Client Analyst

Sequoia
Mexico City
Workplace: RemoteFull timeFunction: Data Analytics & Business IntelligenceExperience: 5+ yearsEducation: bachelorsSkills: ["Project management","Attention to detail","Responsiveness","Cross-department collaboration","Relationship building"]

Provide client-facing analysis and strategic insights to help technology companies shape their benefit programs. Build financial analyses for underwriting, renewal review, employee contribution modeling, and market benchmarking, and deliver reporting on demographic trends and claim/benefit cost insights. Use actuarial tools for forecasting and financial modeling, maintain client data in Salesforce, and improve client team efficiency through process enhancements while partnering with consulting, Finance, and HR stakeholders.

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FursaFursa
Sequoia
Sequoia
3 months ago

Client Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Provide client-facing analysis and strategic insights to help technology companies shape their benefit programs. Build financial analyses for underwriting, renewal review, employee contribution modeling, and market benchmarking, and deliver reporting on demographic trends and claim/benefit cost insights. Use actuarial tools for forecasting and financial modeling, maintain client data in Salesforce, and improve client team efficiency through process enhancements while partnering with consulting, Finance, and HR stakeholders.
Location: Mexico City
Workplace: Remote
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Produce financial analyses including underwriting, renewal review, employee contribution modeling, and market benchmarking.
  • •Prepare and present reporting packages and insights on demographic data and trends, including post-implementation changes.
  • •Support financial modeling and forecasting using actuarial tools.
  • •Design and deliver reports such as claims reporting, benefit cost analysis, enrollment overviews, plan comparisons, and M&A analysis.
  • •Maintain client data in Salesforce and communicate with client teams to support strategic project execution.

Key Requirements

  • •Bachelor’s degree required.
  • •5+ years of experience in benefits consulting or healthcare fields.
  • •Strong project management skills with high attention to detail in a deadline-driven environment.
  • •Ability to interface cross-departmentally with clients and partners.
  • •Advanced use of Microsoft Excel.
Experience:5+ yearsBenefits consultingHealthcare
Education:Bachelor's
Skills:Project managementAttention to detailResponsivenessCross-department collaborationRelationship building
Languages:English
Tech Stack:Microsoft ExcelSalesforce

Company Brief

Sequoia
Global venture capital firm investing across seed, early-stage, and growth-stage technology companies. Provides capital, operational support, and network resources to help founders scale market-leading businesses across sectors and geographies.
Industry: Venture Capital
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Menlo Park, United States
Founded: 1972
WebsiteLinkedIn