At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

POSITION SUMMARY

The Sales Operations Analyst is responsible for supporting sales teams by optimizing processes, analyzing sales data, and ensuring the efficient execution of sales activities. This role plays a vital part in improving sales performance by leveraging data-driven insights, streamlining workflows, and facilitating cross-functional collaboration. The analyst will work closely with sales leadership, marketing, and underwriting teams to enhance operational effectiveness and drive revenue growth.

REQUIRED QUALIFICATIONS

• 1-2 years of experience in sales operations, business analytics, healthcare informatics, or a related field.
• 1-2 years of experience in healthcare field.
• Proficiency in Microsoft Excel, including pivot tables and fundamental knowledge of formulas.
• Experience with Microsoft Word and data analysis tools.
• Fundamental knowledge of SQL or MS Access.
• Ability to transform raw data into meaningful insights to support business decisions.
• Ability to identify trends and patterns in sales data to improve forecasting and performance.
• Strong analytical, problem-solving, and decision making skills with attention to detail.

PREFERRED QUALIFICATIONS

• Experience with visual presentation software such as Tableau or Power BI.
• Working knowledge of Salesforce.com (SFDC) for sales tracking and CRM management.
• Prior experience in healthcare, preferably in claims billing or claims processing, sales, or healthcare informatics.
• Experience in a fast-paced, cross-functional sales environment.

EDUCATION

• Bachelor’s degree preferred in Management Information Systems (MIS), Data Analytics, Business Administration, or a related field.

• Acquires and maintains a functional knowledge of sales operations processes, tools, and systems to support efficient sales execution and optimize performance.
• Consult and articulate a value proposition with Sales Executives and Account Managers.
• Multi-tasks to accomplish workload efficiently and assist in the development of customer sales strategies by coordinating with Sales and Account Management, Underwriting and Sales Support team members to ensure timeliness and quality of proposals which may include: Soliciting the appropriate network access reports such as GeoAccess reports, Disruption Analysis, Discount Analysis, Claim Repricings and others that promote the Aetna value story.
• Customize responses to non-standard and standard questions to incorporate the overall proposal strategy.
• Managing multiple prospects and sales support activities at various stages of the sales process by following established set of procedures for RFP follow-up, including responding to additional questions, clarification of original responses, and preparing all financial exhibits/document and assumptions.
• Analyzes sales performance, customer behavior, and market trends to identify key insights that facilitate data-driven decision-making.
• Assists in various sales operations tasks, including data entry, report generation, and documentation, to support accurate and timely information management.
• Builds collaborative relationships and communicates effectively with internal stakeholders, fostering cross-functional alignment and knowledge sharing.
• Collaborates with sales managers to review sales processes, identify bottlenecks and inefficiencies, and implement process improvements to enhance productivity.
• Carries out process improvements and basic projects within the sales operations function to increase efficiency and effectiveness in sales processes.