Field Operations Analyst

🔥 1 minute ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $62k - $73k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

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Innovu

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💼 Consulting

🏥 Healthcare

☁️ SaaS

💰 $4.6M Venture Round - Innovu on 2020-04

Consulting • Healthcare • SaaS

Innovu is a data analytics and consulting company that provides a SaaS platform for employers, benefits advisors, and plan sponsors to consolidate and analyze healthcare and human capital claims data. Its platform offers benchmarking, standardized reporting, custom analytic tools, and dedicated analyst support to identify cost-savings opportunities, improve benefit and risk programs (including workers' comp and retirement risk), and measure ROI. Innovu focuses on transparency, accountability, and actionable insights to help organizations control benefit costs and improve employee health outcomes.

📋 Description

• Manage, coordinate, and produce sales forecasting, sales performance analytics, KPIs, reports, and cross-functional items for biweekly territory calls • Manage quarterly territory rotations with executive sales leadership and Managing Directors • Review completed activity, current pipeline, and alignment with Managing Directors’ yearly business plans • Support sales opportunity underwriting and responses to Requests for Proposals • Generate sales Order Forms and manage Good Order collection through completion • Provide weekly leadership reports on new and aged Order Form/Pre-Implementation Checklist status • Utilize and develop Zoho CRM to streamline order form generation, capture business needs, and improve dashboards • Coordinate client renewal paperwork and track client changes, terminations, and retention • Train Managing Directors on Zoho and sales tools including Seismic, ZoomInfo, and Miedge • Own data integrity checkpoints and ensure clean hand-offs of client data and documentation to Operations • Identify and escalate process or data gaps and support process refinement • Produce client health and retention reporting for Client Experience leadership • Analyze engagement and account data to identify upsell and expansion opportunities • Partner with Client Experience on retention and growth conversations • Serve as liaison among Field Operations, Sales, Marketing, Finance, Operations, and Client Experience • Maintain the marketing collateral repository and assist with sales operations and product/functionality deployments

🎯 Requirements

• Bachelor's degree or equivalent experience • Minimum of 3+ years of experience in sales support, operations support, and/or reporting analyst responsibilities • Self-starter with strong organizational skills and attention to detail • In-depth understanding of the sales process and client lifecycle • Strong written and verbal communication skills • Experience using and managing a CRM system (e.g. Zoho, Salesforce, HubSpot, Monday) • Proficiency with Microsoft 365 (Outlook, Excel, Teams) • Advanced Excel knowledge • Desire to become part of and help create our extraordinary culture • Prior experience in the technology, benefits consulting, healthcare, insurance, or pharmaceutical industry • Work experience in an entrepreneurial environment, particularly a startup or early growth company

🏖️ Benefits

• Mission-driven culture where your contributions have real impact • Flexible work arrangements • Collaborative work environment • Growth and advancement opportunities • Low cost medical, dental, and vision insurance • 401(k) plan with an employer match • Company paid life insurance, short-term disability, and long-term disability coverage • Paid time off • Paid parental leave • And more!