Reporting and Insights Lead

Role Description

We are seeking a Reporting & Insights Lead to take ownership of client-facing reporting and analytics across the organization. This is a senior, client-facing role responsible for proving the value of our product to clients — showing self-funded employers, health plans, and partners that our solution is working and delivering measurable outcomes.

This is a highly cross-functional role, working closely with data engineering, analytics leadership, client success, and clinical operations teams. The ideal candidate is comfortable owning reporting workstreams end-to-end, presenting directly to clients and executives, and raising the bar for how the organization measures and communicates value — without managing a team of direct reports.

Key Responsibilities

• Client & Executive Reporting
  • Own client-facing reporting deliverables, including performance-guarantee reporting, ROI/value narratives, and recurring business reviews.
  • Present directly to clients — walking through results, defending methodology, and building trust with client stakeholders, benefits leaders, and health plan contacts.
  • Partner with Client Success and Sales to shape how data and outcomes are communicated during renewals, upsells, and escalations.
  • Support executive and board-level reporting, translating complex data into clear, decision-ready narratives for senior internal stakeholders.
• Analytics and Reporting Ownership
  • Serve as the lead analyst on reporting workstreams, prioritizing across competing internal and client-facing deliverables.
  • Maintain standardized metric definitions, data governance practices, and quality controls across internal and external reporting outputs.
  • Contribute to the technical direction of the reporting function, including data modeling standards, dashboard design, and automation opportunities.
  • Partner with data engineering and analytics leadership to improve reporting infrastructure and reduce manual effort.
• Technical Ownership
  • Build and maintain data models using dbt within a Snowflake environment, ensuring accuracy and scalability of the underlying reporting layer.
  • Write advanced SQL queries and build dashboards to support analytics and client-facing reporting workflows.
  • Ensure consistency and accuracy across all internal and external reporting, including regulatory, quality, and compliance reporting as needed.
  • Support reporting automation and workflow improvements in partnership with engineering.

Qualifications

• 5-7 years of experience in analytics, business intelligence, reporting, or healthcare data roles.
• Track record owning client-facing reporting or analytics deliverables, ideally at a digital health, point-solution, or healthcare vendor company serving self-funded employers or health plans.
• Strong SQL and Python skills, with hands-on experience in Snowflake and dbt data environments.
• Experience presenting to and building credibility with client stakeholders (benefits leaders, health plan contacts) and internal executive audiences.
• Experience supporting performance-guarantee or value-based outcome reporting, and translating outcomes into a clear client narrative.
• Familiarity with healthcare data (clinical, claims, patient operations, or revenue cycle) preferred.
• Strong communication skills and comfort working cross-functionally with data engineering, clinical operations, client success, and sales.
• Ability to manage multiple reporting workstreams independently in a fast-paced environment.
• Experience working in a startup or high-growth environment a plus.
• Background in consulting, customer analytics, or external performance reporting a plus.

Benefits

• Fully remote environment – work from anywhere while maintaining meaningful collaboration with a distributed team.
• Comprehensive health benefits – medical, dental, and vision coverage to support you and your family.
• Paid time off – 2 weeks of PTO to rest, recharge, and take the time you need.
• Flexible floating holiday – one additional day each year to celebrate what matters most to you.
• Paid sick leave – 5 sick days so you can prioritize your health when needed.
• 11 paid company holidays throughout the year.
• 401(k) retirement plan to help you invest in your future.
• Healthcare and Dependent Care FSA options for additional tax-advantaged savings.