Sr Business Intelligence Analyst

Our Mission

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

Overview

How you can make a difference

HealthEquity’s ability to improve customer experience depends on how clearly leaders and teams can see what is happening across customer journeys, operations, and digital channels. The Sr Business Intelligence Analyst is responsible for turning complex CX, product, and operational data into clear, intuitive, decision‑ready visualizations. This role designs and builds dashboards that help executives, product teams, and service leaders quickly understand performance, identify friction, and make informed decisions.

This is a hands‑on visualization and data storytelling role focused on clarity, usability, and adoption—not static reporting. Success is measured by how effectively dashboards are used to drive decisions and action.

What you’ll be doing

• Designs, builds, and maintains high‑quality dashboards and visual products that support CX strategy, journey management, and operational decision‑making.
• Works with CX leaders, analysts, and business partners to translate business questions into clear visual structures, defining the right metrics, comparisons, and drill paths before development begins. Dashboards are built to support executive, strategic, and operational use cases, with strong attention to layout, hierarchy, interactivity, and accessibility.
• Develops dashboards for customer journeys, funnels, digital adoption, CX metrics (e.g., NPS, CSAT, effort), and operational performance. Visualizations are designed to surface drivers, trends, and tradeoffs quickly, without requiring deep analytical interpretation.
• Partners closely with BI Engineers and data teams to ensure datasets support dashboard logic, performance, and accuracy. This includes validating data, resolving issues, and maintaining trusted, performant dashboards.
• Supports visualization standards, documentation, and ongoing improvements based on stakeholder feedback and usage patterns.

What you will need to be successful

• Bachelor’s degree required or equivalent practical experience in BI development
• 3+ years of experience building dashboards in tools such as Power BI or Tableau
• Strong expertise in data visualization principles and dashboard UX
• Proven ability to translate complex data into clear visual narratives
• Hands‑on experience with Power BI, Tableau, or similar tools
• Working knowledge of DAX, Power Query, SQL, or equivalent transformation logic
• Familiarity with customer journeys, CX metrics, or product/operational analytics preferred
• Strong collaboration and communication skills

#LI-Remote

This is a remote position.

Salary Range

$83500.00 To $106000.00 / year

Benefits & Perks

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

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.

Why work with HealthEquity

HealthEquity has a vision that by 2030 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.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

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.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.