Client Analyst

Sequoia
Worldwide Remote
RemoteCareer-pivot friendly

Who this role is best for

Best suited to mid-level professionals with benefits consulting experience who thrive in client-facing, data-driven roles.

Best fit for

  • Benefits consultants who excel at translating data into strategic recommendations.
    — “look at data and turn that into actionable strategic recommendations
  • Professionals with strong project management skills in deadline-driven environments.
    — “Strong project management skills with high attention to detail and responsiveness in a deadline-driven environment
  • Individuals comfortable with financial modeling and actuarial tools.
    — “Assist with the preparation of financial modeling and forecasting using actuarial tools

Things to consider

  • Requires 5+ years in benefits consulting or healthcare fields.
    — “5 + years of experience working in benefits consulting or healthcare fields
  • Must be comfortable with advanced Excel and potentially Salesforce.
    — “Advanced use of Microsoft Excel

How to stand out

  • Highlight specific instances where you improved client processes.
    — “Increase efficiency within client teams by identifying ways to improve processes or create new ones
  • Demonstrate experience with group health insurance or employee benefits.
    — “Experience related to group health insurance and/or employee benefits programs is a plus
  • Showcase cross-departmental collaboration in past roles.
    — “Ability to interface cross-departmentally and with clients and partners
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid Level

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • financial modeling
  • client data maintenance
  • strategic project execution
Typical background
benefits consultinghealthcare fields

Skills & requirements

Required

Financial AnalysisBenefits ConsultingProject ManagementClient Relationship Management

Preferred

Salesforce Proficiency

Stack & domain

Client AnalystFinancial AnalysesUnderwritingRenewal ReviewEmployee Contribution ModelingMarket AnalysisBenchmarkingReporting PackagesInsightsDemographic DataTrendsPost-implementation ChangesNetwork DifferentialsDisruptionFinancial ModelingForecastingActuarial ToolsClaims ReportingClient BenchmarkingBenefit Cost AnalysisEnrollment OverviewsPlan ComparisonsMerger And Acquisition AnalysisClaim ReportingProcess ImprovementClient And Carrier RelationshipsSalesforceGroup Health InsuranceEmployee Benefits ProgramsOrganizedSolutions-drivenTeam-orientedStrategic ThinkingTactical ExecutionAttention To DetailResponsivenessCross-departmental InterfaceClient LiaisonCommunicationLiaisonStrategic Project ExecutionFinanceHealthcareInsuranceBenefitsConsultingData AnalysisReportingActuarialClaimsCost AnalysisEnrollmentMerger And Acquisition

About the role

Original posting from Sequoia via Ashby

Who We Are:

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com http://Sequoia.com or follow us on LinkedIn https://www.linkedin.com/company/sequoia-tpi/%22%20/t%20%22_blank to learn more.

What You Get to Do:

The Client Analyst is a client-facing role working with our Sequoia Team Members, as well as Finance and HR professionals at some of the most exciting and disruptive technology companies in the world. You will partner with our consulting teams to provide actionable data and strategic insights to shape the future of these companies’ benefit programs. You need to be a well-organized, solutions-driven individual who thrives in keeping up with the demands of our largest and fastest growing clients.

What kind of person thrives in this role?

If you can understand the goals and objectives of a client, look at data and turn that into actionable strategic recommendations, you will be amazing in this role. We live in a team orientated environment that focuses on meeting the needs of our incredible clients.

  • Put together financial analyses including underwriting, renewal review, employee contribution modeling, market analysis and benchmarking
  • Prepare and speak to reporting packages and insights on demographic data and trends, including post-implementation changes
  • Provide insight on network differentials and disruption
  • Assist with the preparation of financial modeling and forecasting using actuarial tools
  • Design reports such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger and acquisition analysis
  • Deliver accurate and reliable claim reporting and financial modeling used to drive client decisions
  • Increase efficiency within client teams by identifying ways to improve processes or create new ones
  • Develop client and carrier relationships
  • Review and maintain client data within Salesforce
  • Communicate and liaise effectively with client team members and clients regarding strategic project execution

What You Bring:

  • Bachelor’s degree required
  • 5 + years of experience working in benefits consulting or healthcare fields
  • Strong project management skills with high attention to detail and responsiveness in a deadline-driven environment
  • Ability to interface cross-departmentally and with clients and partners
  • Advanced use of Microsoft Excel
  • Experience with Salesforce is a plus
  • Experience related to group health insurance and/or employee benefits programs is a plus
  • English Proficiency
  • Most importantly, live our Sequoia values day in and day out

Sequoia’s Culture – Our most important asset 

  • Integrity 
  • Passion for service 
  • Innovative 
  • Growth oriented 
  • Caring for others 
  • Promise-centric 
  • Focused on relationship building 

Sequoia provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or veteran status, disability, or any other basis prohibited by applicable law.

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.

Sequoia’s Candidate Privacy Policy 

https://www.sequoia.com/legal/candidate-privacy-policy/

Source: Sequoia careers (Ashby)

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