Senior Data Analyst, Performance Guarantees

Job Description:

• 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.

• 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.

• 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.

Requirements

• 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.

Benefits

• Remote-first culture

• 401(k) savings plan through Fidelity

• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)

• Paid Time Off ("PTO") and Discretionary Time Off ("DTO")

• 12 weeks of 100% Paid Parental leave

• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.

• Work-From-Home reimbursement to support team collaboration home office work