Relevate Health

Role Description The Sales Operations Coordinator supports the execution of core sales operations processes that enable an organized, efficient, and well-supported sales function. This role is responsible for CRM record maintenance, data quality support, reporting preparation, contract tracking, and administrative coordination across key workflows, including Brand Planning, RFP management, and opportunity progression. Working closely with the Group Supervisor, Sales Operations, this role helps ensure day-to-day operational processes are executed accurately and consistently, while providing critical support to the Client Solutions team and contributing to overall process efficiency. Key Responsibilities - CRM and Opportunity Support - Support the creation, maintenance, and updating of records in CRM and related sales tracking tools. - Review Brand Planning, RFP, and deal records for completeness, accuracy, and adherence to established process standards. - Assist with routine data cleanup, audits, and record maintenance to improve overall data integrity. - Help ensure required fields, naming conventions, ownership assignments, and stage/status updates are consistently maintained. - Sales Processes and Administrative Coordination - Support operational workflows related to Brand Planning, agency RFPs, opportunity tracking, and deal administration. - Assist Client Solutions representatives with RFP creation, record setup, required documentation, and process follow-through to ensure opportunities are entered and managed correctly. - Help monitor the progress of RFP-related workflows and follow up on key steps, updates, and internal coordination needs. - Assist with processing record updates, status changes, internal requests, and workflow follow-up tied to active opportunities. - Monitor process compliance and escalate data or workflow issues as needed. - Coordinate recurring administrative tasks that support selling-season readiness and day-to-day sales operations. - Reporting and Documentation Support - Gather, organize, and validate data for reporting and analysis. - Maintain process guides, templates, job aids, and other operational reference materials. - Support meeting preparation, action item tracking, and follow-up related to operational priorities and team initiatives. - Additional Support - Provide administrative and coordination support to the Client Solutions team across ongoing projects and operational initiatives. - Partner with internal stakeholders to gather information, route requests, and support workflow execution. - Participate in team meetings, process discussions, and continuous improvement initiatives. - Identify opportunities to streamline administrative tasks and improve consistency across sales support activities. Qualifications - Bachelor’s degree in Business, Marketing, Communications, or a related field preferred, or equivalent relevant experience. - 1–3 years of experience in sales support, sales operations, business operations, administration, or coordinator roles. Preferred Qualifications - Experience working in CRM systems or databases preferred. - Strong Excel and PowerPoint skills. - Excellent organizational skills and attention to detail. - Ability to manage multiple priorities in a fast-paced environment. - Strong written and verbal communication skills. - Ability to work independently and collaboratively across teams. - Experience in healthcare, media, marketing, or agency environments preferred. Work Environment - Standard office or remote work environment – Based on Location. - May require occasional travel or extended hours during peak business periods. Equal Employment Opportunity Statement Relevate Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Relevate Health does not provide employment visa sponsorship or support employment-based immigration sponsorship (including H-1B, TN, OPT/CPT extensions, or permanent residency sponsorship) for this role. Candidates must be currently authorized to work in the United States on a permanent basis without current or future employer sponsorship. Other Duties Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms. If you require accommodation during the application process, please contact HR@relevatehealth.com.

Associate Agentic Engineer The Associate Agentic Engineer is the execution engine within Relevate's Agentic Orchestration function. You’ll work under the direction of the Agentic Product Engineer, taking well-scoped problems and producing reliable, tested output — primarily through agent orchestration rather than traditional hand-written code. You may be earlier in your engineering career, but you’re not a traditional junior developer. You’ve already embraced AI-native development as your primary way of working and are eager to deepen that skillset. This is a formative role. You’ll learn how to break down problems, direct autonomous systems, identify gaps in agent output, and build production-level discipline around AI-assisted workflows — with a clear path to growing into an Agentic Product Engineer. Key Responsibilities • Execute clearly scoped engineering tasks using Claude Code, agent pipelines, and agentic development environments under senior guidance • Translate structured technical briefs into effective prompts and agent instructions that produce reliable, reviewable output • Build and maintain test coverage — with a focus on identifying edge cases agents may miss • Support component development for the Treatment Perspectives Platform and internal tools under architectural direction • Document agent workflows, edge cases, and failure modes to build shared knowledge • Proactively flag blockers, dependencies, and integration risks — escalating with context and proposed solutions • Continuously develop engineering depth by understanding not just what agents produce, but how and why • Perform other duties as assigned Note: Responsibilities may evolve based on business needs. Success Measures • Takes ownership of outcomes and meets deadlines • Builds strong internal and external partnerships • Adapts to change with professionalism and resilience • Delivers high-quality work aligned with business impact Skills / Qualifications • Solid engineering fundamentals (CS degree, bootcamp, or equivalent hands-on experience building software) • Experience using LLM-based development tools (Claude Code, Cursor, or similar) as a core workflow • Curiosity about how systems connect — APIs, data flow, architecture, and basic deployment concepts • Strong written communication — able to clearly explain problems, ask precise questions, and document work • Comfortable working independently on well-defined tasks in an asynchronous environment • Healthcare or pharma experience is a plus, but not required — willingness to learn HIPAA considerations is essential Growth Path This role is designed as a clear development track. Strong performance leads directly to the Agentic Product Engineer level. Within 12–18 months, the goal is for you to independently scope and lead complex builds, managing agent workflows end-to-end. Work Environment · Standard office or remote work environment · May require occasional travel or extended hours during peak business periods Equal Employment Opportunity Statement Relevate Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications Other Duties: Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms. If you require accommodation during the application process, please contact HR@relevatehealth.com

Agentic Automation Engineer Relevate operates a complex omnichannel engine — hundreds of campaigns, dozens of platforms, and a delivery infrastructure spanning ESPs, DSPs, EHR networks, and internal operations teams. Today, too much of that engine still relies on human effort: manual intake processes, SOPs executed by hand, on-demand reporting, and workflows that haven’t evolved in years. The Agentic Automation Engineer changes that. You’ll identify where human effort is standing in for a well-designed system and build the automated replacement — using agents, workflows, and integrations that make Relevate’s operations faster, more reliable, and more scalable. Your scope spans the full operational stack: from how an RFP is received, to how campaign reporting is generated, to how alerts trigger when integrations fail. Great automation engineers are relentless about reducing friction. They notice the task someone has been doing manually for years, understand why it exists, and replace it with something better — something that runs cleanly without constant oversight. If you get genuine satisfaction from seeing a workflow run end-to-end without human intervention — and just as much discomfort when something breaks silently — this role is for you. Key Responsibilities • Identify, prioritize, and automate high-friction operational workflows across Relevate's omnichannel platforms — starting with intake, reporting, and SOP execution • Build agent-driven workflows using tools like n8n, Claude-powered automations, and API integrations across our platform stack (SFMC, DSP, Workfront, Slack, Redshift, and others) • Automate RFP response assembly, campaign reporting, work intake routing, and other structured repeatable processes • Integrate with delivery channels — ESP (Salesforce Marketing Cloud), DSP (Audienceology/IQM), EHR networks — to produce automated reports, alerts, and data feeds • Build internal-facing automations that surface operational intelligence through Slack, dashboards, or scheduled digests • Create lightweight test frameworks to validate that automated workflows produce correct, consistent output — especially for compliance-adjacent processes • Document all automation logic clearly enough that it can be maintained, extended, or handed off without the original builder present • Work closely with Marketing Ops, Data Engineering, and Technology Production to understand where automation can absorb operational drag Success Measures · Demonstrates accountability for outcomes and deadlines · Builds strong internal and external partnerships · Adapts to change with professionalism and resilience · Delivers work aligned with quality, timeliness, and business impact Skills / Qualifications • Hands-on experience building workflow automations, integrations, or process bots (n8n, Zapier, Make, or custom API work) • Familiarity with LLM-powered automation- using Claude or similar models as orchestration layers in multi-step workflows • API fluency (REST, webhooks, OAuth) — able to read docs and connect systems independently • Experience with omnichannel marketing platforms (ESP, DSP, CRM, or similar) is a strong plus • Systems thinking — you design beyond individual tasks, accounting for edge cases, failure modes, and scalability • Strong written communication — your documentation enables others to understand, maintain, and extend your work • Healthcare or regulated-industry experience is a plus — with an understanding of the added complexity around PHI and compliance Work Environment • Standard office or remote work environment • May require occasional travel or extended hours during peak business periods Equal Employment Opportunity Statement Relevate Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications Other Duties: Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms. If you require accommodation during the application process, please contact HR@relevatehealth.com