About the role
Description About Connie Health Connie Health is the next-generation Medicare platform using AI plus local expertise to help seniors save money and get better care. Fresh off a Series B from top-tier investors, we are scaling fast and building the operational backbone that lets our advisors and growth teams move quickly and confidently.
The Role This is a ground-floor opportunity for a recent graduate who loves working with data and bringing order to fast-moving operations. Reporting to the Director of Sales Operations, you will be the analytical and operational engine behind our sales team. You will turn raw data into clear reporting, help plan and manage advisor staffing and schedules, and tighten the systems and workflows that keep
the team running. You will learn how a high-growth revenue organization actually works, with direct exposure to sales leadership and a clear path to grow into a senior analyst or operations role. As a company built on AI plus local expertise, we expect you to lean on AI tools to work faster and bring ideas for where automation can take manual work off
the team's plate. What You’ll Do Build and maintain reporting. Own recurring dashboards and reports across the sales funnel, including pipeline, conversion, productivity, and retention, so leaders always know how the business is performing. Turn data into insight. Pull, clean, and analyze data to answer questions from sales leadership; surface trends and flag what is working and what needs attention. Support workforce management. Help plan and maintain agent schedules, track staffing levels against plan, and monitor shift coverage so
the team is properly staffed day to day and ready for seasonal surges like the Annual Enrollment Period (AEP). Track capacity and utilization. Monitor call volume, agent utilization, and productivity against capacity, helping leaders spot coverage gaps early and plan hiring and scheduling ahead of demand. Put AI to work. Use AI tools to speed up your analysis, reporting, and process work, from drafting and cleaning data to summarizing trends and prototyping automations, and help
