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.
Position Summary:
ParetoHealth continues to grow and enhance our post-sales customer experience, we are seeking a customer-centric and process-oriented Customer Operations Senior Analyst. The ideal candidate is a strategic thinker and tenacious problem solver, with a natural curiosity and a passion for analyzing data and gathering feedback. In this role, you will focus on identifying, implementing, and documenting operational and process improvements that enhance efficiency, elevate the customer experience, and support retention efforts.
This position reports directly to the VP of Customer Operations.
Key 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
Required Skills & Qualifications:
- 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
Pareto Perks:
Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.
What We Live By:
1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.
2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.
3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.
4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transforming an industry. It's our accountability, teamwork, and responsibility that ensure as we're changing industry tides, we're helping them rise. Now watch as we lift all boats in the process.
Disclosures:
ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.
California Applicants: See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.
Top Skills
What We Do
ParetoHealth is the largest health benefits captive in the country, with over $3B in healthcare benefits at hand, $800M in stop-loss premium under management, and over 600,000 covered lives.
Our turnkey employee health benefit solution offers groundbreaking innovations in self-insurance with multi-year protection. With the purchasing power of a Fortune 500 company, we help small and medium-sized businesses take control of their healthcare spending and reduce risk.
ParetoHealth is pulling an industry out of its past and into a future with more predictability, transparency, control, and actionable insights.
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