Teams at Employer Direct Healthcare

Serves as a strategic partner to the President, leading planning, OKRs, leadership-team operations, special projects, executive communications, and organizational alignment. The role drives commercial priorities, facilitates cross-functional initiatives, prepares executive briefings, monitors team morale, and ensures strategic objectives are implemented. It requires consulting or investment banking experience, commercial expertise, and US healthcare experience.

Leads strategy and operations for the Client Success organization, partnering with leadership on planning, segmentation, quotas, capacity modeling, KPIs, forecasting, renewals, customer health scoring, and cross-functional initiatives. The role improves operating processes, reduces administrative burden, supports Salesforce and data solutions, and helps drive client launches, retention, and expansion.

Generate qualified sales pipeline through outbound prospecting to HR and benefits leaders at mid-size and large employers. Personalize outreach across email, phone, LinkedIn, video, and social channels; qualify leads; book meetings for Account Executives; maintain accurate Salesforce records; collaborate with Marketing, Sales, and Strategy; monitor industry trends; and continuously test and improve messaging and outreach performance.