Revenue Operations Associate

HealthPlanOne; Trumbull (CT); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading company in health insurance seeks a Revenue Operations Associate to support performance management and optimize media allocation. The role involves managing call flow, budget adherence, and collaborating with various internal departments. Ideal candidates will have a Bachelor's degree and relevant experience in client management and performance metrics.

Qualifications

• 1-3 years of experience managing external clients.
• Entry to mid-level proficiency with Excel.
• Experience working within a CRM database.

Responsibilities

• Ensuring daily, weekly, monthly marketing budget adherence.
• Managing and optimizing the call flow and agent distribution.
• Responsible for sharing progress against goals and measuring trends.

Skills

Communication

Problem Solving

Analytical Skills

Organizational Skills

Presentation Skills

Education

Bachelor's degree in communications, marketing, or other relevant degree

Tools

Excel

CRM database

Job description

HealthPlanOne's mission is to help people find the right health insurance at the right price, so they live healthier lives. We are committed to making the shopping process simpler. Our mission has never been more important than it is today.

The Revenue Operations Associate will support the Director of Revenue Operations in the day-to-day funnel and performance management. The Revenue Operations Associate is focused on overseeing our media allocation on a daily basis, as well as optimizing the distribution of calls within the marketplace. Optimizing internal inefficiencies and executing on performance goals is core to the employee’s responsibilities.

Supervisory Responsibilities: None

Duties/Responsibilities:

• Ensuring daily, weekly, monthly marketing budget adherence
• Partner with sales to understand weekly/intraday staffing by unit and communicate to stakeholders applicable staffing changes for planning purposes.
• Work with partner team and business insights to optimize media to ensure performance goals.
• Responsible for all marketplace operational duties, including but not limited to
  • Managing and optimizing the call flow and agent distribution on an ongoing basis, subject to performance goals.
  • Changing media volume intraday to ensure efficiency
  • Manage updates to the MarTech tools
• Responsible for sharing our progress against goals, measuring trends and impact and making recommendations about how we can improve monetization across strategic initiatives, especially during AEP
• Work closely with internal departments as needs arise (contracting, licensing, finance, marketing, compliance, IT)
• Performs other related duties as assigned

Required Skills/Abilities:

• Bachelor's degree in communications, marketing, or other relevant degree
• 1-3 years of experience managing external clients
• Experience reviewing and reporting performance metrics for accounts
• Entry to mid-level proficiency with Excel
• Experience working within a CRM database
• Ability to manage multiple accounts simultaneously
• Ability to quickly build rapport with both internal and client stakeholders
• Detail oriented, highly organized and both strategically & analytically focused
• Strong communication and presentation skills
• Determined problem solver who finds efficient ways to meet client needs

Preferred Skills/Abilities:

• Solid knowledge and grasp of Medicare / CMS rules and regulations

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer, typically in a cubicle environment (constant noise, fluorescent overhead lighting)

Equal Employment Opportunity (EEO) is a fundamental principle at HealthPlanOne, where employment is based upon personal capabilities and qualifications. HealthPlanOne does not discriminate because of actual or perceived sex, sexual orientation or preference, gender identity, gender, transgender, race, color, religion, national origin, creed, citizenship status, ancestry, age, marital status, pregnancy, childbirth or related medical conditions, medical conditions including genetic characteristics, mental or physical disability, military and veteran status, or any other protected characteristic as established by law. HealthPlanOne requires the necessary drug testing and background checks as part of our pre-employment practices. If you need assistance or an accommodation due to a disability, please contact us to request accommodation at [e-mail]