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Job Description
Structured overview of role & requirementsAbout This Role
Serve as the primary contact to ensure integrity of U.S. health insurance client member data by managing and resolving moderate to high data discrepancies.
Collaborate with Engineering, Product, Carrier Operations, and Client-facing teams to identify systemic process gaps and improve operational procedures.
Manage a dashboard of tasks focused on Salesforce case time-to-resolution and accuracy, and execute special operational projects with minimal guidance.
Minimum Requirements
Bachelor’s degree or equivalent.
3-4+ years experience in operations, technical account management, or consulting, ideally in high-growth US-based SaaS or Fintech.
Proficiency in Salesforce, G-Suite, and Jira with demonstrated consistent productivity.
Experience with insurance knowledge and direct customer communication, including handling escalations and case queueing systems such as Salesforce.
Ideal Candidate Profile
Experienced in handling high-pressure client scenarios in SaaS or Fintech operations, with a calm and solution-focused approach.
Strong analytical skills to identify root causes of issues using data and standard practices.
Capable of collaborating cross-functionally to drive clarity and timely resolutions in complex, multi-stakeholder environments.
