Sr Strategy & Analytics Analyst

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference

The Revenue Analyst, Analytics & Forecasting is a core individual contributor within the Revenue Operations organization, responsible for delivering accurate, timely, and decision-ready analytics that support forecasting, pipeline inspection, and go-to-market execution.

This role supports revenue data integrity, forecast analysis, dashboard accuracy, and performance reporting across Salesforce, CPQ, and related systems. The Revenue Analyst partners closely with senior RevOps leaders, Sales Operations, and FP&A to ensure leadership has clear visibility into pipeline health, forecast risk, and performance trends.

This is a hands-on analytical role requiring strong Salesforce data fluency, solid SQL capability, attention to detail, and the ability to translate data into clear insights that support disciplined execution and predictable outcomes.

This role is typically performed remote, with occasional travel for planning sessions or cross-functional working meetings as needed.

What you'll be doing

Revenue Data & Metric Support (Ongoing)

Support the maintenance and application of enterprise revenue metric definitions across Salesforce, CPQ, and reporting tools.
• Assist with validation of Salesforce and CPQ changes to identify downstream reporting or metric impacts.
• Ensure consistency of standard revenue and pipeline reporting used by Sales, RevOps, and Finance.
• Maintain documentation of metric definitions, assumptions, and calculation logic.
• Support historical trend validation during GTM changes, system updates, or process refinements.

Forecasting Support & Analysis

• Support rep-level and segment-level forecasting processes through data preparation, validation, and analysis.
• Analyze forecast variance, accuracy, and bias trends across teams and time periods.
• Assist in building scenario and sensitivity analyses related to pipeline coverage, capacity, and productivity.
• Partner with senior analysts and managers to improve forecast hygiene and input quality.

Dashboards, SQL, and Data Validation

• Use SQL and reporting tools to extract, analyze, andvalidatepipeline, activity, and revenue data.
• Support dashboard accuracy by reconciling Salesforce dashboards against underlying data sources.
• Investigate and help resolve data discrepancies surfaced by Sales, RevOps, or FP&A partners.
• Follow established analytical quality standards and validation routines.

Reporting & Performance Insights

Support the preparation of decision-support reporting, including:

• Weekly pipeline and revenue performance summaries
• Forecast variance and confidence support materials
• Segment, region, or GTM motion performance views
• Sales productivity and performance reporting inputs

Ancillary & Ongoing Analytics Support

• Support analysis related to Salesforce releases, GTM process changes, and enablement initiatives.
• Assist with ad-hoc analytical requests for leadership, Sales Operations, and Finance.
• Support forecast reconciliation activities in partnership with FP&A.
• Maintain reporting documentation and reference materials to ensure consistent interpretation of metrics.

These activities may represent a significant portion of workload during forecasting cycles or periods of organizational change.

What you will need to be successful

Education and Experience

• Bachelor's degree required; degree in analytics, finance, economics, or a related field preferred.
• 3-5+ years of experience in Revenue Operations, Sales Analytics, Business Intelligence, FP&A, or related roles.
• Experience working in Salesforce-centric SaaS or B2B environments preferred

Specialized Knowledge, Skills, and Abilities

• Strong analytical and problem-solving skills with working SQLproficiency.
• Solid understanding of Salesforce data structures, pipeline concepts, and forecasting fundamentals; CPQ exposure a plus.
• Experience supporting forecasting, pipeline analysis, or performance reporting.
• Ability to translate data into clear insights and summaries for business partners.
• Strong attention to detail and data accuracy.
• Ability to manage multiple priorities in deadline-driven environments.
• Effective written and verbal communication skills.

Travel Requirements

• Occasional travel may be required for planning sessions or cross-functional meetings.

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:

• Medical, dental, and vision

• HSA contribution and match

• Dependent care FSA match

• Uncapped paid time off

• Paid parental leave

• 401(k) match

• Personal and healthcare financial literacy programs

• Ongoing education& tuition assistance

• Gym and fitness reimbursement

• Wellness program incentives

HealthEquity has a vision that by2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

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At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

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