Principal Sales Analyst
Medtronic
SQLTableau
Lead, Field Technology Platform Optimization and Communication Strategy
Protective Life
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $105,000 - $145,000 per year
Job Level
Senior
Tech Stack
SQLTableau
About the role
- Monitor, interpret, and optimize how the business is scored and rated across Field Technology platforms
- Define proactive strategy to ensure top positioning within Field Technology platforms and align roadmaps
- Translate scoring insights into operational and workflow improvements to enhance platform rankings and increase application volume
- Lead initiatives to streamline workflows, reduce cycle times, and improve throughput across sales and operations
- Apply Lean, Six Sigma, and continuous improvement methodologies to identify bottlenecks and drive measurable operational improvements
- Partner with IT and vendors to design, test, and implement API-enabled connectivity solutions
- Govern all customer-facing communications to ensure clarity, consistency, and support conversion through the sales funnel
- Partner with marketing, compliance, and operations to refine messaging that reduces friction and accelerates decisions
- Track funnel conversion rates, application volume, policy placement speed, platform throughput, and cost per application
- Develop reporting dashboards connecting communication effectiveness, platform scoring, and operational performance to business results
- Provide executive insights and recommendations linking platform strategy to revenue and competitive positioning
Requirements
- Bachelor's degree in Business, Analytics, IT, or related field (Master’s degree preferred)
- 7+ years of experience in platform analytics, operations strategy, or vendor/platform management
- Demonstrated ability to interpret business challenges and evaluate platform scoring models
- Hands-on experience with Lean, Six Sigma, Kaizen, or similar process improvement frameworks
- Strong understanding of digital connectivity solutions, such as API integrations and platform interoperability
- Experience driving division-wide improvement initiatives and operational change
- Exceptional communication and governance skills
- Proficiency in data analysis and visualization tools (Excel, Tableau, SQL)
- Experience with API enablement, digital workflows, and platform integration
- Preferred: experience in life insurance, financial services, or customer onboarding technologies
- Preferred: Knowledge of Field Technology platforms and their role in distributor/customer experience
Benefits
- Comprehensive health, dental and vision insurance
- Mental health benefits and an employee assistance program
- Paid time off
- Paid parental leave
- Short-term disability
- Cultural observance day
- Contributions to healthcare accounts
- Pension plan
- 401(k) plan with Company matching
- ProHealth Rewards wellbeing platform with cash rewards
- Accommodations for applicants with a disability (email request)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
platform analyticsoperations strategyvendor managementdata analysisdata visualizationAPI integrationsprocess improvementLeanSix SigmaSQL
Soft skills
communication skillsgovernance skillsstrategic thinkingproblem-solvingcollaborationleadershipanalytical thinkingoperational improvementworkflow optimizationcustomer-focused
