Spark Advisors
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Healthtech • Insurance • Sales • Software
Build and maintain revenue reporting, forecasting, dashboards, and KPI infrastructure for sales and success teams. Administer and improve the CRM and sales technology stack, support quota and compensation administration, improve lead routing and pipeline hygiene, run deal desk reviews, and partner with Finance, Sales, Success, and Marketing. The role identifies operational gaps, drives process improvements, and helps leadership maintain a predictable, data-driven go-to-market engine.
Healthtech • Insurance • Sales • Software
Design data-rich workflows, interfaces, visualizations, and controls for brokers, agency leaders, and internal operations teams. Conduct user research, translate complex data into intuitive experiences, partner with Product, Engineering, and Data from discovery through launch, contribute to Spark’s design system, and incorporate AI into design workflows.
Healthtech • Insurance • Sales • Software
Lead Spark's downline agency monitoring program, risk-tiering methodology, and corrective action processes. Own carrier-facing and executive reporting, perform program-level trend analysis and root cause investigations, develop and manage CAPs/PIPs, and serve as a departmental SME and mentor on CMS Medicare marketing and agent oversight requirements.
