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About Patra
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.
Core Duties
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
Patra Corporation is the worldwide leader in insurance back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee productivity through the transfer of account management and business support functions, such as policy checking, certificate issuance, eligibility processing, quality control and account audits, to operation centers in the US, India, and the Philippines.
Core Duties
- Own the data hygiene of all sales and marketing data within HubSpot CRM that includes ongoing scrubbing and cleanup of sales data within HubSpot.
- Maintaining accuracy of customer and prospect accounts in HubSpot, and other related systems. Tasks include the manual transfer of data between systems both integrated and not integrated.
- Ongoing maintenance and updating of customer records, contact records, deal records or other items related to new sales, accounts, mergers, acquisitions and the like.
- Proactively review digital content that shared Industry changes, updates and report on such to sales and marketing. Includes but not limited to mergers and acquisitions within the insurance industry.
- Design and execute analytical research and compiling reports for key strategic initiatives across multiple stakeholders. Leveraging HubSpot and other related tools or data sources.
- Respond to incoming tasks and requests related to any customer or deal data, including but not limited to the Sales team, Marketing team, Implementations team, or Client Consulting team.
- Work in a sprint environment, focused on high-priority tasks as determined by the Revenue Operations leadership.
- Suggest process, data, integration, automation and reporting improvements to the Revenue Operations team.
- Support the monthly reporting cadence as it relates to the pipeline, activities, and revenue results.
- Respond to business requests as needed from Revenue Operations or Cross functional leadership with additional responsibility for ongoing data hygiene across multiple systems, data entry and written communication.
- The creation, accuracy, and efficient distribution of sales metrics, reports, and other sales related business intelligence essential to Patra delivering a high level of quality, accuracy, and process consistency.
- Ability to self-manage tasks and deliverables while being flexible to adapting priorities and unforeseen deadlines. Organization and attention to detail is critical to deliver accurate, and timely results.
- BA or BS (undergraduate degree) in Mathematics, Business Administration, Marketing or other related fields preferred (Other degree types such as AA and certifications will be considered).
- Proficiency in data mining and analysis.
- HubSpot proficiency required: Certifications in HubSpot or proficient experience in HubSpot reporting and analytics and basic administration.
- Able to work in other non-standard systems.
- Advanced Microsoft Office Excel Skills, and proficient with Data Visualization tools such as Tableau, PowerBI; SQL a plus.
- Proven expertise in sales automation, metrics, process, and productivity.
- Experience partnering with sales, marketing, and customer teams in organizations to analyze and report performance.
- Excellent English verbal, written and listening skills.
- Ability to work constructively in a fast-paced, results-oriented, team environment.
- Strong work ethic and passion for excellence.
- Work from home.
- Minimum internet speed of 6 mbps download and 3 mbps upload, no satellite.
- This will be night shift, EST time zone.
- Competitive Salary / Benefits / PTO.
- Constantly perform desk-based computer tasks.
- Frequent sitting.
- Occasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 pounds.
- Sort/file paperwork, rarely twist/bend/stoop/squat.
- Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
- Interpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizations.
- Promotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learned.
- Subject to and expected to comply with all applicable Patra Corp policies and procedures.
Patra Corporation is an equal opportunity employer committed to celebrating diversity and creating a safe and inclusive environment for all employees.
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