Sr Business Intelligence Analyst
About The Position
The Sr Business Intelligence Analyst turns complex customer experience, product, and operational data into clear, intuitive, decision-ready visualizations. This hands-on visualization and data storytelling role designs and builds dashboards that help executives, product teams, and service leaders understand performance, identify friction, and make informed decisions. Success is measured by how effectively dashboards are adopted and used to drive decisions and action, rather than by static reporting. The role collaborates with CX leaders, analysts, business partners, BI Engineers, and data teams to shape dashboard use cases, metrics, data quality, performance, and accuracy. It also supports visualization standards, documentation, and ongoing improvements informed by stakeholder feedback and usage patterns. This is a remote position with a mandatory in-person onboarding training component at HealthEquity headquarters. Required travel and accommodations for the onsite onboarding session are covered by HealthEquity.
Requirements
- Bachelor’s degree or equivalent practical experience in BI development.
- At least 3 years of experience building dashboards in tools such as Power BI or Tableau.
- Strong expertise in data visualization principles and dashboard UX.
- Proven ability to translate complex data into clear visual narratives.
- Hands-on experience with Power BI, Tableau, or similar tools.
- Working knowledge of DAX, Power Query, SQL, or equivalent transformation logic.
- Strong collaboration and communication skills.
Nice To Haves
- Familiarity with customer journeys, CX metrics, or product and operational analytics.
Responsibilities
- Design, build, and maintain high-quality dashboards and visual products that support CX strategy, journey management, and operational decision-making.
- Work with CX leaders, analysts, and business partners to translate business questions into clear visual structures, defining appropriate metrics, comparisons, and drill paths before development.
- Build dashboards for customer journeys, funnels, digital adoption, CX metrics such as NPS, CSAT, and effort, and operational performance.
- Design visualizations that quickly surface drivers, trends, and tradeoffs without requiring deep analytical interpretation.
- Partner with BI Engineers and data teams to ensure datasets support dashboard logic, performance, and accuracy.
- Validate data, resolve issues, and maintain trusted, performant dashboards.
- Support visualization standards and documentation, and improve dashboards based on stakeholder feedback and usage patterns.
Benefits
- Medical, dental, and vision coverage.
- HSA contribution and match.
- Dependent care FSA match.
- Uncapped paid time off.
- Paid parental leave.
- 401(k) match.
- Personal and healthcare financial literacy programs.
- Ongoing education and tuition assistance.
- Gym and fitness reimbursement.
- Wellness program incentives.
- Performance-based incentives.
- Required onboarding travel and accommodations covered by HealthEquity.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
