Sr BI Analyst – Tableau, SQL, Healthcare Analytics & Client Reporting

PRO-spectus; United States; Remote; USD 110,000 - 140,000; Full time

Job summary

PRO-spectus offers a fully remote Senior Business Intelligence Analyst role in the United States, acting as a critical link between internal business teams, external clients, and the BI Engineering group. You will translate business and client reporting requirements into accurate, actionable reports and dashboards using Tableau, Salesforce, Snowflake, dbt, and Fivetran to support patient services programs.

The position emphasizes data quality validation, governance, and visualization

Qualifications

• 5+ years of experience in business intelligence, data analytics, or reporting with demonstrated ownership of reporting deliverables.
• Strong experience gathering and documenting business and reporting requirements with internal stakeholders and/or external clients.
• Hands-on Tableau proficiency, including interactive dashboards, calculated fields, filters, and parameters.
• Strong SQL proficiency, including data validation and reconciliation of reporting results.
• Demonstrated data quality validation experience and ability to translate business needs into clear specifications, KPI definitions, and acceptance criteria.
• Ability to independently manage deliverables from requirements gathering through development, testing, and stakeholder acceptance.
• Strong analytical and problem-solving skills, attention to detail, and excellent communication skills for technical and nontechnical audiences.
• Ability to manage competing priorities and deliver results in a fully remote, fast-paced environment.

Responsibilities

• Lead requirements-gathering sessions with internal stakeholders and external clients to define reporting objectives, KPIs, and data requirements.
• Translate requirements into documented reporting specifications, including data definitions, calculation methodologies, business rules, and acceptance criteria.
• Manage requirements through the development lifecycle, including stakeholder reviews, testing, and final acceptance.
• Validate the accuracy, completeness, and integrity of data in reports and dashboards, using SQL to investigate discrepancies and reconcile results across source systems and the data warehouse.
• Develop and execute validation test cases; document discrepancies and coordinate remediation with BI Engineers and data owners.
• Establish repeatable validation and quality assurance procedures to improve reporting reliability and reduce manual testing.
• Design, develop, and maintain Tableau dashboards and reports that communicate operational performance, patient services program metrics, and client-specific KPIs; develop Salesforce reports and dashboards as needed.
• Apply data visualization best practices, leveraging curated datasets and approved data models from BI Engineering.
• Perform user acceptance testing, coordinate stakeholder approvals, support deployment, and maintain documentation of report definitions and business logic.
• Collaborate with BI Engineers on data models and deployment; serve as primary liaison between business stakeholders, external clients, and BI Engineering.

Skills

Tableau

SQL

Requirements gathering

Data validation

Communication

Remote work

Tools

Salesforce

Snowflake

dbt

Fivetran

Tableau

Job description

US - Remote

The Senior Business Intelligence Analyst position serves as a critical link between our internal business teams, external clients, and the Business Intelligence Engineering team. This highly collaborative, client-facing role translates business and client reporting requirements into accurate, actionable reports and dashboards, supporting the launch and ongoing operations of our patient services programs.

Our technology environment includes Salesforce, Snowflake, dbt, Fivetran, and Tableau. This position focuses on reporting requirements, data quality validation, and visualization development, partnering with BI Engineers who are responsible for data integration, transformation, and underlying infrastructure.

Core Duties/Responsibilities:

Business Requirements & Stakeholder Engagement

• Lead requirements-gathering sessions with internal stakeholders and external clients to define reporting objectives, KPIs, and data requirements.
• Translate requirements into documented reporting specifications, including data definitions, calculation methodologies, business rules, and acceptance criteria.
• Manage requirements through the development lifecycle, including stakeholder reviews, testing, and final acceptance.

Data Quality, Validation & Analysis

• Validate the accuracy, completeness, and integrity of data in reports and dashboards, using SQL to investigate discrepancies and reconcile results across source systems and the data warehouse.
• Develop and execute validation test cases; document discrepancies and coordinate remediation with BI Engineers and data owners.
• Establish repeatable validation and quality assurance procedures to improve reporting reliability and reduce manual testing.
• Design, develop, and maintain Tableau dashboards and reports that communicate operational performance, patient services program metrics, and client-specific KPIs; develop Salesforce reports and dashboards as needed.
• Apply data visualization best practices, leveraging curated datasets and approved data models from BI Engineering.
• Perform user acceptance testing, coordinate stakeholder approvals, support deployment, and maintain documentation of report definitions and business logic.

Collaboration, Governance & Continuous Improvement

• Serve as primary liaison between business stakeholders, external clients, and BI Engineering; define requirements for new data elements and enhancements.
• Support reporting governance through standardized KPI definitions, documented business rules, and consistent dashboard design, ensuring appropriate handling of protected health information (PHI).
• Streamline recurring reporting processes, support reporting for new patient services program launches, and train stakeholders on dashboard use and self-service reporting.

Skills & Requirements:

Required Qualifications

• 5+ years of experience in business intelligence, data analytics, or reporting, with demonstrated ownership of reporting deliverables.
• Strong experience gathering and documenting business and reporting requirements with internal stakeholders and/or external clients.
• Hands-on Tableau proficiency, including interactive dashboards, calculated fields, filters, and parameters.
• Strong SQL proficiency, including data validation and reconciliation of reporting results.
• Demonstrated data quality validation experience and ability to translate business needs into clear specifications, KPI definitions, and acceptance criteria.
• Ability to independently manage deliverables from requirements gathering through development, testing, and stakeholder acceptance.
• Strong analytical and problem-solving skills, attention to detail, and excellent communication skills for technical and nontechnical audiences.
• Ability to manage competing priorities and deliver results in a fully remote, fast-paced environment.

Preferred Qualifications

• Direct experience with external clients to define and deliver reporting requirements.
• Healthcare, pharmaceutical, patient services, or other regulated-industry reporting experience; familiarity with HIPAA and PHI handling.
• Experience with Salesforce CRM reporting and dashboards.
• Experience with Snowflake or