Senior Data Analyst, Performance Guarantees
The Senior Data Analyst, Performance Guarantees is responsible for managing and executing analytics for Included Health ’s performance guarantees (PGs) across a portfolio of strategic accounts. This role focuses on executing recovery analytics to mitigate financial risk, building data pipelines and Looker dashboards for specialized metrics, and partnering cross-functionally to identify revenue exposures. Key duties include executing the analytics required for revenue accrual and financial forecasting, providing technical support during client renewals and RFPs to evaluate the viability of custom contract commitments, and translating complex metric performance into actionable insights for both internal leadership and external stakeholders.
Responsibilities:
Strategic Account Management & Monitoring
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Manage the end-to-end PG lifecycle for a portfolio of strategic accounts, including performance monitoring, metric validation, and tracking contract commitments.
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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.
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Provide structured quarterly reporting and variance analyses on PG performance to help leadership monitor and mitigate financial risk.
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Support RFPs and renewals by performing scenario modeling, risk quantification, and data-driven feasibility assessments for non-standard client requests.
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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
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Execute recovery analytics to identify, quantify, and track the impact of interventions intended to minimize financial payouts.
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Contribute to the PG governance framework by enforcing data validation practices, operationalizing processes for non-standard requests, and documenting lessons learned from failed PGs.
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Manage accrual and payout analytics, building reconciliation dashboards and variance analyses to support Revenue Accounting and FP&A during quarterly close.
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Partner proactively with Customer Success teams to identify opportunities to manage high-risk payouts and execute timely recovery actions.
Technical Execution
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Develop and maintain optimized SQL queries, automated dashboards (Looker), and source-of-truth datasets specifically for specialized strategic account PGs.
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Maintain PG-related data structures within Salesforce CRM in partnership with Client Operations.
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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.
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Work independently to self-manage goals while effectively multitasking across multiple high-priority client workstreams.
Qualifications:
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Education: Bachelor's degree in Business, Finance, Analytics, Public Health, or a related field.
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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.
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Strategic Experience: Demonstrated ability to manage financial or performance risks, circumvent project roadblocks creatively, and contribute to project planning.
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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.
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Stakeholder Management: Proven track record of developing strong cross-functional relationships, engaging in constructive debate, and managing cross-functional goals.
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Healthcare Knowledge: Working knowledge of medical claims data concepts, EHR, or other core healthcare data sources.
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Financial Acumen: Comfort