MedAire

Sales Operations Manager

• Partnering with sales leadership to identify performance opportunities, provide data-driven insights, and support strategic initiatives that improve sales outcomes
• Owning sales reporting, KPI tracking, forecasting support, and performance analysis across conversion, attendance, revenue, productivity, and product performance metrics
• Evaluating, redesigning, and standardizing operational workflows to improve efficiency, scalability, accuracy, and overall sales support effectiveness
• Identifying, evaluating, and implementing automation and AI-enabled solutions that improve productivity, reduce manual effort, and modernize Sales Operations workflows
• Collaborating with Finance, Marketing, HR, IT, and Training teams to align systems, processes, and initiatives that impact sales performance and operational execution
• Providing oversight of compensation validation, operational workflows, and Sales Operations priorities while influencing cross-functional execution and fostering a culture of accountability, ownership, and continuous improvement

Sales Operations Manager, B2C

Account Executive

• Partner with your territory’s top benefits brokers to secure group agreements as a company-paid, or payroll-deducted benefit to eligible employees
• Making the market and owning the business in the defined territory
• Developing key broker and consultant partnerships
• Meeting and exceeding ambitious annual targets with a dual focus on growing total premiums and membership unit volume
• Creating effective group-specific sales and marketing plans
• Traveling regularly across the territory

Regional Sales Executive – Group Benefits

Business Operations

• Leading day-to-day operations across Billing & Collections, Consumer Services, Group Services, and Partner Services while maintaining strong service levels, operational performance, and accountability across all functions.
• Driving process improvement and operational redesign initiatives that translate business priorities into scalable workflows, operational processes, and service delivery models.
• Establishing and managing operational metrics, workforce planning models, productivity targets, and governance cadences across multiple service teams and managers.
• Partnering closely with Technology, Data, Finance, Sales, Marketing, Legal, Human Resources, and Customer Engagement leaders to support operational readiness, platform stabilization, and ongoing process optimization.
• Coaching and developing operational leaders while strengthening organizational structure, role clarity, accountability, and succession planning capabilities.
• Leading change management efforts with transparency and discipline while balancing operational continuity with long-term transformation objectives.

Senior Director, Business Operations

Artificial Intelligence

• Build production AI solutions using Claude Code, Claude Cowork, MCP servers, RAG pipelines.
• Work across operational departments (sales, claims, member experience, ops, cyber, finance).
• Prototype fast, demo monthly, ship continuously.
• Contribute to an internal AI marketplace.
• Participate in hackathons, demo days, and a builder culture that treats experimentation as the job.

AI Fellow

Accounting Manager

• Managing statutory and GAAP financial reporting activities, ensuring timely, accurate, and complete filings across regulated jurisdictions
• Overseeing statutory audits, regulatory reporting obligations, and external audit relationships, including coordinating deliverables, remediation efforts, and filing timelines
• Managing federal, state, and international tax compliance activities in partnership with external tax advisors, including SALT matters, transfer pricing studies, statutory tax reporting, and other complex tax initiatives
• Maintaining and improving regulatory compliance frameworks, including tracking filing requirements, resolving compliance gaps, and supporting evolving jurisdictional requirements
• Leading internal controls initiatives and remediation efforts, partnering cross-functionally to strengthen financial reporting accuracy, compliance, and operational effectiveness
• Overseeing month-end and year-end close activities, including reconciliations, accruals, journal entries, and evaluation of complex accounting transactions
• Mentoring and developing accounting staff while fostering a culture of accountability, integrity, collaboration, and continuous improvement

Accounting Manager, Compliance & Controls

Business Intelligence Developer

• Own end-to-end financial analytics for the Consumer division, from business question scoping through modeling, analysis, and delivery.
• Build and maintain complex financial and operational models primarily in Excel, serving as the foundation for decision-making.
• Develop sales and marketing forecasts, including volume, conversion, and unit economics assumptions.
• Develop and maintain automated dashboards and reporting pipelines, with increasing use of Power BI.
• Drive the annual budgeting process and create trackable frameworks to measure performance throughout the year.
• Lead monthly forecasting, variance analysis, and provide clear, actionable commentary for leadership.
• Translate complex analysis into clear, executive-ready insights and recommendations.

Business Intelligence Analyst – Consumer Finance

Marketing

• Executing and optimizing marketing strategies and go-to-market plans across multiple sales channels.
• Managing marketing campaigns across digital, direct mail, seminar/event marketing, partner programs, and other lead generation channels.
• Supporting and improving lead management processes including intake, qualification, routing, and alignment with sales teams.
• Monitoring campaign performance metrics and contributing to budget tracking, optimization, and reporting across channels.
• Analyzing marketing performance data--including lead generation, RSVP rates, conversion rates, and campaign effectiveness--to support optimization efforts.
• Providing input and feedback on marketing messaging, campaigns, and materials in collaboration with creative and compliance teams.

Marketing Manager

• Developing, documenting, and optimizing sales processes and operational workflows across multiple distribution channels.
• Managing day-to-day sales compensation administration, including commission tracking, payout validation, reporting, and operational analysis.
• Building and maintaining sales reporting, dashboards, and performance metrics to improve visibility and support decision-making.
• Managing CRM systems and sales technology workflows, ensuring data integrity, reporting functionality, and process improvements.
• Supporting forecasting and business planning by analyzing trends, preparing insights, and contributing to leadership decision-making.
• Providing operational sales support, coordinating onboarding activities, and partnering with Compliance and carrier partners to ensure smooth execution.

People Operations

• Leading HRIS (Paylocity) administration
• Overseeing end-to-end payroll operations
• Driving process improvements through automation
• Managing cross-functional projects related to HRIS and payroll
• Overseeing benefits administration and leave of absence processes
• Evaluating and optimizing people operations systems

Manager, People Operations – Systems

• Managing the preparation and review of monthly, quarterly, and annual financial statements in accordance with GAAP or SAP, ensuring accuracy and timeliness.
• Overseeing general ledger activities, including reviewing reconciliations, ensuring proper journal entries, and resolving discrepancies.
• Leading month-end and year-end close processes, including preparing and reviewing accruals, reconciliations, and supporting schedules.
• Owning audit processes by coordinating with external auditors, preparing documentation, and ensuring timely completion of GAAP and statutory audits.
• Managing relationships with external tax advisors, ensuring accurate and timely completion of all federal, state, and local tax filings.
• Developing, documenting, and maintaining effective internal controls over financial reporting, while identifying and implementing process improvements.
• Mentoring and developing accounting staff, fostering a culture of accountability, integrity, and continuous improvement.

Director

• Design and optimize the full engagement ecosystem—owning how we communicate with leads and members at every stage of their journey
• Your mission: increase conversion, boost retention, and maximize the lifetime value of every touchpoint
• Lead the strategy and execution of automated marketing journeys across email, SMS, IVR, landing pages, and more—primarily using HubSpot
• Build and refine communications that power our seminar, ecommerce, and inside sales channels, while also launching new initiatives like referral programs, webinars, and upgrade campaigns
• Partner with cross-functional teams—Tech, Legal, Field Sales, Product, and external agencies—to build compliant, high-performing campaigns
• Oversee key marketing assets, from seminar presentations to retention journeys, and continuously test and optimize based on results

Director, Lead Engagement Strategy

Digital Marketing

• Executing and managing paid digital campaigns across their full lifecycle -- including launching, optimizing, and tracking performance across channels such as paid search, paid social, and programmatic advertising
• Managing and maintaining HubSpot workflows, automation, and campaign assets to support lead generation and lifecycle marketing initiatives
• Supporting the execution of B2B and B2B2C demand generation programs across broker, employer, partner, and consumer audiences
• Collaborating with internal creative resources to support the development and refinement of high-performing campaign assets, including landing pages, ads, and email content
• Monitoring and analyzing campaign performance using tools such as HubSpot, Dynamics, Power BI, and Tableau, and providing insights to improve results
• Working with Sales and Sales Operations teams to support lead flow, tracking, and alignment with campaign objectives

Sales Operations Manager, B2C

Regional Sales Executive – Group Benefits

Senior Director, Business Operations

AI Fellow

Accounting Manager, Compliance & Controls

Business Intelligence Analyst – Consumer Finance

Marketing Manager

Sales Operations Manager

Manager, People Operations – Systems

Accounting Manager, Compliance & Controls

Director, Lead Engagement Strategy

Digital Marketing Specialist – Demand Generation