Sales Analyst, Consultant

Blue Shield of California • Woodland Hills, CA

7d

About The Position

The Sales Analyst, Consultant is part of the Sales Analysis and Operations team, which provides analytical insights to support new and renewing business, process improvement, and cross-functional solutions. The role partners closely with Sales Executives, Sales Consultants, Underwriting, and Product to turn complex data into actionable insights that support winning new business and retaining existing clients. The work informs case strategy, strengthens renewal and RFP submissions, and identifies opportunities to improve collaboration and processes. The position reports to the Director, Sales Analysis and Operations.

Requirements

• Bachelor’s degree, or a high school diploma/GED and four additional years of relevant experience in lieu of a degree.
• Seven years of prior relevant experience.
• Demonstrated experience analyzing and interpreting complex data sets in Excel.
• Healthcare industry experience.
• Project management experience.
• Experience as a process stakeholder and working cross-functionally with business stakeholders.
• Excellent time-management and organizational skills, with the ability to handle multiple complex projects simultaneously.

Nice To Haves

• Analytics experience in Salesforce.
• Experience with process improvement and integration with AI.

Responsibilities

• Create insights that drive business growth and retention, process improvement, and cross-functional solutions.
• Assimilate complex data and report clear, simplified insights.
• Produce, analyze, and interpret data to identify key themes and findings.
• Execute new-business and renewing-client processes and functions, including RFP and proposal management.
• Contribute to renewal packages and RFP submissions, ensuring proposals are delivered to the producer or employer on time.
• Provide case-strategy input to a Sales Executive or Account Manager and manage strategy or account-plan documentation.
• Support the sale of specialty products and value-added offerings for new or renewal business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level