Data Analyst

• Support our B2B healthcare/benefits business (e.g., group benefits plans, TPAs, employer-sponsored plans, Medicare Advantage, wellness & benefits programs)
• Partner with Sales, Marketing, Client Relations, and Finance to support annual planning leveraging historical trends, external data sources, and more to shape priorities across customer segments
• Develop quota-setting process and target segmentation aligned to healthcare/benefits business models
• Build and maintain forecasting models and provide scenario planning
• Design and maintain dashboards/KPIs to monitor sales performance
• Conduct ad hoc analyses and translate findings into actionable recommendations
• Serve as a thought partner to Sales leadership to optimize resource mix
• Stand up sales performance metrics and management system leveraging available data
• Serve as the key administrator and business owner for Salesforce CRM; ensure data integrity, governance, and optimal workflows tailored to healthcare/benefits selling cycles
• Work with Technology to streamline and automate sales operations
• Review and optimize sales processes tailored to the benefits/healthcare environment
• Develop training, documentation, and field communications to drive CRM utilization
• Lead design, modeling, and administration of sales and channel partner incentive compensation programs
• Monitor attainment, prepare monthly/quarterly payout reports, and coordinate with Finance and HR for accuracy

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