Sr Strategy & Analytics Analyst

Overview

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS.

Job Location:

US-Remote

• Support the maintenance and application of enterprise revenue metric definitions across Salesforce, CPQ, and reporting tools.
• Assist with validation of Salesforce and CPQ changes to identify downstream reporting or metric impacts.
• Ensure consistency of standard revenue and pipeline reporting used by Sales, Rev Ops, and Finance.
• Maintain documentation of metric definitions, assumptions, and calculation logic.
• Support historical trend validation during GTM changes, system updates, or process refinements.

• Support rep-level and segment-level forecasting processes through data preparation, validation, and analysis.
• Analyze forecast variance, accuracy, and bias trends across teams and time periods.
• Assist in building scenario and sensitivity analyses related to pipeline coverage, capacity, and productivity.
• Partner with senior analysts and managers to improve forecast hygiene and input quality.

• Use SQL and reporting tools to extract, analyze, and validate pipeline, activity, and revenue data.
• Support dashboard accuracy by reconciling Salesforce dashboards against underlying data sources.
• Investigate and help resolve data discrepancies surfaced by Sales, Rev Ops, or FP&A partners.
• Follow established analytical quality standards and validation routines.

• Support the preparation of decision‑support reporting, including:
  • Weekly pipeline and revenue performance summaries
  • Forecast variance and confidence support materials
  • Segment, region, or GTM motion performance views
  • Sales productivity and performance reporting inputs

• Support analysis related to Salesforce releases, GTM process changes, and enablement initiatives.
• Assist with ad‑hoc analytical requests for leadership, Sales Operations, and Finance.
• Support forecast reconciliation activities in partnership with FP&A.
• Maintain reporting documentation and reference materials to ensure consistent interpretation of metrics.

• Bachelor’s degree required; degree in analytics, finance, economics, or a related field preferred.
• 3‑5+ years of experience in Revenue Operations, Sales Analytics, Business Intelligence, FP&A, or related roles.
• Experience working in Salesforce‑centric SaaS or B2B environments preferred.

• Strong analytical and problem‑solving skills with working SQL proficiency.
• Solid understanding of Salesforce data structures, pipeline concepts, and forecasting fundamentals; CPQ exposure a plus.
• Experience supporting forecasting, pipeline analysis, or performance reporting.
• Ability to translate data into clear insights and summaries for business partners.
• Strong attention to detail and data accuracy.
• Ability to manage multiple priorities in deadline‑driven environments.
• Effective written and verbal communication skills.

• Occasional travel may be required for planning sessions or cross‑functional meetings.

$75,500.00 to $96,000.00 / year

• Medical, Dental, Vision
• HSA contribution and match
• Dependant FSA match
• Uncapped Paid Time Off
• Paid Parental Leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing Education & Tuition Assistance
• Gym and fitness reimbursement
• Wellness program incentives

This is a remote position. #LI-Remote

Health Equity has a vision that by 2030 we will make HSAs as wide‑spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.

You belong at Health Equity!

Health Equity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard…