Senior Data Analyst, Client Reporting

helloheart; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

HelloHeart is seeking a data analytics professional to turn clinical, engagement, and business data into actionable client reports and internal insights. You will combine hands-on SQL work with dashboards, analysis, and clear presentations for varied audiences across customer success, commercial, finance, product, and medical affairs.

You will build and optimize reporting workflows, develop interactive dashboards, and partner with analytics colleagues to drive program impact and ROI.

Qualifications

• Three years of experience in SQL, reporting, data analysis, visualization, or related analytics field.
• Advanced SQL skills including writing, optimization, and maintaining complex business queries.
• Experience with BI tools such as Looker, Tableau, Power BI, Redash, or equivalents.
• Background supporting client reporting, customer success, go-to-market, value, or business operations analytics.
• Experience using generative AI or agent-based tools to improve analysis, automate repeatable tasks, or strengthen reporting.
• Bachelor’s degree in a quantitative or business discipline, or equivalent experience.

Responsibilities

• Create, maintain, and present client reports covering clinical outcomes, engagement, program impact, and ROI.
• Analyze outcomes, feature use, engagement patterns, and other data to support client and commercial materials.
• Collaborate with cross-functional partners to clarify questions and deliver useful analysis for decisions.
• Define data collection needs across systems for consistent reporting and analysis.
• Build, optimize, and maintain complex SQL queries and recurring reporting workflows.
• Create interactive dashboards that support self-service reporting for customer-facing, commercial, and product teams.
• Explore data for trends, risks, and opportunities and communicate findings with clear visuals and presentations.
• Improve data quality and automate repeatable reporting with analytics and AI tools.

Skills

SQL

Data analysis

Reporting

Data visualization

Education

Bachelor's degree or equivalent in quantitative or business

Tools

Looker

Tableau

Power BI

Redash

Job description

Role overview

Turn clinical, engagement, and business data into reporting that helps clients understand program impact and helps internal teams make decisions. You will focus on client reporting and outcomes analysis, partnering with analytics colleagues and teams across customer success, commercial functions, finance, product, and medical affairs. The role combines hands‑on SQL work with dashboards, analysis, and clear presentations for varied audiences.

Responsibilities

• Create, maintain, and present client reports covering clinical outcomes, engagement, program impact, and return on investment.
• Analyze outcomes, feature use, engagement patterns, and other data to support client and commercial materials.
• Work with cross‑functional partners to clarify questions and deliver useful analysis for their decisions.
• Define data collection needs across systems so reporting and analysis are consistent.
• Build, optimize, and maintain complex SQL queries and recurring reporting workflows.
• Create interactive dashboards that support self‑service reporting for customer‑facing, commercial, and product teams.
• Explore data for trends, risks, and opportunities, then communicate findings through clear visualisations and presentations.
• Improve data quality and automate repeatable reporting with analytics and AI tools.

Requirements

• At least three years of experience in SQL, reporting, data analysis, visualisation, or a related analytics field.
• Advanced SQL skills, including writing, optimisation, and maintaining complex business queries.
• Experience with a business intelligence tool such as Looker, Tableau, Power BI, Redash, or an equivalent.
• Background supporting client reporting, customer success, go‑to‑market, value, or business operations analytics.
• Experience using generative AI or agent‑based tools to improve analysis, automate repeatable tasks, or strengthen reporting.
• A bachelor’s degree in a quantitative or business discipline, or equivalent experience.

Nice to have

• Experience with healthcare, claims, clinical outcomes, or digital health data; Python, R, or MATLAB; data pipelines such as Airflow or Databricks; dbt and cloud data warehouses; or executive‑ready and customer‑facing presentations.