Pareto Capital

Account Manager

• Work closely with National and Regional leadership to identify offices and producers to target for growth.
• Align with National Partners to make introductions at the regional and office level.
• Review of our TAM by brand and use data analysis to develop go-to-market strategy.
• Work closely with SVP’s & RVP’s on follow up action items for regular Agency Reviews.
• Monitor partnership effectiveness – internal and external.
• Address market hurdles and internal process inefficiencies that may be hindering growth and/or retention.
• Lead market agency specific meetings on a Regional and National level.
• Drive specific in territory EB conferences and agency specific webinars.
• Execute local strategy plan: Expand new office and new broker relationships.
• Collaborate with appropriate PH team members on market data analysis (BF, PH reporting and LinkedIn Navigator).
• Plan and support execution for National and Regional training to expand partnerships.

National Strategic Account Manager

Account Executive

• Act as a trusted advisor to Sales leadership, providing strategic guidance on workforce planning, role design, and recruiting best practices.
• Lead full-cycle recruitment efforts for Sales roles, ensuring an exceptional candidate and hiring manager experience throughout.
• Design and execute scalable, role-specific recruitment plans and process improvements tailored to the needs of a fast-growing Sales organization.
• Thrive in a dynamic environment with shifting goals and evolving priorities, adapting quickly while maintaining focus on long-term talent acquisition outcomes.
• Develop and implement proactive sourcing strategies to build strong, sustainable talent pipelines that support a rapidly scaling organization.
• Identify and engage top sales talent through targeted networking, employee referrals, industry associations, and strategic sourcing efforts.
• Cultivate meaningful relationships with high-performing candidates across the U.S., positioning ParetoHealth as an employer of choice for top-tier sales professionals.
• Champion and promote ParetoHealth’s employer brand in the marketplace to attract high-performing, mission-aligned candidates.
• Utilize data and analytics to evaluate recruiting performance, identify areas for improvement, and report key hiring metrics.
• Collaborate on cross-functional Talent and People initiatives, contributing to projects such as DE&I efforts, process optimization, and talent planning.

Talent Partner Consultant – Sales

Salesforce Developer

• Design, build, test, deploy, and maintain Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, or related Salesforce products.
• Partner with product, operations, sales, service, and engineering stakeholders to understand business needs and translate them into scalable technical solutions.
• Provide architecture and solutioning guidance for Salesforce initiatives, including data model design, automation strategy, integration patterns, security, and platform scalability.
• Develop custom Salesforce functionality using Apex, Lightning Web Components, Flow, SOQL, APIs, and other platform capabilities.
• Evaluate when to use declarative tools versus custom code, with a focus on maintainability, performance, and long-term platform governance.
• Support integrations between Salesforce and internal or external systems using REST APIs, middleware, event-driven patterns, or other integration approaches.
• Participate in technical design reviews, code reviews, release planning, and deployment activities.
• Troubleshoot production issues, identify root causes, and implement durable fixes.
• Help establish and improve Salesforce engineering best practices, including testing, documentation, CI/CD, environment management, and release governance.
• Collaborate with data, analytics, product, and engineering teams to ensure Salesforce data and processes support broader business and reporting needs.
• Explore and apply AI-enabled tools and capabilities to improve engineering productivity, business workflows, automation, and user experience.

Salesforce Engineer

Customer Support

• Define and execute the product vision, strategy, and roadmap for customer experience initiatives aligned to company objectives.
• Partner with Engineering, Design, Analytics, Customer Management, Marketing, and business stakeholders to deliver high-impact product enhancements.
• Deeply understand customer needs through research, feedback, analytics, and market insights, translating those findings into product opportunities.
• Define success metrics, KPIs, and OKRs to measure product performance and continuously improve customer and business outcomes.
• Write clear product requirements and use stories, ensuring alignment across technical and business teams.
• Lead cross-functional initiatives from discovery through launch, proactively identifying risks, managing tradeoffs, and driving execution.
• Communicate product strategy, roadmap progress, and key decisions to stakeholders and executive leadership.

Product Manager, Customer Experience

Insurance

• Define and own the risk product strategy for Pareto’s captive and stop-loss portfolio
• Assess alternative risk structures and determine whether/how Pareto should evolve captive structures, contribution models, and risk corridors to optimize performance and member experience
• Identify market pain points and associated opportunities through broker feedback, claims analysis, regulatory insights, and assessment of the competitive landscape
• Develop and prioritize a roadmap to expand/manage a suite of protections for captive Members aligned with company growth objectives and risk appetite
• Drive alignment on product priorities and ensure effective execution of key initiatives across underwriting, product, and technology
• Support go-to-market efforts in partnership with Product, Sales, and Marketing, including messaging and sales enablement

National Strategic Account Manager

Talent Partner Consultant – Sales

Salesforce Engineer

Product Manager, Customer Experience

Director, Insurance Strategy – Innovation