Responsibilities
Collaborate with the Customer Success team to create, maintain, and present high-quality client reporting materials for Hello Heart clients, including Fortune 500 customers, that highlight clinical outcomes, engagement, impact, and return on investment.
Summarize and analyze clinical outcomes, feature usage, engagement trends, and data patterns to support compelling client, marketing, and commercial materials.
Partner with cross-functional teams, including Customer Success, Sales, Marketing, Product, Finance, and Medical Affairs, to understand business needs and deliver actionable analyses.
Define and manage data collection requirements across systems and functions to enable consistent reporting, analysis, and insight generation.
Use SQL to build, update, optimize, and maintain complex queries and reporting workflows that support client reporting and broader go-to-market decision-making.
Build and maintain robust, interactive dashboards that enable self-service reporting for Customer Success, go-to-market, and product teams.
Proactively explore data to identify patterns, trends, risks, and opportunities that can improve client outcomes, business growth, and operational efficiency.
Translate complex data into clear, compelling visualizations and presentations for diverse audiences, including executives, internal stakeholders, and external partners.
Identify opportunities to automate recurring reporting, improve data quality, and scale reporting processes through SQL, AI, and modern analytics tools.
Qualifications
Experience using generative AI and agent-based tools to improve productivity, automate repeatable workflows, accelerate analysis, and strengthen reporting quality.
3+ years of experience in SQL, reporting, data analysis, visualization, or a related analytics role.
Advanced SQL skills, including experience building, updating, optimizing, and maintaining complex queries for business reporting.
Experience with business intelligence and analytics tools, such as Looker, Tableau, Power BI, Redash, or similar platforms.
Professional experience supporting client reporting, customer success analytics, go-to-market analytics, value analytics, or business operations analytics.
Bachelor’s degree in a quantitative or business field, or equivalent work experience.
Preferred Qualifications
Experience working with medical claims data, clinical outcomes data, healthcare data, or digital health data.
Experience with Python, R, MATLAB, or other data and statistical analysis tools.
Experience working with data pipelines or data engineering tools, such as Apache Airflow or Databricks.
Experience preparing executive-ready data visualizations, client business reviews, or customer-facing analytics presentations.
Experience with dbt and modern cloud data warehouses, with the ability to build and maintain reliable, well-documented data models.
The US base salary range for this full-time position is $140,000.00 to $160,000.00. Salary ranges are determined by role and level. Compensation is determined by additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed in US role postings reflect the annual salary only, and do not include equity or benefits.
Hello Heart has a positive, diverse, and supportive culture - we look for people who are collaborative, creative, and courageous. Oh, and if you want to see some recent evidence of the fun things we do at Hello Heart, check out our Instagram page.
