Sales Business Intelligence Analyst

Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data that translates into better decision-making for our clients. They are seeking a full-time Sales Business Intelligence Analyst to turn sales data into clear, actionable insights that support revenue growth and strategic decision-making. The role involves building and enhancing reporting, improving Power BI dashboards, and identifying trends across client accounts and revenue performance.

Responsibilities:

• Client Reporting : Build, maintain, and distribute monthly and quarterly client metric reports
• Sales Insights: Deliver monthly and quarterly revenue summaries, KPIs, and performance scorecards
• Power BI: Enhance dashboards in partnership with the IT Product Owner to deepen sales visibility
• Daily Reporting: Distribute incoming sales and invoiced revenue reports; assist with automation
• Trend Analysis: Identify underperforming accounts using revenue, utilization, and activity data
• Pricing & Revenue: Track revenue impacts from pricing adjustments and support commission calculations
• Executive Reporting: Prepare data and visuals for quarterly leadership and board-level presentations
• Presentations: Support creation of decks for QBRs, RFPs, and internal meetings
• Business–IT Liaison: Translate business needs into actionable technical requirements and validate outputs
• Ad Hoc Analysis: Provide data pulls, forecasting support, and reporting for strategic initiatives
• Future-State Projects: Assist in developing long-term tools such as sales churn reporting

Requirements:

• Minimum of 1 to 3 years in data, analytics, business intelligence, or sales operations role
• Previous experience with Salesforce
• Bachelor's Degree in Business, Analytics, Data Science, Finance, or related field
• Previous experience in the investigative insurance and/or medical management