Gravie

Administration

• Oversee the full contracting process, ensuring timely, accurate execution of sales contracts from initiation to completion.
• Ensure precise data entry of contracts and pricing information into the contract management system, driving continuous progress through the workflow.
• Maintain and track all contracts and broker documents across platforms, ensuring accessibility and organization.
• Assist in the integration of new products and process improvements with a focus on ensuring contract administration aligns with evolving business strategies.
• Interpret and ensure accurate implementation of contract terms, ensuring all obligations are met and contractual language is clear.
• Regularly update and maintain sales contract templates to ensure they are up to date and compliant with best practices.
• Identify potential risks, ambiguities, and areas for improvement in contracts to protect the business and foster long-term relationships.
• Maintain detailed records of contracts, amendments, and renewals, ensuring accurate reporting, retrieval, and audit readiness.
• Assist in managing the approval process for contract modifications and renewals, including handling redlines and revisions with precision.
• Work closely with legal, sales, and finance teams, identifying areas where contracts fail to align with overall business objectives and regulatory requirements.
• Provide regular updates to internal teams (Sales Operations, Commercial Legal, Operations) as well as external customers, ensuring all parties are informed throughout the process.
• Identify opportunities to optimize and streamline contract management workflows, enhancing efficiency across the team.
• Generate insightful reports on contract status and performance metrics to support sales and leadership decision-making.
• Ensure timely and accurate communication with brokers, confirming fee structures and verifying payments.
• Collect and verify critical broker documentation, including agency licenses and signed referral agreements, ensuring compliance with company policies

Sales Contract Administrator

Manager

• Create health benefits that actually benefit small and midsize businesses and their employees
• Develop and deliver innovative benefit solutions and services

Manager, Member Services Optimization

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

Account Manager

• Nurture existing and establish new carrier relationships with the aim of improving and scaling enrollment processes.
• Work with the enrollment team to build out a carrier knowledge base, with the aim of creating collateral and education sources for our internal teams & clients.
• Create a rhythm of regular meetings and proactive book of business review with assigned carriers.
• Maintain feedback loop between cross-functional stakeholders and Carriers to enhance Gravie benefit solutions.
• Collaborate with Carriers to identify and expand market growth opportunities, supporting Gravie's strategic goals in key growth markets.
• Support carrier reporting reconciliation, ensuring alignment between carrier data and internal operations to maintain accuracy across systems.
• Manage payment and enrollment escalations through to resolution.
• Monitor Team Salesforce Task queue daily.
• Partner with cross-functional operational team leaders on process/product improvements.
• Update and maintain Carrier Source of Truth tracker.
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Carrier Relations Manager

Product Manager

• Partner closely with leaders across the business to understand their processes, goals, and priorities, and translate those into impactful reporting and data products.
• Play a key role in developing the vision, strategy and roadmap for reporting and data products at Gravie.
• Collaborate with engineering on technical solution design, ensuring alignment and delivering high-quality, scalable end products.
• Create and maintain a healthy backlog of ready for development work items, prioritized based on your understanding of the quantified value of the work to the business.
• Define project timelines and scope in partnership with stakeholders and manage against those commitments to ensure timely and successful delivery.
• Communicate clearly and proactively with business teams, engineering teams, and other stakeholders to ensure alignment and transparency throughout the project lifecycle.
• Serve as a trusted partner to the engineering team, proactively removing roadblocks, addressing open questions, and fostering a collaborative environment.
• Support formal QA processes to ensure the quality, accuracy, and reliability of reporting and data products.
• Own Gravie's reporting and data products, driving continuous enhancements based on needs identified from monitoring key metrics, collecting user feedback and collaborating with developers.
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Product Manager – Reporting

Sales

• Help support and grow overall conversion goals through cross-territory prospecting and setting meetings for all BSMs/ISMs and helping to build a territory.
• Assist with prospecting through email and phone outreach
• Submit proposal and contract requests on behalf of assigned Gravie Broker Sales Managers.
• Interface directly with external broker staff to gather all necessary materials required during the quoting and contracting process.
• Ensure quoting materials are complete and stored correctly in shared company folders.
• Work with the Revenue Operations and Underwriting teams to prioritize rushed requests and ensure critical deadlines are met.
• Enter sales contacts, accounts and opportunities in Salesforce.
• Prepare and proofread presentations and sales communications.
• Attend and take notes in sales meetings.
• Coordinate provider and pharmacy searches with network and pharmacy benefit management (PBM) partners.
• Take an active role in helping BSMs and ISMs identify conference, convention, and sponsorship opportunities, as well as facilitate the setup, recruit brokers for attendance, and any other tasks associated with them.
• Assist with sales research and requests as needed.
• Actively follow up on incoming leads via email and phone calls to drive pipeline generation.
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.
• Assist and organize pipeline and understand where quotes are in the quoting process to ensure on time delivery.

Sales Coordinator

Solutions Engineer

• Stay current on ICHRA regulations and any updates that are applied to the ICHRA regulations as well as ACA individual plan regulations.
• Develop and maintain comprehensive knowledge of the ICHRA market, and Gravie’s ICHRA product and services including processes, procedures, product features, enrollment and administration, determining employer contributions, affordability testing, and product availability by state.
• Work closely with ICHRA Commercial Owner to identify market needs, develop product and service enhancements, and provide input on product and system related changes
• Collaborate with the internal stakeholders on evaluating and improving ICHRA product and process solutions.
• Support Gravie Sales Managers, Brokers, Consultants and their Clients in the sales process.
• Collaborate in assigned geographic areas to expand Gravie’s broker network beyond the routine touchpoints of the primary selling resources
• Work specifically outlined geographies and or broker firms to promote Gravie ICHRA in a direct selling manner.  These targets will be pre-assigned in concert with the primary selling team and the Commercial leader of ICHRA.
• Works closely with sales and marketing to ensure the sales team understands ICHRA capabilities and marketing collateral accurately represents the solution and prospect questions are answered
• Enhance existing educational and training materials for the Sales team, Gravie’s broker partners, employers  and other stakeholders
• Support Business Development in presenting and selling ICHRA to Agencies
• Provide creative solutions to meet the customers’ needs but ensure that those solutions are viable given Gravies capabilities and resources
• Support Account Management and Implementation Manager as an ICHRA subject matter expert.
• Engage in ICHRA related systems development and other duties as assigned
• Prospect, qualify, and follow up with inbound and outbound leads to generate new sales opportunities
• Conduct discovery outreach to understand broker and customer needs and recommend appropriate solutions
• Manage the sales pipeline in CRM systems, ensuring accurate tracking and timely follow-ups
• Present products or services via phone, email, and virtual meetings to move prospects toward close
• Collaborate with marketing and sales leadership to meet or exceed individual and team revenue goals
• Demonstrate the Gravie competencies of empathy, authenticity, curiosity, creativity and outcome orientation.

ICHRA Solutions Consultant

• Create and manage insurance products
• Collaborate with cross-functional teams
• Develop innovative benefit solutions
• Ensure customer satisfaction and address client needs

Senior Manager, Insurance Product Management

Analyst

• Analyze benefit plan documents to accurately build benefit categories and adjudication rules to accurately and efficiently process claims
• Be a leader on the configuration team by supporting training, process development, and peer review / QA.
• Support cross-functional teams during implementations/renewals and develop solutions for plan variations.
• Provide support to team members for escalations and complex configuration requests.
• Perform root causes analysis of adjudication logic and benefit defects.
• Support special project implementations as required
• Create and update policies and procedures and other documentation of our accumulators and plan configurations.
• Perform quality reviews, regression and functional testing in support of configuration changes and application updates.
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Senior Configuration Analyst

• Act as a technical leader for the Javelina platform, making key architectural decisions and designing scalable solutions that integrate seamlessly with other systems.
• Serve as a subject matter expert on vendor platforms and business processes, delivering strategic guidance to cross-functional teams.
• Translate business and technical requirements into effective system solutions aligned with organizational needs and enterprise standards.
• Develop and maintain comprehensive documentation, including Standard Operating Procedures (SOPs), user manuals, and desk-level guides.
• Support strategic projects, providing gap analysis, defining system requirements and leading user acceptance testing.
• Monitor and maintain vendor platform functionality, ensuring performance aligns with platform KPIs and organizational SLAs.
• Design and manage a repeatable release management framework for vendor platforms, ensuring consistent deployment and change control practices.
• Build strong vendor relationships during implementation by establishing issue management, invoice reconciliation, and SLA monitoring frameworks; transition vendor ownership to appropriate HPA team members when appropriate
• Facilitate internal user groups and gather stakeholder feedback on platform usability, accessibility, effectiveness, and system compatibility.
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Senior Claims System Analyst

Claims Specialist

• Support team discussions, aid in team claims issue resolution efficiently, and lead by example.
• Accurately review, investigate, and verify coverage to ensure proper processing of medical claims, identifying key processing requirements based on Summary Plan Descriptions (SPD), policies, and departmental procedures
• Foster a collaborative team culture through open, honest communication.
• Assist with training new team members and support ongoing development through continuous education and skills training.
• Support in helping develop team members to perform at their highest level by offering coaching and sharing expertise/best practices.
• Review claims queues and provide expertise to address nuances with appropriate parties.
• Continually meet department metrics and quality set forth by leadership Provide ongoing feedback to improve departmental workflows and procedures.
• Communicate complex claims issues clearly through documentation and direct communications.
• Process complex claim scenarios in accordance with Summary Plan Descriptions (SPDs). Areas of expertise include, but are not limited to: Coordination of Benefits (COB), Prior Authorization, Claim Adjustments, Health Reimbursement Arrangements (HRA), Transplant Claims, and High Dollar Claims Processing.
• Provide feedback to leadership on system enhancements or training gaps.

Medical Claims Examiner II

Salesforce Administrator

• Provide user support and maintain the Salesforce platform
• Build relationships with multiple technical teams including Product Engineering teams, architects, and external vendors
• Intake and triage questions from business users
• Troubleshoot production issues collaboratively with the Gravie Salesforce team
• Demonstrate standard Salesforce features and solutions built for Gravie
• Support Third Party Application and deliver new features for technologies like Pardot, ON24, Agiloft, Conga Composer, ZoomInfo, BenefitFlow, and OwnBackup
• Lead data hygiene efforts by performing data loads, data fixes, and periodically review data health
• Support User Provisioning and Licensing/Access Management
• Support Credential/Access Management for Integrated Services
• Build reports and dashboards to support production issues or business needs
• Build declarative solutions in Salesforce
• Collaborate with other technology teams to deliver cross-platform solutions
• Manage communication and deadlines to deliver solutions on time
• Demonstrate commitment to our core competencies of being authentic, curious, creative, empathetic and outcome oriented.

Senior Salesforce Administrator

Human Resources

• Provide day-to-day compliance support for Gravie’s Individual Coverage Health Reimbursement Account (ICHRA) line of business.
• Manage and oversee regulatory filings.
• Facilitate response to regulatory complaints.
• Execute regulatory change management process.
• Provide general compliance support and expertise to operational areas.
• Perform risk-based oversight audits.
• Drive the maintenance and oversight of the enterprise-wide regulatory calendar.
• Ensure timely identification and tracking of all required state and federal regulatory filings.
• Lead the end-to-end preparation and submission of Corporate Compliance-owned regulatory reports.
• Establish and monitor internal controls to ensure accuracy and completeness of all regulatory submissions.
• Conduct thorough impact assessments of new regulations on the ICHRA line of business.
• Disseminate clear, summarized, and actionable information to senior management and internal stakeholders.
• Serve as a primary compliance subject matter expert (SME).
• Provide guidance to business partners across the organization on complex regulatory matters.
• Act as the Corporate Compliance representative in cross-functional working groups.
• Ensure compliance is built into all new processes and offerings.

ICHRA Compliance Analyst

Communications

• Support segmentation updates, manual data uploads, audience list refreshes and QA within Braze.
• Support execution of ongoing member‐engagement campaigns (launch, monitoring, optimization).
• Coordinate communications reviews with external partners (virtual-care, navigation programs, vendor support) including scheduling reviews, collecting assets, ensuring brand/tone alignment.
• Organize inbound collateral and communications requests from AM/IM, Clinical, Product, Gravie Care, Finance and other teams; maintain intake tracking, version control, prioritization, deadlines, and ensure necessary internal approvals.
• Become proficient in Gravie’s brand guidelines and tone of voice for members, employers and brokers; review/edit templated partner communications for brand and messaging alignment.
• Conduct audits of member/employer-facing communications and collateral to ensure accuracy; update when plan or product changes impact messaging.
• Provide support for member‐ and employer‐pharmacy communications as required.
• Assist in the development of new collateral as identified by Manager.

Communications Specialist

• Support ICHRA segmentation updates, manual data uploads, audience list refreshes, and QA within Braze to support communications developed by your Manager.
• Support the execution and support of ongoing ICHRA operational campaigns including payments, monitoring workflows, error messaging, and optimization of recurring communications.
• Support intake, prioritization, and organization of collateral and communication requests from Product, Operations, AM/IM, Gravie Care, Finance, Carrier Relations, and other stakeholders.
• Conduct periodic audits of ICHRA-facing communications and collateral to ensure accuracy as operations, regulatory requirements, or product features evolve, and implement updates as needed.
• Assist in the development of new collateral as identified by Manager.
• Help review and edit communications to support your Manager, as needed, for clarity, tone, and alignment with Gravie’s brand guidelines across member and employer touchpoints.
• Help support your Manager with ongoing projects that help support the overall member, employer and product marketing experience.
• Help shape the communications experience for a fast growing ICHRA benefit portfolio and ensure members and employers receive clear and helpful messaging.
• Join a team that is scaling quickly and contribute to building communications infrastructure that drives meaningful impact.