At Collective Health, we’re transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design.
The Revenue Operations team drives critical go-to-market (GTM) programs across Sales and Client Success, ensuring our commercial execution aligns seamlessly with Collective Health’s growth strategies. Our portfolio spans Performance Guarantees, Salesforce optimization, commercial reporting and analytics, performance management, and strategic market planning. As internal consultants, we partner with leaders and cross-functional teams to define, organize, and execute GTM initiatives that unlock growth and measure impact. We work closely with Product, Marketing, Sales, Client Success, Partnerships, Customer Experience, and Finance to ensure strategies are successfully implemented. You will be reporting to the Director of Revenue Operations.

WHAT YOU’LL DO:

In this role, you’ll use strong analytical skills to turn complex data into clear, actionable insights that drive decisions. You’ll support scalable growth by building reports, automating workflows, and enhancing program oversight through innovative technology and process improvements. Success will require a balance of technical expertise and cross-functional collaboration, ensuring data is connected to business context and communicated clearly to non-technical audiences.

TO BE SUCCESSFUL IN THIS ROLE, YOU’LL NEED:

• 2+ years in an analytical or data reporting role, with experience translating data into clear, actionable business insights
• Proficiency in Google Sheets/Excel, including pivot tables, advanced formulas, and data cleansing
• Experience building and automate reporting and ability to learn new tools (I.e., Looker, Google Data Studio (Looker Studio), SQL, Google Apps Script, Python, Gemini AI)
• Hands-on experience with Salesforce for data entry, reporting, and basic dashboard building
• Ability to connect data insights to business priorities and communicate them effectively to both technical and non-technical audiences
• Exceptional attention to detail and organizational skills to manage multiple projects at once
• Strong communication and collaboration skills to work with stakeholders across Sales, Marketing, Client Success, and other teams
• Experience supporting B2B sales, marketing, or client success teams