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Lead design and delivery of advanced reports and dashboards for Customer Success leadership. Collaborate with data engineering and product teams to ensure data integrity, automate reporting, and present actionable insights that measure AI impact on hospital performance and revenue.
SmarterDx, a Smarter Technologies company, builds clinical AI that is transforming how hospitals translate care into payment. Founded by physicians in 2020, our platform connects clinical context with revenue intelligence, helping health systems recover millions in missed revenue, improve quality scores, and appeal every denial. Become a Smartian and help optimize the way the healthcare system works for everyone. Learn more at smarterdx.com/careers.
SmarterDx is seeking a highly motivated and experienced Principal Reporting Analyst to join our Operational Excellence team. This critical role will be responsible for partnering with Customer Success leadership to build operations analytics from the ground up and delivering the data insights that drive strategic, data-based decisions.
You will be the lead in gathering, synthesizing, and presenting high-impact data on our internal processes and operations, empowering the Customer Success team to proactively address challenges and scale efficiently. You will be a vital part of shaping operational strategy, setting analytical best practices, and ensuring we achieve our aggressive near and long-term goals.
What You’ll Do- Design, develop, and maintain advanced reports, dashboards, and metrics using business intelligence tools to track, forecast, and proactively manage the performance and strategic impact of all Customer Success initiatives
- Lead collaboration with Data Engineering, Data Analytics, and Product teams to establish data integrity standards, streamline complex reporting processes, and drive the automation of data extraction and transformation across critical Customer Success data domains
- Present findings and recommendations to Customer Success leadership and other cross-functional teams in a clear, concise, and actionable manner
- Collaborate with data engineering, data analytics, and product teams to ensure data integrity, streamline reporting processes, and automate data extraction where possible
- Focus on data related to the impact of SmarterDx's suite of AI solutions on hospital performance and earned revenue
- Bachelor’s degree in a quantitative field such as Mathematics, Economics, Computer Science, Data Science, Statistics, Finance, or a related discipline
10+ years of experience as a Reporting Analyst, Business Intelligence Analyst, or a similar operational data-focused role, preferably in a high-growth SaaS or Health Tech environment
Expert proficiency in SQL for querying, manipulating, and optimizing queries on complex datasets
7+ years of experience with advanced data visualization and reporting tools (e.g., Tableau, Looker, Power BI, etc), including managing platform deployment and governance
Proven ability to independently translate complex, ambiguous business questions and requirements into technical reporting specifications and high-impact, actionable insights for senior leadership
Exceptional communication and presentation skills, both written and verbal, with a history of presenting complex data to C-suite and non-technical audiences
- Experience in a Senior or Lead capacity, including mentoring junior analysts or owning a significant data domain/platform
- Direct experience supporting a Customer Success, Sales, or Post-Sales organization in a strategic capacity
- Deep familiarity with clinical documentation improvement (CDI) or medical coding processes within a hospital revenue cycle context
- Expertise working with and integrating operational data from systems such as Jira, Salesforce, Zendesk, Greenhouse, and ChurnZero
- Technical mastery of modern BI and data workflow tools (e.g., Omni, Hex, Tableau, and advanced Excel/Python for data wrangling)
$140,000 - $160,000 salary
#LI-Remote
Benefits
- Medical, Dental & Vision – Comprehensive plans with leading insurance providers, covering 75% of your premiums, depending on the plan.
- Paid Parental Leave – Generous paid leave to support families through birth or adoption: Up to 12 weeks for parents.
- Remote-First Team – Work from anywhere in the U.S.
- Unlimited PTO & 10 Holidays – So you can relax and recharge.
- 401(k) with Traditional & Roth Options – Tax-advantaged retirement savings through Fidelity with a 4% match.
- Minimal Bureaucracy – A fast-moving, high-impact environment where you can focus on what matters.
- Incredible Teammates! – Work alongside smart, supportive, and mission-driven colleagues.
Top Skills
Churnzero
Excel
Greenhouse
Hex
JIRA
Looker
Omni
Power BI
Python
Salesforce
SQL
Tableau
Zendesk
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