Client Analyst

Sequoia

Client Analyst role providing actionable insights and strategic recommendations for benefits programs in the tech industry. Collaborating with clients and consulting teams to analyze data and improve processes.

Posted 6/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

**What You Get to Do: **The Client Analyst is a client-facing role working with our Sequoia Team Members, as well as Finance and HR professionals at some of the most exciting and disruptive technology companies in the world. You will partner with our consulting teams to provide actionable data and strategic insights to shape the future of these companies’ benefit programs. You need to be a well-organized, solutions-driven individual who thrives in keeping up with the demands of our largest and fastest growing clients.
- Put together financial analyses including underwriting, renewal review, employee contribution modeling, market analysis and benchmarking
- Prepare and speak to reporting packages and insights on demographic data and trends, including post-implementation changes
- Provide insight on network differentials and disruption
- Assist with the preparation of financial modeling and forecasting using actuarial tools
- Design reports such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger and acquisition analysis
- Deliver accurate and reliable claim reporting and financial modeling used to drive client decisions
- Increase efficiency within client teams by identifying ways to improve processes or create new ones
- Develop client and carrier relationships
- Review and maintain client data within Salesforce
- Communicate and liaise effectively with client team members and clients regarding strategic project execution

Requirements

What you’ll need

Bachelor’s degree required
5 + years of experience working in benefits consulting or healthcare fields
Strong project management skills with high attention to detail and responsiveness in a deadline-driven environment
Ability to interface cross-departmentally and with clients and partners
Advanced use of Microsoft Excel
Experience with Salesforce is a plus
Experience related to group health insurance and/or employee benefits programs is a plus
English Proficiency
Most importantly, live our Sequoia values day in and day out.

Benefits

Comp & perks

Competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisunderwritingemployee contribution modelingmarket analysisbenchmarkingfinancial modelingforecastingactuarial toolsclaims reportingbenefit cost analysis

Soft Skills

project managementattention to detailresponsivenesscommunicationrelationship developmentsolutions-drivenorganizational skillscross-departmental collaborationclient liaisonprocess improvement

Certifications

Bachelor's degree