Looking for a way to make an impact and help people? Join PacificSource and help our members access quality, affordable care! PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths. The Training Specialist is responsible for designing, delivering, and maintaining comprehensive training programs that support employee development across operational functions. Key responsibilities include onboarding new hires, facilitating ongoing learning initiatives, auditing training outcomes for accuracy and effectiveness, and contributing to continuous process improvement. This role works closely with department leaders to assess training needs, align learning objectives with organizational goals, and ensure consistent knowledge transfer across teams. Essential Responsibilities: - Facilitate engaging and effective training sessions for new hires and current employees across various operational functions. - Design, update, and maintain training materials, schedules, documentation, policies, procedures, and desktop guides. - Conduct skill assessments and administer evaluations to measure training effectiveness and knowledge retention. - Audit employee work and system errors to identify performance trends and training gaps; provide actionable feedback to staff and leadership. - Deliver mentor lessons and facilitate coaching sessions to reinforce learning, build confidence, and support skill development. - Participate in testing and validation of system changes, configuration updates, and new functionality to ensure training accuracy. - Provide guidance and support to staff and internal customers by responding to questions related to operational processes and systems. - Extract and analyze data to produce reports on productivity, quality, and training outcomes. - Assist in resolving grievances, appeals, and discrepancies related to operational tasks. - Maintain positive relationships with internal teams and external vendors. - Actively participate in operational tasks when training duties are current, and support is needed. - Provide operational support when training responsibilities are current and additional assistance is needed. - Lead or contribute to process improvement initiatives and cross-functional projects. Supporting Responsibilities: - Serve as a communication liaison between individual contributors and leadership throughout training. - Meet department and company performance and attendance expectations. - Follow the PacificSource privacy policy and HIPAA laws and regulations concerning confidentiality and security of protected health information. - Perform other duties as assigned. SUCCESS PROFILE Work Experience: Minimum 2 years of experience within the insurance or healthcare industry. Training environment experience and CPT/ICD-10 coding preferred. Education, Certificates, Licenses: High School Diploma or equivalent Knowledge: Proficient in services performed within operations. Understanding of medical insurance and medical terminology, coding, and standard medical billing practices. Microsoft word and excel experience preferred. Proficient computer skills, typing, and 10-key required. Strong written and verbal communication skills. Knowledge of effective training and coaching strategies. Knowledge of SharePoint design. Competencies Adaptability Building Customer Loyalty Building Strategic Work Relationships Building Trust Continuous Improvement Contributing to Team Success Planning and Organizing Work Standards Environment: Work inside in a general office setting with ergonomically configured equipment. Travel is required approximately 5-15% of the time. Skills: Accountability, Collaboration, Communication (written/verbal), Flexibility, Listening (active), Organizational skills/Planning and Organization, Problem Solving, Teamwork Compensation Disclaimer The wage range provided reflects the full range for this position. The maximum amount listed represents the highest possible salary for the role and should not be interpreted as a typical starting wage. Actual compensation will be determined based on factors such as qualifications, experience, education, and internal equity. Please note that the stated range is for informational purposes only and does not constitute a guarantee of any specific salary within that range. Base Range: $44,982.98 - $71,972.77 Our Values We live and breathe our values. In fact, our culture is driven by these seven core values which guide us in how we do business: - We are committed to doing the right thing. - We are one team working toward a common goal. - We are each responsible for customer service. - We practice open communication at all levels of the company to foster individual, team and company growth. - We actively participate in efforts to improve our many communities-internally and externally. - We actively work to advance social justice, equity, diversity and inclusion in our workplace, the healthcare system and community. - We encourage creativity, innovation, and the pursuit of excellence. Physical Requirements: Stoop and bend. Sit and/or stand for extended periods of time while performing core job functions. Repetitive motions to include typing, sorting and filing. Light lifting and carrying of files and business materials. Ability to read and comprehend both written and spoken English. Communicate clearly and effectively. Disclaimer: This job description indicates the general nature and level of work performed by employees within this position and is subject to change. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this position. Employment remains AT-WILL at all times.

• Engage with users daily through in app hangouts, chats, or calls • Conduct surveys and gather insights to understand user needs and behavior • Build genuine relationships across a diverse user base • Spot opportunities for growth, retention, and monetization • Act as the voice of the user by sharing actionable insights with internal teams

• Responsible for managing recurring invoices, uploading them to customer portals, maintaining data, and providing general operational support • Support the Operations Lead in handling a growing volume of billing, invoicing, and administrative tasks • Create and send monthly invoices using Invoiced • Maintain and update internal billing trackers after invoicing • Assist with trade-compliance research • Upload proof-of-delivery documents for project billing • Create and maintain Jira tickets for billing tasks • Support preparation of hardware billing • Maintain customer master data in NetSuite • Assist with data queries and quarterly reporting updates • Handle employee inquiries related to timesheets • Organize and maintain file servers • Manage mobile phones and insurance claims • Support facility-related matters • Assist in processing and reviewing supplier invoices • Communicate with suppliers regarding invoice status

About The Role The Sales Strategy & Operations Analyst is a highly accountable operator and analytical thinker responsible for maintaining and evolving the systems that power our Sales organization. This role sits at the center of how we deploy and optimize our sales coverage — spanning territory design, headcount planning, and day-to-day operational execution. Our Sales organization operates differently from traditional models, requiring a thoughtful approach to how coverage, capacity, and performance are defined and managed. This role plays a key part in translating those dynamics into clear, actionable operating plans. You will own a regional portfolio and serve as a front-line partner to Sales leadership — ensuring territories are accurately maintained, headcount coverage is proactively managed, and leaders have the insights needed to make informed decisions. You will operate within a set of highly interdependent processes where precision, organization, and follow-through are critical to maintaining trust and business continuity. In addition to core execution, this role offers the opportunity to help shape how we plan and scale the business. You will contribute to evolving our approach to headcount strategy, territory design, and performance benchmarking — partnering on efforts to formalize and improve how decisions are made across the organization. This role is well-suited for someone who combines strong operational discipline with curiosity and ownership — someone who not only executes with precision, but also looks for opportunities to improve how things work. What You Get To Do Everyday Own Territory & Routing Execution - Maintain accurate territory assignments and routing logic across all rep movements (new hires, exits, internal changes) - Ensure timely and precise updates to systems that directly impact sales coverage and performance - Identify and resolve routing or assignment issues with urgency and attention to detail Drive Headcount Planning & Coverage Management - Partner with Sales leadership to monitor regional headcount health, capacity, and coverage gaps - Lead weekly regional reviews to assess roster risk and inform forward-looking hiring decisions - Support workforce planning by translating business targets into actionable headcount strategies ​Serve as a Front-Line Business Partner - Act as the primary Strategy & Operations partner for aligned regions, supporting Sales Directors and Managers - Respond to a high volume of ad hoc requests related to accounts, territories, and performance Maintain Operational Rigor & Process Integrity - Manage a set of interconnected processes and tracking systems that require real-time accuracy - Ensure strong process hygiene across all workflows to minimize errors and downstream impact - Build trust with stakeholders through consistent, reliable execution ​Support Analysis & Continuous Improvement - Conduct territory and headcount analyses to inform rebalancing and restructuring decisions - Contribute to centralized reporting and performance benchmarking efforts - Build and refine models, tools, and processes that improve visibility and decision-making - Proactively identify gaps or inefficiencies and recommend improvements Contribute to Strategic & Transformational Initiatives - Support the rollout and operationalization of new sales motions and pilot programs - Partner on evolving how we approach territory design, quota setting, and headcount strategy - Help transition key planning processes from intuition-driven to more structured, data-informed approaches - Balance responsiveness with judgment — ensuring requests align with broader business priorities and constraints What You Bring To The Role Minimum Requirements: - 2–4 years of experience in a highly analytical and/or operational role (e.g., Sales Ops, BizOps, Consulting, Accounting), with demonstrated ownership of complex processes (exceptional candidates with more experience may be considered). - Advanced Excel skills and strong modeling capabilities; ability to structure ambiguous problems and translate data into clear insights - Demonstrated ability to manage complex, detail-oriented processes with a high degree of accuracy and organization - Proven track record of owning workstreams end-to-end in a fast-paced, high-accountability environment - Strong judgment and ability to balance competing priorities while maintaining quality and timeliness - Effective communicator with the ability to work cross-functionally and build trust with stakeholders at multiple levels - High level of ownership — takes initiative to identify issues, solve problems, and improve processes - Ability to operate in ambiguity and ramp quickly across a broad set of responsibilities ​Preferred Qualifications - Experience with territory management, workforce planning, or sales coverage models - Familiarity with Looker, Salesforce, or similar tools - Experience building or improving operational processes and reporting frameworks - Background in Business, Economics, Analytics, or a related field Compensation, Benefits, + Perks - Employee Stock Purchase Plan - 401K with Company Match - Medical, Dental & Vision Insurance - Paid Parental Leave - 9 Paid Company Holidays - Flexible Time Off (With Manager Approval) - Find out more about our Benefits here. The expected salary range for this role is $73,440.00-$105,060.00. To determine starting pay we carefully consider a variety of factors, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal parity. Additionally, salary is just one component of TRR’s total rewards package. Depending on role, employees may also be eligible for a bonus program, incentive pay and benefits. The RealReal is the world’s largest online marketplace for authenticated, resale luxury goods, with 37 million members. With a rigorous authentication process overseen by experts, The RealReal provides a safe and reliable platform for consumers to buy and sell their luxury items. We have hundreds of in-house gemologists, horologists, and brand authenticators who inspect thousands of items each day. As a sustainable company, we give new life to pieces by thousands of brands across numerous categories—including women's and men's fashion, fine jewelry and watches, art, and home—in support of the circular economy. We make selling effortless with free virtual appointments, in-home pickup, drop-off, and direct shipping. We handle all of the work for consignors, including authenticating, using AI and machine learning to determine optimal pricing, photographing and listing their items, as well as shipping and customer service. The RealReal is committed to providing an equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or Veteran status. We will consider qualified applicants for a position regardless of arrest or conviction records. At TRR, People Come First. That’s why diversity and inclusion are vital to our priorities as an equal opportunity employer. You can read about our Diversity Equity and Inclusion program here. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. 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.