Full-Time

Customer Operations Manager

Posted on 12/24/2024

ParetoHealth

ParetoHealth

51-200 employees

Self-insured employee health benefits solutions

No salary listed

Senior

No H1B Sponsorship

Philadelphia, PA, USA

Category
Supply Chain Management
Warehouse Operations
Operations & Logistics
Required Skills
Salesforce
Data Analysis
Requirements
  • Bachelor’s degree required, with 5-8 years of experience in operations, project management, or a similar role
  • Exceptional attention to detail with strong analytical, organizational, and time-management skills
  • Demonstrated ability to drive process improvements by analyzing existing workflows, identifying bottlenecks, and driving efficiencies aligned with long-term strategic goals for scalability
  • Proven project management expertise, with experience collaborating with cross-functional stakeholders and effectively managing and prioritizing multiple projects simultaneously
  • Proficiency in customer experience analytics and Salesforce (SFDC), including experience building dashboards, generating reports, and documenting business requirements for workflow and process automation
  • Self-starter with bias toward action that thrives in a dynamic, fast-paced environment, adapting to evolving business needs and priorities
  • Excellent communication skills, including written, verbal, and presentation capabilities
Responsibilities
  • Support the development, implementation, and optimization of scalable post-sale processes and workflows
  • Develop and maintain consistent and detailed documentation, including Account Management playbooks and process guides
  • Analyze data to identify trends and opportunities, providing data-driven recommendations to advance tools and systems, elevate the customer experience, and streamline operational processes
  • Lead process improvement initiatives from strategy through execution, identifying gaps and inefficiencies, driving automation, and enhancing the customer experience in collaboration with Product and Marketing
  • Partner with Account Management to operationalize internal training and customer enablement strategies
  • Oversee workflow tools and CRM systems, ensuring customer data integrity and accuracy in partnership with Tech, Product, and Finance teams
  • Collaborate cross-functionally with business partners and Account Management leadership to establish operating mechanisms that enable more visibility and drive measurable results

ParetoHealth offers employee health benefits solutions for small and medium-sized businesses through a self-insured model, allowing companies to directly cover their employees' health claims. Their main product is the "benefits captive" program, where multiple companies share the financial risks of health claims, helping to manage costs effectively. ParetoHealth stands out by using data-driven intelligence to monitor health plan usage and control claims costs, ensuring employees receive quality care at competitive prices. The company's goal is to provide a comprehensive solution for health benefits while promoting diversity, equity, and inclusion in the workplace.

Company Size

51-200

Company Stage

Growth Equity (Venture Capital)

Total Funding

$522.1K

Headquarters

Philadelphia, Pennsylvania

Founded

2011

Simplify Jobs

Simplify's Take

What believers are saying

  • Rising healthcare costs drive SMEs to ParetoHealth's self-insurance solutions.
  • Warburg Pincus's investment provides strong financial backing for growth and expansion.
  • Maeve O'Meara's leadership could enhance technological integration and innovation.

What critics are saying

  • Increased competition in the captive market may erode ParetoHealth's market share.
  • Digital health platforms offering direct solutions could threaten ParetoHealth's model.
  • Regulatory scrutiny on self-insured plans could increase compliance costs.

What makes ParetoHealth unique

  • ParetoHealth offers a unique self-insured model for SMEs to control health costs.
  • Their benefits captive program pools resources to mitigate large health claim risks.
  • Data-driven intelligence is used to manage and control employee health claims costs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401(k) Company Match

401(k) Retirement Plan

Company News

Hit Consultant
Feb 4th, 2025
Paretohealth Appoints Maeve O’Meara As Chief Executive Officer

ParetoHealth Appoints Maeve O’Meara as Chief Executive Officer. by Healthcare Executive Hires 02/04/2025 Leave a Comment. Maeve O’Meara, CEO at ParetoHealthWhat You Should Know: – ParetoHealth, a provider of innovative health benefits solutions for midsize employers, today announced the appointment of Maeve O’Meara as its new Chief Executive Officer.– O’Meara, who has served as ParetoHealth’s President since September 2023, succeeds co-founder Andrew Cavenagh, who will transition to the role of Executive Chairman. Maeve O’Meara Bio/BackgroundO’Meara brings over 20 years of experience in healthcare and technology leadership to her new role. She previously served as CEO of Castlight Health, where she spearheaded the company’s transformation into a market-leading navigation platform. Since joining ParetoHealth, O’Meara has focused on deepening consultant and member engagement, scaling technology and infrastructure, and strengthening the leadership team.“I’m honored to lead a team that has truly challenged the status quo in enabling midsize employers to offer more affordable health benefits,” said O’Meara. “It is a privilege to partner with our incredible consultant and employer community to continue to innovate and redefine what is possible.”

Pareto Health
Jan 7th, 2025
ParetoHealth Appoints Heather Underhill as Chief Customer Officer to Advance Customer Success Initiatives

ParetoHealth appoints Heather Underhill as Chief Customer Officer to advance customer success initiatives.

The Daily Review
Jun 26th, 2024
ParetoHealth Appoints Christine Lui Chen as Chief Marketing Officer for Next Chapter of Growth

PHILADELPHIA, PA / ACCESSWIRE / June 26, 2024 / ParetoHealth, the nation's largest and fastest-growing employer-owned health benefits solution, is pleased to announce the appointment of Christine Lui Chen as Chief Marketing Officer.

PressRelease.com
Sep 27th, 2023
ParetoHealth Names Maeve O'Meara as President

PHILADELPHIA, September 27, 2023 (Newswire.com) - ParetoHealth, the country's leading health insurance platform for small and medium-sized employers, announced today that it has named Maeve O'Meara as President.

LexBlog
Jun 24th, 2023
Healthcare & Life Sciences Private Equity Deal Tracker: Warburg Pincus Invests in ParetoHealth

Warburg Pincus has invested in ParetoHealth, according to a news release.

INACTIVE