Commercial Operations Analyst, Reporting & Analytics

About the role

HealthEdge® offers AI-powered operational infrastructure for health insurance companies, guaranteeing an enduring financial edge in an increasingly competitive market. We're experiencing strong market momentum, with a growing number of health plans choosing HealthEdge to modernize their operations and compete more effectively. This role is primarily focused (~75% of the time) on building and maintaining the dashboards, reports, and forecasting models the Sales and Sales Operations teams rely on, with the remaining time supporting broader sales operations projects as capacity allows.

Responsibilities

• Own the design, build, and maintenance of sales dashboards, reports, and forecasting models and tools that support sales planning and track performance and effectiveness.
• Gather and translate reporting requirements from sales, finance, and other stakeholders into clear analytical specifications and deliverables.
• Analyze sales data and performance metrics to develop data-driven insights and recommendations.
• Conduct complex ad-hoc analyses on pipeline velocity, conversion rates, and historical trends, and present findings in a way that's clear to non-technical audiences.
• Maintain data integrity and documentation across reporting tools as our data architecture evolves (including our ongoing data warehouse and Power BI implementation).
• Help evaluate and pilot new reporting and AI-assisted analytics tools as our data infrastructure evolves.
• As capacity allows, support sales operations projects and provide backup coverage for sales team requests alongside the Commercial Operations Analyst.
• Support the administration and optimization of the CRM system (Salesforce); ensure data integrity relevant to reporting.
• Facilitate conversations with a cross-functional team of business and technical SMEs to identify and refine business requirements and translate them into reporting/analytics solutions.
• Collaborate with sales, finance, and other cross-functional teams to optimize reporting processes and workflows, particularly through the ongoing data warehouse integration work.

Requirements

• 1–3 years of experience in an analytics, reporting, BI, FP&A, or similar data-focused role; direct sales or sales operations experience is not required.
• Advanced proficiency in Microsoft Excel (pivot tables, Power Query, complex formulas).
• Experience with at least one BI/visualization tool—Power BI preferred, other tools such as Tableau are also welcome.
• Demonstrated experience or aptitude gathering requirements from business stakeholders and translating them into reporting deliverables.
• A genuinely analytical, curious mindset—comfortable navigating ambiguous data problems and proactively learning new tools and techniques.
• Willingness and ability to engage directly with sales stakeholders.
• Curiosity about applying AI and automation to reporting workflows (e.g., accelerating data cleaning, exploratory analysis, or dashboard build-out) is a plus.
• Familiarity with Salesforce or another CRM is a plus but not required.
• Strong attention to detail and organizational skills.
• Experience in or exposure to the healthcare industry is a plus.
• Bachelor's degree in Business, Finance, Economics, Data Analytics, or related field preferred.

Work Environment

The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work across multiple time zones in a hybrid or remote work environment. Long periods of time sitting and/or standing in front of a computer using video technology. May require travel dependent on company needs.

Pay

The annual US base salary range for this position is $76,000 to $80,000. Final compensation will be determined during the interview process and is based on a combination of factors including, but not limited to, your skills, experience, qualifications, and education.