ParetoHealth · 7 hours ago
Senior Business Intelligence Analyst - Customer Operations
San Francisco Bay Area
Full-time
Hybrid
Senior Level
7+ years expParetoHealth is committed to transforming employee health benefits through innovative solutions. They are seeking a Senior Business Intelligence Analyst to serve as the analytical backbone of their post-sales organization, focusing on customer insights and operational execution.
Employee BenefitsEmploymentHealth Care
No H1B
Responsibilities
Own customer insights analysis across survey, behavioral, and operational data to uncover trends, risks, and growth opportunities
Develop actionable account-level insights and reporting that enables Account Managers to proactively plan, prioritize, and engage their book of business
Design and evolve customer segmentation, health scoring, and risk indicators that clearly surface where to focus, when to act, and why
Architect, build, and own Salesforce and Tableau dashboards and reporting that powers day-to-day post-sales execution and leadership visibility
Translate analytics into clear recommendations to ensure insights are actionable
Partner with Customer Management leadership to define, track, and operationalize core KPIs and success metrics
Ensure reporting is trusted, adopted, and embedded into day-to-day post-sales workflows
Collaborate with Operations, Product, Analytics, and FP&A to improve data quality, scalability, and reporting infrastructure
Support workforce planning and capacity modeling, helping leadership align staffing and demand as the business scales
Deliver executive-ready business reviews and insights that connect customer performance to operational and financial outcomes
Act as a thought partner to leadership on how data can better inform post-sales strategy and investment decisions
Qualification
Required
7+ years of experience in business intelligence, analytics, revenue operations, or a similar role; exceptional candidates with equivalent experience considered
Proven ability to translate complex data into clear, actionable insights and strategic recommendations
Advanced data visualization expertise, with proficiency in Salesforce, Tableau, SQL, Excel, and PowerPoint, and a track record of building compelling executive narratives
Detail-oriented problem solver, communicator, and collaborator, effective at partnering with cross-functional teams and influencing stakeholders at all levels
Self-directed, systems-oriented operator who thrives in fast-paced environments, builds scalable solutions, and anticipates future needs
Preferred
Experience with customer feedback analysis, segmentation, journey analysis, and health scoring is highly preferred
Benefits
Fully paid medical, dental, and vision benefits.
Flexible PTO
401k company contribution
Tuition reimbursement
Professional development allowance
Transportation allowance and daily parking reimbursement
Engaging hybrid work environment
Company
ParetoHealth
Traditional health insurance is failing small and midsize employers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Warburg Pincus
2023-06-05Private Equity
Leadership Team
Will Bondurant
Chief Financial Officer
Christine Lui Chen
Chief Marketing Officer
Recent News
2025-09-06
Company data provided by crunchbase