Advisory Services Analyst, Commercial focus

About the Role

The Consultant Development Program (CDP) is an Early Careers program for recent college graduates interested in developing and deploying problem-solving and presentation skills with health care clients. The CDP sits within Optum Advisory and allows early career professionals to experience a diversity of health care clients through a variety of engagements. CDP participants will work with Advisory Board teams across research, sales, and client services to support top business priorities, while simultaneously receiving mentorship and formal training in key consulting competencies. Program completion includes alignment into a full-time Advisory Board role and typically takes 1.5-2.5 years to complete.

• This is a full-time position.
• Program completion includes alignment into a full-time Advisory Board role.

Key Responsibilities

• Serve as the first point of contact for client requests and respond to inquiries in a timely and efficient manner.
• Examples of requests include: scheduling and setting up client trainings on resources available through the portfolio, providing access to research publications and website resources, and facilitating introductions to research staff.
• Produce reports analyzing previous client interaction and utilization of products and services.
• Develop and support in the delivery of client-facing presentations.
• Strategically build campaigns to determine which individuals and organizations to reach out to using past interactions, marketing intelligence, organizational relationships, national news, upcoming events, new best practices, etc.
• Drive toward monthly metric-based key performance indicators (KPIs), such as number of meetings, pipeline generation, orientation and check-in calls, and Salesforce data integrity.
• Customize and refine outreach scripting by updating content, urgency, script length, outreach method, etc., and own sending to key clients and prospects, with the aim of maximizing outreach to meeting conversion.
• Track strategy effectiveness and make adjustment recommendations.
• Support the success of Advisory Board's key products including expert support, syndicated research, custom research, and sponsorship.
• Navigate client-facing interactions, presentations, and relationship building in scenarios of project delivery, social situations, research, and at times ambiguity.
• Support Sales Executives in progressing pipeline by managing key next steps and interactions with clients.
• Partner with internal and external stakeholders by using clear, concise, and effective written and oral communication.
• Engage directly with Advisory Board members (clients) to provide expert support, answer their questions, and demonstrate the value of Advisory Board research to meet their strategic goals and priorities.
• Support health system executives seeking input on strategic questions by identifying relevant Advisory Board research, experts, and resources.
• Research member organizations and develop executive-ready briefings ahead of important client conversations.
• Analyze client engagement and utilization data to identify opportunities to strengthen member relationships.
• Build targeted engagement campaigns to connect health care leaders with timely research, events, or expert support.
• Conduct market or industry research and translate findings into presentations and actionable insights.
• Partner with sales, research, and client service teams on projects that improve client engagement, support renewals, and drive business growth.
• Apply AI tools to solve business problems within your domain.
• Build and optimize prompts for analysis, reporting, and automation.
• Integrate AI into workflows (e.g., reporting, dashboards, operations processes).
• Analyze data using AI-enabled tools and generate insights.
• Collaborate with teams to identify opportunities for AI-driven improvements.
• Ensure responsible and compliant use of AI solutions.

Requirements & Tech Stack

• Ability to work in office on a hybrid schedule (2 days home/3 days in office) in one of our 3 locations (Eden Prairie, MN, Nashville, TN, or Washington, DC) for the duration of the program.
• Ability to travel up to 25% for the Consultant Development Program, dependent on project needs and location.

Qualifications

• Bachelor's degree earned within the past 24 months from an accredited college/university; coursework to obtain degree must be completed prior to start of employment and verified within 6-8 weeks following the date at your school.
• Business Acumen and Basic Data Analysis Experience.
• Must be eligible to work in the US without company sponsorship, now or in the future, for employment-based work authorization.
• F-1 students with practical training and candidates requiring H-1Bs, TNs, etc. will not be considered.
• F-1 visa holders with Optional Practical Training (OPT) who will require H-1B status, TNs, or current H-1B visa holders will not be considered.
• H1-B and green card sponsorship is not available for this position.
• 3.0 GPA (Preferred).
• Healthcare Experience (Preferred).
• Proven Intellectual Curiosity (Preferred).
• Experience with research and writing, Power BI, UX/UI concepts, data engineering, and familiarity with AI tools and emerging AI applications is preferred.