Collective Health is looking to transform how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design. The Revenue Operations team drives critical go-to-market (GTM) programs across Sales and Client Success, ensuring our commercial execution aligns seamlessly with Collective Health’s growth strategies.
Requirements
- Proficiency in Google Sheets/Excel, including pivot tables, advanced formulas, and data cleansing
- Experience building and automate reporting and ability to learn new tools (I.e., Looker, Google Data Studio (Looker Studio), SQL, Google Apps Script, Python, Gemini AI)
- Hands-on experience with Salesforce for data entry, reporting, and basic dashboard building
- Ability to connect data insights to business priorities and communicate them effectively to both technical and non-technical audiences
- Experience supporting B2B sales, marketing, or client success teams
Responsibilities
- Build and automate reporting to measure program success and inform leadership decisions (I.e., Looker, Google Data Studio (Looker Studio), SQL, Google Apps Script, Python)
- Ensure financial precision by maintaining the PG Service Level Tracker, a critical tool Finance uses to calculate client payouts
- Collaborate with the Data Operations team to translate business needs into data requirements, building automated data pipelines that deliver reliable, actionable insights
- Make salesforce workflows smoother and reduce manual work by improving the system
- Be a champion of data quality by keeping Salesforce data clean through checking and cleaning records and setting clear entry rules data ownership
- Create Salesforce reports and dashboards that give clear insights into the business
- Enable visibility into key performance areas by building and maintaining reports and dashboards in Salesforce, Google Sheets, and Looker Studio
Other
- 2+ years in an analytical or data reporting role, with experience translating data into clear, actionable business insights
- Exceptional attention to detail and organizational skills to manage multiple projects at once
- Strong communication and collaboration skills to work with stakeholders across Sales, Marketing, Client Success, and other teams
- This is a hybrid position based out of our Lehi office, with the expectation of being in office at least two weekdays per week.
