Sales Analyst

This is a fully remote position, open to applicants in Idaho.

📋 Description

• Serve as the primary contact for new business initiatives and assist the Sales team in entering opportunity details into the CRM system.

• Aid in the qualification of opportunities, which includes direct communication with advisors, brokers, and/or consultant partners from both current and prospective firms.

• Evaluate incoming RFP materials, ensuring both qualitative and quantitative information is complete, and relay findings to the Director, Market VP Sales & Market Strategy, and other team members.

• Collaborate closely with the Director of Sales Marketing, Analytics, and Account Management to prioritize tasks and guarantee the timely production and delivery of sales materials.

• Analyze drug trends and margins to offer insights to the Market VP Sales regarding potential business enhancements.

• Create content for lead-generation campaigns, emails, marketing collateral, blog posts, articles, social media updates, presentations, and other related materials.

• Gather competitive intelligence and perform market research as required.

• Gain an understanding of competitive capabilities, tools, and market positioning.

• Act as the initial point of contact for incoming calls/emails from brokers, advisors, and consultants when necessary.

• Monitor and submit intent to bid.

• Participate in training on the repricing tool and other RFP analytics over time to take on increased responsibilities.

• Prepare materials for finalist meetings.

• Develop and uphold checklists and processes to efficiently manage and respond to a high volume of incoming requests.

• Oversee various CRM pipeline reports for Sales and senior leadership, as well as prepare presentations, presentation slides, documents, and supporting materials.

• Draft memos, compile documents, and assist leadership with agendas, meeting schedules, minutes, and other memorandums.

• Perform additional duties as assigned.

⛳️ Requirements

• A Bachelor’s degree, ideally in Marketing, Business, Communications, or a related area, or equivalent work experience is required.

• 3-5 years of combined experience in sales, sales support, and marketing is required.

• Experience in healthcare, insurance, pharmacy, or a related industry is preferred.

• Familiarity with Microsoft Dynamics CRM or a similar CRM system is preferred.

• Commitment to participate in, adhere to, and support compliance program objectives.

• Capability to consistently interact cooperatively and respectfully with fellow employees.

🏝️ Benefits

• Comprehensive industry-leading benefits for Health, Dental, and Vision insurance.

• 20 days of paid time off.

• 4 weeks of paid parental leave.

• 9 paid holidays.

• 401K matching up to 5% with no vesting requirement.

• Adoption Assistance Program.

• Flexible Spending Account.

• Educational Assistance Plan and support for Professional Memberships.

• Referral Bonus Program – earn up to $750!