Advisory Services Analyst - Commercial focus - Consultant Development Program - Multiple Locations
About The Position
The Advisory Services Analyst is an early-career role in Optum Advisory’s Consultant Development Program (CDP), supporting Advisory Board teams across research, sales, and client services. The program is designed for recent college graduates to develop and apply problem-solving and presentation skills with health care clients. Participants receive mentorship and formal training in consulting competencies, work across a variety of health care clients and engagements, and typically complete the program in 1.5–2.5 years before aligning to a full-time Advisory Board role. The position supports internal and external clients by helping determine their needs and solve business problems. Work includes responding to client requests, supporting client presentations, analyzing client interactions and product utilization, developing targeted outreach campaigns, tracking performance against monthly KPIs, and supporting Advisory Board products such as expert support, syndicated and custom research, and sponsorship. The analyst also supports sales pipeline progress and collaborates with internal and external stakeholders. The role includes applying AI tools and techniques to improve efficiency, insights, and innovation in business workflows. This involves building and optimizing prompts, integrating AI into reporting and operational processes, analyzing data with AI-enabled tools, identifying AI-driven improvements, and ensuring responsible and compliant use. The position is full-time and follows a hybrid schedule, with three days in the office and two days at home, in Eden Prairie, Minnesota; Nashville, Tennessee; or Washington, DC. Travel may be required up to 25%, depending on project needs and location. The start date is January 25, 2027.
Requirements
- Bachelor’s degree earned within the past 24 months from an accredited college or university; coursework must be completed before employment begins, with degree verification within 6–8 weeks after the school’s stated date.
- Business acumen and basic data analysis experience.
- Ability to work a hybrid schedule of two days at home and three days in the office at one of the three specified locations for the duration of the program.
- Ability to travel up to 25%, depending on project needs and location.
- Must be eligible to work in the United States without company sponsorship now or in the future.
Nice To Haves
- Healthcare experience.
- Proven intellectual curiosity.
- Experience with research and writing.
- Experience with Power BI.
- Experience with UX/UI concepts.
- Experience with data engineering.
- Familiarity with AI tools and emerging AI applications.
- A GPA of 3.0 (the posting states “30 GPA”).
Responsibilities
- Serve as the first point of contact for client requests, respond to inquiries, and coordinate access to resources, trainings, publications, research staff, and website materials.
- Produce reports analyzing prior client interactions and utilization of products and services.
- Develop and support the delivery of client-facing presentations.
- Build strategic outreach campaigns using past interactions, marketing intelligence, organizational relationships, news, events, and best practices.
- Work toward monthly metric-based KPIs, including meetings, pipeline generation, orientation and check-in calls, and Salesforce data integrity.
- Customize outreach scripts and methods, send communications to clients and prospects, and seek to improve outreach-to-meeting conversion.
- Track the effectiveness of strategies and recommend adjustments.
- Support Advisory Board products, including expert support, syndicated research, custom research, and sponsorship.
- Manage client-facing interactions, presentations, and relationship-building across project delivery, social situations, research, and ambiguous scenarios.
- Support Sales Executives in progressing the pipeline by managing client interactions and key next steps.
- Communicate clearly and effectively in writing and orally with internal and external stakeholders.
- Provide expert support to Advisory Board members and identify relevant research, experts, and resources to address client strategic questions.
- Research member organizations and prepare executive-ready briefings for client conversations.
- Analyze client engagement and utilization data to identify ways to strengthen member relationships.
- Conduct market or industry research and translate findings into presentations and actionable insights.
- Partner with sales, research, and client service teams on projects that improve engagement, support renewals, and drive business growth.
- Apply AI tools to solve business problems within the role’s domain.
- Build and optimize prompts for analysis, reporting, and automation.
- Integrate AI into workflows such as reporting, dashboards, and operational processes.
- Analyze data using AI-enabled tools and generate insights.
- Collaborate with teams to identify opportunities for AI-driven improvements.
- Ensure responsible and compliant use of AI solutions.
Benefits
- Comprehensive benefits package, subject to eligibility requirements.
- Incentive and recognition programs, subject to eligibility requirements.
- Equity stock purchase, subject to eligibility requirements.
- 401(k) contribution, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
