Sales Operations Analyst

Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company.  Join our award winning team!

2024:

• Excellence in Customer Service Awards: Organization of the Year (Small)

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

As part of Teleperformance in the US, we were also named #95 in the 2024 ‘Fortune 100 Best Companies to Work For®’ in the USA by Great Places to Work (GPTW®)

Basic Function

The Sales Operations Analyst is to provide key reporting and analysis that supports Sales growth and retention. The role will manage all Sales-related data under the supervision of the Director of Sales Enablement. Job duties include collecting data, reviewing current clients, analyzing market trends, running the numbers, and creating detailed reports. The main goal of a sales analyst is to develop strategies that improve sales productivity for the organization.

This support will include but is not limited to aggregating data files, generate/calculate various revenue reports, Year over Year reporting, monitoring sales metrics, compensation administration, retention, terminations, forecasting, deep dive analytics, platform administration. The role will also partner to create and implement new sales analytic tools for both the Executive team and account executives. Sales enablement is a strategic, ongoing process that equips Sales Professionals with training, best practices and a variety of sales tools through business analytics.

Major Job Accountabilities

Business Analyst Responsibilities

• Sales reporting and analysis that supports Sales growth and retention.
• Production and development of sales related financial and forecasting reports with comp modelling,
• Track and analyze key metrics – pipeline growth, quota attainment etc.
• Compile key pieces of information related to performance against sales commitments.
• Proactively analyzes win-loss data and reports on key findings to sales leadership.
• Reporting and analysis for the Sales and Marketing departments, with key metrics and KPIs, campaign tracking and analysis, and ad hoc strategic analysis
• Implements and manages reports and dashboards in Salesforce with basic administration duties.
• Commission Administration – Supervise, track and manage monthly production to ensure accurate commission payouts against compensation plans, as coordinated through Director of Sales Enablement.
• The Analyst shall manage administration pieces of the compensation plan, hierarchy setup and territories controls, account transitions, and plan details.
• Sales Quarterly Reviews – maintain line of sight on SF reporting and ensuring the team is keeping all data points up to date.
• Territory Audit and gatekeeper
• Misc. Sales Enablement support and ad hoc reporting
• Assist Director of Sales Enablement with enhancements and improvements to various processes, including newsletter distribution, termination reporting, AM retention, case management and workflows
• Market research and competitive analysis

Sales Enablement Responsibilities

• Support Sales Enablement Training Content - assist with developing content for Sales training meetings, with collaboration and direction from Director of Sales Enablement such as System Manuals, Training Class Support Materials, Job Aids, and Reference Guides
• Collaborate with Manager of Sales Enablement in support of Standard Operating Procedures (SOP)
• New Products and SF Project launches - assist with the implementation and training for new products, roll outs, programs and equipment, and updated processes.
• Subject Matter Expert – Demonstrate comprehension of all operational programs and systems in the company. Serve as a subject matter expert for sales training, product knowledge, sales processes, sales platforms and operations procedures.
• Miscellaneous Sales operational support

Minimum Qualifications

Applicant for this job will be expected to meet the following minimum qualifications.

Education

• 3+ years in a Business Analyst or similar role
• Bachelor's degree from an accredited college or university with major coursework in business accounting, marketing or finance
• Equivalent work experience may be substituted for educational requirements.

Experience

• Superior Excel Skills: VLOOKUP, Index, Pivot, Conditional formatting, Charts, data simulations, Macro
• Proficiency in Microsoft office and CRM software
• Organizational Astuteness, Managing Processes, Process Improvement, Lean Six Sigma
• This person must have the ability to meet strict deadlines, while working under pressure with a high skill set for multitasking.
• Experience in sales analysis and reporting
• Experienced data analysis skills with research and reporting
• Ability to work independently and with cross-functional teams.
• Ability to express requirements and expectations to a wide range of individuals.
• Resolves administrative problems and offer guidance by researching, testing, analyzing information and then identifying solutions to various teams.
• Experience in salesforce administration and/or Tableau Analytics a bonus

We’re invested in you. At Health Advocate, you’ll have the ability to pursue your ambitions and grow your career. We offer a competitive compensation package, including a base salary and generous commission scale for “new logo” sales.  We support your health and well-being with a total rewards package that includes robust medical coverage, as well as dental & vision benefits, tuition assistance, 401(k) savings plan with company match, paid time off (PTO), paid holidays, and access to Health Advocate programs, including EAP and wellness.

We’re invested in your success. Health Advocate provides all work equipment, select prospecting software and product training required for success in the field.

Company Overview

Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs. For 20 years, Health Advocate has provided expert support to help our members navigate the complexities of healthcare and achieve the best possible health and well-being. Our solutions leverage a unique combination of best-in-class, personalized support with powerful predictive data analytics and a proprietary technology platform to address nearly every clinical, administrative, wellness or behavioral health need. Whether facing common issues or an unprecedented challenge like COVID-19, our team of highly trained, compassionate experts work together to go above and beyond expectations, making healthcare easier for our members and ensuring they get the care they need.

Learn more

Health Advocate https://www.healthadvocate.com/site/

Facebook https://www.facebook.com/healthadvocateinc/

Video https://vimeo.com/386733264/eb447da080

Awards:

2023:

• National Customer Service Association All-Stars Award: Service Organization of the Year.
• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2022:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner
• Excellence in Customer Service Awards: Organization of the Year (Small)
• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2021:

• Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Silver Winner
• Stevie® Awards for Sales & Customer Service: Most Valuable Response by a Customer Service Team (COVID-19). Bronze Winner
• Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2020:

• National Customer Service Association All-Stars Award: Organizations of 100 or Greater, Runner-Up
• Communicator Award of Distinction: October 2019 Broker News
• MarCom Awards: Gold, COVID Staycation Ideas brochure
• MarCom Awards: Platinum, 2021 Well-being Calendar
• Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium category (Silver)

Health Advocate is an Equal Opportunity Employer that does not discriminate on the basis of race, color, sex, age, religion, national origin, citizenship status, military service and veteran status, physical or mental disability, or any other factor not related to job requirements. We respect and value diversity, and are committed to the principles of Equal Employment Opportunity.

VEVRAA Federal Contractor requesting appropriate employment service delivery systems, such as state workforce agencies and local employment delivery systems, to provide priority referrals of protected veterans.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c)