Everise

Technician

• Direct, coach, and develop team members through regular 1:1 meetings.
• Complete performance reviews, coaching documentation, and corrective actions.
• Manage staffing, schedules, queue performance, and workload balancing.
• Review KPIs including Quality, AHT, Productivity, Attendance, and SLA.
• Identify training opportunities and partner with Learning & Development.
• Handle escalated member, provider, and client concerns.
• Monitor daily operational performance against SLA, productivity, quality, and schedule adherence goals.
• Ensure compliance with HIPAA, CMS, state board of pharmacy requirements, and internal policies.
• Use reporting to identify trends and recommend corrective actions.
• Partner with Workforce Management, Training, Operations, and Leadership.
• Support continuous improvement initiatives and standardization efforts.
• Maintain documentation and confidentiality standards.
• Participate in calibration sessions and business meetings.
• Lead or support special projects as assigned.
• Support non-clinical prescription processing and participant service workflows.

Participant Services Technician Supervisor

Pharmacist

• Direct, coach, and develop team members through regular 1:1 meetings.
• Complete performance reviews, coaching documentation, and corrective actions.
• Manage staffing, schedules, queue performance, and workload balancing.
• Review KPIs including Quality, AHT, Productivity, Attendance, and SLA.
• Identify training opportunities and partner with Learning & Development.
• Handle escalated member, provider, and client concerns.
• Monitor daily operational performance against SLA, productivity, quality, and schedule adherence goals.
• Ensure compliance with HIPAA, CMS, state board of pharmacy requirements, and internal policies.
• Use reporting to identify trends and recommend corrective actions.
• Partner with Workforce Management, Training, Operations, and Leadership.
• Support continuous improvement initiatives and standardization efforts.
• Maintain documentation and confidentiality standards.
• Participate in calibration sessions and business meetings.

Participant Services Pharmacist Supervisor

Operations

• drive strategic and operational excellence for US service delivery
• manage P&L performance
• lead cross-functional management teams through execution
• embed technological innovations into the operating model
• report operational outcomes to the COO

Senior Vice President – Operations

• Owns end-to-end performance of a multi-tiered pharmacy contact center operation.
• Accountable for service levels, quality, compliance, and participant experience.
• Ensures team operates within licensing, regulatory, and client requirements.
• Leads and manages the daily operations of the Pharmacist and Pharmacy Technician teams.
• Ensures the escalation pathway from Pharmacy Technician (initial contact) to Pharmacist (clinical review) runs smoothly.
• Monitors, analyzes, and reports on core KPIs, including average handle time, first-contact resolution, quality/accuracy scores, and participant satisfaction.
• Identify and lead process improvement initiatives that simplify complexity for both staff and participants.

Senior Operations Manager, Pharmacy

• Utilize your pharmacy knowledge to assist with medication-related inquiries
• Support prescription processing activities
• Provide exceptional customer service to patients
• Join a team dedicated to improving healthcare experiences while helping individuals navigate their pharmacy and medication needs with confidence

Certified Pharmacy Technician

• Monitor, track and evaluate associate performance based upon pre-determined Key Performance Indicators (KPI’s) and provide personal feedback to associate to ensure all goals are met and Everise standards are adhered to
• Be the constant presence on the production floor and actively interact with associates to ensure that they are engaged in productive work and systems are functioning properly
• Ensure that underperforming associates meet client expectations through the creation and implementation of written action plans
• Resolve customer escalations
• Responsible for communication between contact center management, client and associate
• Participate in associate selection and interviewing process
• Provide on-the-job or up-training as necessary to enable associates to meet Everise and client expectations

Team Leader – Operations, Health Insurance

Events

• Own the Everise events strategy end-to-end: annual calendar, budget, prioritization, and ROI measurement across all event types
• Manage Everise's presence at the conferences that matter most — CCW, HLTH, Gartner Symposium, and others — from sponsorship strategy through on-site execution
• Design and produce proprietary Everise events: client dinners, executive roundtables, prospect briefings, and brand activations that create pipeline and deepen relationships
• Partner with Sales and Client Services so every event has a defined business objective, a target attendee list, and a post-event follow-up plan
• Own the full logistics lifecycle: venue sourcing, vendor negotiation, contract management, budget tracking, run-of-show, and on-site execution
• Collaborate with the Brand team to ensure every experience reflects the Everise brand — visually, tonally, and in every detail
• Report on event ROI: pipeline influenced, executive engagement, post-event sentiment — outcomes, not attendance numbers
• Support the executive team at key events with briefing preparation and on-site coordination so they show up at their best
• Build and maintain a vendor and agency network that scales quickly when timelines are tight

Events Director

Insurance

• Responsible for working with site Supervisors to execute daily plans to drive improved sales performance
• Actively engaged with Agents/Representatives providing coaching guidance real time
• Facilitate coaching calibrations in one-on-one and group settings
• Collaborate with Supervisors to instill the Everise culture in a motivated team
• Partner closely with site Supervisors and Operations Manager to prioritize coaching efforts
• Support training initiatives and strategy

Licensed Specialist – Health Insurance

• Drive execution of Agent Experience as outlined in the AE SOP
• Support site/agent/team contests driven by vendor and CLIENT
• Manage signage and CLIENT brand material
• Create visuals to drive performance
• Respond to UES/NPS survey results
• Manage and leverage CLIENT swag
• Drive new hire engagement by posting variety of items of interest to training class

Consumer Engagement Specialist – Health Insurance

Technical Account Manager

• Act as the liaison between clients and Everise IT
• Proactively manage all technical related issues
• Lead projects from conception through launch
• Develop and report upon key performance metrics
• Create and maintain strategic relationships with key stakeholders
• Demonstrate a deep understanding of market forces affecting clients

Client Services Representative

• Maintain and strengthen relationships with assigned strategic client(s), ensuring alignment on goals, performance expectations, and deliverables
• Ensure daily execution of all client commitments, including operational performance, service delivery, and contractual obligations
• Drive client satisfaction, retention, and expansion by identifying growth opportunities aligned with client strategic objectives
• Lead account strategy, including development and execution of client account plans focused on revenue growth, operational excellence, and long-term partnership value
• Monitor account performance, proactively identify risks or issues, and implement solutions to ensure consistent delivery and client success
• Partner with cross-functional leaders and Directors to support account management, client reviews, and business development initiatives including RFPs and renegotiations
• Oversee financial performance of client accounts, including budgeting, forecasting, and ensuring alignment with company financial goals
• Ensure operational practices and processes are standardized, compliant, and aligned with company directives and regulatory requirements, particularly within heavily regulated industries
• Lead, develop, and manage high-performing teams, including hiring, performance management, coaching, and succession planning
• Establish productivity metrics and ensure optimal resource utilization to achieve business and client objectives
• Represent Client Services in cross-functional initiatives and strategic projects
• Drive continuous improvement initiatives to enhance operational effectiveness and client outcomes

Senior Director, Client Services

• Responsible for overall client relations, operational effectiveness, revenue generation & client retention
• Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention
• Accountable for the achievement of all designated goals and objectives in the areas of operational effectiveness, revenue generation, and other success factors
• Proactively supports the development of client relationships and attends meetings & reviews as required
• In partnership with the Directors, establish and maintain long–term relationships with clients at a global strategic level
• Identifies and implements process improvement for operational effectiveness
• Creates an environment for success through regular communication forums
• Works closely with the Clients to assess any concerns about the planned program and associated business objectives
• Performs Client performance analysis and develops optimization plans with Operations

Vice President – Client Services

• Serve as primary point of client contact and coordinates program delivery
• Provide input to develop corporate and business unit strategies for account
• In conjunction with senior management help set client expectations in a professional and effective manner,
• Support day-to-day activities for the client program
• Manage client satisfaction and achievement of client specific KPI’s
• Collaborate with other team members to resolve client issues, problems or concerns on a timely and cost-effective basis
• Proactively use business experience and skills to identify new opportunities to enhance or extend relationship with client by providing additional solutions or services
• Assist in management of program profitability and performance metrics. Includes budgeting, forecasting, monitoring actuals, pricing/packaging of new offerings, accounts receivable management, invoice preparation and Service Level Agreements
• Suggest modifications to internal processes as needed for financial control
• Ability to work in a team environment and matrix organization and work remotely from team
• Help ensure that operational procedures are in place
• Participate in development and integration of Technology Solutions
• Serve as the client liaison for security to ensure appropriate customer access to client utilized systems and solution components
• Help establish high-level plans for software upgrades, migrations, and implementations

Director of Client Services

Human Resources

• Leads the design, development, execution, and governance of the organization’s Human Resource strategy, ensuring alignment with overall business objectives and enterprise priorities.
• Serves as a strategic partner to executive leadership, influencing organizational direction through a people and talent lens.
• Translates enterprise business strategy into scalable HR strategies, frameworks, and operating plans.
• Advises senior leadership on the people implications of long-term strategic initiatives, transformation programs, regulatory changes, and organizational growth.
• Leads enterprise-wide talent acquisition strategies to ensure access to high-quality talent across all levels and geographies.
• Designs and governs competitive compensation and benefits philosophies that drive performance, engagement, and retention.
• Champions enterprise diversity, equity, and inclusion strategies to build a fully inclusive and high-performing workforce.
• Leads workforce planning, talent management, and succession planning frameworks to ensure leadership continuity and capability depth across the organization.
• Drives organizational capability building through leadership development, learning strategies, and enterprise-wide upskilling initiatives.
• Benchmarks HR strategies, programs, and practices against global best practices to ensure continued competitiveness.
• Acts as a senior advisor on complex employee relations and organizational matters, ensuring consistency, fairness, and alignment with company values.
• Oversees HR policies, governance frameworks, and systems to ensure operational excellence and compliance.
• Leads the optimization of HR information systems and workforce analytics to enable data-driven decision-making.
• Ensures alignment and coordination of HR strategies across business units and geographies.
• Maintains oversight of global HR trends and ensures appropriate integration of local and international HR practices where applicable.
• Provides executive oversight across core HR functions including employee relations, communications, health and safety, relocation, and community engagement.
• Owns the HR function budget and ensures optimal allocation of resources aligned to business priorities.
• Continuously evaluates and evolves the HR operating model, organizational structure, and leadership capability to drive efficiency, scalability, and business impact.

Head of Human Resources

Data Analyst

• Prepare accurate recurring and as-needed reports using data from internal and external sources
• Responsible for developing, maintaining, supporting, and upgrading reports and dashboards
• Collects, analyzes, and reports sales and marketing data from different data sources, including CRM Software, Marketing Automation Platforms, Account-Based Marketing Platforms, etc.
• Provides actionable insights to guide the sales and marketing teams based on data gathered
• Develop methods and strategies for assessing large amounts of data
• Gather and analyze data to understand problems and proactively make recommendations
• Review historical sales and marketing data to determine trends in productivity
• Contributes to the development of sales plans and objectives and assists senior leadership in monitoring and evaluating sales and marketing performance
• Responsible for monitoring and analyzing competitive activity, customer, and market trends
• Forecasting potential revenue, sales bookings, pipeline and marketing leads and determining sales potential and make recommendations
• Collaborate with team members and members of other departments