Commercial Operations Analyst, Reporting & Analytics

Overview

Position Overview:

Health Edge® 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 Health Edge to modernize their operations and compete more effectively. As we expand, we're investing in the people who power that growth, making this a pivotal moment to join us and shape the future of healthcare technology.

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Our Sales Operations Team plays a crucial role in driving our business forward, and we areseekingananalytically-minded

Commercial Operations Analyst to lead reporting and data work for our sales organization. This role is primarily focused (roughly 75% of the time) on building andmaintainingthe dashboards, reports, and forecasting models the Salesand Sales Operationsteamsrelieson, with the remaining time supporting broader sales operations projects as capacity allows. The ideal candidate has strong Excel skills and experience with a BI tool (Power BI preferred;others also

welcome)-but what matters most is an analytical mindset and genuine curiosity. Youdon'tneed prior experience working with a sales team, but you do need to be willing and able to engage directly with sales,finance, and other stakeholders to gather requirements and translate their needs into clear reporting.

Your impact:

Data Analysis & Reporting

• 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 waythat'sclear 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.

Sales Support and Enablement (backup capacity, ~25%)

• 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. (Salesforce familiarity is aplus,butnotrequired.)

Cross-Functional Collaboration

• Facilitate conversations with a cross-functional team ofbusiness and technical SMEs toidentifyand refine business requirements and translate them into reporting/analytics solutions.

• Collaborate with sales, finance, and other cross-functional teams tooptimizereporting processes and workflows, particularly through the ongoing data warehouse integration work.

What you bring:

• 1–3 years of experience inan analytics, reporting, BI, FP&A, or similar data-focused role; direct sales or sales operations experience is not required.

• Advancedproficiencyin Microsoft Excel (pivot tables, Power Query, complex formulas).

• Experience with at least one BI/visualization tool-Power BI preferred,other tools such as Tableauarealso welcome. We value tool-agnostic analytical thinking over depth in any one platform.

• 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 nostrequired.

• Strong attention to detail and organizational skills.

• Experience in or exposure to the healthcare industrya plus.

• Bachelor's…