Job Description

Job Title: Senior Sales Analyst
Job ID: 659498
Status: Full-Time
Regular/Temporary: Regular
Shift: Day Job
Facility: UPMC Health Plan
Department: WKP Global Adminis
Location: 600 Grant St, Pittsburgh PA 15219



Are you an experienced, self-motivated individual with a passion for Sales?

WorkPartners is hiring a full-time Senior Sales Analyst. WorkPartners is an innovative health, wellness, and productivity company that enables clients to transform the well-being of their workforce. Our customizable, integrated solutions and advanced analytics allow organizations to maximize employee engagement, lower healthcare costs, and improve overall employee health. With an outcome-focused, consultative approach and four strategic lines of business – absence management services, Life Solutions health management, wellness and employee assistance programs, worker’s compensation, and on-site health services – WorkPartners provides comprehensive workplace strategies built on more than 20 years of experience and proven results.
This position is located in downtown Pittsburgh at the US Steel Tower and is a Monday through Friday daylight position.

The Sr. Sales Analyst will engage with a broad cross-functional team including Sales, Marketing, Finance, Operations, Business & Product Development and IT. We are growing fast and are tightening up the end-to-end sales and marketing life cycle experience by transforming the approach, tools and reporting to support it. This role is a critical part of the development and execution for future roadmaps for sales, marketing and business development to deliver on strategic objectives.

This position will be responsible for all CRM database (Salesforce) maintenance and integrity, updating and reporting and providing overall visionary architecture to maximize utilization throughout the organization. Candidate will be able to provide thought leadership in team environment, demonstrating strong overall business acumen.




Sales Support


  • This role would be expected to enhance and maximize utilization of Salesforce throughout the WorkPartners organization. Perform as lead CRM Sales administrator for WorkPartners using Salesforce – functions would include maintaining data integrity, optimizing completeness of information, conducting updates of information, executive reporting and conducting periodic organizational training on using Salesforce
  • This position will develop, in conjunction with the marketing and sales department, multi-channel, personalized nurture programs that incorporate lead scoring, behavioral data, and engagement activity to engage clients, prospects and leads to drive revenue
  • Creates triggers based on customer data in CRM to generate opportunities for sales
  • Regularly update the information working with the sales, account management and marketing teams, actively evaluating gaps in information and working to close them
  • Ensure relevant reporting of key sales and marketing metrics on regular basis, such as marketing and sales campaign effectiveness and prospect engagement, pipeline activity, lead development and sales team activities to drive lead conversion, win/loss ratios, days in pipeline and all RFP activity
  • Developing the strategy, architecture and overall vision to maximize utilization of CRM tool throughout the WorkPartners organization
  • The position will also be responsible for customer data collection, integrity, and reporting to drive strategic sales/marketing campaigns that grow sales with select segments of the customer base
  • Responsible for providing analytical support, trend research, market trend analysis, dashboarding, consumer insights
  • The role will work collaboratively with other team members to prioritize needs
  • Develops and collaborates with sales/marketing to manage outbound communication campaigns, including, segmentation and campaign list management in collaboration with marketing
  • Monitors, analyzes, and reports on campaign performance to maximize ROI and sale

Business & Product Development

  • Provides analytic support to evaluate business and product development opportunities
  • Analyzes market trends and conditions, and generates analysis and reports on customer and market trends (demographics, purchase patterns, changing product etc.)
  • Access relevant information, interpret results and draw conclusions to support the business case for each project
  • Provide analyses and advanced consumer insights using a range of syndicated and non-syndicated data sources
  • Collect and organize disparate pieces of information into a clear and concise business case and present internally
  • Coordinates the involvement of resources including support, service, finance, and leadership to meet account performance objectives and customers’ expectations
  • Proactively assesses, clarifies, and validates customer needs on an ongoing basis


  • Bachelors Degree in related field (business, marketing)
  • 5 years of experience preferably, strong consideration to experience in insurance environment
  • Previous sales experience within an insurance environment is preferred
  • Advanced Excel Skills (Pivot Tables, Advanced Functions)
  • Salesforce knowledge and experience required
  • Strong business acumen, problem solving, strategic, and analytical skills
  • Demonstrated ability to deliver insights from data
  • Detail oriented with data management / reporting experience
  • Strong and effective communication skills, both verbal and written plus strong presentation skills
  • Self-starter with strong work ethic; inquisitive disposition, can-do attitude and the ability to independently set priorities and multi-task within team environment

    Licensure, Certifications, and Clearances:
    UPMC is an equal opportunity employer. Minority/Females/Veterans/Individuals with Disabilities

Salary Range: $24.27 to $41.99

Union Position: No

At UPMC, our shared goal is to create a cohesive, positive, experience for our employees, patients, health plan members, and community. If you too are driven by these values, you may be a great fit at UPMC!


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