Manager, CS Operations Reporting & Analytics

ModMed; United States; Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) match

Paid time off

Life & Disability insurance

FSA and EAP

Tuition reimbursement / LinkedIn Learn

Hybrid/remote options

Job summary

ModMed is seeking a Manager, CS Reporting and Analytics to lead a team delivering dashboards and analytics across Customer Success. You will drive operational metrics, reporting frameworks, and insights to support decision-making and performance improvement.

You will partner with CS leadership to align reporting with business needs, manage a team, and ensure accurate, timely KPI delivery, while coaching analysts in best practices and stakeholder engagement.

Qualifications

• Bachelor's degree in MIS, Business, Economics, Finance, or Statistics.
• 5+ years analytics, reporting, or operations analysis with at least 2 years in management.
• Advanced skills in Salesforce, Microsoft Excel or Google Sheets.
• Experience with BI tools such as Power BI, Domo, and Databricks.
• Experience working in SaaS or technology organizations.
• Experience supporting Customer Success or services organizations.

Responsibilities

• Oversee analysts who design, develop, and deliver operational reporting, dashboards, and analytics for CS leadership.
• Ensure CS metrics and reporting frameworks provide visibility into performance.
• Oversee development of dashboards and reports using Salesforce, BI tools, and data platforms.
• Ensure timely delivery of recurring KPI reporting and insights.
• Coach analysts on techniques, reporting best practices, and stakeholder engagement.
• Manage and develop a team of Business Operations Analysts for CS reporting and analytics.

Skills

Salesforce

Excel/Sheets

Leadership

Analytics mindset

SaaS experience

Education

Bachelor's degree in MIS/Business/Economics/Finance/Statistics

Tools

Power BI

Domo

Databricks

Job description

Join the Team Modernizing Medicine

At ModMed, we’re not just building software—we’re reimagining the healthcare experience. Founded in 2010 by a practicing physician and a successful tech entrepreneur, we took a radically different approach: we hired doctors and taught them how to code. This "for doctors, by doctors" philosophy has allowed us to create an AI-enabled, specialty-specific cloud platform that places patients at the center of care.

A Culture of Excellence

When you join ModMed, you’re joining an award-winning team recognized for innovation and employee satisfaction. From our global headquarters in Boca Raton Florida, and extensive employee base in Hyderabad India, we are a team of 4,500+ passionate problem‑solvers on a mission to increase medical practice success and improve patient outcomes.

• Consistently ranked as a Top Place to Work


• 2025 Globee Business Awards: Gold Globee for "Technology Team of the Year"


• 2025 Black Book Awards: Ranked #1 EHR in 11 specialty areas


• Florida Venture Forum: Venture-Backed Company of the Year

We are growing fast, thinking big, and we are just getting started.

Job Description Summary

The Manager, CS Reporting and Analytics leads a team responsible for delivering reporting, dashboards, and analytics that provide visibility into Customer Success performance. This role oversees the development and maintenance of operational metrics, reporting frameworks, and analytical insights that support decision-making across the Customer Success organization. The Manager partners with CS leadership to ensure reporting solutions align with business needs and support operational efficiency and performance improvement.

• Role & Responsibilities


• Oversee analysts who design, develop, and deliver operational reporting, dashboards, and analytics that support Customer Success leadership.


• Ensure operational metrics and reporting frameworks provide visibility into CS performance.


• Oversee development of dashboards and reports using systems such as Salesforce, BI tools, and operational data platforms.


• Ensure timely delivery of recurring KPI reporting and analytical insights.


• Validate reporting accuracy and data integrity.


• Manage and develop a team of Business Operations Analysts responsible for CS reporting and analytics.


• Provide guidance and prioritization for analytics projects and reporting initiatives.


• Coach analysts on analytical techniques, reporting best practices, and stakeholder engagement.


• Support professional development and performance management of analysts.


• Ensure team workload is aligned to organizational priorities.


• Partner with Customer Success leadership and operational teams to translate business needs into reporting and analytics solutions.


• Work with CS Operations, Professional Services, Account Management, and Support leadership to define reporting needs.


• Translate operational questions into analytical requirements.


• Ensure reporting solutions support operational decision‑making and performance management.


• Improve reporting processes, operational metrics, and analytics capabilities.


• Identify opportunities to improve reporting automation and reporting workflows.


• Standardize KPI definitions and reporting methodologies.


• Ensure reporting processes support operational scaling.


• Communicate reporting results and operational insights to leadership.


• Present reporting outputs and trends to CS leadership.


• Provide insights and recommendations based on operational data.


• Ensure leaders understand the meaning and implications of performance metrics.


• Skills & Requirements


• Bachelor's degree in Management Information Systems, Business Administration, Economics, Finance, Statistics. Masters is a plus but not required.


• 5+ years of experience in analytics, reporting, or operations analysis and at least 2 years of management experience.


• Advanced skills in Salesforce, Microsoft Excel or Google Sheets (logical formulas, lookups, pivot tables).


• Experience with BI tools such as Power BI, Domo, and Databricks.


• Experience working in SaaS or technology organizations.


• Experience supporting Customer Success or services organizations.

ModMed Benefits Highlight

At ModMed, we believe it’s important to offer a competitive benefits package designed to meet the diverse needs of our growing workforce. Eligible Modernizers can enroll in a wide range of benefits:

United States

• Comprehensive medical, dental, and vision benefits, including a company Health Savings Account contribution


• 401(k): ModMed provides a matching contribution each payday of 50% of your contribution deferred on up to 6% of your compensation. After one year of employment with ModMed, 100% of any matching contribution you receive is yours to keep.


• Generous Paid Time Off and Paid Parental Leave programs


• Company paid Life and Disability benefits, Flexible Spending Account, and Employee Assistance Programs


• Company-sponsored Business Resource & Special Interest Groups that provide engaged and supportive communities within ModMed


• Professional development opportunities, including tuition reimbursement programs and unlimited access to LinkedIn Learning


• Global presence and in‑person collaboration opportunities; dog‑friendly HQ (US), Hybrid office‑based roles and remote availability for some roles


• Weekly catered breakfast and lunch, treadmill workstations, Zen, and wellness rooms within our BRIC headquarters