Client Success Business Analyst

Role Overview

• Translate client data into meaningful insights: Analyze operational and financial data to help clients understand performance trends, cash flow outcomes, and the measurable impact of our platform.
• Deliver ROI-driven analysis for client conversations: Build clear analyses that quantify value and support high-stakes client discussions around reimbursement performance, revenue outcomes, and financial strategy.
• Support Client Success with data-backed storytelling: Develop polished analyses and presentations that help Client Success teams communicate insights, answer client questions, and reinforce the value of our partnership.
• Model financial outcomes and projections: Build financial models and cash flow projections that help clients understand current performance and forecast future impact.
• Investigate and resolve complex data questions: Partner with Client Success pods to quickly analyze issues, validate outcomes, and provide clarity when clients need answers.
• Identify patterns and generate actionable insights: Recognize recurring client questions or analytical needs and translate them into dashboards and scalable reporting.
• Partner cross-functionally to surface insights: Work closely with Client Success, Product, and internal teams to translate client data into insights that influence product improvements and operational decisions.
• Build analytical leverage for the Client Success team: Help evolve how the team works with data by creating reusable analyses, frameworks, and tools that improve speed, consistency, and impact.

Requirements

• 2+ years of experience in consulting, investment banking, corporate finance, business operations, or another highly analytical role
• Advanced Excel skills (pivot tables, index/match, large dataset analysis) with strong comfort working with financial or operational data
• Strong data storytelling skills — able to translate analysis into clear insights and compelling narratives for internal and external audiences
• Comfort operating in ambiguity, managing multiple workstreams, and solving problems without fully defined answers
• Curious, proactive, and low-ego, with a strong sense of ownership, accountability, and follow-through
• Experience supporting client-facing teams and translating analysis into clear, executive-ready presentations or deliverables (Extra Credit)
• Familiarity with SQL, BigQuery, or large operational datasets (Extra Credit)
• Experience in healthcare, healthcare payments, or reimbursement workflows, or within a startup / early-stage environment (Extra Credit)

Tech Stack

• BigQuery
• SQL

Benefits

• Competitive compensation, including equity
• Full health, dental, and vision coverage
• Retirement savings plan through 401(k)
• Flexible time off
• Opportunities for company-wide connection and events