Account Analyst

Description

As a critical thinker, you know how to drive results

You’re an Account Analyst who delights in thinking critically, solving problems and working cross-functionally to deliver reports that make a difference!

Your customer service skills are top-notch, and you thrive by developing trusting relationships with a variety of stakeholders. While you may not have all of the answers, your analytical mindset, strong understanding of business, and ability to work well cross-departmentally means you adapt to changing priorities with ease.

Are you ready to join a team of five who are dedicated to supporting one another and drive growth at our purpose-driven?

What you’ll do (and why you’ll love doing it)

You will be more than just an “analyst,” you're the leader of sales and analytical support for our Business Development, Field Management, and Account Management teams. You will be working at the forefront of our department, creating sales tools and support materials that tell compelling stories and make data-driven, convincing arguments. 

You’ll conduct market share, commission, sales production, and lead analyses to provide data that will guide stakeholders to informed decision making. You’ll become deeply knowledgeable about our unique industry and company making you someone that everyone looks forward to working with!

You’ll collaborate frequently with Business Development, Field Management, Account Management, Business Intelligence and Strategy teams to support our mission to pre arrange all families.  This means that you will easily build a network that contributes to completion of projects while providing the opportunity to learn in an environment that values kindness, progression and craftsmanship.

What we offer you as part of #PrecoaLife

• Hybrid working environment - ability to work partly remotely
• Competitive exempt salary based on experience
• 18 days PTO and 2 paid weeks parental leave
• Health, Dental, and Vision benefits
• 401k, with company match and $10,000 Life Insurance Policy 

If you have these skills, we want to talk with you!

• BA/BS in business, finance, economics, sales or other technical field preferred
• Excellent presentation skills with experience presenting to executive teams
• 1-3+ years experience with demonstrated ability to drive results and deliver on objectives
• Proficient with Microsoft Office (Word, Outlook, Power Point, Access) and Google Workspace tools
• Intermediate to advanced Excel knowledge
• Experience with SQL, Snowflake, or Tableau a plus
• Experience with Salesforce and other CRMs a plus

About Precoa

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️. 

Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 11 consecutive years, and we support our external and internal partners with these core values in mind. 

Our culture commitments to our employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash your true potential, and to laugh and enjoy the journey together.

Headquartered in Portland, OR with a satellite office in Utah, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.