
The Director, Direct-to-Consumer Sales Experience provides strategic and operational leadership for the end-to-end National Direct to Consumer Sales experience within National Sales & Engagement Solutions (NSES), supporting sales and retention agents who engage approximately 2 million members and consumers annually across Medicare, KPIF, Commercial, and other lines of business. The role owns the vision for how consumers and agents experience the sales journey, from the initial consumer inquiry and information gathering through guidance, product selection, enrollment, and retention. The Director is accountable for understanding the sales experience from both the consumer and agent perspectives and identifying opportunities to make that journey simpler, more intuitive, efficient, and effective. This leader establishes what a successful sales experience should look like, defines business priorities and desired outcomes, and ensures the organization is effectively guiding consumers toward the information, support, and solutions that meet their needs. Success is measured through outcomes including sales effectiveness, conversion, enrollment, agent efficiency, data quality, Agent Satisfaction (ASAT), and Customer Satisfaction (CSAT).
While technology is an important enabler, this is a business leadership role rather than a technology-build role. The Director partners closely with technology teams, product owners, and vendor partners to translate the needs of the business, consumers, and frontline sales teams into capabilities that support the desired sales journey. The role provides business direction and prioritization across Salesforce CRM and connected sales capabilities, including opportunities to leverage AI and automation to improve how agents engage consumers, answer questions accurately, and navigate the sales process.
The Director also oversees vendor engagement, investment priorities, roadmap direction, and delivery outcomes, ensuring partners understand the business experience being created and deliver against defined expectations. The role maintains business decision authority for acceptance of major enhancements and ensures solutions align with National Health Plan and National Sales objectives while continually improving the consumer and agent experience.
In addition to the responsibilities listed below, this director level position is also responsible for directing strategic, enterprise-wide, cross-regional, and/or multi-disciplinary programs to drive exceptional business value for KP; directing evolving strategic priorities and providing strategic planning within and across programs to drive and ensure alignment and performance across the organization. This includes ensuring the progress of initiatives are monitored across program(s) and proactively identifying risks and opportunities of strategic business value; addressing escalated issues to ensure effective resolution; and overseeing the identification, gathering and evaluation of data and key performance drivers to ensure strategy performance and address any gaps. This position is also responsible for directing the development of design plans and supporting the development and execution of change management strategies during key program or organizational changes and transitions; providing leadership in a variety of dynamic situations requiring exceptional consulting, internal influence, conflict management, and resource/team management; directing external research to identify and implement market leading practices; driving a can-do strategic approach with sound business acumen; and advising and partnering with senior leaders while operating within a fast-paced environment.
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Integrated healthcare provider and payer platform
Kaiser Permanente runs an integrated healthcare platform that lets members manage and pay medical, premium, and pharmacy bills online. It serves Medicare Advantage, Individual and Family, and non-employer plans, offering options to pay as a guest or set up payment plans. The platform works by presenting a centralized online portal where users can view bills, choose how to pay, and handle multiple types of charges in one place. Revenue comes from premiums and medical services fees, while the service aims to reduce administrative work for both providers and patients and encourage on-time payments. What sets Kaiser Permanente apart is its combination of healthcare services with a single billing experience across multiple plan types, focusing on a user-friendly, centralized payment process rather than handling billing through separate systems. Its goal is to provide a straightforward, reliable way for members to manage and pay their bills, improving convenience and payment timeliness.
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