Commercial Operations Analyst, Reporting & Analytics

HealthEdge Software, Inc.; Northern (KY); Hybrid; USD 76,000 - 80,000; Full time

Job summary

HealthEdge Software, Inc. is seeking a Commercial Operations Analyst to lead reporting and data work for the sales organization.

You will own the design, build, and maintenance of sales dashboards and forecasting models, and collaborate with sales, finance, and other stakeholders to translate needs into analytics solutions. The role emphasizes strong Excel skills and Power BI experience, with remote US flexibility.

Qualifications

• 1–3 years of experience in analytics, reporting, BI, FP&A, or similar data-focused role.
• Advanced proficiency in Microsoft Excel (pivot tables, Power Query, complex formulas).
• Experience with at least one BI/visualization tool (Power BI preferred; Tableau also welcome).
• 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 learning new tools.
• Willingness and ability to engage directly with sales stakeholders.
• Curiosity about applying AI and automation to reporting workflows.
• Familiarity with Salesforce or another CRM is a plus but not required.

Responsibilities

• 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 clearly 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.
• Support sales operations projects and provide backup coverage for sales team requests alongside the Commercial Operations Analyst.

Skills

Advanced Excel

Power BI

Data analysis

Stakeholder requirements gathering

Salesforce familiarity

Communication

Education

Bachelor's degree in Business, Finance, Economics, Data Analytics, or related field

Tools

Salesforce

Job description

Overview

Position Overview:

HealthEdge® 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 HealthEdge 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. Learn more at HealthEdge.com.

Our Sales Operations Team plays a crucial role in driving our business forward, and we areseekingananalytically-mindedCommercial 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 theSalesand 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;othersalso 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 otherstakeholders 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 ongoingdata warehouseand 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 capacityallows,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 andtechnical 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 ongoingdata warehouseintegration 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 notrequired.

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

• Experience with at least one BI/visualization tool-Power BIpreferred,other tools such asTableauarealso 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 degree in Business, Finance, Economics, Data Analytics, or related field preferred.

Geographic Responsibility: Remote, US

Type of Employment:Full-time, permanent

FLSA Classification (USA Only): Non-Exempt

Work Environment:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• The employeeis occasionally required tomove around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

• Work across multiple time zones in a hybrid or remote work environment.

• Long periodsof time sitting and/or standing in front of a computer using video technology.

• May require travel dependent on company needs.

The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skillsrequired. HealthEdge reserves the right tomodify, add, or remove duties and to assign otherdutiesas necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990.Candidates maybe requiredto go through a pre-employment criminal background check.

HealthEdge is an equal opportunity employer. We are committed to workforce diversity and actively encourage all qualified persons to seek employment with us, including, but not limited to, racial and ethnic minorities, women,veteransand persons with disabilities.

#LI-Remote

The annual US base salary range for this positionis $76,000 to $80,000. This salary range may cover multiple career levels at HealthEdge. Final compensation will bedeterminedduring the interview process and is based on a combination of factors including, but not limited to,your skills, experience,qualificationsand education.