Client Analyst

About the role

The Client Analyst is a client‑facing position supporting Sequoia’s team members and Finance and HR leaders at innovative technology companies. In this role you will partner with consulting teams to turn data into strategic recommendations that shape benefit programs and drive business impact.

Key responsibilities

• Prepare financial analyses including underwriting, renewal review, employee contribution modeling, market analysis and benchmarking.
• Develop and present reporting packages on demographic trends, claims data, and post‑implementation changes.
• Provide insights on network differentials, assist with financial modeling and forecasting using actuarial tools.
• Design reports such as claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons, and M&A analysis.
• Maintain client data in Salesforce and foster strong client and carrier relationships.

Required profile

• Bachelor’s degree required.
• 5+ years experience in benefits consulting or healthcare.
• Strong project‑management skills with high attention to detail.
• Ability to work cross‑departmentally and with clients.
• Advanced proficiency in Microsoft Excel; Salesforce experience a plus.
• English proficiency.

Required skills

• Microsoft Excel
• Salesforce