If you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance.
Everyone is focused on serving the customer and we do that by collaborating and supporting each other
Associates look forward to coming to work each day
Every associate matters and makes a difference
It is truly a culture like no other — We hope you will join our team! Find out more about our company and culture here.
The
Portfolio Analyst
collaborates with the Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs. This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. The Portfolio Analyst I will support the management of customer contracts. This role requires frequent interaction with operational management to define, analyze and build the service program. In addition the Portfolio Analyst I may be required to present recommendations to the client.
Location:
Indianapolis, Indiana; candidates must currently reside in the central Indiana region within a 70 mile radius of CO. Our CO - Central (Corporate) Office - is located on the northwest side of Indianapolis. This position is Hybrid (a mix of remote & in-office).
Relocation is not available for this position
Immigration sponsorship not available for this position
Pay Range:
Applicants can expect a compensation range of $60,000-$65,000 for this opportunity.
Responsibilities Account Management Analysis (70%)
Provide timely and accurate quarterly price adjustments
Lead account review and pricing efforts
Develop accurate customer budget forecasts
Work with Contract Management and F&A for contract renewal and contract linking support
Conduct program analysis to provide accurate sales quotes
Assist in data analysis and inventory reconciliation
Support the management of customer contracts and required reporting and analysis
Ensure account activities align with customer contract
Independently lead customer engagement meetings
Problem solve to assist and develop responses to customer requests and questions
Project Management (Special Projects) (20%)
Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectiveness
Provide analysis on existing service programs
Project Administration (10%)
Coordinate project plans and timelines
Provide analysis on existing service programs
Responsible for the completion of required project deliverables
Participate in transitioning new business wins to Clinical Engineering Services
All other duties as assigned.
Skills and Experience
Minimum 2 years of experience in a professional client services role
Experience in performing financial or data analysis and assessments
Strong Microsoft Excel skills required; Access skills desired
Ability to work both solo and in a collaborative team format
Ability to create and manage a project plan and a project team
High attention to detail with strong drive for accuracy
Ability to prioritize work and balance multiple projects
Ability to build, establish, and manage collaborative relationships
Excellent problem solving and analytical thinking skills
Strong written, verbal, and presentational communication skills
Education and Qualifications
Associates degree or equivalent required. Bachelors degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.
#LI-Hybrid
At TRIMEDX, we are committed to cultivating a workplace culture where every associate feels valued, supported, and empowered to thrive. This culture reflects our belief that our people are our foundation, their well-being is essential, and shared success is built through meaningful work, recognition, and opportunities for growth.
We embrace people’s differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences.
Visit our website to view our Workplace Culture Commitment, along with our social channels to see what our team is up to: Facebook, LinkedIn, Twitter.
TRIMEDX is an Equal Opportunity Employer. Drug-Free Workplace.
Because we are committed to providing a safe and productive work environment, TRIMEDX is a drug-free workplace. Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all TRIMEDX and Customer property or during working/on-call hours.
#J-18808-Ljbffr
Everyone is focused on serving the customer and we do that by collaborating and supporting each other
Associates look forward to coming to work each day
Every associate matters and makes a difference
It is truly a culture like no other — We hope you will join our team! Find out more about our company and culture here.
The
Portfolio Analyst
collaborates with the Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs. This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. The Portfolio Analyst I will support the management of customer contracts. This role requires frequent interaction with operational management to define, analyze and build the service program. In addition the Portfolio Analyst I may be required to present recommendations to the client.
Location:
Indianapolis, Indiana; candidates must currently reside in the central Indiana region within a 70 mile radius of CO. Our CO - Central (Corporate) Office - is located on the northwest side of Indianapolis. This position is Hybrid (a mix of remote & in-office).
Relocation is not available for this position
Immigration sponsorship not available for this position
Pay Range:
Applicants can expect a compensation range of $60,000-$65,000 for this opportunity.
Responsibilities Account Management Analysis (70%)
Provide timely and accurate quarterly price adjustments
Lead account review and pricing efforts
Develop accurate customer budget forecasts
Work with Contract Management and F&A for contract renewal and contract linking support
Conduct program analysis to provide accurate sales quotes
Assist in data analysis and inventory reconciliation
Support the management of customer contracts and required reporting and analysis
Ensure account activities align with customer contract
Independently lead customer engagement meetings
Problem solve to assist and develop responses to customer requests and questions
Project Management (Special Projects) (20%)
Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectiveness
Provide analysis on existing service programs
Project Administration (10%)
Coordinate project plans and timelines
Provide analysis on existing service programs
Responsible for the completion of required project deliverables
Participate in transitioning new business wins to Clinical Engineering Services
All other duties as assigned.
Skills and Experience
Minimum 2 years of experience in a professional client services role
Experience in performing financial or data analysis and assessments
Strong Microsoft Excel skills required; Access skills desired
Ability to work both solo and in a collaborative team format
Ability to create and manage a project plan and a project team
High attention to detail with strong drive for accuracy
Ability to prioritize work and balance multiple projects
Ability to build, establish, and manage collaborative relationships
Excellent problem solving and analytical thinking skills
Strong written, verbal, and presentational communication skills
Education and Qualifications
Associates degree or equivalent required. Bachelors degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.
#LI-Hybrid
At TRIMEDX, we are committed to cultivating a workplace culture where every associate feels valued, supported, and empowered to thrive. This culture reflects our belief that our people are our foundation, their well-being is essential, and shared success is built through meaningful work, recognition, and opportunities for growth.
We embrace people’s differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences.
Visit our website to view our Workplace Culture Commitment, along with our social channels to see what our team is up to: Facebook, LinkedIn, Twitter.
TRIMEDX is an Equal Opportunity Employer. Drug-Free Workplace.
Because we are committed to providing a safe and productive work environment, TRIMEDX is a drug-free workplace. Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all TRIMEDX and Customer property or during working/on-call hours.
#J-18808-Ljbffr