Location: Remote (For Non-Local) or Hybrid (Local to NYC, Denver, or Charlotte) 

Position Summary:

The Account Manager, PBM is responsible for timely and accurate management and execution of all client benefit requests, including benefit changes, eligibility changes, and new implementations. Support implementation of new plans, pricing, and networks, consistent with strategic or administrative intent.

Position Responsibilities:

• Partner with clinical account manager (CAM) and account executive (AE) to manage clients through the entire lifecycle from implementation through go-live and renewal on a designated book of business  

• Support implementation as a critical member of the client management teams with all day-to-day client requirements 

• Responsible for timely and accurate management and execution of all client benefit requests, including benefit changes, eligibility changes, override requests, demos and new implementations 

• Analyze incoming client requests and work with internal and external teams to complete required plan documentation 

• Support implementation of new plans, pricing, and networks, consistent with strategic or administrative intent 

• Lead pre- and post-implementation quality assurance and testing to validate coding accuracy 

• Lead claim reviews to proactively identify discrepancies or inaccuracies and develop solutions to address 

• Travel requirements not to exceed 25% 

• Handle and resolve sponsor and member issues, escalating as needed 

• Research and respond to claims processing and system configuration inquiries 

• Coordinate integration of other data inputs into client management processes 

• Collaborate cross functionally to support general client operations, as required 

• Responsible for relationship management and contribution to successful NPS and Account Management Survey results, along with retention support 

• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance. 

Qualifications:

• Undergraduate bachelor’s degree, with record of strong academic performance 

• 5+ years of proven experience in PBM / health plan, benefits consulting, healthcare 

• Track record of building trusting internal and external relationships 

• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables 

• Experience working with structured and unstructured data 

• Proficient in Microsoft Office, SQL a bonus 

• Ability to balance multiple complex projects simultaneously 

• Exceptional written and verbal communication skills 

• Extremely flexible, highly organized, and able to shift priorities easily 

• Attention to detail & commitment to delivering high quality work product 

Visa Sponsorship: Capital Rx does not provide sponsorship to any candidates. This includes, but is not limited to those that require H1-B, TN, OPT, etc. Candidates must have authorization to work in the US at the time of application and throughout employment. 

This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals. 

Location: Remote (For Non-Local) or Hybrid (Local to NYC area or Denver, CO)

Position Summary:

As a member of the Enterprise Solutions team, you will play a critical role in contributing to the success of Judi Health’s customers leveraging Judi, our Enterprise Health Platform, to service their own pharmacy administrative needs. The Enterprise Solutions team seeks individuals who are passionate to change the landscape of claims processing while providing superior service. This individual will hold responsibility for the setup and ongoing maintenance of accumulator, claims and override data in Judi.

Position Responsibilities:

• Accountable for configuration, load, and maintenance of data from previous adjudication systems into Judi.
• Provide customers with subject matter expertise in Judi’s capabilities, ensuring successful migration to the adjudication platform, with parity of all logic and initiatives.
• Devise a repeatable process for implementing data in Judi, establishing key milestones, and maintaining up to date project plan.
• Build and maintain trusting relationships with customers through superior customer service, meeting or exceeded service level metrics.
• Perform QA and claims testing to validate that data loads yield appropriate adjudication results.
• Partner with Analytics colleagues to author automated/manual test cases and monitoring processes for configurations and data loads.
• Proactively identify execution risks around build status and defects, partnering with internal Product teams and clients to surface mitigation strategies.
• Contribute to playbooks/templates that scale configurations for future client onboardings.
• Take charge of critical issues or problems to key stakeholders, ensuring swift resolution and communication within service level agreements.
• Certain times of year may require meeting participation, travel, service support or other requirements outside of standard business hours, including weekends.
• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

Minimum Qualifications:

• 1+ years of experience in an Analyst role, Software Engineering role or related work experience
• 1+ year of PBM or Health Plan operations experience handling adjudication configurations.
• Experience performing complex analyses on large sets of data
• Knowledge of data management, statistics, modeling
• Experience working with structured and unstructured data
• Proficient in SQL, JSON, Java, R, Excel, and other data visualization tools
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables.
• Exceptional project / time management, prioritization, and organizational skills to ensure customer satisfaction.
• Ability to shift between competing priorities and meet organizational goals.
• Excellent verbal, written, interpersonal and presentation skills.
• Ability to work effectively with virtual teams.
• Ability to travel 5-10%.

Preferred Qualifications:

• Bachelor's Degree preferred, or equivalent combination of education, training, and experience.

• Experience working with AWS Redshift

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services.

Lead Business Analyst — Workforce Development Software

Summary: Own discovery and requirements for a workforce development SaaS platform (WIOA case management, labor exchange, services, outcomes, reporting). Translate program and policy needs into build-ready user stories and support delivery through UAT and go-live.

Responsibilities

• Lead client workshops to document workflows (intake/eligibility, enrollment, services, case notes, exits/follow-up).
• Write clear user stories, acceptance criteria, process maps, and configuration/business rules.
• Partner with Product/Engineering/QA to design solutions, clarify scope, and manage requirements changes.
• Support integrations and data mapping (imports/exports, APIs) and reporting requirements.
• Plan and execute UAT with customers; triage defects and validate fixes.
• Manage and mentor other business analysts and systems staff, supporting their growth and elevating the quality of work across the team.
• Lead cross-functionally across a variety of contexts — partnering with product, engineering, operations, client-facing teams, and external stakeholders to drive outcomes.

Requirements

• Workforce program domain knowledge (WIOA, one-stop operations, labor exchange).
• PIRL familiarity (data elements, validations, reporting impacts).
• 3+ years as a Business Analyst delivering software (SaaS preferred).
• Strong facilitation and documentation skills; can turn complex processes into testable requirements.
• Experience working cross-functionally with technical teams and external stakeholders.

Why Join Us

• We change lives.
• We're growing quickly and need leaders who want real ownership and real impact.
• We're serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You're fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You're hands-on when needed, but you're always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You're calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

Position Summary:

We are seeking a detail-oriented and analytical Manager, Pharmacy Pricing Appeals to join our Provider Relations team. In this role, you will be responsible for managing and resolving the interaction with the pharmacies related to pricing appeals and claims review requests submitted by the pharmacies or internal teams. This includes performing an initial review of the claim and associated pricing, providing the information to internal teams for review, managing any claim adjustments that may be needed, and communicating any necessary information back to the pharmacies. You will play a critical role in ensuring fair reimbursement practices and maintaining strong relationships with pharmacy partners. 

Position Responsibilities:

• Lead the review and improvement of the pharmacy pricing appeal process in coordination with the Analytics team.
• Lead the review and evaluation of the pricing appeal regulatory requirements with the Legal team.
• Manage intake pharmacy pricing appeals or claims reviews from the pharmacies or internal teams via the applicable intake methods required by internal processes and regulations. This involves managing applicable appeal in-boxes and intake methods.
• Evaluate pharmacy-submitted appeals to ensure they meet established criteria and provide the applicable information to the appropriate internal teams for review.
• Receive the internal claim pricing review and respond to the appealing pharmacy with the information.
• Manage the internal process to update any pricing or make claim adjustments as necessary.
• Collaborate with pharmacies and internal teams to reach equitable reimbursement outcomes.
• Provide appeal response information and feedback to the pharmacies as required.
• Provide clear and timely updates to pharmacies and other stakeholders regarding appeal statuses and outcomes.
• Maintain accurate records of appeals and generate reports on trends and discrepancies.
• Lead the development of and manage the claims review process at the NDC level.
• Support other projects as assigned by the Provider Relations team.
• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

Minimum Qualifications:

• Bachelor’s degree required.
• 5+ yrs. of experience in reviewing claims or payment appeals in healthcare, pharmacy, PBM, or other relevant experience. Such prior experience in a pharmacy pricing appeals role includes experience in managing regular correspondence and communication with pharmacies.
• In-depth knowledge of pharmacy operations and drug pricing.
• Familiarity with PBMs and their role in pharmacy reimbursement.
• Strong analytical and problem-solving skills.
• Strong project management skills.
• Excellent communication and interpersonal abilities.
• Experience with and understanding of pharmacy claims processing, pharmacy adjudication systems, and reimbursement workflows.
• Knowledge of state or federal pricing appeal laws.
• Intermediate level of proficiency with Microsoft Excel, Word, PowerPoint.
• Proven track record of working in a fast-paced environment, managing multiple tasks at once and having a go-get attitude to provide persistent outreach to pharmacy providers to close out contracts and tasks.
• Ability to work independently, track work/projects appropriately and remain on task.
• Strong communication skills with the ability to develop effective working relationships with providers and internal and external stakeholders.

Preferred Qualifications:

• Certification in pharmacy technician or related field is a plus.

YOUR MISSION

The Senior Contracts Manager will serve as the company's first dedicated contracts hire and a key member of the Legal Department, personally managing U.S. Department of Defense contracts end to end—from proposal support through award, post-award performance, and closeout. Reporting to the General Counsel, this role will work closely with the proposal and business development team, program managers, and engineering to ensure contracts are properly structured, administered, and closed in compliance with applicable regulations and company policies.

This is a hands-on role in a small, growing legal department. You will carry your own portfolio of contracts from day one, operating with significant autonomy and serving as a direct point of contact with government Contracting Officers and Contracting Officer Representatives. The ideal candidate brings the judgment and initiative that come from working in a lean organization and operating with supervised independence.

Beyond individual contract management, a core part of this role is building a contracts team. Working in close partnership with the General Counsel, you will refine staffing needs, hire contract administrators, and stand up the processes and structure needed to scale the contracts function as the company grows. Until that team is in place—and whenever workload or availability requires it—you will be the contracts function, and the role is scoped with that expectation in mind. As the team and function grow, so will the scope and seniority of this role.

Responsibilities

Pre-Award

• Review and analyze RFPs, RFIs, draft solicitations, and other government procurement actions, identifying key terms, risks, and compliance requirements.
• Support proposal development, including preparation of representations and certifications, review of terms and conditions, and input on cost and pricing volumes from a contracts perspective.
• Advise the proposal and business development team on contract structure, risk, and strategy during the capture and proposal process, including educating business development personnel on the advantages, disadvantages, and risk profiles of different contract types (e.g., FFP, CPFF, CPAF, T&M, IDIQ) to support informed pursuit decisions.
• Identify and flag organizational conflicts of interest and other eligibility or compliance considerations during opportunity assessment.

Award and Negotiation

• Review and negotiate contract terms and FAR/DFARS clauses with government Contracting Officers.
• Coordinate internal review and approval of contract documents prior to execution.
• Ensure contracts are properly recorded, distributed, and set up for performance tracking.

Post-Award Administration

• Serve as the primary point of contact with government Contracting Officers and CORs for assigned contracts.
• Manage contract modifications, change orders, option exercises, incremental funding actions, and other post-award contract actions.
• Track and manage CDRLs, deliverable schedules, and other contractual performance obligations.
• Monitor contract performance for scope, funding, and schedule risks, including identification and escalation of issues such as scope creep, constructive changes, and unauthorized commitments.
• Prepare and submit contract correspondence, including cure notices, show cause responses, requests for equitable adjustment, and other formal communications.
• Support claims analysis, preparation, and resolution in coordination with attorneys within the Legal Department.
• Ensure appropriate FAR/DFARS flowdowns in subcontracts and supplier agreements.

Compliance and Audit Support

• Maintain contract files in audit-ready condition in accordance with applicable record retention requirements.
• Serve as the initial point of contact for routine DCAA and DCMA interactions, audits, and information requests.
• Support compliance with cost accounting standards, Truth in Negotiations Act requirements, and other regulatory obligations applicable to government contractors.
• Track and ensure timely completion of compliance-driven reporting and filing obligations tied to contract performance.

Closeout

• Manage contract closeout procedures, including final deliverable verification, property disposition, release of claims, deobligation of excess funds, and coordination with finance on final invoicing and reconciliation.

Team Building and Leadership

• Build, hire, and manage a contracts administration team in close partnership with the General Counsel, including defining roles, setting hiring priorities, and developing a staffing plan aligned with the company's program portfolio and growth trajectory.
• Serve as the day-to-day manager of contracts team members once hired, including workload allocation, mentorship, professional development, and performance management.
• Develop and implement onboarding processes, standard operating procedures, training materials, and playbooks that enable new contracts team members to operate effectively and consistently.
• Establish and maintain contracts administration workflows, systems, and reporting structures that scale with the team and the company.

General

• Maintain contract status reports, trackers, and dashboards to support leadership visibility and decision-making.
• Support continuous improvement of contracting processes, templates, and playbooks within the Legal Department.
• Build and maintain strong working relationships with internal stakeholders across programs, engineering, finance, and business development.
• Assist with additional projects and initiatives as needed under the direction of the General Counsel.

Qualifications

The successful candidate will be an experienced contracts professional who combines deep, hands-on DoW contract administration expertise with the judgment and leadership ability needed to build and manage a team. This person must be equally comfortable personally managing a portfolio of government contracts—including direct engagement with Contracting Officers—and standing up the processes, people, and structure needed to scale a contracts function. Strong interpersonal skills are essential: this role requires close collaboration with program managers, engineers, business development, finance, and legal colleagues, and the ability to translate complex contracting concepts into practical guidance for non-contracts stakeholders.

• Bachelor's degree required.
• 10+ years of experience in DoD contract administration, with direct responsibility for managing government contracts through the full acquisition lifecycle.
• Active U.S. security clearance required (Secret minimum).
• Demonstrated experience as a primary contracts point of contact with government Contracting Officers.
• Experience managing, mentoring, or building a contracts team, or demonstrated readiness to do so (e.g., training junior staff, leading contract administration workstreams, or standing up new processes in a growing organization).
• Strong working knowledge of the FAR, DFARS, and applicable agency-specific regulatory supplements.
• Experience with a range of government contract types, including firm-fixed-price, cost-plus-fixed-fee, cost-plus-award-fee, time-and-materials, and indefinite-delivery/indefinite-quantity contracts, and the ability to advise internal stakeholders on the practical implications of each.
• Experience supporting proposals and the pre-award process, including review of solicitations and preparation of representations and certifications.
• Experience with contract modifications, change orders, REAs, and contract closeout.
• Ability to work independently, exercise sound judgment, and communicate directly with government counterparts without close supervision.
• Strong written and verbal communication skills, with experience drafting formal contract correspondence.
• Proficiency with contract management systems and tools, SAM.gov, and Microsoft Office.

Preferred Qualifications

• Experience at an aerospace and/or defense company is strongly preferred.
• Experience in a small company, startup, or high-growth environment.
• NCMA certification (CPCM, CFCM, or CCCM).
• Experience supporting programs involving classified information.
• Familiarity with DCAA and DCMA audit and oversight processes.
• Experience with subcontract administration, including flowdown negotiation and compliance.

Compensation

• Base Salary: $145,000-$245,000
• Equity + Benefits including Health, Dental, Vision, HRA/HSA options, PTO and paid holidays, 401K, Parental Leave

Your actual level and base salary will be determined on a case-by-case basis and may vary based on the following considerations: job-related knowledge and skills, education, location, and experience.

 About the Role:  

At Evio, we are building a suite of solutions that enable pharmacy innovation and improved patient outcomes. Our solutions infrastructure is foundational to the value we offer to customers.  We are seeking an experienced Data Engineer who wants to build reliable, scalable systems to bring our mission to life.   

In this role, you will design, develop, and maintain our AWS-cloud-native data platform and systems necessary for efficient data processing, storage, and analysis. This role will work closely with our product management and data analytics teams to create and manage effective data ETL processes on our platforms: helping shape how data flows across our ecosystem and ensuring it is secure, accurate, and trustworthy.  

This is a hands-on role for a team player who wants to build a best-in-class system and make a difference in health care. We are a lean team with strong company culture, and every teammate plays a mission-critical role in our success.  

Key Responsibilities: 

Design and administer data systems:  

• Implement cloud-native data solutions across cloud services such as AWS Glue, AWS Lambda, AWS Step Functions, Redshift, Aurora, Amazon S3, MWAA-Airflow.
• Design and implement scalable data architectures using AWS cloud services, including data lakes, data warehouses, bulk data ingestion, and transaction processing.  
• Collaborate with customers and teammates to comprehend data requirements and translate business needs into well-designed data models.  
• Assemble large, complex data sets that meet functional business requirements.   
• Stay current with AWS services and recommend suitable tools for specific data engineering tasks.  
• Develop and support the internal applications using Python, SQL, and Stored Procedures.  

Build reliable data processes:  

• Develop, implement, and maintain ETL processes to ingest, clean, and transform complex health care data into our application data platforms.  
• Automate manual processes and to optimize data delivery and reduce operational friction. 

Optimize data pipeline performance:  

• Monitor and tune data pipelines and data storage for performance, cost, and reliability.  
• Implement caching mechanisms and data partitioning strategies to enhance query efficiency and reduce data processing times.  
• Continuously evaluate tools and recommend improvements, striving to consistently raise the bar.  

Lead and collaborate company-wide:  

• Provide technical guidance and mentorship within the data engineering team and foster a collaborative and innovative environment.
• Partner closely with product and analytics team to understand business goals and engineer solutions to the right problems.   
• Contribute to a culture of transparency, accountability, and continuous improvement.  

Protect and govern data responsibly:  

• Implement and enforce data security measures and maintain data governance standards and access controls to protect sensitive data.
• Ensure compliance with health care data regulations and industry best practices.  

The skills and experience you bring to this role include:    

• Bachelor’s degree in computer science, Informatics, Information Systems, or another quantitative field. 
• 10+ years of experience in data engineering or a similar role with demonstrated technical leadership experience.  
• Expertise building and administering, including writing views, stored procedures, and triggers, in AWS-native data systems (Redshift, Aurora, RDS PostgreSQL, Glue, Lambda, Step Functions, MWAA-Airflow).
• Strong Python and SQL experience, including advanced query design and database optimization.
• Experience with healthcare data (Medical Claims, Rx Claims) or similar healthcare data is required.  
• Ability to develop subject-matter expertise and partner thoughtfully with business teams.
• Trusted partner: reliable to deliver accurate work in a timely manner. 
• A passion for working with a team to improve how data drives meaningful outcomes.  

Salary Considerations: 

Anticipated annual base pay range: $130,000 - $150,000 plus additional variable compensation based on performance.

At Evio, we’re committed to building a competitive compensation package to honor the value our teammates bring as well as attract and retain top talent that is aligned with our culture, mission and values. Compensation includes base pay (range shown) and could include other variable compensation opportunities depending on job seniority, location, and date of hire. Evio also offers a number of attractive benefits to eligible teammates including health insurance, retirement savings, life and disability insurance, paid and unpaid time off, and other benefits to make sure Evio teammates and families are well supported.  

Please note that the base pay information shown is a general guideline for the job responsibilities and qualifications listed. Salary decisions are based on candidate experience, and market and business considerations. 

  Evio Benefits:

• Great Health Insurance
  The company pays 100% of medical, dental, and vision premiums for teammates, and 50% for dependents.
• 401K Match
  Evio matches 100% of teammate contribution up to 5% of salary, subject to IRS limits. 
• Time Off
  We have a flexible vacation policy for teammates to unplug and recharge when you need it. There is no minimum or maximum amount of vacation allowed per year, and there is no payment in consideration for unused vacation. Vacation is to be used at your discretion, with approval of leadership.
• Parental Leave
  Generous paid leave for new parents (includes birth and non-birth parents).

Evio values a diverse workplace and is committed to supporting and celebrating the diversity that each teammate brings to the table. We are proud to provide equal employment opportunities to all teammates and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.  

About the Role:

We are seeking a highly motivated and licensed Property & Casualty (P&C) Insurance Broker to join our team as part of a critical pilot to launch a P&C broker model at Gusto. You will be essential in evolving Gusto's business insurance channel by acting as a licensed agent to quote and issue business insurance policies with our NEXT Insurance carrier partner. You will use your expertise to provide direct support and an improved experience for small business customers with complex insurance needs, helping to capture meaningfully higher revenue and accelerating the development of our AI Insurance Advisor.

About the Team:

This team is crucial to solving customer experience gaps and optimizing our offline insurance channels. You will be a SME who is part of the "human-in-the-loop" workflows required to train and optimize Gus as an AI insurance advisor. Our collective vision is to be an expert advisor that supports small businesses through every stage of growth, with this pilot being key to establishing our digital insurance agency and licensed agent integration.

Here’s what you’ll do day-to-day:

• Make outbound dials to prospective and existing small business clients to assess their complex P&C insurance needs and recommend suitable coverage options.
• Quote and issue Property & Casualty policies, primarily with the NEXT Insurance carrier, in our offline sales channel.
• Achieve required daily, weekly, and monthly sales activity expectations. 
• Provide human-in-the-loop support to optimize the AI Insurance Advisor, Gus, and assist customers with more complex needs.
• Maintain client relationships, manage policy renewals, and facilitate changes or endorsements to existing policies.
• Act as a trusted liaison between clients and carriers, including assisting clients with reports of losses and claims settlement when necessary.
• Actively work to cross-sell and up-sell additional P&C lines of coverage and strive to achieve monthly production goals for units and/or revenue.
• Maintain accurate and up-to-date client records and policy documentation within CRM systems (SFDC workflow).
• Use AI-powered workflows as a core part of how you sell: running assigned tools daily, surfacing friction and inefficiencies as you find them, and collaborating with your team to influence what gets built or improved next.
• Stay current on industry trends, products, regulations, and underwriting guidelines to provide accurate advice and ensure compliance.

Here’s what we're looking for:

• Experience in the field: Proven experience in insurance sales or brokerage, with coverage level knowledge of commercial P&C products (e.g., Workers' Compensation, BOP, Commercial Auto, E&O). [4+ years]
• Licensing: An active Property & Casualty insurance producer’s license
• Communication & Interpersonal Skills: Excellent verbal and written communication, active listening, and strong interpersonal skills to build rapport and explain complex concepts clearly.
• Sales & Negotiation: Strong sales and negotiation abilities with a proven ability to meet sales targets.
• Technical Proficiency: Working knowledge of carrier quoting systems, proficiency in insurance software, and familiarity with CRM systems like Salesforce (SFDC). 
• Comfortable using AI tools and automation to enhance productivity, decision-making, and problem-solving.
• Mindset: A demonstrated passion for delivering an incredible customer experience and genuine empathy for small business owners.
• Attributes: Highly self-motivated, goal-oriented, and an entrepreneurial ownership mentality to thrive in a fast-paced, high-energy environment.
• AI Fluency: Proven, day-to-day experience integrating AI into how you work - across writing, research, prep, and summarization as a core part of your workflow, with a track record of giving clear, useful feedback that helps improve your tools and processes.

Our cash compensation amount for this role is $109,390 to $134,000 OTE for Denver, Atlanta, Chicago & Las Vegas. $102,855 to $126,000 OTE for Phoenix. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.

Position Overview:

As the Director of Monetization Strategy, you will be the primary architect of Iterable’s economic engine. You aren't just managing a price list; you are defining how we capture value in a rapidly evolving MarTech ecosystem. You will sit at the intersection of Product, Sales, Finance, and Marketing to design and execute pricing and packaging strategies that drive sustainable growth, expand Net Revenue Retention (NRR), and align our success with our customers' success.

Responsibilities:

• • Strategic Vision: Lead the long-term monetization roadmap. You’ll evolve our current models from usage-based pricing toward value-based frameworks that reflect the power of our AI-driven orchestration.
  • Cross-Functional Leadership: Act as the "connective tissue" between Product (to price new features, and ensure our roadmap is optimized for capturing value), Marketing (to position value), and Sales (to ensure deal velocity).
  • Market Intelligence: Conduct deep-dive competitive analysis and buyer research to identify gaps in our current monetization strategy and capitalize on emerging market trends.
  • Packaging & Tiering: Design and optimize product bundles and editions that simplify the buying process for mid-market and enterprise customers alike.
  • Operational Excellence: Partner with RevOps to implement pricing changes within our systems (CPQ, billing) and develop the discounting frameworks and "guardrails" for the field.
  • Change Management: Lead the internal enablement for global sales teams, ensuring they can confidently articulate the "why" behind our pricing.

Qualifications:

• You have 10+ years of experience in SaaS monetization, management consulting, or strategic finance. You think in systems and understand the downstream impacts of a single pricing lever.
• You have direct experience in SaaS monetization, with a particular focus on monetizing AI
• You are comfortable navigating complex datasets to find the "signal" in the noise. You use data to prove your hypotheses about price elasticity and expansion paths.
• You can distill complex economic theories into simple, persuasive narratives for the Executive Leadership Team (ELT).
• You don't just want a seat at the table; you want to build the table. You enjoy creating processes where none existed.

Bonus Points

• Experience building and productionizing LLM based, agentic or autonomous systems that handle complex orchestration and evaluation.
• Experience establishing shared AI platforms or internal developer enablement capabilities
• Familiarity with analytics systems, experimentation workflows, or decisioning frameworks

Perks & Benefits:

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $172,000 - $260,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

At Career Team, our mission is to empower one person, start one career, and serve one family at a time. We do this through innovative software solutions and high-touch services. 

Senior Business Analyst — Workforce Development Software

Summary: Own discovery and requirements for a workforce development SaaS platform (WIOA case management, labor exchange, services, outcomes, reporting). Translate program and policy needs into build-ready user stories and support delivery through UAT and go-live.

Responsibilities

• Lead client workshops to document workflows (intake/eligibility, enrollment, services, case notes, exits/follow-up).

• Write clear user stories, acceptance criteria, process maps, and configuration/business rules.

• Partner with Product/Engineering/QA to design solutions, clarify scope, and manage requirements changes.

• Support integrations and data mapping (imports/exports, APIs) and reporting requirements.

• Plan and execute UAT with customers; triage defects and validate fixes.

Requirements

• Workforce program domain knowledge (WIOA, one-stop operations, labor exchange).
• PIRL familiarity (data elements, validations, reporting impacts).
• 3+ years as a Business Analyst delivering software (SaaS preferred).
• Strong facilitation and documentation skills; can turn complex processes into testable requirements.
• Experience working cross-functionally with technical teams and external stakeholders.
• Project and grant performance: Build a repeatable financial operating model for complex, compliance-heavy projects, including budget-to-actual comparisons, burn rates, cost allocation, and overall fiscal performance metrics.
• Client-facing deliverables: Partner with our Quality Assurance team to deliver accurate, timely, audit-ready financials that we’re proud to put our name on.
• Finance cadence that builds confidence: Lead monthly close and quarterly reporting activities, creating predictable outcomes with a clear narrative.
• Controls that support momentum: Strengthen controls and compliance while keeping the business moving fast.
• Strategy and Planning: Translate tradeoffs into decisions - forecasting, scenarios, and recommendations that help us pick the right direction together.
• Cross-functional problem-solving: Work hand in hand with the operations and client- facing teams when financial issues arise, before they become escalations.
• Scale the team; build the machine: Help position us for growth and the exciting chapters ahead!

Salary: $100k - $130k

Why Join Us

• We change lives.
• We’re growing quickly and need leaders who want real ownership and real impact.
• We’re serious about the outcomes but have fun making them happen.
• Big enough to be interesting, small enough that your work changes the company.

Who You Are

• You’re fluent in the numbers and comfortable with the messy middle of scaling fast.
• You can move from deep analysis to executive conversation without missing a beat.
• You’re hands-on when needed, but you’re always building people, processes, and tools.
• You simplify complicated things and build systems to keep them simple.
• You anticipate the communication before it's needed and always know your audience.
• You’re calm, direct, and you follow through.

How We Work

• High trust, high accountability
• We obsess about our customers
• We value action over perfection, and iterate to get better every day

Position Summary

The Pharmacy Value Programs Senior Project Manager will lead the development, execution, and continuous improvement of innovative pharmacy benefit cost‑savings programs across all lines of business, including Commercial, Exchange, Medicare, and Medicaid. In this highly cross‑functional role, the Program Manager partners closely with internal teams, external vendors, and pharmacy partners to design and implement strategic initiatives—from specialty pharmacy partnerships to benefit design optimization and manufacturer‑direct solutions—that reduce overall drug spend while maintaining or enhancing member experience. This role is responsible for maintaining detailed implementation plans, operational workflows, and training materials while ensuring program quality and compliance through structured audits and documentation. The Project Manager also collaborates with Analytics to produce opportunity assessments and savings reporting, and supports the commercialization of new offerings through pricing, marketing enablement, and RFI/RFP contributions. The ideal candidate brings deep experience in healthcare cost management, strong analytical capabilities, exceptional communication skills, and a strategic mindset with the ability to identify inefficiencies and drive long‑term product and process improvements in a fast‑paced environment.

Position Responsibilities:

• Program Development & Management: Collaborate with key stakeholders to develop and maintain new and existing drug cost containment programs for all lines of business (Commercial, Exchange, Medicare, and Medicaid). Programs include, but are not limited to, partnerships with innovative mail & specialty pharmacies, benefit design optimization, and integration with manufacturer direct offerings.
• Program Planning and Execution: Engage with appropriate stakeholders and cross-functional teams to ensure successful implementation and execution of programs.
• Program Maintenance: Regularly update and maintain comprehensive implementation plans, workflow guides, trainings, and other documentation.
• Quality Assurance: Implement quality control processes to ensure program compliance with established standards and guidelines. Conduct and document audits and work with appropriate stakeholders to implement corrective actions as needed.
• Vendor management: Own relationships with and provide oversight of third-party vendors (including pharmacies) to administer programs with emphasis on member experience and cost savings.
• Data Analytics & Reporting: Use reporting tools and partner with our Analytics team to develop and maintain opportunity analyses and ongoing savings performance reporting.
• Commercialization: Support the go-to-market strategy of savings product offerings including pricing, marketing, and implementation. Support RFI and RFP submissions.
• Continuous quality improvement: Evaluate evolving industry and market landscape and analyze prescription claims data to identify opportunities for improving existing products and developing new products. Supports quality improvement programs/projects as required. 

Required Qualifications:

• Bachelor’s Degree required
• 4+ years of experience applicable to health care cost management, such as in a health plan, PBM, value-based care, or managed care environment; consulting, advising, or tech enablement focused on the preceding areas also considered applicable
• Ability to balance multiple complex projects simultaneously with minimal direction
• Great time-management and organizational skills to manage multiple active projects simultaneously
• Exceptional written, verbal, and presentation skills
• Experience working with data reporting tools, conducting data analyses, and effectively consuming/interpreting data reports and visualizations

Preferred Qualifications:

• Master’s Degree in relevant field (PharmD, MBA, MHA/MHP, etc.)
• Experience with prescription drug channels and payment workflows (pharmacy reimbursement, rebate administration and GPO relations, regulatory requirements, etc.)
• Experience with health insurance or health benefits administration (pharmacy benefits in particular)
• Strong experience in developing, implementing, and using data and workflow management technology solutions (e.g., customer relationship management (CRM), Jira/Salesforce, collaborative Excel workbooks in SharePoint, etc.)
• Experience with programming languages relevant to data analytics, such as SQL or Python
• Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and PowerPoint
• Ability to think strategically and identify inefficiencies, develop long-term solutions, and challenge and improve existing processes through automation and redesign
• Highly detail-oriented and analytical
• Ability to travel occasionally as needed for internal, client, and vendor/partner meetings

Position Summary

The Market Access Programs Senior Project Manager will lead the development, execution, and continuous improvement of innovative market access programs across all lines of business, including Commercial, Exchange, Medicare, and Medicaid. In this highly cross‑functional role, the Program Manager partners closely with internal teams, external vendors, and pharmacy partners to design and implement strategic initiatives—from specialty pharmacy partnerships to manufacturer‑direct solutions—that enhance member experience and reduce overall drug spend. This role is responsible for maintaining detailed implementation plans, operational workflows, and training materials while ensuring program quality and compliance through structured audits and documentation. The Project Manager also collaborates with Analytics to produce opportunity assessments and savings reporting, and supports the commercialization of new offerings through pricing, marketing enablement, and RFI/RFP contributions. The ideal candidate brings deep experience in healthcare cost management, strong analytical capabilities, exceptional communication skills, and a strategic mindset with the ability to identify inefficiencies and drive long‑term product and process improvements in a fast‑paced environment.

Position Responsibilities:

• Program Development & Management: Collaborate with key stakeholders to develop and maintain new and existing market access programs for all relevant lines of business. Programs include, but are not limited to, innovative pharmacy network configurations and partnerships with supply chain stakeholders.
• Program Planning and Execution: Engage with appropriate stakeholders and cross-functional teams to ensure successful implementation and execution of programs.
• Program Maintenance: Regularly update and maintain comprehensive implementation plans, workflow guides, trainings, rules sets, and other documentation as relevant and required.
• Quality Assurance: Implement quality control processes to ensure program compliance with established standards and guidelines. Conduct and document audits and work with appropriate stakeholders to implement corrective actions as needed.
• Vendor management: Own relationship with and provide oversight of third-party vendors and/or partners (pharmacy providers or manufacturers) to administer programs with emphasis on member experience and value capture for clients.
• Data Analytics & Reporting: Use reporting tools and partner with our Analytics team to develop and maintain opportunity analyses and ongoing savings performance reporting.
• Commercialization: Support the go-to-market strategy of program offerings including pricing, marketing, and implementation. Support RFI and RFP submissions.
• Continuous quality improvement: Evaluate evolving industry and market landscape and analyze prescription claims data to identify opportunities for improving existing programs and developing new programs and/or partnerships. Supports quality improvement programs/projects as required. 

Required Qualifications:

• Bachelor’s Degree required
• 4+ years of experience applicable to health care,, such as in a health plan, PBM, pharmacy, manufacturer, value-based care, or managed care environment; consulting, advising, or tech enablement focused on the preceding areas also considered applicable
• Ability to balance multiple complex projects simultaneously with minimal direction
• Great time-management and organizational skills to manage multiple active projects simultaneously
• Exceptional written, verbal, and presentation skills
• Experience working with data reporting tools, conducting data analyses, and effectively consuming/interpreting data reports and visualizations

Preferred Qualifications:

• Master’s Degree in relevant field (PharmD, MBA, MHA/MHP, etc.)
• Experience with prescription drug channels and payment workflows (pharmacy reimbursement, rebate administration and GPO relations, regulatory requirements, etc.)
• Experience with health insurance or health benefits administration (pharmacy benefits in particular)
• Strong experience in developing, implementing, and using data and workflow management technology solutions (e.g., customer relationship management (CRM), Jira/Salesforce, collaborative Excel workbooks in SharePoint, etc.)
• Experience with programming languages relevant to data analytics, such as SQL or Python
• Proficient in Microsoft Office Suite with emphasis on Microsoft Excel and PowerPoint
• Ability to think strategically and identify inefficiencies, develop long-term solutions, and challenge and improve existing processes through automation and redesign
• Highly detail-oriented and analytical
• Ability to travel occasionally as needed for internal, client, and vendor/partner meetings

About the Role

We are seeking a talented and motivated Corporate Counsel to join our legal team. This role is ideal for a lawyer with a strong litigation foundation who is ready to transition into a broad-based product counsel role. You will partner closely with our product and technology organizations, applying your litigation background to assess and mitigate risk, while advising on a wide range of matters at the intersection of AI, product development, and business operations.

What You'll Do

Product & AI Counsel

• Serve as counsel for product teams, advising on product development, feature launches, terms of service, and user-facing policies.
• Provide guidance on legal and regulatory matters related to artificial intelligence, including AI governance frameworks, data use, bias, transparency, and applicable regulation (e.g., EU AI Act, emerging U.S. state laws).
• Advise on intellectual property matters related to software, AI-generated content, and product features.
• Identify and proactively address legal risks in product roadmaps and cross-functional initiatives.
• Collaborate with Privacy, Security, and Trust & Safety teams to ensure product compliance with applicable laws.

• Develop and maintain internal legal playbooks, templates, and training materials.

Risk Management & Dispute Readiness

• Apply litigation expertise to evaluate legal exposure and develop proactive risk mitigation strategies across the business.
• Support pre-litigation matters as they arise, including assessing claims, coordinating with outside counsel, and driving toward efficient resolution.
• Manage litigation holds and support discovery processes when needed.
• Monitor the legal and regulatory landscape affecting technology and AI companies and provide timely guidance to stakeholders.

Business and Cross-Functional Support

• Partner with cross-functional teams to develop, apply, and improve both internal and external policies.
• Collaborate with internal business teams, including Finance and Collections, to support a range of business needs and advise on protective measures when necessary. 
• Advise Sales and Go-To-Market teams on compliance and legal considerations to support competitive positioning.

Required Qualifications

• J.D. from an accredited law school and active bar membership in good standing
• 4-7 years of experience, with law firm litigation experience strongly preferred
• Strong litigation foundation, including experience with dispute assessment, outside counsel management, and discovery
• Experience advising on technology or product-related legal matters
• Strong drafting, analytical, and communication skills
• Highly organized with the ability to manage competing priorities in a dynamic environment
• Understanding of AI tools and how to utilize them to expedite and streamline workflows

Preferred Qualifications

• Prior experience with AI, machine learning, or emerging technology legal issues
• Familiarity with data privacy regulations (GDPR, CCPA, etc.)
• In-house experience at a technology company
• Experience with intellectual property, particularly software or AI-related IP
• Comfort with fast-paced, high-growth environments
• Strong business acumen and product intuition

About the Role

We are seeking a talented and motivated Corporate Counsel to join our legal team. This role is ideal for a lawyer with a strong litigation foundation who is ready to transition into a broad-based product counsel role. You will partner closely with our product and technology organizations, applying your litigation background to assess and mitigate risk, while advising on a wide range of matters at the intersection of AI, product development, and business operations.

What You'll Do

Product & AI Counsel

• Serve as counsel for product teams, advising on product development, feature launches, terms of service, and user-facing policies.
• Provide guidance on legal and regulatory matters related to artificial intelligence, including AI governance frameworks, data use, bias, transparency, and applicable regulation (e.g., EU AI Act, emerging U.S. state laws).
• Advise on intellectual property matters related to software, AI-generated content, and product features.
• Identify and proactively address legal risks in product roadmaps and cross-functional initiatives.
• Collaborate with Privacy, Security, and Trust & Safety teams to ensure product compliance with applicable laws.

• Develop and maintain internal legal playbooks, templates, and training materials.

Risk Management & Dispute Readiness

• Apply litigation expertise to evaluate legal exposure and develop proactive risk mitigation strategies across the business.
• Support pre-litigation matters as they arise, including assessing claims, coordinating with outside counsel, and driving toward efficient resolution.
• Manage litigation holds and support discovery processes when needed.
• Monitor the legal and regulatory landscape affecting technology and AI companies and provide timely guidance to stakeholders.

Business and Cross-Functional Support

• Partner with cross-functional teams to develop, apply, and improve both internal and external policies.
• Collaborate with internal business teams, including Finance and Collections, to support a range of business needs and advise on protective measures when necessary. 
• Advise Sales and Go-To-Market teams on compliance and legal considerations to support competitive positioning.

Required Qualifications

• J.D. from an accredited law school and active bar membership in good standing
• 4-7 years of experience, with law firm litigation experience strongly preferred
• Strong litigation foundation, including experience with dispute assessment, outside counsel management, and discovery
• Experience advising on technology or product-related legal matters
• Strong drafting, analytical, and communication skills
• Highly organized with the ability to manage competing priorities in a dynamic environment
• Understanding of AI tools and how to utilize them to expedite and streamline workflows

Preferred Qualifications

• Prior experience with AI, machine learning, or emerging technology legal issues
• Familiarity with data privacy regulations (GDPR, CCPA, etc.)
• In-house experience at a technology company
• Experience with intellectual property, particularly software or AI-related IP
• Comfort with fast-paced, high-growth environments
• Strong business acumen and product intuition

About the Role

We are seeking a talented and motivated Corporate Counsel to join our legal team. This role is ideal for a lawyer with a strong litigation foundation who is ready to transition into a broad-based product counsel role. You will partner closely with our product and technology organizations, applying your litigation background to assess and mitigate risk, while advising on a wide range of matters at the intersection of AI, product development, and business operations.

What You'll Do

Product & AI Counsel

• Serve as counsel for product teams, advising on product development, feature launches, terms of service, and user-facing policies.
• Provide guidance on legal and regulatory matters related to artificial intelligence, including AI governance frameworks, data use, bias, transparency, and applicable regulation (e.g., EU AI Act, emerging U.S. state laws).
• Advise on intellectual property matters related to software, AI-generated content, and product features.
• Identify and proactively address legal risks in product roadmaps and cross-functional initiatives.
• Collaborate with Privacy, Security, and Trust & Safety teams to ensure product compliance with applicable laws.

• Develop and maintain internal legal playbooks, templates, and training materials.

Risk Management & Dispute Readiness

• Apply litigation expertise to evaluate legal exposure and develop proactive risk mitigation strategies across the business.
• Support pre-litigation matters as they arise, including assessing claims, coordinating with outside counsel, and driving toward efficient resolution.
• Manage litigation holds and support discovery processes when needed.
• Monitor the legal and regulatory landscape affecting technology and AI companies and provide timely guidance to stakeholders.

Business and Cross-Functional Support

• Partner with cross-functional teams to develop, apply, and improve both internal and external policies.
• Collaborate with internal business teams, including Finance and Collections, to support a range of business needs and advise on protective measures when necessary. 
• Advise Sales and Go-To-Market teams on compliance and legal considerations to support competitive positioning.

Required Qualifications

• J.D. from an accredited law school and active bar membership in good standing
• 4-7 years of experience, with law firm litigation experience strongly preferred
• Strong litigation foundation, including experience with dispute assessment, outside counsel management, and discovery
• Experience advising on technology or product-related legal matters
• Strong drafting, analytical, and communication skills
• Highly organized with the ability to manage competing priorities in a dynamic environment
• Understanding of AI tools and how to utilize them to expedite and streamline workflows

Preferred Qualifications

• Prior experience with AI, machine learning, or emerging technology legal issues
• Familiarity with data privacy regulations (GDPR, CCPA, etc.)
• In-house experience at a technology company
• Experience with intellectual property, particularly software or AI-related IP
• Comfort with fast-paced, high-growth environments
• Strong business acumen and product intuition

Location: Remote (For Non-Local) or Hybrid (Local to Denver or NYC area)

Position Summary:

The Government Programs Operations Specialist is a hands-on position responsible for coordinating the day-to-day operations and activities of the Government Programs Operations team. This position provides the candidate a career growth opportunity while learning about Medicare Part D, Medicaid and Exchange business. 

Position Responsibilities:

• Manage the Government Programs Operations team shared Outlook mailbox, including but not limited to timely, accurate and complete responses, and ensuring timeframes for deliverables.
• Lead and execute pharmacy outreach initiatives related to CMS disputes, ensuring compliance with regulatory requirements and internal Government Operations procedures while applying judgment in communication strategy and issue resolution
• Serve as a key contributor in the validation of system enhancements, including evaluating output data, identifying discrepancies, and providing recommendations to improve system performance and data integrity. 
• Design, maintain, and continuously improve structured documentation frameworks, including job aids, policies and procedures (P&Ps), standard operating procedures (SOPs), and training materials to support operational consistency and scalability. 
• Develop and optimize internal workflows and job aids, driving process standardization and identifying efficiency opportunities across Government Programs Operations. 
• Oversee daily PDE reconciliation activities, analyzing trends, identifying variances, and proactively addressing discrepancies to ensure data accuracy and compliance. 
• Manage and resolve escalations arising from claims monitoring activities by applying critical thinking, root cause analysis, and cross-functional collaboration. 
• Support strategic Government Programs Operations initiatives, contributing insights, process improvements, and subject matter expertise as assigned. 
• Plan, coordinate, and facilitate cross-functional meetings to drive alignment, resolve issues, and advance operational objectives. 
• Collaborate closely with Government Programs Operations team members and business partners to address operational needs, improve processes, and support broader organizational goals. 

Required Qualifications: 

• 3+ years of experience in an equivalent role 
• High school diploma required 
• Experience with Medicare Part D and/or Pharmacy Technician experience preferred 
• Organizational skills and a very keen eye for detail and accuracy. 
• Experience working in high-growth, startup environments - an advantage. 
• A positive and upbeat attitude, and excellent interpersonal communication skills.
• A commitment to delivering a high level of customer service, both internally and externally. 
• Flexibility to respond to a range of different work situations. 
• An ability to work under pressure and juggle multiple priorities at any given time. 
• An ability to work well independently and be an effective collaborator within and across teams. 

Location: Remote or Hybrid (Local to NYC or Denver area)

As an Account Manager focused on PBA and Medicare, you'll be at the forefront of delivering seamless client experiences by managing benefit changes, implementing new plans, and ensuring pricing accuracy—all while driving impactful solutions that directly shape business success. You’ll lead key quality assurance initiatives, proactively identify claim discrepancies, and collaborate across teams to streamline processes, making a tangible impact on client satisfaction and operational efficiency. Your expertise will be essential in shaping client strategies, resolving complex issues, and upholding the values that keep Capital Rx ahead of the competition.

Position Responsibilities:

• Partner with clinical account manager (CAM) and account executive (AE) to manage clients through the entire lifecycle from implementation through go-live and renewal on a designated book of business
• Support implementation as a critical member of the client management teams with all day-to-day client requirements
• Responsible for timely and accurate management and execution of all client benefit requests, including benefit changes, eligibility changes, override requests, demos and new implementations
• Analyze incoming client requests and work with internal and external teams to complete required plan documentation
• Support implementation of new plans, pricing, and networks, consistent with strategic or administrative intent
• Lead pre- and post-implementation quality assurance and testing to validate coding accuracy
• Lead claim reviews to proactively identify discrepancies or inaccuracies and develop solutions to address
• Travel requirements not to exceed 25%
• Handle and resolve sponsor and member issues, escalating as needed
• Research and respond to claims processing and system configuration inquiries
• Coordinate integration of other data inputs into client management processes
• Collaborate cross functionally to support general client operations, as required
• Responsible for relationship management and contribution to successful NPS and Account Management Survey results, along with retention support
• Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

Qualifications / Profile:

• Undergraduate bachelor’s degree, with record of strong academic performance
• 5+ years of proven experience in PBM / health plan, benefits consulting, healthcare
• Track record of building trusting internal and external relationships
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Experience working with structured and unstructured data
• Proficient in Microsoft Office, SQL a bonus
• Ability to balance multiple complex projects simultaneously
• Exceptional written and verbal communication skills
• Extremely flexible, highly organized, and able to shift priorities easily
• Attention to detail & commitment to delivering high quality work product

The Opportunity  

We are looking for a Sr Account Executive to join our North American New Business team in selling Flywheel's service offerings to leading brands. This role focuses on our Supply Chain and Fee Recovery offerings – these services help brands identify operational inefficiencies, recover lost revenue, improve supply chain performance, and protect margin through disciplined recovery strategies and process optimization. 

As a Sr Account Executive, you will execute a consultative sales strategy within your assigned territory to drive revenue growth with target accounts. You will work in partnership with pre-sales and marketing teams to prospect and engage relevant stakeholders within target brands to develop opportunities across supply chain and fee recovery services. This role would be a great fit if you have sales experience, strong attention to detail and organizational skills, and exceptional communication skills to collaborate effectively with internal and external stakeholders. 

What You Will Do:  

• Contribute to revenue growth goals for your assigned territory by identifying and closing new business opportunities within Flywheel's Supply Chain and Fee Recovery offerings. 
• Develop a solid understanding of Flywheel's Supply Chain and Fee Recovery capabilities (e.g., fee recovery strategy, chargeback and claims support, vendor compliance opportunities, margin leakage identification, process optimization) and articulate how these solve client pain points. 
• Actively prospect and build a qualified new business pipeline through outreach and networking. 
• Manage mid-to-complex sales cycles from initial customer engagement through contract closure, with support from leadership as needed. 
• Support the creation of pitch decks and sales materials to effectively communicate Flywheel's capabilities and service offerings. 
• Maintain accurate lead, pipeline, and forecast reporting on a regular basis. 
• Collaborate with pre-sales and marketing on demand generation opportunities and use case development to engage prospective clients. 
• Work with the Client Services team to understand our value proposition and current market trends to position solutions effectively. 
• Attend networking events to build relationships and identify potential clients. 
• Stay informed on industry news and translate relevant trends in supply chain operations and cost recovery into client conversations. 

 Who You Are:  

• You have 5+ years of sales experience, selling solutions to mid-market and enterprise companies (experience selling supply chain, operations, logistics, analytics, or related services is a plus). 
• You have experience building and maintaining external relationships to achieve mutual business goals; you are comfortable engaging stakeholders at various organizational levels. 
• You have a solid understanding of the sales process and proven ability to move opportunities through the pipeline. 
• You are motivated, have a strong work ethic, and thrive in a fast-paced environment. 
• You are a strong communicator, naturally curious, and genuinely care about client outcomes. 
• You have a solutions-oriented mindset and can navigate ambiguity to identify client needs and appropriate solutions. 

This role is commission eligible. 

#LD-AD1

The Opportunity  

We are looking for a Sr Account Executive to join our North American New Business team in selling Flywheel's service offerings to leading brands. This role focuses on our Supply Chain and Fee Recovery offerings – these services help brands identify operational inefficiencies, recover lost revenue, improve supply chain performance, and protect margin through disciplined recovery strategies and process optimization. 

As a Sr Account Executive, you will execute a consultative sales strategy within your assigned territory to drive revenue growth with target accounts. You will work in partnership with pre-sales and marketing teams to prospect and engage relevant stakeholders within target brands to develop opportunities across supply chain and fee recovery services. This role would be a great fit if you have sales experience, strong attention to detail and organizational skills, and exceptional communication skills to collaborate effectively with internal and external stakeholders. 

What You Will Do:  

• Contribute to revenue growth goals for your assigned territory by identifying and closing new business opportunities within Flywheel's Supply Chain and Fee Recovery offerings. 
• Develop a solid understanding of Flywheel's Supply Chain and Fee Recovery capabilities (e.g., fee recovery strategy, chargeback and claims support, vendor compliance opportunities, margin leakage identification, process optimization) and articulate how these solve client pain points. 
• Actively prospect and build a qualified new business pipeline through outreach and networking. 
• Manage mid-to-complex sales cycles from initial customer engagement through contract closure, with support from leadership as needed. 
• Support the creation of pitch decks and sales materials to effectively communicate Flywheel's capabilities and service offerings. 
• Maintain accurate lead, pipeline, and forecast reporting on a regular basis. 
• Collaborate with pre-sales and marketing on demand generation opportunities and use case development to engage prospective clients. 
• Work with the Client Services team to understand our value proposition and current market trends to position solutions effectively. 
• Attend networking events to build relationships and identify potential clients. 
• Stay informed on industry news and translate relevant trends in supply chain operations and cost recovery into client conversations. 

 Who You Are:  

• You have 5+ years of sales experience, selling solutions to mid-market and enterprise companies (experience selling supply chain, operations, logistics, analytics, or related services is a plus). 
• You have experience building and maintaining external relationships to achieve mutual business goals; you are comfortable engaging stakeholders at various organizational levels. 
• You have a solid understanding of the sales process and proven ability to move opportunities through the pipeline. 
• You are motivated, have a strong work ethic, and thrive in a fast-paced environment. 
• You are a strong communicator, naturally curious, and genuinely care about client outcomes. 
• You have a solutions-oriented mindset and can navigate ambiguity to identify client needs and appropriate solutions. 

This role is commission eligible. 

#LD-AD1

The Opportunity  

We are looking for a Sr Account Executive to join our North American New Business team in selling Flywheel's service offerings to leading brands. This role focuses on our Supply Chain and Fee Recovery offerings – these services help brands identify operational inefficiencies, recover lost revenue, improve supply chain performance, and protect margin through disciplined recovery strategies and process optimization. 

As a Sr Account Executive, you will execute a consultative sales strategy within your assigned territory to drive revenue growth with target accounts. You will work in partnership with pre-sales and marketing teams to prospect and engage relevant stakeholders within target brands to develop opportunities across supply chain and fee recovery services. This role would be a great fit if you have sales experience, strong attention to detail and organizational skills, and exceptional communication skills to collaborate effectively with internal and external stakeholders. 

What You Will Do:  

• Contribute to revenue growth goals for your assigned territory by identifying and closing new business opportunities within Flywheel's Supply Chain and Fee Recovery offerings. 
• Develop a solid understanding of Flywheel's Supply Chain and Fee Recovery capabilities (e.g., fee recovery strategy, chargeback and claims support, vendor compliance opportunities, margin leakage identification, process optimization) and articulate how these solve client pain points. 
• Actively prospect and build a qualified new business pipeline through outreach and networking. 
• Manage mid-to-complex sales cycles from initial customer engagement through contract closure, with support from leadership as needed. 
• Support the creation of pitch decks and sales materials to effectively communicate Flywheel's capabilities and service offerings. 
• Maintain accurate lead, pipeline, and forecast reporting on a regular basis. 
• Collaborate with pre-sales and marketing on demand generation opportunities and use case development to engage prospective clients. 
• Work with the Client Services team to understand our value proposition and current market trends to position solutions effectively. 
• Attend networking events to build relationships and identify potential clients. 
• Stay informed on industry news and translate relevant trends in supply chain operations and cost recovery into client conversations. 

 Who You Are:  

• You have 5+ years of sales experience, selling solutions to mid-market and enterprise companies (experience selling supply chain, operations, logistics, analytics, or related services is a plus). 
• You have experience building and maintaining external relationships to achieve mutual business goals; you are comfortable engaging stakeholders at various organizational levels. 
• You have a solid understanding of the sales process and proven ability to move opportunities through the pipeline. 
• You are motivated, have a strong work ethic, and thrive in a fast-paced environment. 
• You are a strong communicator, naturally curious, and genuinely care about client outcomes. 
• You have a solutions-oriented mindset and can navigate ambiguity to identify client needs and appropriate solutions. 

This role is commission eligible. 

#LD-AD1

The Opportunity  

We are looking for a Sr Account Executive to join our North American New Business team in selling Flywheel's service offerings to leading brands. This role focuses on our Supply Chain and Fee Recovery offerings – these services help brands identify operational inefficiencies, recover lost revenue, improve supply chain performance, and protect margin through disciplined recovery strategies and process optimization. 

As a Sr Account Executive, you will execute a consultative sales strategy within your assigned territory to drive revenue growth with target accounts. You will work in partnership with pre-sales and marketing teams to prospect and engage relevant stakeholders within target brands to develop opportunities across supply chain and fee recovery services. This role would be a great fit if you have sales experience, strong attention to detail and organizational skills, and exceptional communication skills to collaborate effectively with internal and external stakeholders. 

What You Will Do:  

• Contribute to revenue growth goals for your assigned territory by identifying and closing new business opportunities within Flywheel's Supply Chain and Fee Recovery offerings. 
• Develop a solid understanding of Flywheel's Supply Chain and Fee Recovery capabilities (e.g., fee recovery strategy, chargeback and claims support, vendor compliance opportunities, margin leakage identification, process optimization) and articulate how these solve client pain points. 
• Actively prospect and build a qualified new business pipeline through outreach and networking. 
• Manage mid-to-complex sales cycles from initial customer engagement through contract closure, with support from leadership as needed. 
• Support the creation of pitch decks and sales materials to effectively communicate Flywheel's capabilities and service offerings. 
• Maintain accurate lead, pipeline, and forecast reporting on a regular basis. 
• Collaborate with pre-sales and marketing on demand generation opportunities and use case development to engage prospective clients. 
• Work with the Client Services team to understand our value proposition and current market trends to position solutions effectively. 
• Attend networking events to build relationships and identify potential clients. 
• Stay informed on industry news and translate relevant trends in supply chain operations and cost recovery into client conversations. 

 Who You Are:  

• You have 5+ years of sales experience, selling solutions to mid-market and enterprise companies (experience selling supply chain, operations, logistics, analytics, or related services is a plus). 
• You have experience building and maintaining external relationships to achieve mutual business goals; you are comfortable engaging stakeholders at various organizational levels. 
• You have a solid understanding of the sales process and proven ability to move opportunities through the pipeline. 
• You are motivated, have a strong work ethic, and thrive in a fast-paced environment. 
• You are a strong communicator, naturally curious, and genuinely care about client outcomes. 
• You have a solutions-oriented mindset and can navigate ambiguity to identify client needs and appropriate solutions. 

This role is commission eligible. 

#LD-AD1

The Opportunity  

We are looking for a Sr Account Executive to join our North American New Business team in selling Flywheel's service offerings to leading brands. This role focuses on our Supply Chain and Fee Recovery offerings – these services help brands identify operational inefficiencies, recover lost revenue, improve supply chain performance, and protect margin through disciplined recovery strategies and process optimization. 

As a Sr Account Executive, you will execute a consultative sales strategy within your assigned territory to drive revenue growth with target accounts. You will work in partnership with pre-sales and marketing teams to prospect and engage relevant stakeholders within target brands to develop opportunities across supply chain and fee recovery services. This role would be a great fit if you have sales experience, strong attention to detail and organizational skills, and exceptional communication skills to collaborate effectively with internal and external stakeholders. 

What You Will Do:  

• Contribute to revenue growth goals for your assigned territory by identifying and closing new business opportunities within Flywheel's Supply Chain and Fee Recovery offerings. 
• Develop a solid understanding of Flywheel's Supply Chain and Fee Recovery capabilities (e.g., fee recovery strategy, chargeback and claims support, vendor compliance opportunities, margin leakage identification, process optimization) and articulate how these solve client pain points. 
• Actively prospect and build a qualified new business pipeline through outreach and networking. 
• Manage mid-to-complex sales cycles from initial customer engagement through contract closure, with support from leadership as needed. 
• Support the creation of pitch decks and sales materials to effectively communicate Flywheel's capabilities and service offerings. 
• Maintain accurate lead, pipeline, and forecast reporting on a regular basis. 
• Collaborate with pre-sales and marketing on demand generation opportunities and use case development to engage prospective clients. 
• Work with the Client Services team to understand our value proposition and current market trends to position solutions effectively. 
• Attend networking events to build relationships and identify potential clients. 
• Stay informed on industry news and translate relevant trends in supply chain operations and cost recovery into client conversations. 

 Who You Are:  

• You have 5+ years of sales experience, selling solutions to mid-market and enterprise companies (experience selling supply chain, operations, logistics, analytics, or related services is a plus). 
• You have experience building and maintaining external relationships to achieve mutual business goals; you are comfortable engaging stakeholders at various organizational levels. 
• You have a solid understanding of the sales process and proven ability to move opportunities through the pipeline. 
• You are motivated, have a strong work ethic, and thrive in a fast-paced environment. 
• You are a strong communicator, naturally curious, and genuinely care about client outcomes. 
• You have a solutions-oriented mindset and can navigate ambiguity to identify client needs and appropriate solutions. 

This role is commission eligible. 

#LD-AD1

The Opportunity  

We are looking for a Sr Account Executive to join our North American New Business team in selling Flywheel's service offerings to leading brands. This role focuses on our Supply Chain and Fee Recovery offerings – these services help brands identify operational inefficiencies, recover lost revenue, improve supply chain performance, and protect margin through disciplined recovery strategies and process optimization. 

As a Sr Account Executive, you will execute a consultative sales strategy within your assigned territory to drive revenue growth with target accounts. You will work in partnership with pre-sales and marketing teams to prospect and engage relevant stakeholders within target brands to develop opportunities across supply chain and fee recovery services. This role would be a great fit if you have sales experience, strong attention to detail and organizational skills, and exceptional communication skills to collaborate effectively with internal and external stakeholders. 

What You Will Do:  

• Contribute to revenue growth goals for your assigned territory by identifying and closing new business opportunities within Flywheel's Supply Chain and Fee Recovery offerings. 
• Develop a solid understanding of Flywheel's Supply Chain and Fee Recovery capabilities (e.g., fee recovery strategy, chargeback and claims support, vendor compliance opportunities, margin leakage identification, process optimization) and articulate how these solve client pain points. 
• Actively prospect and build a qualified new business pipeline through outreach and networking. 
• Manage mid-to-complex sales cycles from initial customer engagement through contract closure, with support from leadership as needed. 
• Support the creation of pitch decks and sales materials to effectively communicate Flywheel's capabilities and service offerings. 
• Maintain accurate lead, pipeline, and forecast reporting on a regular basis. 
• Collaborate with pre-sales and marketing on demand generation opportunities and use case development to engage prospective clients. 
• Work with the Client Services team to understand our value proposition and current market trends to position solutions effectively. 
• Attend networking events to build relationships and identify potential clients. 
• Stay informed on industry news and translate relevant trends in supply chain operations and cost recovery into client conversations. 

 Who You Are:  

• You have 5+ years of sales experience, selling solutions to mid-market and enterprise companies (experience selling supply chain, operations, logistics, analytics, or related services is a plus). 
• You have experience building and maintaining external relationships to achieve mutual business goals; you are comfortable engaging stakeholders at various organizational levels. 
• You have a solid understanding of the sales process and proven ability to move opportunities through the pipeline. 
• You are motivated, have a strong work ethic, and thrive in a fast-paced environment. 
• You are a strong communicator, naturally curious, and genuinely care about client outcomes. 
• You have a solutions-oriented mindset and can navigate ambiguity to identify client needs and appropriate solutions. 

This role is commission eligible. 

#LD-AD1

Position Summary

We are seeking a highly analytical and detail‑oriented Analyst to join our team. This role plays a key part in validating and coding audit deliverables, developing performance monitoring reporting, quantifying financial impact, and driving efficiency through automation and advanced analytics. The ideal candidate brings experience with internal controls, audit testing, and risk assessment, along with a proven ability to deliver high‑quality results in a fast‑paced, collaborative environment.

Position Responsibilities:

• Research and analyze pharmacy claims to ensure accuracy and contractual compliance across benefit setup, pricing, and guarantees
• Perform audit risk assessments, annual logic reviews and ongoing monitoring activities
• Analyze, reconcile and validate large datasets across multiple internal systems; develop and maintain SQL/Python queries for audit reporting and performance monitoring
• Create audit deliverable reporting, quantify financial impact of potential and confirmed audit findings, and build dashboards to identify trends and risks
• Identify and implement automation and process improvements across audit, reporting, and reconciliation workflows
• Maintain and enhance code, reporting tools, and dashboards to improve reliability, efficiency, and scalability
• Define and document technical requirements, data specifications, and methodologies to support transparency and repeatability
• Collaborate with internal and technology teams to improve data quality, workflows, and controls
• Provide ad-hoc analysis to support evolving business and audit needs
• Responsible for the adherence to the Capital Rx Code of Conduct including reporting of noncompliance

Required Qualifications:

• Bachelor’s degree in a quantitative or business-related field (e.g., Actuarial Science, Statistics, Economics, Finance, Data Analytics, or Business Administration)
• 2+ years of of experience in data analytics, audit, or a related role
• Experience in healthcare, PBM, or pharmacy claims; knowledge of pharmacy benefits, pricing, guarantees, and pharmacy claims analysis preferred
• Proficiency with SQL (Snowflake preferred), Excel, Tableau
• Familiarity with Python and project management/version control tools (e.g., Jira, Confluence, GitHub)
• Strong attention to detail with an intellectual and professional curiosity along with a passion for continuous improvement
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Effective communicator with both technical and non-technical stakeholders
• Extremely flexible, highly organized, and able to shift priorities easily

Position Summary

We are seeking an experienced and strategic Project Manager to lead the delivery of high‑impact, cross‑functional initiatives. This role is responsible for managing multiple complex projects from inception through execution, ensuring alignment with business objectives, compliance standards, and operational best practices. The ideal candidate brings strong communication, stakeholder management, problem‑solving, and risk mitigation skills, with a proven ability to deliver results in a fast‑paced environment.

Position Responsibilities:

• Manage concurrent client audits or team projects, coordinating with internal and external stakeholders to ensure on‑time, on‑scope delivery.
• Develop, maintain, and execute detailed project plans, including scope, timelines, milestones, resource allocation, and task assignments across simultaneous audits and initiatives.
• Drive end‑to‑end project execution from initiation through closeout, ensuring alignment with business objectives and contractual requirements.
• Serve as the primary point of contact in external auditor and consultant meetings, leading kickoffs, clarifying scope and procedures, and managing expectations.
• Monitor project progress and performance, proactively managing risks, issues, dependencies, and scope changes.
• Collaborate closely with cross‑functional subject matter experts (e.g., Account Management, Analytics, Network, Provider Relations, Product, Compliance, etc.) to gather deliverables, review findings, provide responses, complete corrective actions, and ensure follow‑ups are owned and closed.
• Maintain clear, consistent communication through status updates, dashboards, and presentations for stakeholders and leadership.
• Build and maintain strategic relationships with external consultants, auditors and internal teams.
• Ensure quality, compliance, and governance by maintaining complete project documentation, leveraging project management tools (e.g., Jira, Confluence, Asana), and driving continuous process improvement.
• Support general business needs, as required.
• Responsible for the adherence to the Capital Rx Code of Conduct including reporting of noncompliance.

Required Qualifications:

• Bachelor’s degree in a related field
• 3+ years of proven experience in project management
• PMP or equivalent certification is strongly preferred
• Experience in healthcare, pharmacy benefit management, pharmacy claims audit, or health tech environments is highly desirable
• Proficiency with project management tools (e.g., Jira, Confluence, Asana, etc.).
• Track record of leading cross-functional projects, driving high performance, meeting deadlines, and executing on deliverables
• Strong attention to detail with an intellectual and professional curiosity along with a passion for continuous improvement
• Ability to balance multiple complex projects simultaneously
• Exceptional communication and stakeholder management skills
• Extremely flexible, highly organized, and able to shift priorities easily

Position Summary: 

We are seeking a highly analytical and collaborative Manager to join our Business Reporting team within the Analytics Reporting organization. This role is dedicated to supporting our Client Services teams, ensuring they have the reporting, insights, and analytical support needed to drive client success. The Manager, Business Reporting will partner closely with Client Services to understand client needs, deliver high-quality analytics, and contribute to a scalable reporting foundation. 

Position Responsibilities: 

Client Services Partnership & Support 

• Serve as an analytics partner to Client Services teams, understanding their reporting needs and ensuring timely, high-quality delivery.
• Proactively manage and foster stakeholder relationships by acting as a strategic, consultative advisor with a keen understanding of client objectives. 
• Translate client requests into clear analytical requirements and deliver actionable reporting that supports client conversations and decision-making. 
• Advocate for data-driven decision-making across Client Services and leadership. 

Team Leadership & Development 

• Coach and develop team members, contributing to their professional growth and fostering a collaborative team environment. 
• Set priorities, manage workloads, and establish clear expectations to meet client-driven reporting needs. 
• Support the adoption of analytics best practices and tools through training sessions and knowledge sharing. 

Data Execution & Reporting 

• Contribute to the execution and enhancement of client-facing analytics deliverables aligned with business needs. 
• Collaborate on the development of scalable processes for data collection, analysis, and reporting. 
• Identify areas for improving efficiency through process improvements, automation, and better data practices. 
• Maintain documentation of key analytics processes and ensure data quality standards are upheld. 

Insights & Analysis 

• Conduct data analysis to generate insights that inform client strategy and support Client Services in their engagements. 
• Translate complex analytical findings into clear, actionable recommendations using visualizations and presentations. 
• Contribute to proactive analytics that support client outcomes and operational decision-making. 

Compliance & Quality Assurance 

• Ensure adherence to company compliance standards, including reporting any noncompliance. 
• Support the development and implementation of quality controls and departmental standards to satisfy organizational and regulatory requirements. 
• Participate in internal training sessions to support continued learning and development. 

Required Qualifications: 

• 6+ years of experience in data analytics, business intelligence, or a related field. 
• Experience in PBM, health plans, healthcare, or pharmacy benefits. 
• Familiarity with pharmacy claims data and client reporting metrics. 
• Expertise in SQL with strong coding hygiene and documentation practices. 
• Proficiency in Tableau for developing and maintaining dashboards and visualizations. 
• Working knowledge of Snowflake or other cloud-based data warehouses. 
• Experience with dbt and GitHub-based workflows. 
• Ability to perform complex analyses and synthesize findings into business insights. 
• Track record of partnering closely with internal and external stakeholders to provide consultative analytics support. 
• Proven ability to prioritize and manage multiple projects in a fast-paced environment. 
• Excellent communication and stakeholder management skills, with the ability to present complex data insights to diverse audiences. 

Preferred Qualifications: 

• Experience managing or mentoring analysts. 
• Experience with medical claims data in addition to pharmacy claims.
• Experience working in large-scale, high-growth organizations. 
• Familiarity with Agile project management methodologies. 
• Bachelor's or Master's degree in a relevant field or equivalent experience. 

Position Summary:

As an individual contributor on the Product team, you will pay a critical role in contributing to the success of Capital Rx. The Capital Rx Product team seeks individuals who are passionate about improving the landscape of pharmacy prior authorizations, while providing superior service. The expectations for growth in this role are to push beyond the core data and reporting and to serve as an expert across all domains of Judi, our Enterprise Health Platform.

Position Responsibilities:

• Provide subject matter expertise support on Judi’s function and reporting capabilities related to prior authorization
• Take accountability for accurate translation of reporting requirements for Capital Rx’s customers 
• Support analytics and reporting needs for the prior authorization team and related groups
• Own swift resolution and clear communication of critical reporting issues
• Present analysis results clearly
• Assist in testing of new Judi functionality to ensure enhancements are functioning as expected and accurately processing claims transactions
• Build key cross-functional relationships with other internal teams
• Provide virtual and in person product demonstrations
• Note: Role may periodically require meeting participation, service support or other requirements outside of standard business hours

Minimum Qualifications:

• Bachelor’s degree, with record of strong academic performance in Computer Science, Actuarial Science, Statistics, or Economics or equivalent work experience strongly preferred
• 2+ years of proven experience in data analytics and reporting required
• 2+ years of experience in Structured Query Language (SQL) required
• 2+ years of experience with ETL or ELT preferred
• 2+ years of PBM, pharmacy, health plan, or related experience preferred
• 1+ years working with JSON or other data-exchange format tools preferred
• 1+ year of Python, R, or similar programming experience preferred
• Experience presenting analysis to clients and/or management preferred
• Proficient in Microsoft Excel
• Extremely organized, detail-oriented, and able to easily pivot priorities
• Ability to work effectively with virtual teams
• Ability to travel 5-10%

Position Summary:

Join our first-of-its-kind Integrated Benefits team as a Benefit Operations Specialist, where you will play a pivotal role in delivering comprehensive medical and pharmacy benefit programs for Judi Health clients. You will lead benefit configuration, claims testing, and quality assurance processes, ensuring accuracy and efficiency across all implementations. This position offers the opportunity to influence operational best practices and contribute to a team that is redefining how integrated benefits are delivered in the healthcare space.

Position Responsibilities:

• Responsible for all aspects of benefit configuration, including new plan setup, plan change setup, claims testing, and regular audits
• Drives cross-functional collaboration with the product/dev team as well as additional stakeholder teams to ensure client customized requests are configurable for both new plan setups and plan changes
• Clearly communicate benefit configuration setup and testing process or specific test claims to clients in a concise way that can be understood by users who are not experts in benefit areas
• Make recommendations to streamline the work processes and systems that impact plan/benefit design to create efficiency and quality outcomes
• Works cross-functionally to create new benefit options aligning with market needs, including expansion in government programs
• Develop standards and custom batch testing scenarios and inputs, reviewing test claims output to validate claim accuracy against the clients’ benefit design
• Develops standard policy and procedures, training materials and provide education for training and presentation to cross-functional teams
• Maintain acceptable and appropriate quality levels and production SLA response time
• Participate in client meetings to assess new client benefit information or change requests to ensure design of Judi logic ties to the benefit configuration intended to meet client needs
• Partner with leadership to develop benefit plan designs and ensure that the plan designs meet client requests, Health Plan strategic/business parameters, and all regulatory and other oversight agencies’ requirements
• Partner with Client Services team as clients go live and troubleshoot benefit-related discrepancies, errors, and problems
• Support general business or team needs, as assigned
• Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance

Qualifications:

• Bachelor’s degree preferred
• 5+ years of TPA / health plan experience in Medical Benefit configuration, benefit testing, claims monitoring, SPD creation, Medical Coding or other applicable department needs
• 3+ years of experience with Cigna a plus
• Pharmacy, Dental, or Vision experience a plus
• Self-funded plans, Medicare/Government programs and ERISA experience preferred
• Tremendous attention to detail, ability to shift priorities easily and ability to work in high paced, deadline drive environment.
• Exceptional written and verbal communication skills
• Experience working with product/dev teams and familiarity with Agile, preferred
• Preferred: experience working with structured or unstructured data in Excel, SQL, and other data visualization tools

Certifications:

• IFEBP certification a plus

Your Mission:

This FP&A position is a critical and highly visible role within the Iterable finance team that performs integrated analysis and consolidation to support department and company-wide planning, forecasting and performance reporting processes. Reporting to the VP of FP&A, this role will partner with Research & Development (R&D) to support the company’s strategic objectives while keeping costs predictable. Your goal is to develop a deep understanding of links between our SaaS platform’s technical components and their financial costs to lead short and long-term forecasting of platform investments, technical development costs and partner directly with the CTO and head of product to align financial and development targets.

The successful candidate will specifically demonstrate a strong aptitude for interpreting, analyzing, and communicating complex business issues, and identifying opportunities for improvement. Problem-solving, prioritization, and attention to detail are critical. This position offers multiple opportunities to showcase analytical skills.

The core functions of the role include supporting the annual operating plan, fine tuning live forecast, contingent scenario planning, long-range planning, and month-end reporting processes while ensuring we maintain flexibility and continuously support the strategic objectives of Iterable.

Responsibilities:

• Manage department and company wide financial statement reporting and forecasting including topline revenue metrics, resource allocation, headcount, and OpEx management with a specific focus on and ownership of key R&D functions
• Serve as a finance business partner to the R&D organization and handle departmental headcount, budget, and development and tracking of meaningful critical metrics to measure efficiencies and return on investment analysis
• Partner closely with CFO, VP of FP&A, CTO and VP of Product planning teams on budget planning and maintenance, balancing technical roadmap and budget objectives
• Own the holistic company cost of revenue forecast, partnering with the Engineering FinOps team to link platform performance and optimization with the associated financial impacts
• Support/drive development of Board of Directors presentations, executive dashboards, and KPIs. Create executive review materials that consolidate and communicate financial and operational strategy
• Perform account-level variance analysis that drives business insight and frames financial risks and opportunities; present findings to senior management
• Working to continuously develop and improve existing FP&A processes
• Develop repeatable business, operational and financial processes, partnering closely with the accounting team, to identify key areas of improvement for maximum efficiency
• Perform and support ad-hoc reporting/analysis requests. Support corporate initiatives and reporting

We are looking for people who have:

• BS in Accounting/Finance, related field, or equivalent experience
• Prior experience: 4+ years in an FP&A role at a public/pre-IPO SaaS company, public accounting firm, management consulting or investment banking with direct software company experience
• Exceptional quantitative and financial modeling with high proficiency in Excel, G-Suite applications, and BI tools
• Ability to thrive and multi-task in a rapidly evolving, fast-paced environment
• Self-starter who is self-directed and proactive
• Strong project management skills and proven ability to lead complex cross-functional initiatives across a breadth of team members
• Strong communication, writing, and presentation skills
• Built strong, collaborative relationships with key team members and stakeholders to drive operational efficiency
• Roll-up-the-sleeves attitude and ability to adapt quickly to changes in business priorities and conditions

Perks & Benefits: 

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Community Impact Days
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $112,000 - $175,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

About the role  

Evio is seeking a Rebate Admin Client Success Partner to manage the day-to-day client facing needs of Evio’s medical rebate administration operations activities. This teammate is responsible for championing client priorities across multiple organizations in support of the administration and execution of Evio’s pharmaceutical manufacturer contracting and administration arrangement.  

You’ll serve as a primary operational partner, ensuring rebate programs run smoothly from end to end, while keep client needs front and center. This role ensures accurate rebate eligibility, invoicing, reconciliation, and reporting while maintaining compliance with contractual terms and regulatory requirements. 

This position blends commitment to client success with operational execution of Evio’s rebate administration platform. You’ll resolve issues and improve processes to drive accuracy, transparency, and financial outcomes. Your work directly supports better access, cost management, and overall experience for high-cost medications. 

This position will report to Evio's Pharmaceutical Contracts Operations Lead. 

 What you’ll do   

You will be the primary Evio operational point of contact for our client, Synergie Medication Collective, and ensure a consistent, high-quality experience.   

The day-to-day execution includes:   

Contract administration and client support: 

• Support contract setup, validation, and ongoing maintenance of rebate terms and parameters 
• Ensure accurate execution aligned with client elections and manufacturer agreements 
• Perform ad hoc analyses to resolve systemic invoicing and reporting discrepancies and respond to inquiries from customers. 
• Identify trends, risks, and opportunities to improve rebate capture and client value 
• Support stakeholder interactions during rebate administration audits (manufacturer, clients, etc.)  

Process improvement and operational excellence:  

• Enhance scalability, accuracy, and efficiency of rebate operations 
• Establish and maintain standard operating procedures, controls, and documentation
• Implement tools, automation, and workflows to support medical rebate administration visual controls  

Cross-functional collaboration: 

• Partner with closely with internal teams (e.g., analytics, finance, client success, product) to ensure seamless operations and timely client issue resolution 
• Support client onboarding and ongoing relationship management related to rebate services 

 Your skills and experience  

• Bachelor’s degree in business, finance, healthcare administration, or related field 
• 5+ years of experience in healthcare operations, with direct experience in: 
  • Rebates (medical or pharmacy benefit) 
  • Client account management and/or client success support role
• Strong understanding of rebate processes, contract language, and financial reconciliation 
• Advanced Excel/data analysis skills; experience with large datasets 
• Ability to manage complex workflows, deadlines, and cross-functional stakeholders 

Preferred experience 

• Experience with medical benefit drug rebates (ex. buy-and-bill, J-code drugs, specialty therapeutics) 
• Experience working at or partnering with a PBM, health plan, or specialty pharmacy  
• Familiarity with value-based or outcomes-based rebate arrangements 
• Experience working with medical claims data and healthcare analytics tools 
• Knowledge of regulatory and compliance requirements (e.g., CMS, Medicaid, commercial contracts) 

How you work  

• Detail oriented with a strong focus on financial accuracy 
• Analytical and solutions-focused when working through complex issues 
• Process-driven with a continuous improvement mindset 
• Able to translate complex contract terms into clear operational workflows 
• Communicate clearly and build trust with teammates and external partners  
• Resilient, upbeat attitude 

Salary Considerations

Anticipated annual base pay range $140,000 - $160,000 plus additional variable compensation. 

At Evio, we’re committed to building a competitive compensation package to honor the value our teammates bring as well as attract and retain top talent that is aligned with our culture, mission and values. Compensation includes base pay (range shown) and could include other variable compensation opportunities depending on job seniority, location, and date of hire. Evio also offers a number of attractive benefits to eligible teammates including health insurance, retirement savings, life and disability insurance, paid and unpaid time off, and other benefits to make sure Evio teammates and families are well supported.   

Please note that the base pay information shown is a general guideline for the job responsibilities and qualifications listed. Salary decisions are based on candidate experience, and market and business considerations. 

  Evio Benefits

• Great Health Insurance
  The company pays 100% of medical, dental, and vision premiums for teammates, and 50% for dependents.
• 401K Match
  Evio matches 100% of teammate contribution up to 5% of salary, subject to IRS limits. 
• Time Off
  We have a flexible vacation policy for teammates to unplug and recharge when you need it. There is no minimum or maximum amount of vacation allowed per year, and there is no payment in consideration for unused vacation. Vacation is to be used at your discretion, with approval of leadership.
• Parental Leave
  Generous paid leave for new parents (includes birth and non-birth parents).

Evio values a diverse workplace and is committed to supporting and celebrating the diversity that each teammate brings to the table. We are proud to provide equal employment opportunities to all teammates and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

Pay Range: $22.79-$27.36

Remote Eligible: Hybrid

We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings.

General Purpose of the Position 

is responsible for the meticulous intake, review, and processing of vehicle title documents, ensuring accuracy and compliance with regulatory requirements. This role also involves managing related loan servicing records, including scanning, indexing, and maintaining electronic and physical files. The specialist plays a crucial role in collateral management and provides support for information requests. 
 

ESSENTIAL DUTIES AND RESPONSIBILITIES (including the following). May perform other duties as requested or assigned. 

Title Document Intake and Review: 

• Receive and meticulously review vehicle title documents for accuracy, completeness, and compliance with state regulations. 

• Identify and resolve discrepancies or errors in title documents. 

• Ensure proper documentation and tracking of all title-related transactions. 

Title Processing and Lien Management: 

• Process vehicle title transfers and lien releases, ensuring timely and accurate completion. 

• Maintain accurate records of vehicle titles and lien information. 

• Assist with the release of liens on auto loans. 

Loan Servicing Records Management: 

• Prepare, scan, and index title documents and other loan servicing records into the imaging system. 

• Maintain and update electronic and physical records, ensuring accuracy and compliance with retention policies. 

• Perform batch/document indexing and resolve issues with unreadable documents. 

Collateral Management Support: 

• Assist with other collateral management tasks, including insurance claims processing, GAP/warranty administration, and UCC lien releases. 

• Support the monitoring of loans for adequate insurance coverage. 

Information Retrieval and Support: 

• Respond to requests for title documents and related information from internal and external stakeholders. 

• Assist related departments with title document requests. 

Compliance and Operational Efficiency: 

• Ensure all title document processing and records management activities comply with credit union policies and state regulations. 

• Maintain accurate records and complete assigned reports within established deadlines. 

• Keep management informed of area activities and potential issues. 

• Maintain member confidentiality. 

Customer Service and Teamwork: 

• Provide excellent internal and external customer service, demonstrating courtesy and professionalism. 

• Support other loan servicing records personnel as needed. 

• Participate in meetings as required. 

Requirements 

EDUCATION AND EXPERIENCE 

One to three years of related experience and/or training; or equivalent combination of education and experience. 

OTHER SKILLS AND ABILITIES 

Knowledge of Imaging Systems processes and scanning equipment.  Able to use related PC applications.  Knowledge of Credit Union computer system and other related computer applications.  Ability to apply oral and interpersonal skills that develop member confidence, respect and trust in Credit Union of Colorado and develop cooperative relationships with all levels of people throughout the organization. 

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of an organization.  Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, verbal, diagram, or schedule form. 

PHYSICAL DEMANDS 

While performing the duties of this job, the employee is typically required to sit for long periods.  The employee continually is required to talk or hear. The employee is occasionally required to stand, walk, stoop, and reach with hands and arms. The employee will occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Core Competencies 

Every position at Credit Union of Colorado is grounded in our organizational Values and Core Competencies. These skills and behaviors guide how we work, collaborate, and deliver results. Click here to view our Values and Core Competencies on Atlas. 

Credit Union of Colorado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local laws. 

Please note applicants can redact any information that identifies their age, birth date, or dates of schooling on either their resume or any additional materials provided.

Job Summary

The Product Analyst, Commercial Insurance supports the Sr. Commercial Product Leader across all product development, pricing, research, and filing activities. This role is ideal for an early-career insurance professional with strong analytical and technical skills who is excited to learn, innovate, and contribute to building modern commercial insurance products.

The Product Analyst will play a key role in product development projects, actuarial and competitive research, regulatory filings, data analysis, pricing model support, and development of forms and coverage structures. This role is highly cross-functional, partnering with underwriting, actuarial, claims, compliance, engineering, and data teams.

Key Responsibilities

Product Development Support

• Assist in developing and enhancing commercial P&C products across multiple lines of business.
• Support the Sr. Commercial Product Leader in drafting product requirements, preparing product documentation, and coordinating cross-functional workstreams.
• Participate in the research, planning, and evaluation of new product initiatives.

Analytics & Pricing

• Conduct data analysis to support pricing, product design, risk segmentation, and rate adequacy.
• Build and maintain analytical models using SQL, Python, R, SAS, or other statistical tools.
• Assist in monitoring product performance, including loss trends, underwriting patterns, and competitive benchmarks.
• Support the development of rating structures and pricing models for new and existing products.

Regulatory Filing Support

• Assist with state filing activities, including preparing components of filings, compiling exhibits, and supporting responses to regulator questions.
• Help maintain organized documentation and filing artifacts for tracking and compliance.

Market Research & Competitive Analysis

• Conduct research on competitor forms, rates, rules, and market trends to inform product decisions.
• Support competitive analysis that informs coverage design, pricing, and product positioning.

Cross-Functional Collaboration

• Work closely with underwriting, actuarial, claims, compliance, and engineering teams to support product implementation and updates.
• Assist with product testing and validation during system implementations or upgrades.
• Work on projects and initiatives supporting the Sr. Commercial Product Leader across product strategy, enhancement, and modernization efforts.

Additional Responsibilities

• Help create dashboards, reports, and insights using tools such as Power BI or other visualization platforms.
• Support documentation, training materials, and product communications.
• Contribute to automation and workflow improvements using AI tools, including OpenAI platforms (a plus).

Qualifications

Experience

• 3+ years of experience in the insurance industry, including roles in underwriting, claims, product, actuarial support, or data analytics.
• Experience working in an analytical capacity preferred (pricing, analytics, modeling, or quantitative problem-solving).
• Hands-on experience with SQL, Python, R, SAS, or similar tools.
• Experience with visualization tools (Power BI preferred).
• Experience with insurance product management or product development processes is a plus.
• Experience working with AI tools (including OpenAI platforms) is a bonus.

Education

• Bachelor’s degree required, ideally in Business, Math, Statistics, Economics, Finance, Insurance, Data Science, Actuarial Science, or related fields.
• Master’s degree is a plus.
• Insurance certifications (CPCU, AINS, ARM, etc.) are a plus.

Knowledge & Skills

• Strong analytical and quantitative skills; ability to manipulate and interpret data.
• Curiosity and a desire to learn commercial insurance product development.
• Excellent problem-solving skills with attention to detail.
• Effective communication skills, both written and verbal.
• Ability to manage multiple tasks and deadlines in a dynamic, fast-paced environment.
• Basic understanding of commercial P&C insurance products, coverage concepts, or rating principles preferred.

Compensation:
The base salary range for this role is $110,000 – $150,000, depending on experience and location, with eligibility for bonus, equity, and a competitive benefits package.

Business Development Representative

Location: These roles will be work-from-home, with a preference for Salt Lake City, UT, and Denver, CO, as we build out hubs in these cities. As these hubs grow, we plan to have our teams operate on a hybrid in-office structure as we open office spaces in the future.

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

As a Business Development Representative (BDR), your primary responsibility is to drive top-of-funnel activity by booking calls with qualified prospects. You'll be the first voice many of our future clients hear, reaching out via cold calls to introduce WithCoverage and spark interest. This is a high-output, high-impact role where success is measured by conversations started and meetings set. You’ll be equipped with a strong list of pre-qualified leads and supported by a collaborative growth team that’s focused on results. High performers in this role will have the opportunity to advance into closing or managerial positions over time. Schedule: Monday to Friday, 9am – 5pm EST (weekends off).

What You’ll Do:

• Make high-volume cold calls daily to pre-qualified prospects to schedule intro calls with potential clients.
• Own the outreach process end-to-end, including script execution, objection handling, and call coordination with the Growth team.
• Use quick, live research to find meaningful angles that connect with each prospect during calls.
• Collaborate with team members to refine messaging, targeting strategies, and outreach best practices.
• Participate in weekly reviews to track progress against meeting goals and improve performance.

Who You Are:

• Confident, clear phone communicator: you enjoy being on the phone and know how to keep people engaged.
• Prior experience in cold calling, outbound sales, or appointment setting is highly preferred.
• High energy, self-motivated, and comfortable working independently in a remote environment.
• Coachable, resilient, and eager to succeed in a performance-driven role.

For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $65,000 – $120,000/year. Your exact offer may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Total compensation for this position may also include equity, quota incentives (for sales roles), and employee benefits.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

BDR Manager

Location: Remote, with future potential to be hybrid in-office (Denver, CO)
Job Type: Full-Time

About WithCoverage:

WithCoverage replaces the traditional insurance brokerage with AI-supercharged risk management designed for the modern economy. 

We partner with hundreds of high-growth, category-defining companies, including GoPuff, Eight Sleep, Bombas, Chomps, and Blank Street Coffee. Our clients span iconic consumer brands, hospitality leaders, GCs, advanced manufacturers, and next-generation defense contractors. They operate in complex risk environments and need a partner that can move at their speed.

Instead of a fragmented, manual brokerage stack, we have built a new category: elite risk advisors operating on top of proprietary technology. Our in-house Agency Management System gives our team and AI agents full visibility into policies, exposures, claims, billing, and commissions. This platform enables deep automation, better decisions, and a fundamentally higher standard of service.

WithCoverage was founded by JD Ross (co-founder of Opendoor) and Max Brenner (Bain, Compound). We have raised over $43M from leading investors including Sequoia, 8VC, Khosla Ventures and Crystal Venture Partners. 

Our ambition is not to build a better brokerage. It is to redefine how risk is managed across the economy.

Why Join Us:

• Grow Faster – We’re scaling quickly, giving you significant opportunities to learn, lead, and shape your career and the company's future.
• Work That Matters – We protect the world’s most innovative brands: consumer icons, hospitality leaders, next-gen defense contractors, and US manufacturers.
• Redefine an Industry – Insurance is one of the largest, slowest-moving markets. We rewrite the playbook with proprietary technology, automation, and AI.
• Financial Rewards – We hire the best and invest in you. That means competitive comp, meaningful equity, and excellent benefits. We believe strongly in internal promotion and lay out a plan for everyone's career growth.

About The Role:

As a Business Development Manager, you’ll be a player-coach: leading a team of 5+ BDRs while also carrying an individual quota. You’ll be responsible for driving top-of-funnel performance personally and across your team — owning outbound execution, coaching, performance management, and continuous improvement.

This is a hands-on leadership role for someone who thrives in high-output environments, leads by example, and knows how to turn outbound activity into a consistent, qualified pipeline. You’ll work closely with Growth, Sales, and Leadership to refine messaging, improve conversion rates, and scale a repeatable outbound engine.

Schedule: Monday–Friday, 9am–5pm EST (weekends off)

Location: Denver, CO, to start as work from home, with the potential to be in office hybrid as we build out a team hub.

What You’ll Do:

• Lead & Manage the BDR Team
• Lead, coach, and develop a team of 5+ BDRs focused on high-quality outbound activity.
• Set clear expectations around daily activity, meeting targets, and pipeline contribution.
• Conduct regular 1:1s, call reviews, and performance coaching sessions.
• Support hiring, onboarding, and ramping of new BDRs as the team grows.
• Own Team & Individual Performance
• Carry an individual quota alongside responsibility for your team’s collective quota.
• Make high-volume outbound calls to book intro meetings with qualified prospects.
• Monitor team performance metrics (calls, meetings set, conversion rates) and proactively address gaps.
• Lead by example through strong execution, messaging, and objection handling.
• Improve Process & Messaging
• Collaborate with Growth and Sales leadership to refine outbound scripts, targeting, and ICP focus.
• Identify patterns in successful outreach and turn them into repeatable best practices.
• Use live prospect research to uncover relevant angles and teach reps how to do the same.
• Participate in weekly performance reviews and contribute insights to improve outbound strategy. 

Who You Are:

• Proven outbound seller: Strong background in cold calling, outbound sales, or appointment setting.
• Player-coach mindset: You enjoy selling, coaching others, and being accountable for results.
• Strong communicator: Clear, confident on the phone, and effective at delivering feedback.
• Metrics-driven: Comfortable managing activity and outcomes in a performance-based environment.
• Coach-ability-first leader: You invest in your team’s growth and create a culture of continuous improvement.
• Self-motivated & resilient: Thrives in a fast-paced, remote-first environment.
• Prior experience managing or leading BDRs/SDRs is strongly preferred, but exceptional senior ICs with leadership aptitude are encouraged to apply.

For candidates based in the United States, the expected OTE pay range for this position at the start of employment is $160,000 – $180,000/year. Actual compensation will vary based on individual factors, including market location, relevant experience, and role scope. In addition to base salary, this role is eligible for variable compensation tied to performance or quota attainment, where applicable. WithCoverage’s Total Rewards package for full-time employees also includes equity participation and comprehensive benefits. If you’re excited about the role but your compensation expectations are outside this range, we’d still love to hear from you; final offers reflect experience, scope, and leveling.

What We Offer:

• Competitive compensation that includes equity
• Comprehensive benefit plans for medical, dental, vision, life, and disability
• Pre-tax accounts (FSA, HSAs, dependent care FSAs, commuter savings)
• Human Interest: 401(k) provider
• Time Off: Flexible time off, sick leave, family and medical leave, major national holidays
• A curated in-office employee experience, designed to foster community, team connections, and innovation
• Collaborative, transparent, and fun culture

How you will make an impact:

We are looking for an Engineering Manager to lead the Audience team, which is responsible for how customers define, segment, and manage audiences across Iterable. This team owns the core services and product surfaces that let customers explore their contacts and build, maintain, and activate precise audiences.

You will balance people leadership with strong technical judgment, helping the team ship high-quality features in a high-scale, data- and privacy-sensitive domain. This role sits within the broader orchestration area and is critical to how Iterable targets the right users for every journey and campaign.

How You Will Make a Difference:

• Lead and support a team of backend and frontend engineers.
• Partner closely with Product and Design to evolve audience capabilities into intuitive, scalable user experiences.
• Take ownership of hard reliability and guardrail decisions, setting clear boundaries that protect platform health while enabling customer flexibility.
• Drive execution across multiple initiatives, balancing short-term delivery with sustainable technical direction.
• Foster strong engineering practices around code quality, testing, documentation, and iterative delivery.
• Coach and mentor engineers, supporting career growth and healthy team dynamics.
• Collaborate with other engineering teams to align on dependencies, and shared goals.
• Contribute to hiring and onboarding as the team grows.

We Are Looking for People Who Have:

• 5+ years of hands-on software development experience.
• 3+ years of experience managing and growing software engineering teams.
• Strong background in application or platform engineering, ideally in a SaaS environment.
• Experience owning mission-critical services with strict availability and performance expectations.
• Strong technical judgment across system design, APIs, distributed systems, and developer workflows.
• Experience designing and operating large-scale, distributed document indexing and query systems
• Ability to navigate ambiguity, make pragmatic trade-offs, and drive execution across multiple initiatives.
• Experience operating production systems at scale, including on-call and incident response.
• Excellent communication skills and ability to align technical work with business and product goals.

Bonus Points:

• Experience building audience management, segmentation, personalization, or experimentation systems.
• Deep experience with large-scale search or analytics engines, high-throughput caching layers, or streaming data platforms.
• Experience scaling distributed systems including operating high-traffic, data-sensitive services in production.
• Experience in marketing technology or customer engagement platforms.

Perks & Benefits:

• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $156,000 - $242,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Iterable is leveling up.

Iterable is building the next generation of customer engagement, one where AI doesn’t just assist, it acts. Our platform is evolving into an AI-native system powered by Nova, enabling teams to translate goals into intelligent, real-time customer experiences across every channel. This isn’t about layering AI onto legacy tools; it’s about re-architecting how data, decisioning, and execution come together to create adaptive, agentic journeys at scale.

Ready to move beyond pipelines and build intelligence-ready data systems? 

We are looking for a Senior Product Manager to define how data moves, lives, and performs across Iterable. You’ll own the vision and roadmap for the full lifecycle of user and event data, from ingestion to intelligent storage to governed, high-performance access.

You’ll shape the systems that power both messaging surfaces and Nova AI experiences, ensuring data is fast, reliable, and ready for real-time decisioning. 

Every campaign launched, every journey orchestrated, every model activated, it all depends on the foundations you build.

How you will make an impact:

• Own the end-to-end user data platform charter: define how user and event data moves from APIs and pipelines into storage, through schema and lifecycle management, and out through query surfaces used by sends, journeys, and AI features—staying focused on core user data infrastructure, not analytics UI or external integrations.
• Make ingestion and identity reliable at scale: evolve ingestion APIs and pipelines with clear SLOs, prioritization, and fair-usage limits, and drive a clear identity model so we can safely move users from anonymous to known without duplicates or data loss.
• Modernize storage, schemas, and guardrails: lead ES8 and user-store roadmaps, retention and cost work, and turn schema management into a first-class product (field removal, usage heatmaps, structural guardrails) so customers can keep only the data that matters.
• Enable Nova and product teams with better data: partner with AI/ML and application teams to define what “AI-ready” means, evolve a centralized query layer with guardrails, and own platform metrics (SLOs, incidents, ES cost, schema health, query coverage) that show the impact of your roadmap.

In this role, you'll get to:

• Work at the heart of Iterable’s data plane—where decisions about ingestion, storage, schema, and queries shape everything built on top of it.
• Make concrete tradeoffs between flexibility and guardrails: when to allow arbitrary payloads vs. when to insist on structure, how much history to keep online, and which queries are too risky to run.
• Partner closely with senior engineering leaders on long-horizon decisions about search/index strategy, user stores, SLOs, and cost posture.
• Spend time with customers’ data and engineering teams to understand how they actually model users and events today—and reflect that reality in a cleaner, more powerful user data platform.

We are looking for people who have:

• 5+ years of product management experience in B2B SaaS, focused on backend, platform, or data infrastructure products.
• Hands-on experience with user and event data systems—for example: ingestion pipelines, identity/alias models, event stores, or large search/document databases (e.g., Elasticsearch).
• Strong instincts around APIs and schemas: you’re comfortable reading JSON payloads, thinking through nesting vs. flattening, and managing breaking changes over time.
• Familiarity with distributed systems and data infra (Kafka/Pulsar, Redis, relational or NoSQL stores, or search engines) and the tradeoffs around performance, reliability, and cost.
• Experience collaborating with AI/ML or data science teams on the data side—feature availability, data quality, semantics—enough to know what really blocks good models and agent behavior.
• Strong analytical skills (including SQL) and a habit of using data to drive prioritization and validate impact.
• Clear, direct communication; you can explain a data or infra decision to both senior engineers and non-technical stakeholders without jargon for its own sake.

Bonus points:

• You’ve worked on a core user-data or messaging platform where profiles, events, and identity resolution were central concepts.
• You’ve shipped guardrails or cost controls for shared infrastructure (rate limits, query limits, SLOs, or similar).
• You’ve been part of a major search / storage modernization (e.g., ES migrations, index redesigns, or retention changes).
• Background in computer science, data engineering, or a related field that lets you go deep with engineering when needed.

Perks & Benefits:

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance 
• Monthly Professional Development allowance 
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is $138,500 - $213,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale. Our platform empowers organizations to activate customer data, design seamless cross-channel interactions, and optimize engagement—all with enterprise-grade security and compliance. Today, nearly 1,200 brands across 50+ countries rely on Iterable to drive growth, deepen customer relationships, and deliver joyful customer experiences.

Our success is powered by extraordinary people who bring our core values—Trust, Growth Mindset, Balance, and Humility—to life. We foster a culture of innovation, collaboration, and inclusion, where ideas are valued, and individuals are empowered to do their best work. That’s why we’ve been recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and were recognized on Forbes’ list of America’s Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has ranked in the top 10 of the Top 25 Companies Where Women Want to Work.

With a global presence—including offices in San Francisco, New York, Denver, London, and Lisbon, plus remote employees worldwide—we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let’s shape the future of customer engagement together!

How you will make a difference: Iterable’s RevOps team is looking for a Salesforce Developer to provide operational support to help grow our business worldwide. The core focus of the role is scaling and maintaining our GTM systems. You will help with admin tools and support end users using Salesforce, Outreach, Gong, CPQ, Gearset, LeanData, and Chili Piper. You will report to the Senior Manager, Business Systems. This is an opportunity to get broad exposure to our GTM tech stack and scale our systems and processes.

One of our core values is a growth mindset, and Iterable is a company where everyone can grow. If this role excites you, please apply, as we value applicants for the skills they bring beyond the job description.

You’ll get to:

• Manage integrated applications and third-party suppliers, including: Salesforce, Leandata, Outreach, Gong, Chili Piper, and other Sales, Marketing, Solutions, Partnership, BI and Customer Success technologies
• Work on requirements and Salesforce elements, and document technical specifications and the associated test cases
• Suggest and architect administrative solutions that reduce overall maintenance and support of assigned applications, and ensure solutions are scalable and in line with best practices
• Support our existing GTM tools and drive increased adoption across the team
• Manage reports and dashboards structure, both ad-hoc and for strategic initiatives
• Excellent understanding of Quote-to-Cash and Revenue Lifecycle Management processes, including CPQ, product catalog, order management, billing, contracts, and revenue recognition.
• Serve as subject matter expert in Quote-to-Cash products, staying current with new releases, roadmap plans, and best practices.
• Own, create, and maintain both internal and external documentation
• Support end-users of the Salesforce platform and integrated tools
• Collaborate with cross-functional stakeholders across the business and tool owners to provide support and updates to systems and processes
• Monitor system health and performance, proactively identifying and improving system processes
• Maintain and improve data cleanliness
• Build and maintain the architecture of our GTM technologies, including managing the efficiency, usage, and consolidation of those technologies

We are looking for people who have:

• Experience using the following in Salesforce: APEX, LWC, flow, validation rules, page layouts, record types, and bulk data load utilities (e.g., Data Loader)
• Hands-on programming/custom coding experience with Salesforce platform, requiring LWC and Apex.
• Deep understanding of Salesforce security, including how OWDs, sharing rules, profiles, roles, and permission sets impact visibility and editing
• Understanding of how to manage, troubleshoot, and integrate tools into Salesforce
• Strong project management skills and ability to communicate cross-functionally
• Interest in and ability to learn how to administer new tools

Bonus points:

• Experience administering Salesforce for an instance supporting 500+ users
• Knowledge of administering Outreach or Chili Piper.
• Salesforce Certified Administrator
• Salesforce Senior Certified Administrator
• Platform Developer I
• Trailhead Profile
• Hands-on Experience with Apex
• Experience providing support to an SFDC instance in a hyper-growth SaaS company

The US salary range for this position at the start of employment is an annual base salary of $114,500 - $179,000. The total compensation package also includes equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.