Analyze usage patterns, adoption trends, and user behavior to identify "At-Risk" accounts before they churn.
Design and build high-impact Quarterly Business Review (QBR) decks that clearly demonstrate value (ROI) to Executives.
Translate complex data into simple, actionable insights for non-technical stakeholders.
Act as the "Data Detective" for our complex strategic accounts, investigating anomalies in usage or drop-offs in engagement.
Partner with Customer Success Managers to define success metrics for new pilots and track progress against them.
Develop and maintain the "ROI Calculator" methodology, ensuring our value assumptions remain defensible and grounded in data.
Build and maintain intuitive dashboards in Tableau that allow CSMs to self-serve answers to common client questions.
Collaborate with the Data Engineering team to define requirements for new data tables or metrics needed for business analysis.

4+ years as a Business Analyst, Data Analyst, or Strategy Consultant, preferably in Healthcare.
Exceptional ability to visualize data. You know the difference between a "chart" and an "insight." Expert proficiency in Google Slides is required.
Strong proficiency in SQL (you can query the data yourself) and Tableau (you can build the dashboard).
You are curious. When you see a number drop, you don't just report it—you dig in to find out why.
Comfortable presenting findings to internal leadership and occasionally joining external client calls to explain methodologies.
MUST HAVE: Experience working with healthcare data (EHRs, Claims) or usage-based SaaS metrics.

Customer Success Analyst II

Key skills