• Participate in monthly review of actual results versus Plan/Forecast with Management team across the functions supported • Process review across all supported functions to ensure reporting capabilities align with functional needs • Develop, drive, enhance and execute self-service reporting and dashboarding for sales functions • Prepare relevant monthly reporting and commentary for all functions supported • Developing ad-hoc reporting • Financial modeling: Building complex Excel models from scratch via proactive collaboration with regional team • Producing scenario modeling to support decision making • Tracking headcount versus Plan/Forecast to enable scenario modeling and planning • Detailed understanding and tracking of key cost driver • Tracking risks and opportunities to Plan/Forecasts Track and forecast rebates • Work closely with functional teams to understand and support the business

• Participate in monthly review of actual results versus Plan/Forecast with Management team across the functions supported. • Process review across all supported functions to ensure reporting capabilities align with functional needs. • Develop, drive, enhance and execute self-service reporting and dashboarding for sales functions. • Prepare relevant monthly reporting and commentary for all functions supported. • Developing ad-hoc reporting. • Financial modeling: Building complex Excel models from scratch via proactive collaboration with regional team. • Producing scenario modeling to support decision making. • Tracking headcount versus Plan/Forecast to enable scenario modeling and planning. • Tracking risks and opportunities to Plan/Forecasts. • Work closely with functional teams to understand and support the business. • Modeling and analyzing performance drivers across renewals lifecycle.

Title: Sales Operations Senior Analyst - Hybrid in New York, NY Location: New York, NY Overtime status: Non-exempt Travel: Yes, 25 % of the Time At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable, and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. If you live near New York, NY, you will enjoy the flexibility of a hybrid-remote role as you take on some tough challenges. Primary Responsibilities: - Serve as a consultative resource to Brokers and General Agents, providing guidance on competitive insights, products, processes, quoting, and sales solutions - Build and maintain strong relationships with Brokers and General Agents to drive engagement, sales, and overall market excellence - Conduct in-person Broker and General Agent meetings and lead Open Enrollment sessions across the NY, NJ, and CT metro area - Collaborate with Sales Account Executives (AEs), Brokers, General Agents, and internal teams to ensure alignment, consistency, and successful execution throughout the sales and implementation process - Manage the end-to-end quoting process, including reviewing documentation, gathering missing information, utilizing appropriate systems, and ensuring accuracy of submissions - Process and track quote requests through established systems, ensuring adherence to inventory management protocols and turnaround time expectations - Partner with internal and external stakeholders (e.g., underwriting, case installation teams) to resolve escalations and ensure cases progress efficiently through contract issuance - Utilize multiple systems and tools (e.g., Excel, Solaris, Outlook, PowerPoint) to manage work, support reporting, and facilitate internal and external communication - Effectively manage multiple priorities through strong organization, proactive planning, and continuous learning, while supporting team initiatives and key business projects - Coordinate and support virtual and in-person meetings, including scheduling, materials, logistics, and follow-up actions - Maintain well-organized files, records, and reference materials to support efficient operations and decision-making What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include: - Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays - Medical Plan options along with participation in a Health Spending Account or a Health Saving account - Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage - 401(k) Savings Plan, Employee Stock Purchase Plan - Education Reimbursement - Employee Discounts - Employee Assistance Program - Employee Referral Bonus Program - Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.) You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: - Bachelor's degree or equivalent work experience - Sales insurance license(s) as required by state law in residential and non-residential states within assigned territory, or willingness to obtain upon hire - 2+ years of experience in a healthcare administrative, operations, or sales role - Ability to work independently and collaboratively within a team environment - Strong presentation skills and the ability to deliver compelling presentations - Solid communication, negotiation, and interpersonal skills - Access to reliable transportation and valid US driver's license with the ability to travel as needed *All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $23.89 to $42.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

• Play a central role in nurturing how Presales teams thrive and deliver their best work • Create clarity, bring people together, and help shape an environment of collaboration • Guide performance reporting and KPI tracking • Champion onboarding and learning journeys • Care for documentation and knowledge sharing. • Act as a trusted point of support during challenges.