Hybrid Client Success Business Analyst

Posted 17 minutes ago

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About the role

  • 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

Job title

Client Success Business Analyst

Job type

Experience level

JuniorMid level

Salary

$70,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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