Sales Analyst

Security Health Plan / Marshfield Clinic Health System

Security Health Plan serves more than 225,000 people in a 40-county area in northern, western and central Wisconsin. We offer a variety of health insurance options for employer groups, individuals of all ages, and families of various income levels.

https://www.securityhealth.org/


Position Details

Sales Analyst
Job
Full-time
7/29/2020
Northwest Wisconsin
Marshfield, WI

The Sales Analyst is responsible for assisting and supporting the sales staff with Salesforce, a CRM (Customer Relationship Management) tool, and other sales system to quote and renew business.

The Sales Analyst is responsible for assisting and supporting the sales staff with Salesforce, a CRM (Customer Relationship Management) tool, and other sales system to quote and renew business. This individual is responsible for data governance, reporting and analyzing sales data, and providing guidance on sales data collection. The Sales Analyst works closely with stakeholders and vendors to understand sales requirements and business needs. Evaluates current workflow and use cases to identify strategic solutions and continuous improvement opportunities. This individual works under the direction of leadership but ultimately has the responsibility to work independently and collaboratively to successfully complete assigned projects and data analysis in support of the department and organization.

Marshfield Clinic Health System is committed to enriching the lives of others through accessible, affordable compassionate healthcare. Successful applicants will listen, serve and put the needs of patients and customers first.

Requires:

  • Associate Degree in Business, Management, Administration, Information Technology, Sales, and Marketing or related field
  • Two years of experience as an analyst, or in sales/marketing, or related job experience 
  • Strong problem solving and leadership skills and proficiency with the Microsoft Office Suite
  • Experience with reporting and analytics tools
  • Experience with CRM system (i.e. Salesforce) 
  • Valid license to sell health and life insurance in the State of Wisconsin within 90 days of hire

Preferred Education / Experience:

  • Bachelor’s degree 
  • Project management experience within the industry this position resides in 
  • Experience working with healthcare professionals among many levels of an organization
  • Valid license to sell health and life insurance in the State of Wisconsin at time of hire

Working at Marshfield Clinic Health System, you will enjoy the following benefits:

  • Low cost of living within clean, safe environments
  • Stable communities and short commutes
  • Outstanding schools and affordable housing
  • Plenty of recreational activities for all four seasons
  • Easy access to Chicago, Madison, Milwaukee or Minneapolis/St. Paul
  • Comprehensive benefits package


« Back