Partner directly with Account Management, Marketing, and Operations teams to build and convert dashboard data into actionable channel and customer specific insights
Support monthly and quarterly business review metrics and materials with tailored visuals and summaries that showcase performance wins, headwinds, and forward looking opportunities
Manage and validate enrollment performance and pipeline for prospective and new members, ensuring seamless ingestion from various partner and client sources.
Monitor and analyze membership utilization trending, identifying patterns in engagement, churn, and under-utilization.
Develop contract level service level agreements monitoring, dashboard, and establish reliable systems for management
Perform rigorous quality assurance on partner-provided datasets to ensure accuracy before data hits internal systems or external reports.
Build and optimize complex queries to join disparate datasets and extract actionable insights from our data warehouse
Develop and maintain scripts to automate recurring reports and eliminate manual data manipulation
Partner with Data Engineering to influence data modeling, design, and warehouse optimizations for performance reporting

5+ years of experience in an analytical role, preferably within a SaaS, healthcare, or consulting environment with direct client/customer-facing responsibilities.
Expert-level proficiency in data visualization and business intelligence tools and advanced SQL for querying complex datasets. Experience with Matik or similar reporting automation tools is highly desirable.
Exceptional written and verbal communication skills, with a proven ability to translate complex data analysis into simple, compelling visual and narrative formats suitable for executive audiences.
Demonstrated ability to think critically about business objectives and use data to form proactive, consultative recommendations.
Experience managing high-stakes client relationships and partnering effectively with non-technical business users (e.g., CSMs, Benefits Leaders).
Bachelor’s degree in a quantitative field (e.g., Economics, Statistics, Finance, Business Analytics) preferred.

Performance Management Analyst

Key skills