Analyst, Customer Insights

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Position Summary:

As ParetoHealth continues to grow and enhance our post-sales customer experience, we are seeking a dynamic and data-driven Customer Insights Analyst to play a pivotal role in shaping customer experience strategy and design. This role is critical in enabling our Account Management team to prioritize high-value customers, address at-risk accounts, and uncover actionable insights from customer data. The ideal candidate possesses strong analytical skills, expertise in data visualization, and proficiency in Salesforce to deliver impactful insights that enhance the customer experience, drive operational efficiency, and support customer retention.

This position reports directly to the VP of Customer Operations.

Key Responsibilities:

• Conduct customer insights analysis, collecting and analyzing customer survey or behavioral data to uncover trends, resolve issues, and identify opportunities and strategies to improve the customer experience 
• Provide actionable insights to Account Managers on their book of business to inform proactive decision-making, strategies, and planning
• Support customer segmentation, health score analysis, and customer feedback insights to help prioritize high value and at-risk accounts 
• Build and maintain Salesforce dashboards and reports to enable efficient post-sales customer management, including creating training materials and documentation to ensure effective utilization 
• Collaborate with Operations, Product, and Analytics to enhance reporting systems, streamline processes, and improve data accuracy, ensuring solutions are scalable for future growth and aligned with business needs
• Define and expand Account Management KPIs and metrics, partnering with key business stakeholders to establish and regularly monitor performance benchmarks
• Support workforce planning initiatives, including staffing and capacity modeling 
• Deliver business review reporting and insights in collaboration with FP&A and Account Management leadership
  

Required Skills & Qualifications:

• Bachelor’s degree required, with 3-5 years of experience in analytics, revenue operations, or a similar role
• Excellent analytical skills with a proven ability to transform data into actionable insights to support customer experience strategy and design, including journey mapping
• Expertise in data visualization and proficiency in Salesforce and Excel
• Detail-oriented with proven project management experience in a fast-paced environment, adept at collaborating and communicating with cross-functional teams
• Demonstrated ability to develop scalable solutions and anticipate future business requirements to address evolving team and customer needs 
• Experience in customer feedback analysis, segmentation, and health scoring is highly preferred 
• Self-starter with bias toward action that thrives in a dynamic, fast-paced environment, adapting to evolving business needs and priorities 
• Strong communication skills, including the ability to present complex data in a clear and concise manner 
  

Pareto Perks:

Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

What We Live By:

1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.

3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetings, at a company level, and at an industry level, we're always two steps ahead.

4. For the Greater Good - Our vision extends past the here and now. We're rowing in the same direction toward the common goal of transforming an industry. It's our accountability, teamwork, and responsibility that ensure as we're changing industry tides, we're helping them rise. Now watch as we lift all boats in the process.

Disclosures:

ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.

California Applicants:  See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.