• Audit all customer order forms submitted for booking to confirm accuracy • Review and approve CPQ quotes to ensure they align with company policies and objectives • Perform financial, commission, and sales data quality checks in Salesforce for each opportunity and quote to ensure all records meet booking requirements • Identify and address incorrect metrics and information according to booking policies and ensure accuracy before opportunities are closed won • Serve as the “first and last line of defense” beginning from quote creation to booking in Salesforce and Zuora • Collaborate with RevOps, BizSys, Deal Desk and Legal teammates to address booking issues and to identify areas for improvement across the systems • Partner with Billing, Revenue and Provisioning teammates to address issues post order booking • Complete assigned Salesforce cases submitted by Salesforce end users • Review and reply to Zendesk cases submitted by various stakeholders • Complete the month- and quarter-end audit tasks • Any other responsibilities that may be assigned to help the company meet its goals

Support executive communications by drafting materials and preparing leaders for engagements, drive media relations for business priorities, and contribute to corporate editorial strategies across various platforms.

• Understand and document the business objectives of each project, identifying the system requirements to meet those needs • Analyze current business systems and processes to identify opportunities for improvement, automation, or optimization • Elicit, analyze, and validate business requirements from stakeholders, including internal teams and external users • Skilled at converting business requirements into solution designs and well-defined configuration user stories • Collaborate with product owners, project managers, and sponsors to define project scope, vision, and deliverables • Conduct data analysis to support decision-making and continuous process improvement • Develop and execute test plans to ensure vendor software configurations meet business and functional requirements • Provide end-user training and support; create user manuals and documentation as needed • Document detailed business requirements, define scope and objectives, and align system functionality with strategic goals

Description and Requirements The Opportunity The Small Business Analysts sit within the Distribution, Wholesaling & Support Organization. The role partners within the assigned sales team to drive growth in the U100 (Under 100) markets, focusing on supporting our Small Business Solutions (SBS) and broader U100 initiatives. Acts as an U100 market specialist, playing a crucial role in enhancing our small business operations through comprehensive analysis, strategy and the implementation of advanced solutions tailored to brokers, GA's and SMBs. This position reports to the Region Director and works closely with Account Executives in the U100 segment. Location is virtual within the US but requires ability to work Pacific, Mountain, or Central time zone business hours. Key Responsibilities - Sales Execution: Assist sales team in building expertise in U100 and SBS platform. Conduct training for aligned sales partners to increase knowledge of MetLife's U100 and SBS offerings. - Sales Consultation: Advise the sales team on value added strategies to optimize their U100 business with intermediaries and customers - Sales Growth: Assist sales team to increase revenue growth from in force customers and renewals. - Data Analysis: Conduct thorough data analysis on small business metrics to identify trends, patterns, and insights that drive business decisions. - Reporting: Generate detailed reports, dashboards, and visualizations that highlight the performance and needs of brokers, GA's and SMB clients, communicating findings to key stakeholders and leadership. - Process Improvement: Assess current processes and workflows specific to SBS/U100, recommending and implementing improvements to enhance efficiency and effectiveness. - Collaboration: Work closely with cross-functional teams including AE, underwriting, and operations to align analysis with SBS/U100 goals. - Project Management: Lead or support key projects aimed at improving U100/SBS, ensuring timely delivery and adherence to quality standards. - Technological Integration: Utilize advanced software and tools to streamline processes for SBS/U100 and improve accuracy. - Problem Solving: Identify and resolve issues affecting SBS/U100 through strategic thinking and innovative solutions. - Sales Preparation & Positioning: Contract evaluation, financial analysis and overcoming competition - Renewal Preparation & Positioning: Cycle Management, data gathering, plan change, add coverage bundling and offer - Reviews reports, conducts analysis, and works to correct all errors resulting from failed process rules, bad data requirements or file layouts. May require working with customers and partners to change data protocols or processes. Required Qualifications - Minimum of 3-5 years of experience in business, sales, data analytics, or a related field - Skills: Proficiency Microsoft Office, strong analytical and critical thinking skills, excellent communication and presentation abilities - The ability to obtain (if not currently in possession of) a Life, Accident and Health License within 90 days of employment. Must remain up to date with continuing education requirements to maintain licensing. Preferred Qualifications - BA/BS Degree in business analytics, Finance, Marketing, or a related field. - Knowledge: Understanding of insurance business processes and financial principles, especially those relevant to brokers, GAs and SMBs - Proficiency in Salesforce - Experience using CoPilot to identify sales opportunities The expected salary range for this position is 50,000. This role may also be eligible for incentive compensation under the sales plan for the position. All incentives and benefits are subject to the applicable plan terms. Benefits We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more! About MetLife Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East. Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us! MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics"). If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process. MetLife maintains a drug-free workplace. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities. 50,000