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Sequoia·3 months ago
3 months ago

Client Analyst

Mexico City, MexicoFull-timeSenior · 5+ yearsMarketing Analyst

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Must-have skills for this role

  • financial analysis
  • financial modeling
  • microsoft excel
  • underwriting

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Apply faster with autofill FREEsequoia uses Ashby - autofill it instead of retyping.careers.example.com/applyAutofillingFull namePriya SharmaEmailpriya.sharma@example.comPhone+49 30 1234567LocationBerlGet the extension

What you'll do

  • Put together financial analyses including underwriting, renewal review, employee contribution modeling, market analysis and benchmarking
  • Prepare and speak to reporting packages and insights on demographic data and trends, including post-implementation changes
  • Provide insight on network differentials and disruption
  • Assist with the preparation of financial modeling and forecasting using actuarial tools
  • Design reports such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger and acquisition analysis
  • Deliver accurate and reliable claim reporting and financial modeling used to drive client decisions
  • Increase efficiency within client teams by identifying ways to improve processes or create new ones
  • Develop client and carrier relationships
  • Review and maintain client data within Salesforce
  • Communicate and liaise effectively with client team members and clients regarding strategic project execution

What they're looking for

  • Bachelor’s degree required
  • 5 + years of experience working in benefits consulting or healthcare fields
  • Strong project management skills with high attention to detail and responsiveness in a deadline-driven environment
  • Ability to interface cross-departmentally and with clients and partners
  • Advanced use of Microsoft Excel
  • English Proficiency
  • Most importantly, live our Sequoia values day in and day out

Nice to have

  • Experience with Salesforce is a plus
  • Experience related to group health insurance and/or employee benefits programs is a plus

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Who We Are:

Sequoia is the strategic partner helping investor-backed companies of all sizes achieve their business goals through smarter people spend. For 24 years, we’ve guided the most innovative employers to navigate growth and get the most out of their global people investment. With our expert advisory team and integrated platform, we help clients drive business impact through their total comp and benefits, improving executive decision making, controlling costs, protecting the business, and elevating the employee experience. Visit Sequoia.com or follow us on LinkedIn to learn more.

Location: Mexico City

What You Get to Do:
The Client Analyst is a client-facing role working with our Sequoia Team Members, as well as Finance and HR professionals at some of the most exciting and disruptive technology companies in the world. You will partner with our consulting teams to provide actionable data and strategic insights to shape the future of these companies’ benefit programs. You need to be a well-organized, solutions-driven individual who thrives in keeping up with the demands of our largest and fastest growing clients.

What kind of person thrives in this role?
If you can understand the goals and objectives of a client, look at data and turn that into actionable strategic recommendations, you will be amazing in this role. We live in a team orientated environment that focuses on meeting the needs of our incredible clients.

  • Put together financial analyses including underwriting, renewal review, employee contribution modeling, market analysis and benchmarking

  • Prepare and speak to reporting packages and insights on demographic data and trends, including post-implementation changes

  • Provide insight on network differentials and disruption

  • Assist with the preparation of financial modeling and forecasting using actuarial tools

  • Design reports such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger and acquisition analysis

  • Deliver accurate and reliable claim reporting and financial modeling used to drive client decisions

  • Increase efficiency within client teams by identifying ways to improve processes or create new ones

  • Develop client and carrier relationships

  • Review and maintain client data within Salesforce

  • Communicate and liaise effectively with client team members and clients regarding strategic project execution

What You Bring:

  • Bachelor’s degree required

  • 5 + years of experience working in benefits consulting or healthcare fields

  • Strong project management skills with high attention to detail and responsiveness in a deadline-driven environment

  • Ability to interface cross-departmentally and with clients and partners

  • Advanced use of Microsoft Excel

  • Experience with Salesforce is a plus

  • Experience related to group health insurance and/or employee benefits programs is a plus

  • English Proficiency

  • Most importantly, live our Sequoia values day in and day out

Sequoia’s Culture – Our most important asset 

  • Integrity 

  • Passion for service 

  • Innovative 

  • Growth oriented 

  • Caring for others 

  • Promise-centric 

  • Focused on relationship building 

Sequoia provides equal opportunity to all applicants without regard to race, color, creed, religion, citizenship, national origin, age, sex, sexual orientation, gender identity, pregnancy, marital status, military or veteran status, disability, or any other basis prohibited by applicable law.

Compensation & Benefits
Sequoia provides competitive compensation including base salary, performance-based bonus programs, and comprehensive benefits package.

Sequoia’s Candidate Privacy Policy 

https://www.sequoia.com/legal/candidate-privacy-policy/ 

Company

Sequoia
Mexico City, Mexico

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Sequoia's careers site·first seen 8 Aug 2026·last verified 8 Sept 2026·How we source jobs

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