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

PRO-spectus

6h•$90,000 - $110,000•Remote

About The Position

The Senior Business Intelligence Analyst is a critical link between internal business teams, external clients, and the Business Intelligence Engineering team. This collaborative, client-facing role translates business and client reporting requirements into accurate, actionable reports and dashboards that support the launch and ongoing operations of patient services programs. The technology environment includes Salesforce, Snowflake, dbt, Fivetran, and Tableau. The role focuses on reporting requirements, data-quality validation, and visualization development, partnering with BI Engineers who handle data integration, transformation, and underlying infrastructure. The position operates remotely in a virtual professional office environment. It requires flexibility to support activities across EST to PST time zones; minimal travel may be possible.

Requirements

At least 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 the 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.
Bachelor's degree in Business Analytics, Information Systems, Data Science, Computer Science, or a related field, or equivalent relevant professional experience.
Ability to work at a desk and on a computer for prolonged periods; keyboarding and speaking are required.
Ability to lift up to 15 pounds at times.
Flexibility of working hours to support activities across EST to PST time zones.

Nice To Haves

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 another cloud data warehouse; working knowledge of dbt and Fivetran.
Experience developing reporting templates, data dictionaries, or KPI definitions, or automating recurring reporting and validation.
Tableau, Salesforce, or Business Analysis certification.

Responsibilities

Lead requirements-gathering sessions with internal stakeholders and external clients to define reporting objectives, KPIs, and data requirements.
Document reporting specifications, including data definitions, calculation methodologies, business rules, and acceptance criteria.
Manage requirements through development, stakeholder review, testing, and final acceptance.
Validate report and dashboard data for accuracy, completeness, and integrity; use 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 for operational performance, patient services program metrics, and client-specific KPIs; develop Salesforce reports and dashboards as needed.
Apply data-visualization best practices using 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.
Act as the primary liaison between business stakeholders, external clients, and BI Engineering, including defining requirements for new data elements and enhancements.
Support reporting governance with standardized KPI definitions, documented business rules, consistent dashboard design, and appropriate handling of protected health information.
Streamline recurring reporting processes, support reporting for new patient services program launches, and train stakeholders on dashboard use and self-service reporting.