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Senior Client Activation Operations Analyst

Minneapolis MN, Washington DC

Rally Health is all about putting health in the hands of the individual. It’s our mission, and it drives everything we do, which is to empower people with easy-to-use online and mobile tools that help them take charge of their health and health care, from improving their diet and fitness to selecting health benefits, and choosing the right doctor at the right price for their needs.

Our culture is built on a deep and sincere commitment to helping people live healthier lives. To do this, we are committed to innovating at every level. As our president and COO David Ko says, “We are a company that continuously innovates. It cannot end. It has to be in everything we do, which means that some of the things we’re going to do are not going to work – and that’s okay. We’re not trying to build something that is churn and burn. We’re building something that follows consumers over their lifetime.”

The Senior Client Activation Operations Analyst is a mid-level position that will be expected to develop, drive, and analyze existing and new operational workflows while building a strong understanding of the needs of the business from key cross-functional partners. You should be comfortable navigating across the organization to further develop certain areas of expertise.


  • Revenue Operations

    • Support our Service Operations revenue and billing process for the Engage product, and to eventually initiate and lead other revenue and billing process improvement initiatives within the organization.

    • Works with Finance to gain a better understanding of current revenue forecast.

    • Monitors revenue forecast against reported actuals using Client Activation order form activity contained in Salesforce.

    • Takes a lead role in aligning Sales Operations, Finance and Service Operations for monthly revenue close reviews and actions.

    • Accurately capture Rally revenue and include in the monthly invoice process.

    • Creates and provides monthly buy-up and package reports to the Partner.

    • Initiates and manages process improvement projects related to billing and revenue.

    • Partner with VP and EVP level leadership on revenue initiatives.

  • Client Activation Operations

    • Salesforce Operations

    • Manages and drives the CA Salesforce roadmap.

    • Manage the process of new Salesforce requirements from intake to prioritization, in partnership with CA partners and the Salesforce team.

    • Develop and suggest process and performance improvements with key partners to improve workflows.

    • Responsible for the development and rollout of new workflows working side by side with our Client Activation partners.

    • Perform additional ad-hoc projects as assigned from time to time.


  • 2-3 years in operational support, customer success, account management or related role required

  • 2-3 years of experience in project management

  • 1+ years in consumer facing products (SaaS, apps) required

  • Positive relationship building skills and ability to influence broad range of audiences

  • Excellent written and verbal communication skills

  • Functional analytical skills (projecting, costing, budgeting, etc.)

  • Good analytical and attention to detail along with a high degree of accuracy is required

  • Ability to establish standards and practices to ensure team deliverables meet high standards

  • BS/BA degree in related field or health care SaaS experience strongly preferred

  • Salesforce experience is a plus

Why join Rally? On top of an innovative work atmosphere and a chance to help people change their lives, we offer competitive pay, daily catered lunches, and an extensive benefits package for all full-time employees (including medical, dental, vision and 401(k)). In addition, offer the ability to grow, while truly making an impact in the healthcare system.

Rally Health is committed to ensuring that its workforce reflects America’s diverse population. Rally Health knows that such diversity will enrich us with the talent, energy, perspective and inspiration it needs to achieve its mission. Rally Health believes in a policy of equal employment and opportunity for all people based on merit and commitment to the principles of diversity. It is our policy to recruit, hire, train, and promote individuals in all job titles, and administer all programs, without regard to race, color, religion, national origin or ancestry, citizenship, sex, age, marital status, pregnancy, childbirth or related medical conditions, personal appearance, sexual orientation, gender identity or expression, family responsibilities, genetic information, disability, matriculation, political affiliation, veteran status, union affiliation, or any other category protected by applicable federal, state or local laws.

Individuals with disabilities and veterans are encouraged to apply. Applicants who require an accommodation related to the application and/or review process should notify Talent Acquisition (