Gravie

Financial Planning and Analysis

• Support the monthly invoicing process to ensure timely and accurate invoicing for July and August invoices
• Monitor the status of ACH transactions to ensure timely and accurate premium collection
• Coordinate with Account Management on essential premium related tasks
• Perform data entry into Gravie’s claim and invoicing system, including employer billing rates
• Audit the employer billing rate and set-up information entered
• Coordinate with other Operations teams to make sure Gravie’s clients are set up properly in Gravie’s systems
• Contribute to various Finance and Accounting projects as needed
• Demonstrate commitment to our core competencies of being authentic, curious, creative and outcome oriented

Financial Operations Coordinator

Account Manager

• Educate employer clients about Gravie's ICHRA product and services.
• Provide accurate and timely answers to clients' questions.
• Ensure new and renewing employer clients receive accurately completed onboarding documents, and route completed items to internal teams.
• Facilitate and present kick-off meetings to clients' employee populations.
• Research and resolve client issues and elevated member issues.
• Proactively deliver ongoing guidance and thoughtful recommendations to clients.
• Coordinate and manage ongoing relationships with clients, including meetings/regular outreach, delivery of applicable reports and contract discussions.
• Assist groups through their plan renewal in determining affordability and establishing their contribution strategies.
• Work with Sales and Implementation teams to ensure smooth onboarding of new clients.
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

ICHRA Account Manager

• Own and manage Gravie's national broker account relationships, serving as the primary point of contact for key national and large regional distribution partners.
• Develop and execute national account plans that drive awareness, engagement, and revenue growth across Gravie's Level-Funded (Comfort) and ICHRA product lines.
• Build executive-level relationships with decision-makers at national brokerage firms, benefits consultants, and general agencies.
• Lead joint business planning with top-tier national partners, setting shared growth targets, tracking performance, and driving activation.
• Identify and recruit new national broker and consultant partners to expand Gravie's distribution reach and market penetration.
• Achieve or exceed annual channel-sourced enrolled employees targets driven through national broker accounts.
• Drive a consistent pipeline of qualified opportunities through national broker partners, supporting field sales conversion.
• Develop and maintain a clear view of partner performance metrics, pipeline contribution, and revenue attribution.
• Proactively identify whitespace within existing national accounts to grow share of wallet and expand product adoption.
• Coordinate with field Sales Executives and VPs to ensure channel-sourced opportunities are well-supported and progress efficiently through the sales cycle.
• Accountability for development, refinement and management of broker incentify program and strategic broker advisory board.
• Review and refine existing partnership deals and establish new deal structures to incentivize new business growth and client retention.
• Develop and deliver broker education programs, positioning Gravie's Level-Funded and ICHRA solutions effectively with national account teams.
• Create and maintain compelling partner-facing materials, presentations, and sales tools in collaboration with Marketing.
• Represent Gravie at national industry events, broker summits, and conferences to elevate brand awareness and deepen relationships.
• Lead national webinars and executive briefings to accelerate ICHRA and level-funded adoption within the broker community.
• Monitor regulatory changes, market trends, and competitor activity — translating insights into actionable enablement content.
• Partner with SVP, Sales to evolve the national broker strategy and shape Gravie's broader channel go-to-market approach.
• Serve as the voice of national broker partners internally — advocating for partner needs and ensuring feedback informs product, pricing, and process decisions.
• Collaborate with Product, Marketing, Operations, and Underwriting to ensure national accounts are well-supported across the client lifecycle.
• Provide structured market intelligence on national broker dynamics, competitive positioning, and employer trends to inform Gravie's strategic planning.

Senior Director, Strategic Partnerships – National Accounts

Revenue Operations

• Prepare quotes, financial analyses and proposals
• Serve as the liaison between the Sales and Underwriting teams during the quoting process
• Coordinate provider and pharmacy searches with network and pharmacy benefit management (PBM) partners
• Utilize Salesforce to enter, analyze and report on quoting data
• Collect all necessary materials for review during the quoting and renewal process
• Ensure all necessary materials required during the quoting and renewal process are up-to-date and stored correctly in shared company folders
• Assist with sales research and requests
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Temporary Revenue Operations Analyst

• Partner closely with others on the FP&A team to build a robust suite of forecasting models
• Work closely with senior leadership on high impact, ad-hoc analysis to enable prudent and timely decision-making
• Contribute to the creation and measurement of key performance indicators at the company, department and initiative level
• Proactively work to understand drivers of performance, explain variance from target/budget and provide recommended actions to business leaders
• Leverage dynamic financial analysis skills to find new ways to help the organization achieve near term and long-term goals
• Ask and answer the right questions with data, including: How are we doing? What should we continue doing? What should we stop doing? What should we start doing in the future?

Senior Financial Analyst

Sales

• Achieve or exceed annual new business sales goals for both Level-Funded and ICHRA products.
• Develop and execute regional sales plans targeting brokers, consultants, and mid-market employers.
• Build strong, consultative relationships with key broker partners to drive consistent quote and close activity.
• Manage the full sales cycle from lead generation to close, including pipeline management, proposal development, and negotiation.
• Maintain a deep understanding of Gravie’s products, market positioning, and competitors to clearly articulate value propositions.
• Partner with internal teams (Underwriting, Marketing, Account Management) to ensure a smooth transition from sale to implementation.
• Represent Gravie at industry events, conferences, and broker meetings to expand regional presence.
• Maintain accurate pipeline forecasts and sales documentation within CRM systems.

Vice President, Sales – Level-Funded, ICHRA

Account Executive

• Meet or exceed new business sales goals for assigned territory and product lines.
• Develop and manage relationships with regional brokers and consultants to drive consistent quoting activity.
• Identify and pursue new opportunities with small and mid-sized employer groups.
• Deliver compelling product presentations and proposals tailored to client needs.
• Partner with internal teams to ensure smooth quoting, underwriting, and onboarding processes.
• Maintain detailed and accurate pipeline, activity, and forecast data within CRM systems.
• Stay current on market trends, competitor offerings, and regulatory changes affecting level-funded and ICHRA products.

Sales Executive – Level-Funded, ICHRA

• Drive new business for Gravie’s Level-Funded and ICHRA products through broker partnerships and employer relationships
• Execute a disciplined sales process and maintain strong broker engagement
• Meet or exceed new business sales goals for assigned territory and product lines
• Develop and manage relationships with regional brokers and consultants
• Identify and pursue new opportunities with small and mid-sized employer groups
• Deliver compelling product presentations and proposals tailored to client needs
• Partner with internal teams for smooth quoting, underwriting, and onboarding processes
• Maintain accurate pipeline, activity, and forecast data within CRM systems
• Stay current on market trends, competitor offerings, and regulatory changes