Synergy Pet Group

Claims Specialist

• Maintain proper file documentation, file notes, and investigation documentation on each assigned claim.
• Interact with veterinary clinics to ensure timely claim resolution
• Meet or exceed all standards for timeliness, accuracy, and claims volume
• Hold or be willing to obtain an Independent Adjuster License
• Ensure compliance and support regulatory communications and reporting as needed
• Work successfully with cross-functional teams to ensure alignment and support the needs of those teams

Claims Adjuster

Revenue Operations

• Build and own the long-term RevOps strategy across Wishbone and Shepherd by creating scalable operational frameworks that can support rapid growth.
• Serve as a strategic partner to executive leadership across Sales, Marketing, Partnerships, Customer Success, Product, Finance, and Data, enabling faster data-driven decision-making across leadership.
• Own CRM strategy, governance, and optimization across two separate revenue ecosystems, evaluating opportunities to standardize lead flows across each business, enabling scalable workflows.
• Build reliable forecasting models across multiple revenue streams and GTM motions, creating a “single source of truth” across Sales, Marketing, Customer Success and Finance.
• Develop executive dashboards and operational reporting for pipeline, conversion, retention, expansion, and partner performance, improving reporting trust across the organization.
• Partner with Marketing and Growth teams to optimize the full customer lifecycle from lead generation through retention and expansion, creating alignment across acquisition, onboarding, account management, and partner success workflows
• Ensure all revenue-facing teams are operating from consistent reporting and shared goals by improving visibility into CAC, conversion, retention, LTV, and revenue efficiency metrics
• Build and lead a high-performing RevOps organization over time
• Establish strong operating cadences, accountability, and execution rigor
• Create documentation, training, and enablement processes that support scale
• Foster a culture of analytical thinking, continuous improvement, and operational excellence

Claims Adjuster

VP, Revenue Operations