Client Analyst, Mid-Market

San Mateo, CA /
Sequoia Consulting Group – Analysts /
At Sequoia, we are fueled by a passion to serve our clients and their needs. We are a tech-enabled consulting and services company helping employers unlock the full potential of their workforce. 

Sequoia’s clients are innovative, people-first businesses who are shaping the future: the market disruptors, the paradigm shifters, and the leaders that are pushing their industries forward. As a team, we strive every day to make an impact on lives in the workplace. We stay dedicated in our commitment to come through for people who put their trust in us, no matter what. 

The Client Analyst is a client-facing role working with finance and HR professionals at many of the most exciting companies on the planet. You will be partnering with the Sales and Client Service teams during the benefits lifecycle to provide actionable data and insights to shape the future of these clients. Our Client Analysts put together renewal and financial analyses, identify trends in the data and actionable recommendations to help clients see around corners. You need to be a well-organized, solutions driven individual who thrives in keeping up with the demands of our clients.

What you get to do

    • Perform financial analyses, design employee contribution strategies and model plan design alternatives for our Mid-Market clients (typically ranging from 100-500 employees)
    • Conduct benchmarking studies and other research; provide value added analyses and summaries 
    • Design reports, such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger analysis 
    • Meet with our client’s financial and HR professionals to discuss insights and recommendations 
    • Be the subject matter expert on carrier trends and offerings  
    • Increase efficiency within client teams by identifying ways to improve processes 
    • Develop and maintain relationships with vendors, carriers and clients 
    • Analyze and package carrier quotes to support the client renewal 
    • Communicate and liaise effectively with client team members and clients regarding data collection and project execution


    • 2+ years of experience working with data analyses
    • Bachelor’s degree required
    • Strong time and project management skills with high attention to detail in a deadline-driven environment
    • Proactive by nature and accountable for results
    • Ability to interface cross-departmentally and with external clients and partners
    • Proficient use of Microsoft Excel
    • Experience with Salesforce is a plus
    • Prior experience working in financial services, consulting or healthcare desired
Sequoia’s Culture – Our most important asset 
Passion for service 
Growth oriented 
Caring for others 
Focused on relationship building 
Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching and profit sharing programs.