Senior Data Analyst, Performance Guarantees

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.