Jellyvision

• As a Senior Data Platform Engineer, you’ll be a hands-on engineer on a small, high-ownership data team. • You’ll work across the full data platform - relational, warehouse, and lakehouse systems - building and operating the pipelines that power compliance, analytics, and reporting workloads. • Design and build pipelines that move data across systems - supporting data lake ingestion, compliance workloads, and cross-domain data flows. • Own pipeline operations end to end: monitoring, incident resolution, data quality, and documentation that lets any team member respond independently. • Identify technical debt and reliability risks and raise them with clear context and proposed next steps. • Design and maintain schemas across relational, warehouse, and lakehouse layers, working with application engineers and product to get data models right. • Build out the platform’s service layer, infrastructure-as-code, and data quality frameworks - this role spans design and implementation. • Keep platform documentation at a level where any team member can understand what exists, how it works, and where the risks are. • Over time, contribute to the analytics engineering layer, including modeling practices and semantic layer development. • Contribute to evaluations of the current platform against emerging architectures and tooling, helping produce trade-off analyses and recommendations. • Bring what you see day to day in the systems you operate into the team’s improvement roadmap and technical direction. • Track and report on platform health metrics: pipeline uptime, failure rates, data freshness, and cost trends. • Mentor peers and junior engineers through code review, pairing, and technical guidance.

• Directly manage a team of software engineers—owning their development, quality bar, and technical direction • Coach and mentor engineers to sharpen skills, design better systems, and develop sound judgment about when and how to use AI tools effectively • Organize and assign work alongside the Technical Lead and Product Owner, breaking it into right-sized pieces that maximize efficiency • Balance feature work with maintenance, tech debt, and internal support • Set a high bar for technical quality across our JavaScript (React) and Python stack; you're accountable for the team's output • Model and encourage fluent, responsible use of AI coding assistants (e.g., Claude, GitHub Copilot) to accelerate delivery and reduce toil • Help engineers develop sound judgment about AI-generated output—when to trust it, when to push back, and how to prompt effectively • Stay current on AI tooling; evaluate new tools with a practical, outcomes-focused lens and bring relevant advances to the team • Identify opportunities for AI to improve team workflows: code review, test generation, documentation, incident analysis • Contribute to org-wide conversations about AI governance, appropriate use, and engineer skill development • Handle team logistics: performance management, hiring, right-sizing, training, and promotions • Partner with the Product Owner to ensure work is designed, developed, and tested to high quality standards and aligned with the architecture vision • Proactively communicate delivery targets, commitments, and progress • Drive operational excellence through team metrics (DORA, SLIs, CI/CD health, security vulnerabilities, infra cost/usage) • Mitigate risks proactively, escalate when needed, and collaborate across teams to find solutions

• Design and execute integrated, multi-channel campaigns aligned to ICP segments and verticals • Build 1:many, 1:few, and 1:1 ABM plays in partnership with Sales • Translate product positioning into scalable campaign narratives • Orchestrate campaigns across paid media, lifecycle, content, webinars, and executive events • Bring paid media strategy and execution in-house (search, social, programmatic, retargeting) • Optimize spend toward qualified pipeline and bookings, not vanity metrics • Continuously test messaging, audience targeting, and creative • Embed webinars, broker events, and executive roundtables into broader campaign arcs • Own pre and post event orchestration to convert engagement into meetings • Partner with Sales to define target accounts and buying group strategy • Design campaigns that support account penetration and pipeline acceleration • Ensure tight feedback loops between marketing and revenue teams • Overall success will be measured by predictable, measurable pipeline aligned to revenue targets • ABM programs driving qualified meetings within target accounts • Paid media performance that outperforms agency benchmarks • Campaign reporting that clearly connects activity to bookings • Strong Sales partnership and clear GTM coordination

• Own and optimize the marketing technology ecosystem (CRM, marketing automation, intent, analytics tools) • Architect clean integrations and scalable data flows • Evaluate tools for ROI and eliminate unnecessary spend • Ensure systems fully support ABM/ABX orchestration • Own attribution models and pipeline reporting • Build dashboards used by Marketing, Revenue, and Executive leadership • Translate campaign performance into business impact • Maintain data hygiene and lifecycle integrity • Partner with Sales Ops to ensure seamless CRM alignment • Design lead routing, scoring, segmentation, and account prioritization logic • Establish shared definitions across Marketing and Sales • Establish marketing operating cadences and cross-functional workflows • Improve campaign launch processes and accountability frameworks • Bring rigor to forecasting, reporting, and performance analysis

• Manage the case management process by driving to resolution all internal service cases submitted by our stakeholders • Manage the Closed-Won-Pending process to ensure all data is accurate and complete on opportunities that are requested to be Closed-Won • Analyze data by creating reports and dashboards within Salesforce, in addition to exporting data to Excel or Google Sheets for more detailed examination • Serve as a trusted process owner, ensuring the integrity and accuracy of data in Salesforce through continuous data hygiene tasks and manual oversight of the deal handoff from Revenue to Finance • Provide essential cross-functional support, acting as the representative for Sales Operations on initiatives that impact the Revenue team or the tech stack • Create accurate and audience-appropriate materials, such as: high-level design documents, job aids for the Revenue team, and Standard Operating Procedures (SOPs) for the Sales Operations team

• Serve as a trusted solutions advisor for ALEX opportunities, leading complex or strategic sales cycles and demos • Provide deal strategy and model best-in-class discovery, product demonstrations, and solution design for direct prospects, brokers, and clients. • Assist in architecting the deal to the buyer's needs • Act as one of the Revenue and Renewal team's product experts, mastering our products, system architecture, security requirements, customer needs, and the sales process, including plan analysis, when needed. • Respond to solution information requests, design tailored product solutions, and provide in-depth product demonstrations. • Support plan design analysis to insure product fit. • Develop a working knowledge of our products’ integration capabilities, including APIs, file sharing, and Single Sign-On (SSO), and help customers understand their architecture and benefits. • History of collaborating close across the organization, including sales, marketing, legal, security, and technology teams • Be quick on your feet, helping the sales team field questions and objections during the sales process, and helping customers understand how our architecture excels compared to the competition. • Assist with RFP content when deep product expertise is necessary. • Support revenue targets related to solution requirements.

• Drive the proactive identification, qualification, and acquisition of net-new benefits brokers and consultants within the assigned geographic territory to significantly expand Jellyvision's channel footprint. • Work closely with newly onboarded broker producers and account executives, serving as the primary resource to embed our benefits technology solution into their go-to-market strategy. This includes running joint proposals, conducting value proposition coaching, and ensuring a successful launch. • Cultivate and maintain strong relationships with a network of key existing broker partners, maximizing qualified referrals and co-selling opportunities to ensure sustained channel revenue growth. • Develop and execute an outreach strategy for new channel partners, consistently tracking progress and results in the CRM to inform future growth initiatives. • Own the full sales cycle, leveraging a proactive approach of self-generation and BDR partnership to identify and engage with HR, Finance, and C-suite decision-makers at companies with 500+ employees. • Develop and execute a comprehensive strategic territory plan, utilizing sales intelligence tools to identify net-new business opportunities • Maximize pipeline generation by effectively leveraging and executing marketing-sponsored campaigns for gaining access and brand awareness. • Master and consistently follow Jellyvision's defined sales methodology, ensuring all opportunities are managed and progressed through the established pipeline stages • Effectively articulate the value proposition and connect to the needs of the buyer • Execute seamless internal handoffs and collaboration protocols with BDRs, Solutions Architects, and Product Specialists as defined in the company playbook to maintain deal velocity. • Leverage Salesforce to track all sales activities, monitor pipeline health, and report key activities and outcomes to Sales leadership. • Accurately forecast monthly and quarterly revenue results and use insights to continuously improve personal performance and influence company sales strategy

• Drive Business-to-Consumer Traffic • Drive beneficiary engagement. Build the marketing engine that gets soon-to-be and current Medicare beneficiaries to discover, trust, and use MyALEXHealth. We're not naive - this market is noisy, predatory, and confusing. Breaking through will take creativity, tenacity, and a willingness to try things that haven't been done before. • Own social media strategy. Pick the platforms where we can win (hint: not all of them). Build presence, generate leads, foster community. Befriend influencers who can amplify us. Create content that doesn't feel like "brand content." • Become obsessed with our users. Understand how new-to-Medicare consumers think, what they fear, where they seek information, what language resonates. Build relationships through helpful, honest communication that doesn't talk down to them. • Partnerships and visibility. Find organizations and influencers in the Medicare ecosystem who can help us build credibility and reach. Co-marketing, speaking gigs, media opportunities - whatever gets us in front of the right people. • Own the website. Strategy, execution, optimization. Make it a place people actually want to visit. • Keep tabs on competitors. Not to copy them - to know what's out there and where the gaps are. • Make a lot of stuff. Emails, posts, case studies, webinars, eBooks, direct mail, pitch decks, whatever it takes. You'll work with a Lead Writer and Visual Designer, but you're the strategist and quarterback. You know what to make, when to make it, and how to test whether it worked. • Manage leads and customers through Hubspot.  That’s our homebase and CRM. • Track everything. Monitor performance, test relentlessly, report what's working and what isn't. We learn as much from failures as successes - maybe more. • Stay compliant. Medicare marketing has rules. Lots of them. You'll make sure we follow them while still being ourselves.

• Lead, mentor, and coach a small team of Solutions Architects, providing them with guidance and technical oversight. • Mentor the team to elevate their technical sales capabilities, presentation skills, and solution design excellence for direct prospects, brokers, and clients. • Own complex or strategic sales cycles while modeling best-in-class technical discovery, demos, and solution design. • Lead by example on complex technical sales cycles. • Build a scheduling regime for demo coverage that supports demand and the Ideal Customer Profile (ICP). • Support revenue targets related to technical sales requirements and assist the team with hitting and exceeding quota. • Collaborate with Sales Enablement to create advanced technical sales collateral, assist in training new associates, and develop/roll out technical talk tracks for the sales team and Solutions Architects on the Benefits Administration and ALEX platforms. • Act as the Revenue team's primary technical expert, mastering our products, technical architecture, security requirements, customer needs, and the sales process. • Serve as a trusted technical advisor for Benefits Administration opportunities. • Lead technical information requests, design tailored product solutions, and provide in-depth product demonstrations. • Lead plan design analysis to insure product fit. • Build a deep understanding of our products’ integration capabilities, including APIs, file sharing, and Single Sign-On (SSO), and help customers understand their architecture and benefits. • Be quick on your feet, helping the sales team field questions and objections during the sales process, and helping customers understand how our architecture excels compared to the competition. • Assist with RFP content when technical expertise is necessary. • Collaborate with Marketing and Product to represent the voice of the market, informing the development of our integrated benefits suite. • Contribute to the sales strategy and technical planning for future products and initiatives. • Leverage your deep understanding of our customers’ technical and security landscapes to identify which customers are prime fits for pilots and new products and inform our product roadmap.

• Shape scope before work starts • You’ll help define what we’re building before engineers ever pick it up. • You’ll lead scoping and feature-shaping conversations, identify dependencies and risks early (technical, content, compliance), and help translate fuzzy ideas into clear, testable requirements. • You’ll partner closely with Design and Engineering to define what “done” actually means. • Own planning, estimation, and delivery accountability • You’ll lead estimation with the team and turn it into delivery plans that are ambitious but believable. • You’ll help the team understand capacity, make smart tradeoffs, and sequence work so progress is steady and intentional. • You’ll surface risks early, challenge assumptions when timelines get magical, and push for course correction before things go sideways. • Make decisions and priorities visible • You’ll be the keeper of context. • You’ll maintain decision logs, translate decisions into clear next steps, and keep Jira honest and up to date. • You’ll reduce cognitive load for the team by making priorities, dependencies, and status obvious at all times.