SUMMARY: The Sales Operations Analyst will play a crucial role in supporting the Business Development and Account Executive teams by providing data analysis, reporting, and ensuring data integrity. Working alongside other analysts, developers, and department team members, this role will contribute to the company's goals by fulfilling data needs and delivering insights to drive sales effectiveness.
ESSENTIAL DUTIES AND RESPONSIBILITIES
RFP Processing, Member Intelligence, Analysis & Reporting:
This duty involves managing the RFP (Request for Proposal) processing, member intelligence, analysis, and reporting activities, collectively referred to as SmarterHealth Analysis. The Sales Operations Analyst will:
- Process and analyze RFP data to support business development efforts. This will include employer geographic reports and provider disruption reports.
- Positively enhances Alliance relationships with stakeholders by responding to issues and questions in a timely manner.
- Coaches Business Development and Account Executive team members on key highlights found and, at times, will need to respond to further analytical requests to investigate questions that arise from reporting results.
- Create reports and presentations to communicate findings to internal teams and external stakeholders.
- Collaborate with the Business Development and Account Executive teams to provide actionable insights for engaging employers in their self-funded benefit strategies.
- Utilize data visualization techniques to present complex information in a clear and concise manner.
- Continuously evaluate and enhance data analysis processes to improve efficiency and accuracy.
- collect and report on member “stories” identifying themes, trends, and take next steps if any.
- internal stakeholders to complete large annual data projects (example: reinsurance packet)
- Stay updated on industry trends and best practices in data analysis and reporting.
Data Integrity:
Ensuring data integrity is a critical responsibility of the Sales Operations Analyst. This role supports this by:
- Maintain data quality and accuracy by conducting regular audits and reconciliations of managed databases.
- Identify and resolve data inconsistencies or anomalies.
- Collaborate with cross-functional teams to support data governance standards and processes.
- Implement data validation procedures and quality control measures.
- Continuously monitor and improve data management processes.
- Works with other teams bringing together various datasets to support advanced reporting and analytic functions. Uses the combined information to generate new and improved ways of presenting information to employers.
- Provides further analysis to tell the story behind the data, looks for trends and patterns, and develops new solutions and strategies for the Business Development and Account Executive teams.
- Will need to continually enhance reporting solutions in SSMS and other platforms which will require advanced T-SQL knowledge and updating and writing new stored procedures.
Ad Hoc Analysis and Data Support:
The Sales Operations Analyst may be required to conduct ad hoc analysis, address data-related inquiries, and assist team members in performing in-depth analysis. Responsibilities include:
- Run ad hoc data analysis to support decision-making and address specific business questions.
- Respond to data-related inquiries from internal stakeholders and external clients.
- Collaborate with team members to perform comprehensive analysis based on shared data.
- Participate in cross-functional projects requiring data expertise.
- Propose and implement innovative approaches to analyze and interpret data.
Miscellaneous Duties:
In addition to the core responsibilities mentioned above, the Sales Operations Analyst may be involved in the following:
- Collaborating with internal Dev Team to improve data infrastructure and systems.
- Assisting with the development of data models, dashboards, and reporting templates.
- Conducting market research and competitive analysis.
- Participating in team meetings, training sessions, and knowledge-sharing activities.
- Assists staff in representing the organization externally at events, meetings, phone conversations, and webinars at times.
- Responsible for responding to certain inquiries related to the methodology or calculations used to arrive at the various reports produced.
- Contributes to the successful implementation of other technical systems for the organization, which may involve configuration of systems, management, reviewing of external IT products, staff education, and deployment planning.
- Supports the area of Market Research by reviewing online resources, interacting with purchased external databases, and leveraging their analytical skills with ad hoc research projects.
QUALIFICATION REQUIREMENTS:
Education and/or Experience: B.S. degree or equivalent experience in actuarial sciences, mathematics, economics, computer science, or related field with an emphasis and interest in data integrity and analytics. At least two years of office experience and proven experience in data maintenance and analytics are required, preferably in a healthcare or insurance setting.
Language Skills: Strong written and verbal communication skills. Ability to read, analyze, and interpret stakeholder needs, and effectively suggest, develop and summarize analyses to address the need. Ability to write routine reports and correspondence. Ability to speak effectively and professionally with customers or employees of the organization. Comfortable with writing technical descriptions and documentation. Accurately interpret verbal requests and instructions.
Mathematical Skills: Ability to calculate and apply figures and amounts such as discounts, interest, percentages to practical situations. to complete detailed and complex analysis. Strong spreadsheet, graphing and relational database experience. Computer savvy.
Technical Skills: Preference given toward experience working with data extraction tools (e.g. Transact Structured Query Language (T SQL), SQL Server Integration Services (SSIS) and visualizing data with SQL Server Reporting Services (SSRS), Microsoft Excel and Power BI. Relevant experience in CRM applications and database management is a plus.
Other Skills and Abilities:
- Knowledge and experience of appropriate software with demonstrated commitment to acquire additional knowledge in an efficient self-directed manner.
- Strong organizational skills and the ability to manage multiple projects simultaneously.
- Knowledge of most Microsoft Office programs including Word, Excel and PowerPoint is required.
- Technical expertise regarding data models, database design and data mining.
- Strong analytical skills with the ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy.
- Adept at queries, report writing and presenting findings.
- Able to contribute effectively in a team environment.
PHYSICAL DEMANDS: The physical demands described below are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or listen. Specific vision abilities required by this job include close vision and the ability to adjust focus.
WORK ENVIRONMENT: The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. This position may require occasional travel and may require onsite job training. Work from home is supported for the qualified candidate.
Our DEI Commitment: Diversity, Equity, and Inclusion (DEI) are critical for The Alliance to realize Our Vision and attract, retain, and excite exceptional people. The Alliance is committed to embedding DEI into our culture such that diverse experience and perspectives are valued and welcomed, driving innovation.
DISCLAIMER: The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.