Sales Analyst
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Job Description
Sales Analyst supporting the Sales team with client acquisition and retention efforts at Lumicera Health Services. Responsibilities include coordinating sales materials and market analysis for improvements.
Responsibilities:
- Act as the point of contact for new business and assist Sales with entering information regarding the opportunity into CRM.
- Assist with the qualification of opportunities, including direct contact with advisor, broker, and/or consultant partners with existing and new firms.
- Review incoming RFP materials, including qualitative and quantitative data for completeness, and communicate to Director, Market VP Sales & Market Strategy and other team members.
- Work closely with Director of Sales Marketing, Analytics, and Account Management to help prioritize and ensure the timely production and delivery of sales materials.
- Monitor drug trends and margin analysis to provide insight to Market VP Sales on opportunities for business improvements.
- Develop content for lead-generation campaigns, emails, collateral, blogs, articles, social media, presentations and other materials.
- Compile competitive intelligence and conduct market research as needed.
- Understand the capabilities, tools and positioning of the competitive landscape.
- Act as first line of contact for incoming calls/emails from brokers/advisors/consultants when appropriate.
- Track and submit intent to bid.
- Undergo training on repricing tool and other RFP analytics over time to assume greater responsibility.
- Prepare finalist meeting materials.
- Develop and maintain checklists and processes to efficiently intake and respond to a high-volume of incoming requests.
- Manage various CRM pipeline reports for Sales and other leadership as well as prepare presentations, presentation slides and documents, and presentation support materials.
- Type memos, compile documents, and support leadership with agendas, scheduling meetings, minutes and other memorandums.
- Other duties as assigned.
Requirements:
- Bachelor’s degree, preferably in Marketing, Business, Communications, or a related field, or equivalent work experience required.
- 3-5 years combined sales, sales support, and marketing experience required.
- Healthcare, insurance, pharmacy, or other related industry experience preferred.
- Proficiency with Microsoft Dynamics CRM or similar CRM system preferred.
- Participate in, adhere to, and support compliance program objectives
- The ability to consistently interact cooperatively and respectfully with other employees.
Benefits:
- Top of the industry benefits for Health, Dental, and Vision insurance
- 20 days paid time off
- 4 weeks paid parental leave
- 9 paid holidays
- 401K company match of up to 5% - No vesting requirement
- Adoption Assistance Program
- Flexible Spending Account
- Educational Assistance Plan and Professional Membership assistance
- Referral Bonus Program – up to $750!
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