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Coordinate post-sale implementation and onboarding of stop loss, captive, level-funded, and self-funded benefit programs. Manage project plans, stakeholder communications, claims submissions, reimbursement tracking, and carrier reporting while maintaining databases (including D365) and ensuring timely vendor payments and documentation.

Lead and grow the West Region HRC sales practice by managing and developing a team of Business Development Executives, driving pipeline and revenue, partnering across practices to sell integrated workforce solutions, promoting AI adoption, representing the practice at events, and using D365/CRM for forecasting and reporting.

Manage an assigned book of benefits business, serve as primary client contact, coordinate internal service teams, advise on benefits strategy and cost reduction, support renewals and enrollments, assist with 5500 filings, and grow accounts through cross-sales while maintaining proactive client communication.

Identify and qualify B2B prospects, maintain and enrich Zoho CRM data, run outbound campaigns (phone, email, LinkedIn, in-person drops), book qualified appointments, and ensure clean pipeline hygiene and measurable outreach performance.

Support Operations leadership with meeting preparation, calendar and event coordination, data auditing and Salesforce hygiene, creation of PowerPoint/financial summaries, project follow-up, and general administrative support to improve operational efficiency and execution.

Support M&A diligence and integration by migrating systems, documenting infrastructure, resolving escalated helpdesk issues, mentoring team members, identifying integration risks, and ensuring smooth onboarding of acquired offices into OneDigital environments.

The Vice President of Sales leads the sales team to meet goals, develops strategic sales plans, and cultivates market opportunities.

Produce polished, on-brand creative assets across presentations, video, social, email, and print. Drive visual storytelling and brand integration for announcements, M&A, and internal communications. Collaborate cross-functionally, use AI and digital tools to accelerate workflows, and ensure consistent brand application across channels.

Provide high-level executive support to the Chief Product Officer while coordinating product operations, meetings, travel, expenses, and confidential communications. Drive meeting logistics, track action items, prepare presentations and reports, and support strategic initiatives. Identify and implement AI and automation solutions to improve workflows, and progressively take on product operations, analytics, and process-improvement ownership with a path toward Product Operations or Chief of Staff roles.

Lead and elevate the client experience for large, complex employee benefits accounts (3,000+ lives). Own renewals, coordinate carriers/vendors, manage multi-disciplinary service teams, navigate self-funded and alternative funding strategies, resolve escalations, provide strategic guidance, support retention and growth, and mentor junior team members.