Crumdale Specialty

Sales

• Drive regional revenue growth by developing and executing a strategic sales plan focused on TPA solutions within the broader health plan ecosystem
• Cultivate and expand relationships within the limited distribution network of brokers, consultants, and agents
• Identify, develop, and close new business opportunities while strengthening existing partner relationships
• Educate broker partners on the full suite of health plan solutions, with an emphasis on TPA-led plan design and administration strategy
• Serve as a trusted advisor to brokers and consultants by delivering data-driven insights and strategic plan design recommendations
• Collaborate cross-functionally with underwriting, actuarial, operations, and leadership teams to deliver competitive, customized proposals
• Lead finalist presentations, strategy meetings, and executive-level discussions with brokers and employer groups
• Maintain a disciplined pipeline management process, providing accurate forecasting and sales reporting
• Monitor regional market trends and competitor activity to proactively position solutions
• Achieve and exceed assigned sales targets, growth metrics, and profitability goals
• Ensure alignment with underwriting discipline and long-term profitability strategy
• Represent Crumdale at industry events and broker functions to expand market presence
• Uphold culture of alignment, innovation, and integrity

Regional Sales Director, TPA Solutions

Operations

• Own all inbound and outbound file processes across vendors (PBM, networks, medical management, etc.).
• Monitor, validate, and reconcile daily file activity (eligibility, claims, accumulators, EOBs, etc.).
• Ensure proper file formatting, delivery, acknowledgments, and error resolution.
• Troubleshoot and resolve file failures across SFTP connections, vendors, and internal systems.
• Maintain and optimize file workflows to support scalability and automation.
• Serve as the primary technical contact for vendor file integrations.
• Manage connectivity across SFTP platforms, APIs (where applicable), and vendor data exchanges.
• Build, maintain, and enhance operational and client-facing reports using SQL.
• Perform cross-system data audits between claims system, vendor outputs, and internal reporting.
• Support new client implementations from a file and reporting readiness perspective.
• Identify opportunities for automation, efficiency improvements, and standardization.

Technical Operations Analyst

Consultant

• Assist with quote submissions, including data gathering and scrubbing and creating the RFP to initiate proposal request.
• Specialize in set up and execution of pricing requests for groups enrolled.
• Create client ready proposals for new business, & groups, using established pricing templates and guidelines.
• Assist Pricing Consultants where and when needed.
• Maintain accurate opportunity tracking in Salesforce.
• Work alongside Pricing Consultant guidance for escalations.
• Communicate clearly to keep quotes moving.
• Assist with reporting and analysis related to quoting.

Associate Pricing Consultant

Account Executive

• Responsible for the customer’s total service experience with Crumdale
• Acts as a trusted advisor while managing ongoing client relationships (brokers, TPAs & employers) and ensuring service delivery with a focus on the pharmacy benefit
• Represents clients internally as advocate and coordinates with other functional areas within the company to implement client benefits, complete projects, and address service needs
• Building strong relationships with our client groups
• Implementing benefit communication programs with the client’s organization
• Helping the client interpret data to guide decision making
• Troubleshooting any issues that may arise to ensure client satisfaction with Crumdale

Regional Sales Director, TPA Solutions

Technical Operations Analyst

Associate Pricing Consultant

Strategic Account Executive