Senior Data Analyst

Responsibilities:

Strategic Account Management & Monitoring

Manage the end-to-end PG lifecycle for a portfolio of strategic accounts, including performance monitoring, metric validation, and tracking contract commitments.

Act as a core subject matter expert for custom Performance Guarantees, partnering with Data Engineering to maintain specialized data pipelines and collaborating with Sales and Customer Success (CS) to track contract execution.

Provide structured quarterly reporting and variance analyses on PG performance to help leadership monitor and mitigate financial risk.

Support RFPs and renewals by performing scenario modeling, risk quantification, and data-driven feasibility assessments for non-standard client requests.

Participate in client-facing discussions as the technical lead to explain performance variances, resolve complex calculation disputes, and clearly articulate Included Health’s value proposition as it relates to PGs.

Governance, Recovery & Financials

Execute recovery analytics to identify, quantify, and track the impact of interventions intended to minimize financial payouts.

Contribute to the PG governance framework by enforcing data validation practices, operationalizing processes for non-standard requests, and documenting lessons learned from failed PGs.

Manage accrual and payout analytics, building reconciliation dashboards and variance analyses to support Revenue Accounting and FP&A during quarterly close.

Partner proactively with Customer Success teams to identify opportunities to manage high-risk payouts and execute timely recovery actions.

Technical Execution

Develop and maintain optimized SQL queries, automated dashboards (Looker), and source-of-truth datasets specifically for specialized strategic account PGs.

Maintain PG-related data structures within Salesforce CRM in partnership with Client Operations.

Perform deep-dive root cause analyses of PG misses and data defects to identify operational failures, collaborating with technical and clinical teams to implement preventive measures.

Work independently to self-manage goals while effectively multitasking across multiple high-priority client workstreams.

Qualifications:

Education: Bachelor's degree in Business, Finance, Analytics, Public Health, or a related field.

Technical Skills: Advanced proficiency in SQL for handling complex queries, experience with data structures/validation processes, and a proven track record of producing dashboards in Looker or similar BI tools.

Strategic Experience: Demonstrated ability to manage financial or performance risks, circumvent project roadblocks creatively, and contribute to project planning.

Communication: Exceptional communication skills with the ability to use concise narratives to bring cross-functional teams up to speed and present insights confidently to external clients.

Stakeholder Management: Proven track record of developing strong cross-functional relationships, engaging in constructive debate, and managing cross-functional goals.

Healthcare Knowledge: Working knowledge of medical claims data concepts, EHR, or other core healthcare data sources.

Financial Acumen: Comfort with financial accruals, value-based care models, or basic accounting principles.

Physical/Cognitive Requirements:

Prompt and regular attendance at assigned work location.

Capability to remain seated in a stationary position for prolonged periods.

Eye-hand coordination and manual dexterity to operate keyboard, computer and other office-related equipment.

No heavy lifting is expected, though occasional exertion of about 20 lbs of force (e.g., lifting a computer \/ laptop) may be required.

Capability to work with leadership, employees, and members in an appropriate manner.