Senior Data Analyst, Client Reporting

Hello Heart

. Collaborate with the Customer Success team to create, maintain, and present high-quality client reporting materials for Hello Heart clients, including Fortune 500 customers, highlighting clinical outcomes, engagement, impact, and return on investment.

Posted 11/5/2026full-timeRemote • United StatesSenior💰 $140,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in SQL for complex data analysis and reporting, alongside proficiency in business intelligence tools like Tableau and Power BI. Capable of translating complex data into actionable insights and executive-ready visualizations to support client success and business growth.

Highest-signal resume keywords

Advanced SQL SkillsBusiness Intelligence ToolsData VisualizationClient Reporting AnalyticsGenerative AI Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLData AnalysisData VisualizationReportingPythonRMATLABData PipelinesData EngineeringStatistical Analysis

Soft Skills

CollaborationCommunicationAnalytical ThinkingProblem SolvingPresentation Skills

Tools & Technologies

LookerTableauPower BIRedashApache AirflowDatabricksDbt

Industry Keywords

Healthcare DataClinical Outcomes DataDigital Health DataClient Success AnalyticsGo-To-Market Analytics

Tech Stack

Tools & technologies

AirflowApacheCloudPythonSQLTableau

About the role

Key responsibilities & impact

Collaborate with the Customer Success team to create, maintain, and present high-quality client reporting materials for Hello Heart clients, including Fortune 500 customers, highlighting clinical outcomes, engagement, impact, and return on investment.
Summarize and analyze clinical outcomes, feature usage, engagement trends, and data patterns to support client, marketing, and commercial materials.
Partner with Customer Success, Sales, Marketing, Product, Finance, Medical Affairs, and other go-to-market teams to understand business needs and deliver actionable analyses.
Define and manage data collection requirements across systems and functions for consistent reporting, analysis, and insight generation.
Use SQL to build, update, optimize, and maintain complex queries and reporting workflows.
Build and maintain robust, interactive dashboards enabling self-service reporting.
Explore data to identify patterns, trends, risks, and opportunities improving client outcomes, business growth, and operational efficiency.
Translate complex data into clear visualizations and presentations for executives, internal stakeholders, and external partners.
Identify opportunities to automate recurring reporting, improve data quality, and scale reporting through SQL, AI, and modern analytics tools.
Report to the Manager, Data Analytics and collaborate with analysts, data scientists, and engineers.

Requirements

What you’ll need

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.
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.