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

The Senior Business Intelligence Analyst position serves as a critical link between our internal business teams, external clients, and the Business Intelligence Engineering team. This highly collaborative, client-facing role translates business and client reporting requirements into accurate, actionable reports and dashboards, supporting the launch and ongoing operations of our patient services programs.

Our technology environment includes Salesforce, Snowflake, dbt, Fivetran, and Tableau. This position focuses on reporting requirements, data quality validation, and visualization development, partnering with BI Engineers who are responsible for data integration, transformation, and underlying infrastructure.

Core Duties/Responsibilities:

Business Requirements & Stakeholder Engagement

Lead requirements-gathering sessions with internal stakeholders and external clients to define reporting objectives, KPIs, and data requirements.

Translate requirements into documented reporting specifications, including data definitions, calculation methodologies, business rules, and acceptance criteria.

Manage requirements through the development lifecycle, including stakeholder reviews, testing, and final acceptance.

Data Quality, Validation & Analysis

Validate the accuracy, completeness, and integrity of data in reports and dashboards, using 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.

Reporting & Dashboard Development

Design, develop, and maintain Tableau dashboards and reports that communicate operational performance, patient services program metrics, and client-specific KPIs; develop Salesforce reports and dashboards as needed.

Apply data visualization best practices, leveraging 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.

Collaboration, Governance & Continuous Improvement

Serve as primary liaison between business stakeholders, external clients, and BI Engineering; define requirements for new data elements and enhancements.

Support reporting governance through standardized KPI definitions, documented business rules, and consistent dashboard design, ensuring appropriate handling of protected health information (PHI).

Streamline recurring reporting processes, support reporting for new patient services program launches, and train stakeholders on dashboard use and self-service reporting.

Skills & Requirements:

Required Qualifications

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 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.

Preferred Qualifications

• 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.
• Education, Certifications and Experience: Bachelor's degree in Business Analytics, Information Systems, Data Science, Computer Science, or a related field, or equivalent relevant professional experience.
• Tableau, Salesforce, or Business Analysis certification is a plus.
• Physical Requirements: As a remote-forward organization, this position operates in a virtual professional office environment and teleworking from the employee’s home address listed in their employment file.
• Prolonged periods of sitting at a desk and working on a computer
• Keyboarding
• Speaking
• Must be able to lift up to 15 pounds at times
• Flexibility of working hours to support activities across EST to PST zones
• Minimal travel possible
• Our PRO-spectus Culture Philosophy
• At PRO-spectus we have created a culture that is supportive, dedicated, and teamwork driven. We celebrate each other’s joys in personal life and professional accomplishments, promoting meaningful relationships and friendships.
• Our employees bring strength of mind and spirit to make the extraordinary happen every day. With humility and compassion at our core, PRO-spectus is proud of our relentless focus towards the higher purpose of improving the lives of patients we support.
• We recognize it takes a lot of people working together with a common goal to make spectacular happen, and we never forget that at the heart of our company are the people who make it work.
• PRO-spectus is an Equal Opportunity / Affirmative Action employer. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, age, disability, protected veteran status, marital status or other protected status under federal, state or local laws.

At PRO-spectus, we are deeply committed to pay transparency and equity. The salary range for this position is

$90,000 - 110,000 based on experience and qualifications, with the final offer reflecting skills and other job-related factors. Beyond competitive pay, we offer a comprehensive and generous benefits package designed to support your well-being and work-life balance.

Our benefits include robust medical, dental, and vision plans; life insurance and disability coverage; and tax-advantaged savings accounts. We also provide an Employee Assistance Program, home office benefits, and unique perks like an Employee Ownership Program. With paid time off, holidays, bereavement leave, and a 401(k)-retirement plan with employer matching, PRO-spectus prioritizes your financial and personal security. Plus, you may be eligible for a performance-based bonus opportunity.

Join PRO-spectus, where your career growth, well-being, and contributions truly matter!