At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts on the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
The Sales Operations Senior Analyst plays a key role in supporting the Trust Administration Operations teams through data analysis, reporting, quality assurance, and process improvement. This position is responsible for preparing client-ready reports and presentations, ensuring data accuracy, performing monthly quality audits and reconciliations of operational data and providing analytical support to the department. The ideal candidate is highly analytical, detail-oriented, and possesses advanced Microsoft Excel skills.
If you live near Lexington, KY, you will enjoy the flexibility of a hybrid-remote role as you take on some tough challenges.
Primary Responsibilities:
- Develop, maintain and automate operational and client reporting, including reports, dashboards, graphs, charts, presentations, and meeting materials
- Perform data validation, quality assurance audits, and reconciliations across multiple systems to ensure data accuracy, process compliance, and timely resolution of discrepancies
- Analyze operational and financial data to identify trends, risks, opportunities, and actionable insights that support business decisions
- Collaborate with Operations, Account Management, and Leadership to enhance reporting processes, standardize documentation, and improve operational efficiency
- Identify, recommend, and implement process improvements and automation opportunities to increase accuracy, consistency, and productivity
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- Bachelor's degree in Business, Finance, Accounting, Analytics or a related field (or equivalent experience)
- 1+ years of experience in business analysis, financial analysis, or operations support or related field
- Advanced level of proficiency with Microsoft Excel skills including:
- VLOOKUP
- Pivot Tables
- Complex formulas
- Graphs and data visualization
- Macros
- Data validation and conditional formatting
Preferred Qualifications:
- Experience with eligibility administration platforms, health and welfare benefit systems, retirement plan administration systems, and related technologies
- Familiarity with employee benefits, health insurance, pension/retirement programs, including the operational processes that support their administration
- Knowledge of data reconciliation and quality control methodologies
- Process improvement mindset with experience documenting workflows and implementing efficiencies
- Strong analytical and problem-solving abilities
- Excellent attention to detail with a high level of accuracy
- Strong written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $24 - $43 per hour based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
#RPO #YELLOW
#BI-Hybrid
Skills Required
- Bachelor's degree in Business, Finance, Accounting, Analytics or related field (or equivalent experience)
- 1+ years of experience in business analysis, financial analysis, or operations support
- Advanced proficiency with Microsoft Excel including VLOOKUP, Pivot Tables, complex formulas, graphs and data visualization, macros, data validation and conditional formatting
- Must pass a drug test before beginning employment
- Experience with eligibility administration platforms, health and welfare benefit systems, retirement plan administration systems and related technologies
- Familiarity with employee benefits, health insurance, pension/retirement programs and related operational processes
- Knowledge of data reconciliation and quality control methodologies
- Process improvement mindset with experience documenting workflows and implementing efficiencies
- Strong analytical and problem-solving abilities
- Excellent attention to detail with a high level of accuracy
- Strong written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
Optum Compensation & Benefits Highlights
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Healthcare Strength — Official materials highlight copay and HSA medical plan choices with in‑network preventive care at 100%, prescription coverage, and low/no‑cost virtual visits, plus company HSA contributions. Dental preventive services are 100% in network, and mental health resources include an EAP and premium Calm access.
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Parental & Family Support — Programs include six weeks paid parental leave, up to two weeks paid caregiver leave, and Bright Horizons back‑up care with enhanced family supports. Adoption assistance up to $10,000 for full‑time employees reinforces family‑oriented benefits.
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Equity Value & Accessibility — Financial benefits include an Employee Stock Purchase Plan at a 10% discount, expanding access to equity ownership.
Optum Insights
What We Do
Optum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.
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Optum Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Optum has three workplace models that balance the needs of the business and the responsibilities of each role. These models, core on‑site (5 days/week), hybrid (4 days/week) and telecommute or fully remote, vary by country, role and location.