Client Analyst

San Mateo, CA
Sequoia Consulting Group – Client Service, Benefits
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, designing employee contribution strategies and modeling plan design alternatives  
    • 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

Compensation & Benefits

Sequoia provides competitive compensation including base salary, performance based bonus programs, and comprehensive benefits package including 401(k) matching.