Sales Operations Analyst
Sidecar Health
Sidecar Health is redefining health insurance. Our mission is to make excellent healthcare affordable and attainable for everyone. We know that to accomplish this lofty mission, we need driven people who will make things happen.
The passionate people who make up Sidecar Health’s team come from all over, with backgrounds as tech leaders, policy makers, healthcare professionals, and beyond. And they all have one thing in common—the desire to fix a broken system and make it more personalized, affordable, and transparent.
If you want to use your talents to transform healthcare in the United States, come join us!
About the Role
As a Sales Operations Analyst dedicated to the broker channel, you will play a critical role in supporting our sales team and driving revenue growth. You will leverage your analytical skills, process mindset, and attention to detail to provide data-driven insights and operational excellence to our channel sales team.
What You’ll Do
- Build and manage reports and dashboards to track sales and broker performance, sales pipeline, and key metrics, providing insights for data-driven decision making
- Assist with channel sales forecasting and identify areas for improvement in modeling and sales processes
- Manage the broker commissions process, ensuring timely and accurate payments
- Maintain and update sales incentives to ensure accurate processing of customer requests and commission payments
- Analyze sales data and identify trends and opportunities within the broker channel, including territory management and market analysis
- Manage and ensure the accuracy and completeness of broker data within the CRM system
- Partner with the Broker Sales team to understand their needs and challenges, including data and process-related requests
- Support the creation of sales presentations, proposals, and marketing materials targeted towards brokers
- Identify and implement process improvements to enhance sales effectiveness
- Collaborate with other departments (e.g., Marketing, Product) to ensure alignment and support for the broker channel
- Stay up-to-date on industry trends and regulations impacting the broker channel
What You’ll Bring
- Bachelor's degree in Business Administration, Healthcare Administration, or a related field (preferred)
- 2+ years of experience in sales operations or a similar analytical role
- Excellent analytical and problem-solving skills
- Experience with querying databases to extract relevant sales or broker data (a plus)
- Strong understanding of the healthcare insurance industry and broker channel (preferred)
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
- Experience with CRM software (e.g., Salesforce) (a plus)
- Strong communication, collaboration, and interpersonal skills
- Ability to work independently and manage multiple priorities
- Highly motivated and results-oriented with a strong work ethic
What You'll Get
- Competitive salary, bonus opportunity, and equity package
- Comprehensive Medical, Dental, and Vision benefits
- A 401k retirement plan
- Paid vacation and company holidays
- Opportunity to make an impact at a rapidly growing mission-driven company transforming healthcare in the U.S.
Sidecar Health is an Equal Opportunity employer committed to building a diverse team. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.