Sales Specialist - June 2021 Start

Job Locations US-MA-Waltham | US-FL-Maitland
Sales & Account Management
Regular Full-Time




First, we invite you to take a pause.  You just took the first step on a potential new career path and that should be celebrated. 


Second, it is important to us that you know at Alegeus we are intentional about cultivating a diverse and inclusive culture. We challenge one another to recognize biases, honor our identities and celebrate our differences – these values enrich our workplace and drive our business forward. We recognize that our bold vision of transforming the healthcare industry requires the perspectives, experiences, talents, skills and passions of a diverse population. We believe that if our consumers come from all walks of life, so should we.

Alegeus is dedicated to promoting fairness and equality across all identities and our Inclusive Innovation committee holds us true to our commitment. Apply with confidence that you are joining an organization – a family – that is steadfast in making a difference.


Finally, if you are interested in any of the bullet points below – just apply! We don’t expect our applicants to be a cookie-cutter match to the job descriptions we post, and we certainly don’t expect you to know everything. We would much prefer driven individuals who are willing to learn than someone with 100 years of experience, but no passion for what they do. We know potential when we see it. So, take a chance and roll the dice; you might just find yourself landing your dream job.




If you are interested in disrupting the healthcare market, and have the passion and competence to do so, this is your organization.  We encourage you to lean in and read on.


Alegeus is the market leader in consumer directed healthcare solutions, offering the industry’s most comprehensive platform for the administration of healthcare benefit accounts, the industry’s most widely-used benefit debit card, and powerful engagement solutions to help consumers maximize savings and optimize spending for their healthcare.  Over 300 clients – including health insurance plans, third party administrators and financial institutions – leverage Alegeus’ deep expertise and proven technology to administer benefit accounts for more than 29 million members and process more than $8.9 billion in consumer healthcare payments annually.  As the healthcare and benefit markets continue to evolve, Alegeus delivers solutions that enable clients to evolve their service offerings, operate their businesses more efficiently, and focus on their customers. 


Alegeus is part of the Vista Equity Partners portfolio of companies, working in partnership with the market-leading technology investment firm to reinvent the consumer directed healthcare marketplace.  Our talented associates benefit from this partnership through increased capital for strategic investments, access to exceptional toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 


Alegeus seeks a Sales Specialist to join our dedicated, passionate team of professionals.  The Sales Specialist will report to the Senior Director of Core Accounts and be responsible for growing revenue through the timely and quality creation, preparation, and on-going management of Sales Opportunities required business-to-business sales deliverables.




The Sales Specialist's mission is to maximize our revenue growth win rate by developing and advancing sales opportunities in accordance with account plans – by maintaining a high-quality knowledgebase, crafting sales proposals, executing sales engagements, and making our GTM stakeholders more efficient in the sales process.



  • Establish and maintain relationships with the leadership of your assigned clients – within two months from successful completion of the Alegeus Onboarding Boot Camp.
  • Create a renewal and growth strategy across your assigned client to achieve Alegeus revenue growth commitments – created, presented, and beginning execution within two months from completing the Alegeus Onboarding Boot Camp.
  • Document, prioritize and support the pipelines of your assigned clients – within 3 months from successful completion of the Alegeus Onboarding Boot Camp.
  • Accurately reflect opportunities’ values, stages and close dates within pipeline – within 1 month from successful completion of the Alegeus Onboarding Boot Camp.
  • Leverage Alegeus go-to-market best practices within assigned clients to maximize visibility of and potential for meeting or exceeding revenue targets – within 4 months from successful completion of the Alegeus Onboarding Boot Camp.



The desired candidate should have direct experience owning and self-managing business-to-business sales proposals. The desired candidate should have demonstrated success and positive management remarks in past work. In addition, the candidate should be comfortable working within tight deadlines, rapid turn-around requests, and ambiguous requests.


The candidate should also:

  • Maintain 300%+ pipeline coverage compared to quota for 12-month rolling calendar
  • Meet and exceed revenue quota
  • Meet and exceed customer engagement quotas
  • Increase new pipeline by 25% of quota each month
  • Demonstrate curiosity and an eagerness to learn and develop new skills
  • Be very organized and detail-oriented – demonstrate the ability to manage multiple proposals for different stakeholders and customers; while juggling revisions, edits, changes, and deadlines.
  • Be proactive – proving their ability to anticipate questions and challenges before they arise.
  • Remain calm under pressure – being able to keep a logic-based, rational manner approaching due dates
  • Have high standards – ensuring all output meets the high-level of Alegeus standards – from basic copywriting and editing, to answer completion.


VALUES (the “How”)

At Alegeus, equally important to the “What” (the individual performance goals that each employee commits to in support of the company’s overall success) is the “How” (the framework of principles that guide how we work together to drive our business forward).  Overall performance success will also take into account individual delivery on our corporate values:

  • Care personally. We connect personally to our "why" - are passionate and purposeful
  • Put the end-user first. When we put the end user first, we believe the rest falls into place
  • Consistently challenges the status quo. We believe that the best solutions haven’t been discovered yet
  • Practice the art of inspection. We will turn over every stone to gain deeper insight to guide our actions
  • Solve the real problem. We will constantly orient on the true issue at hand and accurately and fully address



  • All responsibilities for this role will be in service of the Outcomes listed above
  • Meeting with key internal knowledge base owners and subject matter experts to ensure proposal content is up-to-date, accurate, complete, and appropriate for (any/particular) clients.
  • Own the relationships and growth of a given client territory
  • Work with internal team to provide analytical insights on CDH program growth/success
  • Assist client in driving overall growth of benefit accounts, both with new sales and within existing membership



  • 0-3 years of experience creating and/or managing business-to-business sales proposals
  • Experience working within complex, long sales cycles and organizations is highly preferred
  • Direct experience working with online sales tools and CRM platforms is highly preferred
  • Customer orientation and ability to adapt/respond to different types of characters” and/or “Excellent communication and presentation skills
  • Bachelor’s degree or equivalent combination of professional and educational experience



  • Take ownership and be accountable for your work
  • Challenge status quo for the benefit of the company and its stakeholders
  • Help Alegeus lead the market in innovation
  • Collaborate effectively with internal and external stakeholders
  • Put the customer first in all that you do
  • Be empowered to solve problems, tackle new challenges & drive for the best outcomes
  • Work hard, demonstrate passion for what you do, and have fun along the way
  • Show a high degree of integrity in all of your words and actions
  • Value your teammates
  • Always stay focused on results vs. activity
  • Protect the Alegeus family

The above cited duties and responsibilities describe the general nature and level of work performed by an incumbent assigned to the job.  They are not intended to be an exhaustive list of all the duties and responsibilities that a candidate may be expected or asked to perform.



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