Summary
Overview
Work History
Education
Skills
Websites
Timeline
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JON FRITZ

Denver

Summary

Six years of sales experience in technology and healthcare sectors, focusing on direct employer market engagement. Three years of financial consulting expertise, fostering strong relationships with brokers and C-suite leaders in Denver, Minneapolis, and central/western regions. Proven track record in developing go-to-market strategies for early-stage companies, generating significant outbound opportunities.

Overview

9
9
years of professional experience

Work History

Sales Director

XP Health
Denver
10.2024 - Current
  • Led go-to-market strategy for the Central U.S. region, driving new business across employer groups with 2,000–10,000 employees and positioning XP Health as a modern alternative to legacy vision carriers.
  • Built and managed strategic broker relationships across the region, generating a robust pipeline and securing finalist opportunities with large employer clients.
  • Drove regional growth through industry events, broker conferences, and educational sessions, enhancing market awareness and accelerating deal flow.
  • Developed strategic partnerships with complementary healthcare and benefits vendors to create cross-sell opportunities and expand XP Health’s distribution channels, disrupting the traditional vision benefits market with a digital-first platform.
  • 2025: Top 3 rep out of 9 in new business revenue.

Enterprise Sales Executive

Magellan Healthcare
Denver
06.2022 - 10.2024
  • Achieved Rookie of Year and ranked as #2 top representative in sales for 2022.
  • Sold 18kEE group, maintaining position as #2 representative in 2023.
  • Led new business initiatives within employer market across 17-state territory, managing outbound activities to successful closures.
  • Cultivated relationships with brokers and employers through proactive roadshows and event participation.
  • Collaborated with proposal underwriting, account network, and clinical teams to deliver customized RFPs and presentations.
  • Worked closely with Director of Sales and Chief Business Officer to develop go-to-market strategy.

Senior Business Development Executive

Magellan Healthcare
Minneapolis
03.2021 - 06.2022
  • Managed SMB (1-4,999ee) sales of Magellan’s EAP offering for Central/Western regions, driving employer engagement.
  • Collaborated with sales executives and RVPs on discovery, capabilities demos, finalist meetings, and national conferences to enhance sales strategy.
  • Developed sales support for 14-person team, implementing standard processes, rolling out new technology, and establishing lead generation systems while training team to 4 members.

Enterprise Sales Development

Anaplan
Minneapolis
08.2020 - 03.2021
  • Achieved highest number of activities/meetings per week among 20+ SDRs, driving lead generation efforts.
  • Engaged in initial discovery calls with VP and CXO level executives to identify key business needs.
  • Supported four Account Executives in Silicon Valley/Bay Area by booking sales meetings with prospective enterprise clients, consistently exceeding monthly goals.

Account Executive

Sightpath Medical
Bloomington
09.2019 - 04.2020
  • Managed an $8 million book of business with 108 accounts across seven states in the Midwest.
  • Drove new sales while managing client relationships and overseeing contract renewals.
  • Partnered with marketing to develop targeted campaigns and produce lead generation materials.
  • Collaborated with senior leadership on monthly territory sales and operations strategy discussions.
  • (lost job – COVID)

Advisory Analyst

Optum – UnitedHealth Group
Eden Prairie
05.2017 - 09.2019
  • Performed facility specific financial analysis using a wide variety of data sources to show UHG’s competitive position to other managed care payers in the market.
  • Presented hospital financial analysis reports to consult clients before contract negotiations/renewals.
  • Analyzed healthcare data to identify trends and inform strategic decisions.
  • Collaborated with cross-functional teams to develop innovative health solutions.
  • Assisted in the implementation of best practices for operational efficiency.

Education

Financial Management -

University of St. Thomas – Opus College of Business
Saint Paul, MN

Skills

  • Enterprise sales and lead generation
  • Broker/consultant relationship management
  • Strategic partnerships and outreach
  • Salesforce, ZoomInfo, BenefitFlow, Outreach proficiency
  • AI automation tools (Claude CoWork, Gemini, Notebook LM, etc)

Timeline

Sales Director

XP Health
10.2024 - Current

Enterprise Sales Executive

Magellan Healthcare
06.2022 - 10.2024

Senior Business Development Executive

Magellan Healthcare
03.2021 - 06.2022

Enterprise Sales Development

Anaplan
08.2020 - 03.2021

Account Executive

Sightpath Medical
09.2019 - 04.2020

Advisory Analyst

Optum – UnitedHealth Group
05.2017 - 09.2019

Financial Management -

University of St. Thomas – Opus College of Business
JON FRITZ