BI & Analytics Manager
About the position
The Business Intelligence & Analytics Manager at Zelis leads cross-functional BI initiatives that enable smarter, data-driven decision-making across the enterprise. This role oversees project delivery, defines data requirements, manages offshore resources, and develops scalable data models, dashboards, and reporting frameworks. The position also drives adoption of AI-powered tools and analytic automation to improve efficiency and support clients and internal teams. Additionally, this role partners closely with Revenue, Sales, Finance, and Operations to deliver accurate reporting, forecasting, and portfolio insights.
Responsibilities
• 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.
• Experience working with CRM platforms such as Salesforce, including pipeline reporting, lead/opportunity analytics, and CRM data modeling.
• 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 with financial planning tools such as Adaptive Insights (Adaptive Planning), Anaplan, or similar FP&A applications.
Nice-to-haves
• Exposure to AI tools and analytics automation is a plus.
Benefits
• Zelis’ full-time associates are eligible for a highly competitive benefits package as well, which demonstrates our commitment to our employees’ health, well-being, and financial protection.
• The US-based benefits include a 401k plan with employer match, flexible paid time off, holidays, parental leaves, life and disability insurance, and health benefits including medical, dental, vision, and prescription drug coverage.
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Apply To this Job
The Business Intelligence & Analytics Manager at Zelis leads cross-functional BI initiatives that enable smarter, data-driven decision-making across the enterprise. This role oversees project delivery, defines data requirements, manages offshore resources, and develops scalable data models, dashboards, and reporting frameworks. The position also drives adoption of AI-powered tools and analytic automation to improve efficiency and support clients and internal teams. Additionally, this role partners closely with Revenue, Sales, Finance, and Operations to deliver accurate reporting, forecasting, and portfolio insights.
Responsibilities
• 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.
• Experience working with CRM platforms such as Salesforce, including pipeline reporting, lead/opportunity analytics, and CRM data modeling.
• 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 with financial planning tools such as Adaptive Insights (Adaptive Planning), Anaplan, or similar FP&A applications.
Nice-to-haves
• Exposure to AI tools and analytics automation is a plus.
Benefits
• Zelis’ full-time associates are eligible for a highly competitive benefits package as well, which demonstrates our commitment to our employees’ health, well-being, and financial protection.
• The US-based benefits include a 401k plan with employer match, flexible paid time off, holidays, parental leaves, life and disability insurance, and health benefits including medical, dental, vision, and prescription drug coverage.
Apply tot his job
Apply To this Job