Sales Analyst

Role Overview

• Act as the point of contact for new business and assist Sales with entering information regarding the opportunity into CRM.
• Assist with the qualification of opportunities, including direct contact with advisor, broker, and/or consultant partners with existing and new firms.
• Review incoming RFP materials, including qualitative and quantitative data for completeness, and communicate to Director, Market VP Sales & Market Strategy and other team members.
• Work closely with Director of Sales Marketing, Analytics, and Account Management to help prioritize and ensure the timely production and delivery of sales materials.
• Monitor drug trends and margin analysis to provide insight to Market VP Sales on opportunities for business improvements.
• Develop content for lead-generation campaigns, emails, collateral, blogs, articles, social media, presentations and other materials.
• Compile competitive intelligence and conduct market research as needed.
• Understand the capabilities, tools and positioning of the competitive landscape.
• Act as first line of contact for incoming calls/emails from brokers/advisors/consultants when appropriate.
• Track and submit intent to bid.
• Undergo training on repricing tool and other RFP analytics over time to assume greater responsibility.
• Prepare finalist meeting materials.
• Develop and maintain checklists and processes to efficiently intake and respond to a high-volume of incoming requests.
• Manage various CRM pipeline reports for Sales and other leadership as well as prepare presentations, presentation slides and documents, and presentation support materials.
• Type memos, compile documents, and support leadership with agendas, scheduling meetings, minutes and other memorandums.
• Other duties as assigned.

Requirements

• Bachelor’s degree, preferably in Marketing, Business, Communications, or a related field, or equivalent work experience required.
• 3-5 years combined sales, sales support, and marketing experience required.
• Healthcare, insurance, pharmacy, or other related industry experience preferred.
• Proficiency with Microsoft Dynamics CRM or similar CRM system preferred.
• Participate in, adhere to, and support compliance program objectives
• The ability to consistently interact cooperatively and respectfully with other employees.

Benefits

• Top of the industry benefits for Health, Dental, and Vision insurance
• 20 days paid time off
• 4 weeks paid parental leave
• 9 paid holidays
• 401K company match of up to 5%
• No vesting requirement
• Adoption Assistance Program
• Flexible Spending Account
• Educational Assistance Plan and Professional Membership assistance
• Referral Bonus Program – up to $750!