Sales Analyst

Navitus Health Solutions is seeking a Sales Analyst to join our team!

The Sales Analyst supports the client acquisition and retention efforts of Navitus by providing professional and timely support to the Sales team while insuring the timely coordination and delivery of sales materials to key advisor relationships. The Sales Analyst participates in critical sales and marketing efforts. Among other job responsibilities, this position supports the maintenance, development, and distribution of a variety of sales collateral needs and works cross-functionally to ensure internal and external communications are produced, reviewed, and distributed according to company standards. The Sales Analyst reports to the VP of Sales, and interfaces with various individuals internally and externally. The position requires strong project, time management and interpersonal skills.

Is this you? Find out more below!

How do I make an impact on my team?

Act as the point of contact for new business and assist Sales with entering information regarding the opportunity into CRM.
• Assist with the qualification of opportunities, including direct contact with advisor/broker/consultant partners with existing and new firm.
• Review incoming RFP materials, including qualitative and quantitative data for completeness, and communicate to VP of Sales and other team members.
• Work closely with Director of Marketing/Sales Enablement and Manager of Analytics to help prioritize and ensure the timely production and delivery of sales materials.
• Develop content for lead-generation campaigns, emails, collateral, blogs, articles, social media, presentations and other materials.
• Compile competitive intelligence and conduct market research as needed. Understand the capabilities, tools and positioning of the competitive landscape.
• Research and stay abreast of industry news and statistics that can be used to make content more relevant and engaging.
• Act as first line of contact for incoming calls/emails from brokers/advisors/consultants when appropriate.
• Maintain pipeline on a daily basis, and report weekly using executive summary and worksheet.
• Track and submit intent to bid.
• Prepare finalist meeting materials.
• Develop and maintain checklists and processes to efficiently intake and respond to a high-volume of incoming requests.
• Participate in projects led by sales, marketing and analytics to team to improve efficiency, output and representation of key data.
• Manage various CRM pipeline reports for SVP/Sales, and other leadership, as well as preparing presentations, presentation slides and documents, and presentation support materials.
• Type memos, compile documents, and support leadership with agendas, scheduling meetings, minutes and other memorandums.
• Other duties as assigned.

What our team expects from you?

• A minimum of a bachelor's degree preferably in Marketing, Business or Communications or equivalent directly related experience required.
• 3-5 years combined sales, sales support and marketing experience.
• Healthcare, insurance, pharmacy, or other related industry experience preferred.
• Proficiency with Microsoft Dynamics CRM or similar CRM system preferred.
• Participate in, adhere to, and support compliance program objectives.
• The ability to consistently interact cooperatively and respectfully with other employees.

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