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The Manager, Medicare Marketing Systems, Reporting & Insights leads the strategy, delivery, and performance of the platforms, automation, and analytics that power Medicare marketing and sales teams. This manager-level role owns the marketing and enrollment technology stack, drives AI and automation that improve speed and accuracy across the lead-to-enrollment/retention funnel, and turns data into insights that guide leadership decisions - all while advancing data governance, CRM integrity, and compliance.
The role partners across Marketing, Medicare Group and Individual Sales/Telesales BPO partner(s), Operations, Compliance, and BTS, and manage key external vendor relationships while also being responsible for the development of a team of analysts/specialists who deliver scalable, measurable business impacts daily to support growth across products and regions.
Responsibilities
Systems & Platforms
• Own the roadmap, configuration, and performance of Medicare specific Microsoft Power Platform solutions (Dynamics 365, Power Pages, Power BI) that support marketing and sales workflows
• Manage Medicare shopping and enrollment platforms (e.g., Connecture, SunFire), including vendor coordination, release management, and issue resolution
• Lead integration across marketing, sales, and enrollment systems to maintain reliable, connected data flow
• Establish and enforce data governance, data quality, and CRM integrity standards that enable accurate reporting and compliant operations
AI & Automation
• Identify, prioritize, and implement AI and automation solutions that improve efficiency, accuracy, and the member and agent experience across the funnel
• Develop a practical AI roadmap (e.g., agent assist, lead scoring, content and workflow automation) supported by clear business cases and measurable ROI
• Partner with IT, BTS, Compliance, and vendors to deploy AI responsibly, with appropriate guardrails, monitoring, and oversight
Insights & Reporting
• Partner with reporting teams to deliver end-to-end reporting and insights across the lead-to-enrollment funnel to optimize performance
• Partner to build and maintain dashboards and KPIs (e.g., conversion, cost per acquisition/enrollment, retention, and Stars-relevant quality metrics) for leadership and operating reviews
• Serve as a primary conveyor of emerging incidents and trends- continuously monitoring funnel and platform data to detect signals early, translating complex data into clear, actionable recommendations that inform marketing, sales, and growth strategy
• Support attribution, lead scoring, and funnel analysis to direct investment toward the highest-performing channels
• Partner cross-functionally across Marketing, Sales/Telesales, Operations, Compliance, BTS, and IT to deliver scalable solutions
People Leadership
• Lead, mentor, and develop direct reports, setting priorities, goals and performance standards aligned to each job function
• Coach team members on technical and analytical skills thus building overall bench strength and reducing single-points-of-failure
• Conduct regular reviews, 1:1 sessions, and development opportunities that retain and advance talent
• Foster a culture of accountability, continuous improvement, data-decision-making, empowerment, and overall positivity
• Translate leadership strategies into clear objectives that represent activities and intent and then celebrate successes, highlight risks, and acknowledge opportunities to improve together
QUALIFICATIONS:
• Bachelor's Degree in Business, related field or equivalent experience.
• 8+ years related experience in Medicare, healthcare, or a regulated operations environment
• Strong expertise in Microsoft Power Platform (Dynamics, Power Pages, Power BI) preferred but not required
• Experience with Medicare enrollment/shopping tools (Connecture, SunFire, or similar) desired
• Strong analytics, critical thinking, and reporting background, including dashboarding, ticketing system, funnel/attribution analysis, and translating data into business decisions
• Background in data governance, reporting, and system integration
• Proven ability to lead cross-functional initiatives inclusive of supporting the collaboration with vendor partners
• Proven people leadership experience (direct supervisor or through team lead equivalent) - mentoring, leading, and managing towards measurable outcomes
• Excellent communication skills and executive presence - ability to brief leadership clearly and influence across a matrixed organization
IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.