Account Insight & Renewal Analytics Lead

Delta Dental; United States; On-site; USD 64,000 - 135,000; Full time

Benefits offered by this job

Competitive salary

401(k) plan

Dental & Vision benefits

Tuition reimbursement

Job summary

Delta Dental seeks an Account Insight Manager to partner with a CAM in National Accounts, delivering end-to-end analytics and client-ready materials. You will define metrics, extract and validate data from multiple sources, and build dashboards to inform renewal strategies and upsell opportunities.

You will communicate complex findings clearly and support client engagements with proactive risk management and cross-functional coordination.

Qualifications

• 2+ years of experience with a Bachelor’s degree.
• Advanced business math and analytical skills for revenue goals.
• Strong time management across multiple projects.
• Ability to navigate ambiguity with a growth mindset.
• Deliverables under tight deadlines with independence.
• Effective communication across organizational levels.
• Experience in cross-functional collaboration and driving insights.

Responsibilities

• Partner with CAM to deliver data-driven renewal insights.
• Lead end-to-end analytics, including financial and utilization analysis.
• Define metrics, logic, and reporting methodologies.
• Coordinate internal teams to secure responses and manage dependencies.
• Analyze trends to inform renewal decisions and upsell opportunities.
• Build and maintain dashboards and recurring reporting packages.
• Translate findings into executive-ready materials for clients.
• Support client relationship cadence and document in Salesforce.

Skills

Excel advanced

PivotTables

Power Query

Power Pivot

Data modeling

Automation/macros

Salesforce CRM

AI/ML knowledge

Education

Bachelor’s degree

Tools

Salesforce CRM

Microsoft Excel

Power Query

Power Pivot

PivotTables

Job description

Delta Dental seeks an Account Insight Manager to partner with a CAM in National Accounts, delivering end-to-end analytics and client-ready materials. You will define metrics, extract and validate data from multiple sources, and build dashboards to inform renewal strategies and upsell opportunities.

You will communicate complex findings clearly and support client engagements with proactive risk management and cross-functional coordination.