Operations & Enablement Manager

Move Health LLC; Evansville (IN); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401k with 4% employer match

Remote-friendly work arrangement

Career growth opportunities

Job summary

Move Health LLC is seeking an Operations & Enablement Manager to own tools, workflows, and training that keep our agency and growth teams running smoothly. You’ll work closely with Health Plan Advisors, Growth, and Advisor Success, testing changes and improving them in real time.

This role involves owning license management, automating manual work, building onboarding programs, and coordinating cross-team initiatives.

Qualifications

• 3+ years in operations or enablement roles in finance/insurance or services
• Experience with licensing, contracting, or compliance workflows
• Hands-on experience administering CRM and business systems
• Ability to build onboarding, training, or documentation that people actually use
• Strong project management: keep multiple projects moving without being chased

Responsibilities

• Own tools and workflows that support agents and growth teams
• Build onboarding and training materials for new hires
• Automate manual tasks and improve data quality
• Coordinate cross-team initiatives and track progress
• Develop scalable processes and reporting to improve efficiency

Skills

CRM administration

Workflow automation

Training design

Project management

Cross-team collaboration

Education

Bachelor’s degree in Business/Operations or related field

Tools

Pipedrive

AgencyBloc

Cal.com

Lemlist

PandaDoc

Job description

Are you a builder who loves bringing structure to fast-moving work, and turning good ideas into systems that scale? Move Health is looking for an Operations & Enablement Manager to own the tools, workflows, and training that keep our agency and growth teams running smoothly.

You’ll work side-by-side with our Health Plan Advisors, Growth, and Advisor Success teams. You’ll sit over shoulders, test changes quickly, and improve them in real time. This is a hands-on role with real ownership over how our business runs day to day, and plenty of room to grow as we scale.

Location: Evansville, IN or remote

Reports to: Head of Operations

Move Health is the premier healthcare planning solution for forward-thinking financial advisors and their clients across the country. Our platform bridges the gap between comprehensive financial planning and expert healthcare planning guidance, creating a seamless experience for advisors and their clients.

We're a fast-growing team that is passionate about delivering exceptional value and building strong, lasting partnerships with our financial advisor users and their clients. If you’re ready to make a meaningful impact at the intersection of fintech and healthtech, we’d love to hear from you.

Tech stack and systems

• Own administration and troubleshooting of our core business tools, including our phone system, scheduling (Cal.com), CRM (Pipedrive), AgencyBloc, Lemlist, and PandaDoc
• Serve as the first line of support when tools break, and as the point person when we add new software
• Keep our data clean and trustworthy: fields, stages, required inputs and deduplication
• Build integrations and automations so handoffs happen without manual re-entry. This covers closed/won deals moving to implementation and advisor and client referrals moving to our Health Plan Advisors
• Evaluate new technology, including AI tools, and recommend where we can consolidate

Agency operations

• Learn and manage agency licensing and contracting, including state licenses, carrier contracts and appointments, and renewal requirements
• Identify and automate manual work across agent scheduling, client handoffs, follow-up, and reporting
• Build clear visibility into agent capacity, client volume, and workflow status

Training and enablement

• Build and run onboarding for new Health Plan Advisors, Growth, and Advisor Success hires so they ramp faster
• Create and maintain training materials, process documentation, and resource libraries as our products, pricing, and carriers change
• Partner with Growth leadership to turn sales messaging and playbooks into tools and training the team actually uses
• Run recurring training on new releases, carrier updates, and process changes

Project management

• Run cross-team initiatives end to end, including scope, timelines, owners, and status
• Keep a clear record of decisions and next steps so nothing falls between teams

What we're looking for

• 3+ years of experience in operations, sales operations or enablement, ideally within an insurance agency or financial services firm
• Bachelor’s degree in Business, Operations, Information Systems or a related field preferred, or equivalent work experience
• Insurance sales and/or training experience. Medicare or individual health insurance is preferred
• Hands-on experience administering a CRM and business systems, and comfort troubleshooting phone and scheduling tools
• Familiarity with agency licensing and contracting, or a genuine eagerness to learn it in depth
• A track record of building onboarding, training, or documentation that people actually use
• Strong project management: you keep multiple projects moving without being chased
• Comfort connecting tools through native integrations or no-code automation

What we offer

• Competitive base salary with an aggressive performance-based incentive structure
• 401k with 4% employer match
• The opportunity to build the operating backbone of a fast-growing company
• A collaborative team that values innovation, accountability, and progress over perfection