Teams at Spark Advisors

Build and maintain revenue reporting, forecasting, dashboards, and KPI infrastructure for sales and success teams. Administer and improve the CRM and sales technology stack, support quota and compensation administration, improve lead routing and pipeline hygiene, run deal desk reviews, and partner with Finance, Sales, Success, and Marketing. The role identifies operational gaps, drives process improvements, and helps leadership maintain a predictable, data-driven go-to-market engine.

Manage end-to-end Medicare compliance cases, maintain case records, liaise with agents and carriers, conduct audits, provide agent coaching, and support reporting and process improvements to ensure regulatory adherence and audit readiness.

Lead Spark's downline agency monitoring program, risk-tiering methodology, and corrective action processes. Own carrier-facing and executive reporting, perform program-level trend analysis and root cause investigations, develop and manage CAPs/PIPs, and serve as a departmental SME and mentor on CMS Medicare marketing and agent oversight requirements.