Job description
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.
Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.
Position Summary:
We are looking for a high-caliber Business Intelligence leader to serve as the analytical backbone of our post-sales organization. This role will sit at the intersection of customer experience, account strategy, and operational execution, shaping how we identify high-value opportunities, surface risk early, and scale world-class customer management.
You will be the primary analytical partner for Customer Management leadership – turning complex customer, operational, and financial data into clear priorities, compelling narratives, and decisive action. This role will have direct influence on strategy and execution, owning analytics that impact retention, growth, and customer outcomes.
This position reports directly to the VP of Customer Operations and will work closely with Account Management, Customer Service, Implementation, Product, FP&A, and Operations leaders.
Open to remote and hybrid locations (Philly, SLC, and Bay Area).
Key Responsibilities:
Customer & Account Intelligence
- Own customer insights analysis across survey, behavioral, and operational data to uncover trends, risks, and growth opportunities
- Develop actionable account-level insights and reporting that enables Account Managers to proactively plan, prioritize, and engage their book of business
- Design and evolve customer segmentation, health scoring, and risk indicators that clearly surface where to focus, when to act, and why
Post-Sales Analytics & Enablement:
- Architect, build, and own Salesforce and Tableau dashboards and reporting that powers day-to-day post-sales execution and leadership visibility
- Translate analytics into clear recommendations to ensure insights are actionable
- Partner with Customer Management leadership to define, track, and operationalize core KPIs and success metrics
- Ensure reporting is trusted, adopted, and embedded into day-to-day post-sales workflows
Strategic & Cross-Functional Impact:
- Collaborate with Operations, Product, Analytics, and FP&A to improve data quality, scalability, and reporting infrastructure
- Support workforce planning and capacity modeling, helping leadership align staffing and demand as the business scales
- Deliver executive-ready business reviews and insights that connect customer performance to operational and financial outcomes
- Act as a thought partner to leadership on how data can better inform post-sales strategy and investment decisions
Required Skills & Qualifications:
- 7+ years of experience in business intelligence, analytics, revenue operations, or a similar role; exceptional candidates with equivalent experience considered
- Proven ability to translate complex data into clear, actionable insights and strategic recommendations
- Advanced data visualization expertise, with proficiency in Salesforce, Tableau, SQL, Excel, and PowerPoint, and a track record of building compelling executive narratives
- Detail-oriented problem solver, communicator, and collaborator, effective at partnering with cross-functional teams and influencing stakeholders at all levels
- Experience with customer feedback analysis, segmentation, journey analysis, and health scoring is highly preferred
- Self-directed, systems-oriented operator who thrives in fast-paced environments, builds scalable solutions, and anticipates future needs
Perks & Benefits:
- Fully paid medical, dental, and vision benefits.
- Flexible PTO
- 401k company contribution
- Tuition reimbursement
- Professional development allowance
- Transportation allowance and daily parking reimbursement
- Engaging hybrid work environment
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.
