Client Analyst

Posted 3 Days Ago
Be an Early Applicant
Mexico City, Cuauhtémoc, Mexico City, MEX
In-Office
Senior level
Fintech • Information Technology • Software • Consulting • Financial Services
The Role
Partner with consulting teams and clients to produce financial analyses, claims reporting, benchmarking, and actuarial-based forecasting. Prepare and present reporting packages and insights on demographics, network differentials, and plan design. Maintain client data in Salesforce, improve client-team processes, build carrier relationships, and deliver reliable financial models that inform client benefit decisions.
Summary Generated by Built In

Who We Are:

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com or follow us on LinkedIn to learn more.

What You Get to Do:
The Client Analyst is a client-facing role working with our Sequoia Team Members, as well as Finance and HR professionals at some of the most exciting and disruptive technology companies in the world. You will partner with our consulting teams to provide actionable data and strategic insights to shape the future of these companies’ benefit programs. You need to be a well-organized, solutions-driven individual who thrives in keeping up with the demands of our largest and fastest growing clients.

What kind of person thrives in this role?
If you can understand the goals and objectives of a client, look at data and turn that into actionable strategic recommendations, you will be amazing in this role. We live in a team orientated environment that focuses on meeting the needs of our incredible clients.

  • Put together financial analyses including underwriting, renewal review, employee contribution modeling, market analysis and benchmarking

  • Prepare and speak to reporting packages and insights on demographic data and trends, including post-implementation changes

  • Provide insight on network differentials and disruption

  • Assist with the preparation of financial modeling and forecasting using actuarial tools

  • Design reports such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger and acquisition analysis

  • Deliver accurate and reliable claim reporting and financial modeling used to drive client decisions

  • Increase efficiency within client teams by identifying ways to improve processes or create new ones

  • Develop client and carrier relationships

  • Review and maintain client data within Salesforce

  • Communicate and liaise effectively with client team members and clients regarding strategic project execution

What You Bring:

  • Bachelor’s degree required

  • 5 + years of experience working in benefits consulting or healthcare fields

  • Strong project management skills with high attention to detail and responsiveness in a deadline-driven environment

  • Ability to interface cross-departmentally and with clients and partners

  • Advanced use of Microsoft Excel

  • Experience with Salesforce is a plus

  • Experience related to group health insurance and/or employee benefits programs is a plus

  • English Proficiency

  • Most importantly, live our Sequoia values day in and day out

Sequoia’s Culture – Our most important asset 

  • Integrity 

  • Passion for service 

  • Innovative 

  • Growth oriented 

  • Caring for others 

  • Promise-centric 

  • Focused on relationship building 

Sequoia provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or veteran status, disability, or any other basis prohibited by applicable law.

Compensation & Benefits
Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.

Sequoia’s Candidate Privacy Policy 

https://www.sequoia.com/legal/candidate-privacy-policy/ 

Skills Required

  • Bachelor's degree
  • 5+ years of experience working in benefits consulting or healthcare fields
  • Strong project management skills with high attention to detail and responsiveness
  • Ability to interface cross-departmentally and with clients and partners
  • Advanced use of Microsoft Excel
  • English proficiency
  • Experience with Salesforce
  • Experience related to group health insurance and/or employee benefits programs

Sequoia Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Sequoia and has not been reviewed or approved by Sequoia.

  • Healthcare Strength Health coverage is portrayed as robust, with medical, dental, and vision plans described as rich and well‑administered. Program investments like enhanced vision coverage reinforce plan quality and utilization.
  • Leave & Time Off Breadth Time off programs are emphasized as generous and flexible, including unlimited PTO and rest‑and‑recharge time. Paid volunteer time and flexible recharge options add breadth to the offering.
  • Parental & Family Support Parental and family leave are characterized as generous and a point of pride. This positioning signals meaningful support for caregivers during key life events.

Sequoia Insights

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The Company
HQ: San Mateo, CA
1,478 Employees
Year Founded: 2001

What We Do

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For over two decades, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com or follow us on LinkedIn to learn more.

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