Sales & Operations Analytics Specialist

VieMed Healthcare•Lafayette, LA

About The Position

The Sales & Operations Analytics Specialist collects and interprets sales and clinical data from multiple sources to identify trends, risks, and revenue opportunities. The role maintains dashboards and performance metrics, supports data accuracy and hygiene, and prepares datasets for sales forecasting. It conducts independent research to answer business questions and provides data-backed recommendations to leadership. The specialist delivers daily, weekly, and monthly reporting for field teams and leadership, translating complex findings into practical insights for non-technical stakeholders. The role also supports territory and goal planning through scenario analysis and management-ready outputs. AI tools are used to streamline data preparation, automate documentation, and draft report narratives. In partnership with the Sales & Operations Analyst, the specialist helps build automated workflows that reduce manual effort. The position works during normal business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. Duties and responsibilities may change at any time with or without notice.

Requirements

  • Strong problem-solving and critical-thinking skills, including the ability to structure ambiguous problems and break them into actionable steps.
  • Experience with or interest in learning data visualization tools such as Tableau, Power BI, or similar.
  • Strong quantitative and analytical abilities, with proficiency in Microsoft Excel and other Microsoft Office applications.
  • Excellent written and verbal communication skills, including the ability to translate data findings into clear, concise insights.
  • Ability to work independently on end-to-end projects and manage multiple priorities in a fast-paced environment.
  • Comfort learning and adopting new technologies, including AI-powered tools, to make everyday work more efficient and insightful.

Nice To Haves

  • Bachelor’s degree in Business, Finance, Economics, Statistics, Data Analytics, or a related field is preferred.
  • Comfort working with dashboards and analytics tools, with an interest in building deeper skills over time, such as Tableau or Power BI.
  • Experience using generative AI tools, such as ChatGPT, to draft content, summarize information, or speed up everyday work.
  • Prior exposure to SQL or similar query tools.
  • Experience in data analytics, business intelligence, or sales operations.
  • Strong attention to detail, accuracy, and data integrity.
  • Customer-service mindset, ability to support field teams and leadership, communicate clearly about trade-offs, and maintain a high sense of ownership.
  • Growth mindset and openness to continuous learning, especially in data analytics and AI.

Responsibilities

  • Collect and interpret sales and clinical data from multiple sources to identify trends, risks, and revenue opportunities.
  • Maintain and optimize dashboards and performance metrics, ensuring data accuracy and usability for the sales team.
  • Prepare datasets for sales forecasting and monitor data hygiene, including resolving duplicates and missing fields.
  • Conduct independent research to answer business questions and deliver data-backed recommendations to leadership.
  • Execute daily, weekly, and monthly reporting cycles for field teams and leadership.
  • Translate complex data into practical insights for non-technical stakeholders.
  • Assist in territory and goal planning by running scenarios and organizing outputs for management review.
  • Use AI tools to streamline data preparation, automate documentation, and draft narrative summaries for reports.
  • Partner with the Sales & Operations Analyst to build automated workflows, such as email drafts and data checks, that reduce manual effort.
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