We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary
The Sales Operations Analyst supports the sales team by completing assigned analytical and operational tasks that advance presale work accurately, consistently, and on time. This role provides essential support for data preparation, reporting, workflow tracking, and structured case assignments while building deeper knowledge of the department’s business model, customers, and presale deliverables. The analyst works closely with sales executives, sales support and operations, and other internal and external support teams.
- Support assigned presale analytics and operational workflow activities under established department processes.
- Complete core analytics outputs for assigned cases, including GEO Access Reports, Discount Analysis, Disruption Reports, and Claims Repricing Analysis.
- Prepare, clean, organize, and validate data for assigned reports, tracking files, and workflow deliverables.
- Maintain assigned case files, trackers, logs, and documentation with accuracy and consistency.
- Use Excel, Word, Outlook, and related tools to support day-to-day workflow execution.
- Communicate status updates, questions, and follow-up needs clearly and professionally.
- Identify data gaps, inconsistencies, or workflow issues and escalate appropriately.
- Complete provider nomination submissions.
- Follow standardized procedures, templates, and quality expectations to ensure consistent work output.
Required Qualifications
Minimum of 1 year of relevant experience in analytics or reporting
- Microsoft tool proficiency, including Outlook, Word, Excel, OneDrive, and Copilot; Excel proficiency includes pivot tables, VLOOKUP, filters, and conditional formatting.
- Data wrangling and basic ETL understanding.
- Critical thinking.
- Creative problem-solving.
- Innovation.
- Written and verbal communication.
- Organization management.
- Time management.
- Attention to detail.
- Customer-Centric.
- Collaboration & Teamwork.
- Integrity & Accountability.
- Adaptability & Flexibility.
- Continuous Improvement.
- Quality Adherence.
Preferred Qualifications
- Experience using business technology platforms such as Salesforce, Microsoft Access, SharePoint, and Power Automate.
- Experience with reporting and visualization tools such as Power BI or Tableau.
- Prior experience in medical or dental claims processing, billing, sales, sales support, or sales enablement.
Education
- Bachelors degree preferably in Management Information Systems (MIS), Data Analytics, Finance, Marketing, or related field or equivalent relevant work experience.
Anticipated Weekly Hours
40Time Type
Full timePay Range
The typical pay range for this role is:
$43,888.00 - $102,081.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
Additional details about available benefits are provided during the application process and on Benefits Moments.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
Skills Required
- Minimum of 1 year of relevant experience in analytics or reporting
- Proficiency with Microsoft Outlook, Word, Excel, OneDrive, and Copilot
- Excel skills including pivot tables, VLOOKUP, filters, and conditional formatting
- Data wrangling and basic ETL understanding
- Critical thinking and creative problem-solving
- Written and verbal communication skills
- Organization management and time management
- Attention to detail and quality adherence
- Customer-centric mindset, collaboration and teamwork, integrity and accountability, adaptability and flexibility, continuous improvement
- Use of Excel, Word, Outlook, and related tools to support workflow execution
- Bachelor's degree in MIS, Data Analytics, Finance, Marketing, or related field or equivalent relevant work experience
- Experience using Salesforce, Microsoft Access, SharePoint, and Power Automate
- Experience with reporting and visualization tools such as Power BI or Tableau
- Prior experience in medical or dental claims processing, billing, sales, sales support, or sales enablement
What We Do
CVS Health is the leading health solutions company that delivers care in ways no one else can. We reach people in more ways and improve the health of communities across America through our local presence, digital channels and our nearly 300,000 dedicated colleagues – including more than 40,000 physicians, pharmacists, nurses and nurse practitioners. Wherever and whenever people need us, we help them with their health – whether that’s managing chronic diseases, staying compliant with their medications, or accessing affordable health and wellness services in the most convenient ways. We help people navigate the health care system – and their personal health care – by improving access, lowering costs and being a trusted partner for every meaningful moment of health. And we do it all with heart, each and every day.
