Sales Operations Analyst at CVS Health | WI, United States | Rezi

Sales Operations Analyst at CVS Health

Sales Operations Analyst

CVS Health · WI, United States

Today

Sales Operations Analyst

CVS Health · WI, United States

2 hours ago
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About the Role

The Sales Operations Analyst supports the sales team by completing assigned analytical and operational tasks that advance presale work accurately, consistently, and on time. This role provides essential support for data preparation, reporting, workflow tracking, and structured case assignments while building deeper knowledge of the department’s business model, customers, and presale deliverables. The analyst works closely with sales executives, sales support and operations, and other internal and external support teams.

Responsibilities

  • Support assigned presale analytics and operational workflow activities under established department processes.
  • Complete core analytics outputs for assigned cases, including GEO Access Reports, Discount Analysis, Disruption Reports, and Claims Repricing Analysis.
  • Prepare, clean, organize, and validate data for assigned reports, tracking files, and workflow deliverables.
  • Maintain assigned case files, trackers, logs, and documentation with accuracy and consistency.
  • Use Excel, Word, Outlook, and related tools to support day-to-day workflow execution.
  • Communicate status updates, questions, and follow-up needs clearly and professionally.
  • Identify data gaps, inconsistencies, or workflow issues and escalate appropriately.
  • Complete provider nomination submissions.
  • Follow standardized procedures, templates, and quality expectations to ensure consistent work output.

Requirements

  • Minimum of 1 year of relevant experience in analytics or reporting
  • Microsoft tool proficiency, including Outlook, Word, Excel, OneDrive, and Copilot; Excel proficiency includes pivot tables, VLOOKUP, filters, and conditional formatting.
  • Data wrangling and basic ETL understanding.
  • Critical thinking.
  • Creative problem-solving.
  • Innovation.
  • Written and verbal communication.
  • Organization management.
  • Time management.
  • Attention to detail.
  • Customer-Centric.
  • Collaboration & Teamwork.
  • Integrity & Accountability.
  • Adaptability & Flexibility.
  • Continuous Improvement.
  • Quality Adherence.

Skills

  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Copilot
  • Pivot tables
  • VLOOKUP
  • Filters
  • Conditional formatting
  • Data wrangling
  • ETL
  • Critical thinking
  • Creative problem-solving
  • Innovation
  • Written communication
  • Verbal communication
  • Organization management
  • Time management
  • Attention to detail
  • Customer-Centricity
  • Collaboration
  • Teamwork
  • Integrity
  • Accountability
  • Adaptability
  • Flexibility
  • Continuous Improvement
  • Quality Adherence
  • Salesforce
  • Microsoft Access
  • SharePoint
  • Power Automate
  • Power BI
  • Tableau

Work Type

  • Full time

Experience Level

  • Minimum of 1 year of relevant experience in analytics or reporting

Education Level

  • Bachelors degree preferably in Management Information Systems (MIS), Data Analytics, Finance, Marketing, or related field or equivalent relevant work experience.

Salary/Compensations

  • $43,888.00 - $102,081.00

Benefits

  • medical
  • dental
  • vision coverage
  • paid time off
  • retirement savings options
  • wellness programs

About the Company

  • We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
  • Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Equal Opportunity

  • Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.