Business Development Senior Analyst
2 weeks ago
This position plays an instrumental role in Sales support, enabling the Global Markets Sales and Account Management team to maximize their efforts in achieving revenue goals and dedicating focus on building customer relationships. The position will support and assist with various business development and pre/post sales activities, including review and data entry into appropriate systems, documents, and spreadsheets to maintain accuracy of metrics and reporting needs. This role follows pre-established guidelines to create, manage and ensure compliance of CRM data records and processes.
Essential Job Functions:
- Assist Business Development in organizing and completing relevant research or data gathering.
- Update and maintain customer/account information in CRM (Salesforce, Ariba, etc.) in real time.
- Assist with updating and polishing the various existing presentations and proposals that are tailored for prospect / client meetings as needed.
- Prepare, and submit established on-going reports as requested in a timely manner.
- Manage and maintain the various checklists and supporting documents generated for the various pre and post sales activities.
- Additional follow-ups and support to complete ad-hoc projects (i.e., data entry, audit, data analysis)
- Overall support of the sales function to minimize the administrative work of producers.
Education / Experience Requirements:
- Bachelor's degree or equivalent experience
- 3+ years of experience in a support function, preferably sales support/operations
- Intermediate proficiency/ experience with CRM technology (i.e., Salesforce)
- Intermediate proficiency in Microsoft Office Suite (with an emphasis on Excel – spreadsheets, formula creation, pivot tables/VLOOKUP)
- Working knowledge of MS Teams, OneDrive, (and/or SharePoint) to create and manage workflows/folders/notifications.
Preferred Qualifications:
- 2+ years of experience in healthcare, insurance other similar related industry
- Technical/Analytical aptitude with data, analytics and reporting
- Attention to detail and the ability to learn, understand and use technology and tools.
- Ability to work well under pressure within short deadlines and respond to changing priorities, is self-motivated, self-managed and be able to work independently or in a team environment.
- Demonstrate excellent oral and written communication.
- Ability to work 40 hours/week (Monday – Friday)
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Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.
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What can I earn as a Business Development Analyst
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