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
- 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.
