The Senior Data Analyst, Performance Guarantees is responsible for managing and executing analytics for Included Health’s performance guarantees (PGs) across a portfolio of strategic accounts. This role focuses on executing recovery analytics to mitigate financial risk, building data pipelines and Looker dashboards for specialized metrics, and partnering cross-functionally to identify revenue exposures. Key duties include executing the analytics required for revenue accrual and financial forecasting, providing technical support during client renewals and RFPs to evaluate the viability of custom contract commitments, and translating complex metric performance into actionable insights for both internal leadership and external stakeholders.

Strategic Account Management & Monitoring

• Manage the end-to-end PG lifecycle for a portfolio of strategic accounts, including performance monitoring, metric validation, and tracking contract commitments.

• Act as a core subject matter expert for custom Performance Guarantees, partnering with Data Engineering to maintain specialized data pipelines and collaborating with Sales and Customer Success (CS) to track contract execution.

• Provide structured quarterly reporting and variance analyses on PG performance to help leadership monitor and mitigate financial risk.

• Support RFPs and renewals by performing scenario modeling, risk quantification, and data-driven feasibility assessments for non-standard client requests.

• Participate in client-facing discussions as the technical lead to explain performance variances, resolve complex calculation disputes, and clearly articulate Included Health’s value proposition as it relates to PGs.

Governance, Recovery & Financials

• Execute recovery analytics to identify, quantify, and track the impact of interventions intended to minimize financial payouts.

• Contribute to the PG governance framework by enforcing data validation practices, operationalizing processes for non-standard requests, and documenting lessons learned from failed PGs.

• Manage accrual and payout analytics, building reconciliation dashboards and variance analyses to support Revenue Accounting and FP&A during quarterly close.

• Partner proactively with Customer Success teams to identify opportunities to manage high-risk payouts and execute timely recovery actions.

Technical Execution

• Develop and maintain optimized SQL queries, automated dashboards (Looker), and source-of-truth datasets specifically for specialized strategic account PGs.

• Maintain PG-related data structures within Salesforce CRM in partnership with Client Operations.

• Perform deep-dive root cause analyses of PG misses and data defects to identify operational failures, collaborating with technical and clinical teams to implement preventive measures.

• Work independently to self-manage goals while effectively multitasking across multiple high-priority client workstreams.

• Education: Bachelor's degree in Business, Finance, Analytics, Public Health, or a related field.

• Technical Skills: Advanced proficiency in SQL for handling complex queries, experience with data structures/validation processes, and a proven track record of producing dashboards in Looker or similar BI tools.

• Strategic Experience: Demonstrated ability to manage financial or performance risks, circumvent project roadblocks creatively, and contribute to project planning.

• Communication: Exceptional communication skills with the ability to use concise narratives to bring cross-functional teams up to speed and present insights confidently to external clients.

• Stakeholder Management: Proven track record of developing strong cross-functional relationships, engaging in constructive debate, and managing cross-functional goals.

• Healthcare Knowledge: Working knowledge of medical claims data concepts, EHR, or other core healthcare data sources.

• Financial Acumen: Comfort with financial accruals, value-based care models, or basic accounting principles.

• Prompt and regular attendance at assigned work location.

• Capability to remain seated in a stationary position for prolonged periods.

• Eye-hand coordination and manual dexterity to operate keyboard, computer and other office-related equipment.

• No heavy lifting is expected, though occasional exertion of about 20 lbs of force (e.g., lifting a computer \/ laptop) may be required.

• Capability to work with leadership, employees, and members in an appropriate manner.

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.

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Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.