Key skills
SQLBISalesforceCommunicationSales
About this role
Role Overview
- Work out of a queue to assist sales teams by preparing a high volume of deliverables that illustrate the company’s value proposition
- Collect and clean large data files into standardized Excel templates for analysis
- Produce data-driven reports using business insights tools
- Thoroughly review and refine deliverables using document management tools like Adobe, ensuring client readiness
- Track and manage sales deliverables status in Salesforce
- Provide ad hoc analyses via Excel
- Ensure quality of deliverables through an audit/evaluation process
Requirements
- 1-2+ years of professional experience in a fast-paced sales or customer support environment
- Experience with Microsoft Excel required
- Prior experience using SQL and/or BI tools is a plus
- Strong communication and organization skills
- Experience working through high-volume queues of repeated standard requests
- Commitment to high quality deliverables
- Rigorous attention to detail and focus on quality of work/client readiness
- Ability to multitask across several work streams simultaneously
- Ability to collaborate constructively and positively with teammates and partners
- Experience in software, employee benefits, healthcare industries is a plus
Tech Stack
- SQL
Benefits
- Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life and AD&D Insurance
- 3 Weeks Paid Time Off
- Paid Company Holidays
- Paid Parental Leave Benefits
- Flexible Spending Benefits
- 401(k) Retirement Savings Program
- Short-Term and Long-Term Disability
- Wellness Benefits
- Commuter Benefits
- Employee Assistance Program (EAP)
- Well-stocked Kitchen In Office Locations
- Professional Development and Training Opportunities