Sales Analyst, Consultant
Blue Shield of California · Woodland Hills, California, United States
Your Role
The Sales Analysis and Operations team provides analytical insights through the analysis and interpretation of data in support of new and renewing business, process improvement, and cross-functional solutions. The Sales Analyst, Consultant will report to the Director, Sales Analysis and Operations. In this role you will partner closely with Sales Executives, Sales Consultants, Underwriting, and Product to turn complex data into clear, actionable insights that help win new business and retain existing clients. Your work will directly inform case strategy, strengthen renewal and RFP submissions, and identify opportunities to improve how our teams work together.
Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow – personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning.
Your Work
In this role, you will:
- Create insights to drive growth and retention of business, drive process improvement, and inform cross-functional solution
- Assimilate highly complex data and report out simplified and clear insights
- Produce, analyze, and interpret data into key themes and findings
- Effectively execute new business and/or renewing client processes and functions including RFP and proposal management
- Contribute to preparation of renewal packages and creation of request for proposals (RFP) submissions and ensuring a timely proposal is delivered to the producer/employer
- Provide case strategy input to Sales Executive or Account Manager and manage strategy or account plan documentation
- Support selling of specialty products, and/or value adds for new or renewal business
Your Knowledge and Experience
- Requires a bachelor’s degree or High School Diploma/GED and 4 years of additional relevant experience in lieu of a degree
- Requires 7 years of prior relevant experience
- Requires demonstrated experience in analysis and interpretation of complex data sets within Excel, prefer analytics experience in Salesforce
- Requires healthcare industry experience
- Requires experience in project management; prefer process improvement and integration with AI
- Requires experience as a process stakeholder and working cross-functionally with business stakeholders
- Must possess excellent time management and organizational skills to be able to handle multiple complex projects simultaneously