Full-Time

Sales & Marketing Operations Specialist

ParetoHealth

ParetoHealth

201-500 employees

Self-insured employee health benefits captive program

No salary listed

No H1B Sponsorship

Philadelphia, PA, USA

Hybrid

Hybrid work environment; on-site in Philadelphia, Pennsylvania.

Bachelor's

Category
Business & Strategy (1)
Required Skills
Lead Generation
Forecasting
Tableau
Salesforce
Data Analysis
Excel/Numbers/Sheets

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Requirements
  • Strong sales sense - understand how sales reps and territories work
  • Excellent analytic skills - ability to run, digest, and summarize data
  • Detail oriented
  • Strong organizational skills to be manage multiple projects, tasks, and deadlines all at once
  • Bachelor’s degree in business, Finance, or Marketing
  • 1-3 Years of Experience in Sales or Finance
  • Experience with Salesforce or similar CRM
  • Experience with Tableau (Preferred but not necessary)
  • High proficiency in Microsoft Office (Excel, Word, Outlook, etc.), especially Excel
Responsibilities
  • Work closely with commercial teams and leadership to develop, maintain, and review performance metrics
  • Identify trends among the data and effectively communicate back to commercial leadership
  • Work closely with finance to develop new reporting to help manage performance metrics
  • Run point on key commercial initiatives so deadlines are hit, and ROI is measured and achieved
  • Maintain agenda and action items from commercial meetings to ensure proper movement on key deliverables
  • Assist in pipeline and forecast management based on top of funnel sales activity
  • Onboard new users in our system; helping to align territories, MSAs, and reporting structures
  • Create and manage all agency, contact, and new business opportunity changes in the CRM as it relates to Sales
  • Manage new list uploads, M&A changes, and data integrity in our CRM for accurate reporting
  • Quarterly scrubbing and data reconciliation in our CRM
  • Manage all Marketing and Events data which includes data digestion, reporting, and insights
  • Support in lead generation activity which involves lead conversion, assignment, and outreach.

ParetoHealth helps small and mid-sized employers control health benefit costs using a self-insured captive model. Member companies pool funds to cover employees’ health claims instead of paying traditional premiums, sharing risk within a group. A data-driven cost management system monitors plan use and guides care toward high-quality, cost-efficient options. Revenue comes from membership fees and consulting services, and the goal is to provide affordable, sustainable, high-quality benefits for SMEs while advancing diversity, equity, and inclusion.

Company Size

201-500

Company Stage

Growth Equity (Venture Capital)

Total Funding

$522.1K

Headquarters

Philadelphia, Pennsylvania

Founded

2011

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Simplify Jobs

Simplify's Take

What believers are saying

  • Warburg Pincus invested in March 2026, signaling capital support for aggressive expansion.
  • ParetoHealth added Lyra in October 2025 and Rightway in April 2026, deepening platform value.
  • The company reports $8.4 billion in spend under management, strengthening negotiating leverage now.

What critics are saying

  • Aetna, Cigna, and UnitedHealth can undercut pricing, compressing ParetoHealth's renewal economics by 2027.
  • If employer claims worsen, stop-loss volatility hits captive retention and drives defections quickly.
  • A single bad underwriting cycle could expose existential trust damage across 4,000 employer relationships.

What makes ParetoHealth unique

  • ParetoHealth serves 4,000 employers and 1.3 million covered lives as of April 2026.
  • Maeve O'Meara became CEO on February 4, 2025, after scaling Castlight Health.
  • ParetoHealth's Savings Engine bundles captives with navigation partners like Lyra, First Stop Health, Rightway.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

401(k) Company Match

401(k) Retirement Plan

Growth & Insights and Company News

Headcount

6 month growth

16%

1 year growth

16%

2 year growth

16%
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.”

ParetoHealth
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.

Sample News Group
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.