Client Success Business Analyst translating data into insights for healthcare reimbursement solutions. Analyzing client performance data to guide financial strategies and strengthen client relationships.
Responsibilities
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 Experience)
Familiarity with SQL, BigQuery, or large operational datasets (Extra Credit Experience)
Experience in healthcare, healthcare payments, or reimbursement workflows, or within a startup / early-stage environment (Extra Credit Experience)
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
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