Data Analyst II, Revenue Operations
Data Analyst II, Revenue Operations
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Job Description
At Collective Health were transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology compassionate service and world-class user experience design.
The Revenue Operations team drives critical go-to-market (GTM) programs across Sales and Client Success ensuring our commercial execution aligns seamlessly with Collective Healths growth strategies. Our portfolio spans Performance Guarantees Salesforce optimization commercial reporting and analytics performance management and strategic market planning. As internal consultants we partner with leaders and cross-functional teams to define organize and execute GTM initiatives that unlock growth and measure impact. We work closely with Product Marketing Sales Client Success Partnerships Customer Experience and Finance to ensure strategies are successfully implemented. You will be reporting to the Director of Revenue Operations.
What youll do:
In this role youll use strong analytical skills to turn complex data into clear actionable insights that drive decisions. Youll support scalable growth by building reports automating workflows and enhancing program oversight through innovative technology and process improvements. Success will require a balance of technical expertise and cross-functional collaboration ensuring data is connected to business context and communicated clearly to non-technical audiences.
Make an Impact on High-Visibility Deals through PG Program Support
The Performance Guarantee (PG) program is a key part of how we win and deliver value to clients. You will support it through data preparation reporting and cross-functional collaboration:
- Prepare and manage PG quote sheets and related data directly influencing win and renewal rates
- Build and automate reporting to measure program success and inform leadership decisions (I.e. Looker Google Data Studio (Looker Studio) SQL Google Apps Script Python)
- Ensure financial precision by maintaining the PG Service Level Tracker a critical tool Finance uses to calculate client payouts
- Collaborate with senior leaders by partnering with the PG Program Manager on cross-functional reviews and the creation of innovative PG offerings
- Shape the future of our deals by analyzing past PG performance trends to guide smarter more competitive structuring
- Collaborate with the Data Operations team to translate business needs into data requirements building automated data pipelines that deliver reliable actionable insights
- Make salesforce workflows smoother and reduce manual work by improving the system
- Be a champion of data quality by keeping Salesforce data clean through checking and cleaning records and setting clear entry rules data ownership
- Team up with Sales Client Success and Marketing to agree on data standards and reporting needs
- Create Salesforce reports and dashboards that give clear insights into the business
- Enable adoption of Salesforce by assisting with testing creating documentation and developing training materials
Commercial Performance Reporting & Analysis
- Enable visibility into key performance areas by building and maintaining reports and dashboards in Salesforce Google Sheets and Looker Studio
- Track commercial performance through weekly and monthly reporting for leadership and cross-functional partners
- Tackle special analytical projects such as win/loss analysis market opportunity assessments territory optimization evaluating broker performance and measuring marketing campaign impact
- Make data digestible by turning complex datasets into clear visuals and concise summaries for a variety of audiences
To be successful in this role youll need:
- 2 years in an analytical or data reporting role with experience translating data into clear actionable business insights
- Proficiency in Google Sheets/Excel including pivot tables advanced formulas and data cleansing
- Experience building and automate reporting and ability to learn new tools (I.e. Looker Google Data Studio (Looker Studio) SQL Google Apps Script Python Gemini AI)
- Hands-on experience with Salesforcefor data entry reporting and basic dashboard building
- Ability to connect data insights to business priorities and communicate them effectively to both technical and non-technical audiences
- Exceptional attention to detail and organizational skills to manage multiple projects at once
- Strong communication and collaboration skills to work with stakeholders across Sales Marketing Client Success and other teams
- Experience supporting B2B sales marketing or client success teams
Pay Transparency Statement
This is a hybrid position based out of our Lehi office with the expectation of being in office at least two weekdays per week. #LI-hybrid
The actual pay rate offered within the range will depend on factors including geographic location qualifications experience and internal addition to the salary you will be eligible for stock options and benefits like health insurance 401k and paid time off. Learn more about our benefits at UT Pay Range
Why Join Us
- Mission-driven culture that values innovation collaboration and a commitment to excellence in healthcare
- Impactful projects that shape the future of our organization
- Opportunities for professional development through internal mobility opportunities mentorship programs and courses tailored to your interests
- Flexible work arrangements and a supportive work-life balance
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status. Collective Health is committed to providing support to candidates who require reasonable accommodation during the interview process. If you need assistance please contact .
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IC
Employment Type
Full Time
