WriteWise

Operations

• Spearhead operational process streamlining enrollments and payments of Thatch members to national insurance carriers where automation is not available
• Build out and maintain Standard Operating Procedures (SOPs) for the internal Operations team
• Manage a queue of enrollment and payment tasks from Thatch to insurance carriers
• Assist with manual enrollments and interact with insurance carriers, vendors, and customers
• Engage with Engineering and Operations to build internal and external tools to improve operational efficiency
• Collaborate with Sales, Support, and Advising to create customer solutions
• Balance projects to develop the operations function while addressing ongoing customer needs
• Work with vendors and carriers to develop new operational models as automation is introduced
• Learn quickly and adapt to new processes as workflows are refined

Operations Specialist

Sales Operations Manager

• Work directly with the Head of Sales Strategy & Operations to execute segmentation, territory/account design, pricing, and quoting
• Build and maintain reporting on pipeline coverage, deal progression, and forecasting inputs
• Coordinate with marketing, partnerships, and finance to support GTM initiatives and ensure smooth handoffs
• Maintain Salesforce data integrity and workflow compliance, partnering with contractors and systems specialists
• Build dashboards, templates, and process playbooks to improve sales efficiency
• Surface operational bottlenecks and propose actionable solutions to reduce friction for the sales team
• Be one of the first hires on the Sales Strategy & Operations team and help shape the function

Sales Operations Analyst

Financial Planning and Analysis

• Translate financial data into actionable insights to drive business performance.
• Reconcile and manage budgets and forecasts and identify opportunities for revenue growth and cost optimization.
• Partner closely with executive leadership and cross-functional teams to deliver insights informing key business decisions.
• Produce reliable financial projections, manage the annual budget cycle, and deliver timely variance analysis and reporting to stakeholders.
• Lead the budgeting and forecasting processes to ensure alignment with financial objectives.
• Oversee the design and improvement of forecasting models, tools and processes to produce accurate projections.
• Analyze financial and operational datasets to identify key drivers and improve business performance and forecast accuracy.
• Apply analytical methods to scenario planning.
• Present findings to executive leadership in a clear, concise format providing meaningful and actionable insights.
• Hire, train, and coach a high-performance FP&A team and promote best practices across the finance organization.
• Team with the executive team to develop the company’s medium to long-term financial and strategic plan.

FP&A Manager

Accountant

• Own key parts of our Order-to-Cash process, ensuring accurate billing, revenue accounting, and month-end reconciliations while building scalable processes.
• Be accountable for invoicing, payment and revenue operations, managing day-to-day operations, and handling escalations.
• Effectively work cross-functionally across the organization, partnering with product and engineering as we enhance our internal operational processes to ensure scalability as business demands grow and evolve.
• Execute month-end close procedures, including account reconciliations and fluctuation analysis of our multiple revenue streams
• Work closely with key business partners on policies, processes and programs
• Advise and partner with internal engineering groups to help them build and maintain efficient operational processes at scale.

Revenue Accountant

• As a foundational Broker Operations Specialist, you'll play a pivotal role in assisting clients with selecting the right health insurance plans, ensuring they navigate their options confidently and efficiently, and working with carriers to mitigate issues during and after enrollment. This position offers a unique opportunity for a knowledgeable professional to shape the broker support function and establish best practices for future growth. Your expertise will be instrumental in driving client satisfaction and contributing to the success of our health insurance offerings.
• Assist individuals and businesses in evaluating and selecting health insurance plans. You will provide expert knowledge on plan benefits, coverage options, and regulatory considerations, empowering clients to make informed choices.
• Support clients during Open Enrollment and qualifying life events, addressing questions and ensuring a smooth enrollment experience.
• Act as a liaison between clients and insurance carriers, resolving coverage issues, claims disputes, and other escalated concerns.
• Conduct regular check-ins with clients to assess their satisfaction, provide updates on plan changes, and identify opportunities for additional support.
• Guide clients through the renewal process, helping them evaluate their options and secure continued coverage.
• Work closely with sales, compliance, and carrier partners to streamline processes, enhance customer experience, and contribute to product improvements.
• You have an active broker health insurance license.
• 3-5 years of demonstrated success in customer success, account management, or similar customer-facing roles, with substantial experience in the healthcare or insurance sectors.
• You deeply care about the customer experience. You have an exceptional ability to build relationships, communicate effectively, and solve problems collaboratively, ensuring customer needs are met with precision and care.
• Proven capability to manage multiple accounts and projects in a dynamic, fast-paced environment, maintaining a high level of organization and attention to detail.
• A proactive, optimistic, growth-minded approach, complemented by the resilience to thrive in a fast-paced and evolving workplace.
• Ability to effectively communicate and work with both technical and non-technical teams.