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Strategic Sales Associate
Strategic Sales AssociatePersonify Health • Murrieta, CA, US
Strategic Sales Associate

Strategic Sales Associate

Personify Health • Murrieta, CA, US
19 days ago
Job type
  • Full-time
Job description

Strategic Sales Associate

Ready to create a healthier world? Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future.

Ready to Be the Operational Engine Behind High-Impact Sales Success?

We're seeking a detail-oriented professional who thrives in high-performance environments while supporting all aspects of the sales process. As our Strategic Sales Associate, you'll nurture relationships, build value, and collaborate strategically with sellers, internal resources, and client brokers to support a sales pipeline that exceeds quota expectations.

What makes this role different :

  • Sales enablement focus : Master tech stack including Salesforce, Microsoft Office Tools, and Seismic while providing critical sales support
  • Multi-faceted impact : Wear many hats from RFP coordination to proposal production, pipeline maintenance, and opportunity strategy support
  • Collaborative partnership : Work cross-functionally with sellers, brokers, and internal teams to drive sales cycle progression
  • Strategic support : Assist in managing complex, multi-stakeholder sales processes while maintaining focus amid competing priorities

What You'll Actually Do

  • Master sales technology : Develop expert proficiency in tech stack including Salesforce, Microsoft Office Tools (Teams, Word, Excel, PowerPoint), and Seismic for seamless sales support.
  • Enable sales excellence : Assist and support RFP / RFI / Proposals and Order Forms while coordinating final proposal document production for submission with precision.
  • Manage pipeline operations : Maintain active Salesforce pipeline while updating notes, contact roles, products, and opportunity status throughout lifecycle.
  • Coordinate sales activities : Set calendar invites, manage / organize meetings related to opportunities, attend broker calls when appropriate, and run internal prep meetings.
  • Customize presentations : Create prospect and broker-specific PowerPoint presentations with seller input while making necessary changes to proposals as needed.
  • Support opportunity progression : Provide strategic support in opportunity development and progression while gathering internal resources to support contracting phase.
  • Build relationships : Maintain active broker, prospect, and pipeline relationship support with ongoing responsibility for resource documentation.
  • Drive continuous improvement : Work cross-functionally to improve processes and products while providing recognition to those supporting team success.
  • What You Bring to Our Mission

    The foundational experience :

  • Bachelor's degree or equivalent experience
  • Demonstrable track record of success in similar role supporting complex / multi-stakeholder healthcare services
  • Knowledge of employee benefits, self-funded employer groups, other TPAs, and broker dynamics
  • Understanding of self-funded and stop loss models, networks, and PBMs
  • The operational excellence :

  • High performance attitude : Documented history of delivery with strong sense of urgency and results-on-time orientation
  • Project management expertise : Thrive in bringing order and clear prioritization to multiple work streams while communicating status effectively
  • Business acumen : Understand business value, motivation, and purchase processes with ability to demonstrate strategic thinking
  • Change agent : Willingly accept and contribute new ideas while adapting to rapidly changing, high-growth environment
  • The strategic competencies :

  • Data champion : Effectively use analytics to guide brokers and stakeholders to understand and champion value propositions
  • Conceptual / strategic thinker : Easily identify patterns and connections between situations, seeing larger picture and competitive implications
  • Leadership qualities : Consistently generate excitement about organization while driving others to strive for excellence
  • Endless curiosity : Learner at heart who actively seeks knowledge and opportunities to develop understanding
  • Relationship builder : Cultivate relationships with employers, consultants, and internal staff to promote long-term partnerships
  • The professional qualities :

  • Organizationally agile : Effective at getting things done through formal channels and informal networks while engaged in continuous improvement
  • Culture champion : Understand importance of workplace culture and want to be part of high-performing team balancing performance, productivity, and engagement
  • Positive, collaborative attitude with strong listening skills and self-directed work approach
  • Ability to pivot and think on feet while genuinely enjoying bringing out best in others
  • Assume positive intent with self-awareness and humility
  • Clear, consistent, authentic communication with passionate connection to mission and company values
  • High EQ; able to read people, situations, and interpersonal dynamics accurately with unwavering ethics
  • Why You'll Love It Here

    We believe in total rewards that actually matternot just competitive packages, but benefits that support how you want to live and work.

    Your wellbeing comes first :

  • Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
  • Mental health support and wellness programs designed by experts who get it
  • Flexible work arrangements that fit your life, not the other way around
  • Financial security that makes sense :

  • Retirement planning support to help you build real wealth for the future
  • Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
  • Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
  • Growth without limits :

  • Professional development opportunities and clear career progression paths
  • Mentorship from industry leaders who want to see you succeed
  • Learning budget to invest in skills that matter to your future
  • A culture that energizes :

  • People Matter : Inclusive community where every voice matters and diverse perspectives drive innovation
  • One Team One Dream : Collaborative environment where we celebrate wins together and support each other through challenges
  • We Deliver : Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
  • Grow Forward : Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable
  • The practical stuff :

  • Competitive base salary plus that rewards your success
  • Unlimited PTO policy because rest and recharge time is non-negotiable
  • Benefits effective day onebecause you shouldn't have to wait to be taken care of
  • Ready to create a healthier world? We're ready for you.

    No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you.

    Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

    In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $ to $. Note that compensation may vary based on location, skills, and experience. This position is eligible for x% target bonus / variable compensation as well as health, dental, vision, mental health and other benefits.

    We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders : employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

    #WeAreHiring #PersonifyHealth

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    Sales Associate • Murrieta, CA, US

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