Analyst, Sales Operations

What You’ll Do

• Oversee and maintain strategic data inputs into our CRM system per the business validation rules subject to change over time with
• Extract Data from source systems and use analytical skills to make meaningful conclusions from that data to solve for inconsistencies in the data or make suggestions for improvements.
• Lead the CRM governance procedure, ensuring key areas where data population is required for tracking is being populated correctly at certain trigger points or weekly/daily refreshes
• Lead the Account De-duplication process, responsible for creating, developing and testing to ensure our mechanism of identification yields maximum results
• Document Business processes as required and ensure back-up documentation is up to date
• participate in multiple projects by completing and updating project documentation; managing project scope; adjusting schedules when necessary; determining daily priorities; ensuring efficient and on-time delivery of project tasks and milestones; following proper escalation paths; and managing customer and supplier relationships.
• Identify, create and facilitate process design changes by conducting business and systems process analysis and design at a complex level; focusing on quality improvement and data management; ensuring data is reliable and valid; developing process improvements or re-engineering and recommending elimination; integrating new systems and processes with existing ones; and partnering with internal and external customers to ensure systems provided meet the long-term business strategies.
• Provide and support the implementation of business solutions by building relationships and partnerships with key stakeholders; identifying business needs; determining and carrying out necessary processes and practices; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and adapting to competing demands, organizational changes, and new responsibilities.
• Provide project-level analysis – producing required project analysis documentation (business requirements, scope matrix, use cases, sequence diagrams, future state proposals, UAT plan)
• Collaborate closely with developers to implement the requirements and provide necessary guidance to testers during the QA process.
• Identify improvement opportunities (proactive and reactive)
• Elicit and clearly document business and systems requirements.
• Assess business process and system inefficiencies.
• Identify ways to increase adoption and customer satisfaction.
• Demonstrated fluency in business processes and process differentiation.
• Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes.
• Understand and negotiate the needs and expectations of multiple stakeholders.
• Serve as a liaison between Operations and IT to assist or gather business requirements needed for system modifications, enhancement, and implementations.
• Assist with and test implementation for all payer and vendor relationships to ensure data transfer collection, quality, and reporting relationships are working appropriately down to the market level to ensure market team member and provider experience is appropriate.
• Create and maintain issue logs, meeting minutes, meeting schedules, project summaries, and updates.
• Create and maintain project schedules by developing project plans and specifications, estimating time and resources, monitoring milestone completion, tracking all phases of the project lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts.
• Meet with the project team regularly to review project deliverables and deadlines.
• Develop and execute test plans.
• Support system conversions, upgrades, enhancements

Experience You’ll Bring

• 2-3 years of progressive experience working as a business analyst role
• Must have experience working on large-scale projects as well as handling day-to-day operational requests from the business.
• Strong project management, ability to successfully manage multiple tasks at any given point, strong relationship-building skills & communication skills.
• Understanding of Relational Database Structure, Customer Relationship Management Software, such as Sales Force (CRM) and ability to make analytical conclusions.
• Data analysis – Must have proficiency with SQL, Microsoft Excel

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Please note that SOTI does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Services Agreement with agency/recruiter, SOTI will not consider or agree to payment of any referral compensation or recruiter fee.