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Analyst, Client Services II

Employer
York Risk Services Group
Location
Alpharetta, Georgia
Salary
Not Specified
Closing date
Feb 19, 2019

View more

Category
Customer Service, IT
Job Type
Not Specified
Career Level
Not Specified

Job Details

At York, we believe that an experience marked by expertise, consistency and compassion sets us apart. And we celebrate the diverse backgrounds and unique perspectives that allow us to stand apart from our competitors. Thats why we are committed to recruiting, developing and retaining people who represent our values and who believe in our mission.

Job Description

JOB SUMMARY:

The Sales Operations Analyst position will work cross functionally with key teams to analyze the York business. The analyst will collect data on wins, losses, and other metrics and provide insightful information on trends. They will also assist with maintaining the Pricing Tool in Salesforce. This role will interface with Finance, Sales, and Client Services to analyze competitive activity, industry trends, and pricing strategy.

ESSENTIAL JOB RESPONSIBILITIES:

  • Developing a thorough understanding of client behavior, product trends, and business drivers
  • Analyzing trends in pricing as well as ongoing review of client profitability
  • Analyze metrics on sales wins and losses that inform data-driven decision making
  • Assist with maintaining standard price book in Salesforce
  • Research or conduct competitive analyses to provide pricing/data direction
  • Understanding of product lines and how to implement competitive pricing based on industries

SUPERVISORY RESPONSIBILITIES:

SUPERVISION RECEIVED: Modest levels of engagement on daily activities. Direction will be provided for interaction with the sales organization and leadership.

SUPERVISION EXERCISED: There are no direct reports for this role.

QUALIFICATIONS:

EDUCATION:

  • Bachelor's Degree in Finance, Analytics or similar

EXPERIENCE:

  • Professional experience is preferred (1-3 years)
  • Business/Financial analysis experience preferred

SKILLS/ABILITIES:

  • Strong technical and analytical skills with extreme attention to detail
  • Strong organizational and communication skills
  • Ability to manage multiple tasks effectively

KNOWLEDGE:

Strong Knowledge of Microsoft Excel, Word, Power Point

Proficiency in reporting tools is a positive

ROUTINE DECISIONS AND FORMAL POLICY SETTING:

Decisions routinely made include:

Provide reporting and analytics on sales trends, pricing, etc. Decisions will all be reviewed by leadership prior to finalization.

Policy setting:

Q5: Formal Policy-Setting Responsibilities.

Which of the following best describes the incumbents responsibility for setting policy? (Please check the appropriate answer.)

No formal responsibility. Policies associated with the jobs purpose and essential responsibilities are set by others.

Formally responsible for providing input into policies associated with the jobs purpose and essential responsibilities.

Formally responsible for making recommendations regarding policies associated with the jobs purpose and essential responsibilities.

Formally responsible for setting policy associated with the jobs purpose and essential responsibilities.

The intent of this job description is to describe the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform job-related tasks other than those specifically presented in this description.

All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

Company

For more than 55 years, York has been delivering on our mission of reducing risk and getting people and organizations back to health, work and productivity. We’re committed to recruiting, developing and retaining people who represent our values and who believe in our mission. Our associates come from all walks of life but are single-minded in the pursuit of doing right by those we serve. We want each experience for our clients to be marked by expertise, consistency, and compassion because that’s what sets us apart. And we know for certain that it’s our people who allow us to say, boldly and proudly, that York is behind every good outcome.

Company info
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