Senior Sales Analyst


CAQH recognizes that its most important asset is its growing team of smart, creative, collaborative, forward-thinking and passionate professionals – and that a comprehensive employee benefits package is an important factor for them in choosing where to work. CAQH offers competitive compensation along with an extensive benefits package for all full-time employees, including medical, dental and vision coverage, tuition assistance and a 401k. We offer full-time remote work to all staff from any location and maintain a physical office (with many amenities) in downtown Washington, D.C. 

Who we are:

Named one of the "Best Places to Work" by Modern Healthcare for five consecutive years, CAQH has helped nearly 1,000 health plans, 1.6 million providers, government entities and vendors connect, exchange information and operate more efficiently. CAQH technology-enabled solutions and its Committee on Operating Rules for Information Exchange (CORE) bring the healthcare industry together to make sharing business information more automated, predictable and consistent. CAQH Explorations researches opportunities to reduce the burden of manual processes in healthcare administration.


Senior Sales Analyst

Business Development
Reports To

Senior Manager, Sales Operations

The Senior Business Development Analyst works closely with sales, marketing, account management, finance, and other internal business units to automate various business processes, optimize use of (including integration with other internal systems) and respond to requests for reports, information and analysis.

The Senior Sales Analyst reports to Senior Manager, Sales Operations in the CAQH Business Development department. This is a full-time, exempt, remote position.

Specific Responsibilities


  • Train CAQH users on the best practices and use of platform.
  • Develop knowledge of all tools used in the sales process, including, Pardot, ZoomInfo, Outreach, and other tools.

Process Improvements

  • Identify process needs in the business development area of the organization.
  • Identify gaps, risks, and inefficiencies and report the potential impact to the organization.


  • Organize, maintain, and improve documentation along with consulting partner.

Lead Management and Assignment

  • Monitor lead assignment across all solutions.
  • Identify process improvement for automated lead assignment.
  • Optimize lead conversion by collaborating directly with sales and marketing teams.
  • Enhance the use of sales enablement tools, like

Customer Management

  • Oversee processes that enable customer creation and management.
  • Troubleshoot and optimize customer data and reporting to enable customer insights and growth, using architecture and processes.
  • Monitor customer implementations, onboarding, and revenue forecasting insights, using architecture and processes.

Project Management

  • Manage and prioritize project assignments with consulting partner.
  • Support the design and execution of an RFP development process.

Data Cleansing and Maintenance

  • Maintain salesforce data hygiene using excel and native tools.
  • Establish data cleansing protocols, validations, and best practices for data hygiene.
  • Understand, maintain, and train on the account hierarchy.
  • Monitor, update, and consult on sales pipeline cleanliness and best practices.

Revenue Management and Forecasting

  • Manage monthly billing integration with, in conjunction with consulting partner.
  • Administer the configuration and integration of Adaptive Insights and


  • Maintain regularly-circulated corporate and team-level dashboards and ensure data quality of all supporting data.
  • Manage questions, clarifications, and modification requests for all organizational reporting needs.
  • Master reporting needs for all teams in the organization.

Analysis and Recommendations

  • Triage incoming business requests and use available data to provide actionable follow up.
  • Leverage all available data, architecture, and business processes to effectively solve business needs.
Knowledge, skills and abilities
  • Knowledge of data loader or other data transformation tools.
  • Experience with Pardot Marketing Automation (or other marketing automation tools) preferred, but not required.
  • Experience with sales enablement (or other sales enablement tools) preferred, but not required.
  • Highly skilled in reporting and dashboards.
  • Proficient in Microsoft Excel.
  • Excellent written and verbal communication skills.
  • Ability to respond quickly on urgent needs with strong customer service orientation.
  • Ability to manage and prioritize both short and long-term projects.
  • Experience in training and process documentation.
  • Proficient in data analysis and problem solving.

3-5 years working as part of a sales, marketing, or account management team, including exposure to process automation, data analysis, report generation and sales workflow tracking.


Bachelor’s degree in marketing, business, information technology or related field required.

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