Sales Reporting Analyst

Superior Dental Care, Inc.; Cleveland (OH); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

On-site fitness centers

Gym membership reimbursement

On-site cafeteria

Job summary

Medical Mutual is seeking a Sales Reporting Analyst to design and build interactive dashboards, maintain data integrity, and generate monthly reports for sales leadership in ourBrooklyn, OH office. The role emphasizes collaboration with sales teams, data extraction from diverse sources, and ongoing process improvement.

The candidate will work with BI tools (Power BI/Tableau/Qlik), develop data models, and support strategic decision-making through KPI tracking and reporting accuracy.

Qualifications

• Bachelor’s degree in Business Analytics, Computer Science, Information Systems, or a related field.
• Masters degree preferred and welcome.
• 0-1 year experience in healthcare or financial services industry reporting sales, financial, or similar data.

Responsibilities

• Design and build interactive dashboards and reports in Power BI or other reporting tools for sales leadership and executive management.
• Prepare monthly reporting and perform analytical reviews of completed reports.
• Extract and report data from various sources; write queries to obtain data for reporting or ad hoc requests.
• Collaborate with sales teams to understand data and reporting needs; contribute to delivery of reporting solutions.
• Document reporting processes, methodologies, and data sources to ensure consistency and transparency.
• Continuously improve reporting processes and tools to enhance efficiency and effectiveness.

Skills

Power BI

SQL

Data visualization

Excel

Data quality

Education

Bachelor’s Degree in Business Analytics/CS/IS

Masters preferred

Tools

Tableau

Qlik

Job description

Medical Mutual employees must submit their applications through MySource.

Note: This is a hybrid role requiring 3 days per week on-site in our Brooklyn, Ohio office.

Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

Key contributor to the design and development of sales reporting for sales leadership and executive management to monitor performance, understand the current state of our business and the results of our sales efforts.

Responsibilities:

• Assists in the design and build of interactive dashboards and reports in Power BI or other reporting tools for sales leadership and executive management. Assists in maintaining data integrity and performing data quality checks to ensure accurate reporting.
• Prepares monthly reporting and performs analytical review of completed reports and assumes responsibility for overall accuracy.
• Assists in extracting and reporting information on data from various sources in support of sales division needs. Writes basic queries to obtain data for reporting or ad hoc requests.
• Collaborates with all sales teams to understand their data and reporting needs and contributes to the delivery of relevant reporting solutions.
• Documents reporting processes, methodologies, and data sources to ensure consistency and transparency.
• Learns and utilizes business intelligence tools and technologies for reporting. Participates in team meetings and training sessions to enhance technical skills.
• Performs other duties as assigned.
• Designs and builds basic interactive dashboards and reports in Power BI or other reporting tools for sales leadership and executive management. Maintains data integrity and perform data quality checks to ensure accurate reporting.
• Prepares monthly reporting and perform analytical review of completed reports to assure reasonableness and accuracy.
• Extracts and reports on data from various sources in support of sales division needs. Writes queries to obtain data for reporting or ad hoc requests.
• Contributes and collaborates with all sales teams to understand their data and reporting needs and contributes to the delivery of relevant reporting solutions.
• Continuously improves reporting processes and tools to enhance efficiency and effectiveness.
• Documents reporting processes, methodologies, and data sources to ensure consistency and transparency
• Performs other duties as assigned.
• Designs, builds, and maintains complex, interactive dashboards and reports in Power BI or other reporting tools, that provide clear and actionable insights. Maintains data integrity and performs data quality checks to ensure accurate reporting.
• Utilizes advanced data analytics techniques to extract meaningful insights from complex datasets, guiding strategic decision-making across the organization. Establishes and monitors key performance indicators (KPIs) to track Sales performance and identify areas for improvement.
• Creates data models that support reporting and analytics needs while ensuring data integrity and accuracy.
• Stays at the forefront of industry best practices and emerging trends in business intelligence, reporting tools, and data analytics, driving innovation within the team.
• Generates regular and ad-hoc sales reports, dashboards, and presentations for senior management.
• Provides leadership and mentorship to a team of Sales reporting analysts fostering a culture of innovation and excellence.
• Performs other duties as assigned.

Qualifications:

Education and Experience:

• Bachelor’s Degree in Business Analytics, Computer Science, Information Systems, or a related field.
• 0-1 year experience in the healthcare or financial services industry reporting sales, financial, or similar data.

Technical Skills and Knowledge:

• Basic knowledge of business intelligence tools (e.g., Tableau, Power BI, Qlik), and Microsoft suite of products.
• Basic knowledge of data visualization tools, design principles, visual storytelling.
• Strong attention to detail and organizational skills.

Education and Experience:

• Bachelor’s degree in Business Analytics, Computer Science, Information Systems, or a related field. Masters preferred.
• 3 years of progressive experience in business intelligence, data analytics, or a related field.
• Insurance industry experience preferred.

Technical Skills and Knowledge:

• Intermediate knowledge of business intelligence tools (e.g., Tableau, Power BI, Qlik), and Microsoft suite of products.
• Proficiency in business intelligence tools (e.g. Power BI), data visualizations, and data warehousing concepts.
• Strong command of data analytics, reporting and data integration technologies.

Education and Experience:

• Bachelor’s degree in Business Analytics, Computer Science, Information Systems, or a related field. Masters preferred.
• 5 years of progressive experience in business intelligence, data analytics, or a related field. Demonstrated experience leading successful projects.
• Insurance industry experience, preferred.
• Sales reporting experience required.

Technical Skills and Knowledge:

• Advanced knowledge of business intelligence tools (e.g., Tableau, Power BI, Qlik), data visualizations, data warehousing concepts, analytic programming languages (SQL, SAS, etc.) and Microsoft suite of products, including Azure.
• Demonstrated success with designing reports and conducting analysis to identify trends and actionable opportunities.
• Planning, organizational and problem-solving skills, including the ability to prioritize and organize a variety of tasks across various teams.

Medical Mutual is looking to grow our team! We truly value and respect the talents and abilities of all of our employees. That's why we offer an exceptional package that includes:

A Great Place to Work:

• We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• Employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
• On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
• Discounts at many places in and around town, just for being a Medical Mutual team member.
• The opportunity to earn cash rewards for shopping with our customers.

Excellent Benefits and Compensation:

• Employee bonus program.
• 401(k) with company match up to 4% and an additional company contribution.
• Health Savings Account with a company matching contribution.
• Excellent medical, dental, vision, life and disability insurance — insurance is what we do best, and we make affordable coverage for our team a priority.
• Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
• Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
• After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.

An Investment in You:

• Career development programs and classes.
• Mentoring and coaching to help you advance in your career.
• Tuition reimbursement up to $5,250 per year, the IRS maximum.
• Diverse, inclusive and welcoming culture with Business Resource Groups.

About Medical Mutual:

Medical Mutual’s status as a mutual company means we are owned by our policyholders, not stockholders, so we don’t answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us.

There’s a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans.

We’re not just one of the largest health insurance companies based in Ohio, we’re also the longest running. Founded in 1934, we’re proud of our rich history with the communities where we live and work.

We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.