Senior BI & Analytics Manager
Zelis
full-time
Posted on:
Location Type: Hybrid
Location: Morristown • Massachusetts, New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $139,000 - $186,000 per year
Job Level
Senior
Tech Stack
CloudETLSQLTableau
About the role
- Lead end-to-end BI and analytics projects, including scoping, prioritization, execution, and stakeholder communication
- Translate business needs into clear data requirements and technical specifications for reporting, dashboards, and data models
- Manage and coordinate offshore BI developers and analysts to ensure reliable, high-quality delivery
- Oversee the creation and optimization of analytical data models, semantic layers, and supporting data architecture
- Build intuitive dashboards and visualizations in Tableau or Power BI that support operational, financial, and strategic decision-making
- Define, maintain, and standardize KPIs, metric definitions, and reporting frameworks across teams
- Drive reporting and analytics for revenue performance, Salesforce pipeline metrics, forecasting accuracy, and financial planning insights
- Partner with Sales and Finance to support CRM (Salesforce) reporting, revenue attribution, customer segmentation, and pipeline health analysis
- Develop and enhance reporting models using financial systems such as Adaptive Insights (Adaptive Planning) or similar FP&A tools
- Automate manual reporting processes and establish consistent reporting cadences for business stakeholders
- Ensure data quality, documentation, and compliance with healthcare data standards (HIPAA/PHI)
- Partner with the Director of Analytics/AI to drive adoption of AI-powered tools and intelligent automation across workflows
- Communicate insights, risks, and trends effectively to leadership and cross-functional partners
Requirements
- Bachelor's degree plus 8 years' experience in similar role
- Advanced SQL proficiency, with the ability to write and optimize complex queries on large datasets
- Hands-on experience with Snowflake or similar cloud data platforms
- Expertise in Tableau or Power BI, including dashboard design, visualization best practices, and data storytelling
- Strong understanding of data modeling, dimensional models, and analytic architecture
- Experience working with ETL/ELT processes and collaborating with Data Engineering teams
- Proven ability to manage offshore teams and coordinate multi–time-zone delivery
- Strong project management skills with experience leading cross-functional initiatives
- Excellent communication, stakeholder management, and data presentation skills
- Experience driving reporting automation, metric standardization, and governance
- Experience working with CRM platforms such as Salesforce, including pipeline reporting, lead/opportunity analytics, and CRM data modeling
- Experience with financial planning tools such as Adaptive Insights (Adaptive Planning), Anaplan, or similar FP&A applications
- Exposure to AI tools and analytics automation is a plus
- Healthcare, claims, pricing, payments, or cost-containment experience preferred.
Benefits
- 401k plan with employer match
- Flexible paid time off
- Holidays
- Parental leaves
- Life and disability insurance
- Health benefits including medical, dental, vision, and prescription drug coverage
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLTableauPower BIdata modelingETLELTreporting automationfinancial planningdata architecturedata visualization
Soft skills
project managementstakeholder managementcommunicationteam managementdata presentationcross-functional collaborationrisk managementanalytical thinkingproblem-solvingleadership
Certifications
Bachelor's degree