Role Description This role supports the CCSB Sales organization through recurring reporting, Excel-based analysis, commission support, new business and renewal reporting, Salesforce data maintenance, and operational reporting coordination. The incumbent is responsible for maintaining accurate sales reporting files, supporting commission and production reporting, preparing recurring new business and renewal reports, validating data, and ensuring reporting tools and templates remain accurate and up to date. This position requires strong Excel skills, attention to detail, and the ability to organize, reconcile, and maintain recurring reporting processes. The role also supports Salesforce data integrity, reporting, dashboards, and user support as needed to improve sales reporting accuracy and operational efficiency. Qualifications - BA/BS degree preferred or equivalent combination of education and experience. - One (1) to four (4) years of related experience in sales operations, reporting, business support, commissions support, or Salesforce reporting preferred. - Strong Excel skills required, including comfort working with formulas, pivot tables, filters, sorting, formatting, recurring templates, data validation, and reconciliations. - Experience with lookup formulas, conditional formatting, report templates, and basic data cleanup preferred. - Experience preparing, maintaining, or validating recurring business reports, sales reports, commission files, renewal reports, or production reports preferred. - Working knowledge of Salesforce CRM, including reports, dashboards, data maintenance, and user support preferred. - Solid mathematical aptitude with the ability to review calculations, compare data, and research discrepancies. - Proficiency in Microsoft Excel, PowerPoint, SharePoint, and other Microsoft Office applications required. - Familiarity with data management, reporting processes, and workflow automation tools is a plus. - Strong analytical and problem-solving skills with the ability to interpret business needs and recommend practical solutions. - Excellent written and verbal communication skills. - Proven ability to collaborate effectively with stakeholders across multiple departments. - Ability to work independently with minimal supervision while adapting to changing business priorities. Requirements - Maintain and update recurring CCSB sales reporting files, including the all-sales file and related tracking documents. - Prepare, validate, and distribute recurring new business, renewal, production, and sales activity reports. - Support commission reporting processes, including compiling data, validating calculations, researching discrepancies, and preparing files for review. - Reconcile sales, renewal, and commission data across source files, Salesforce, and other reporting tools. - Use Excel to organize, clean, compare, summarize, and validate sales data. - Build and maintain Excel templates, formulas, pivot tables, lookup logic, and summary files used for recurring CCSB reporting. - Track reporting deadlines and ensure recurring files are updated accurately and timely. - Identify data gaps, inconsistencies, or process issues and work with Sales leadership or internal teams to resolve them. - Maintain reporting documentation, process notes, templates, and standard operating procedures. - Partner with Sales leadership and cross-functional teams to support reporting needs and operational objectives. - Identify, analyze, and interpret trends or patterns in sales and operational data and summarize results for stakeholders. - Create, maintain, and distribute recurring sales and operational reports. - Assist with tracking key performance indicators (KPIs), sales metrics, renewal activity, new business activity, and business trends. - Audit and validate data to ensure consistency and reliability in reporting. - Assist with report testing, troubleshooting, and user support. - Develop presentations, reports, and supporting materials for leadership and stakeholders. - Provide day-to-day Salesforce reporting and data support for users across the Sales organization. - Support creation and maintenance of Salesforce reports, dashboards, fields, and related reporting tools. - Maintain Salesforce data accuracy standards as they relate to CCSB reporting, commissions, new business, renewals, and sales activity tracking. - Troubleshoot Salesforce reporting or data issues and coordinate resolution with internal teams or external partners as needed. - Assist with user access, profiles, permissions, and data integrity standards as needed. - Assist with testing and implementation of Salesforce updates, enhancements, and integrated technologies that impact reporting or sales operations. - Develop user guides, training materials, and process documentation related to Salesforce reporting and data entry expectations. - Assist with implementation of technology solutions and operational initiatives that support CCSB reporting and sales operations. - Participate in project meetings and collaborate with operations, sales, reporting, and technology teams. - Document and maintain business processes, procedures, and workflow changes. - Identify and recommend opportunities to improve efficiency, reporting accuracy, and business processes. - Support automation efforts that improve team productivity and reduce manual processes. - Research system capabilities and recommend solutions aligned with business objectives. - Create templates, training resources, and reference materials as needed. Benefits - Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. - Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. - Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results. - Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet. - Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data. - Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit). - All other duties as assigned. Physical Demands/Work Environment The physical demands and work environment described here represent those that an employee must meet to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others.

• Desenvolvimento, manutenção, atualização e melhorias nos KPIs de RH em Power BI, • Contribuindo com análises, participando em projetos emergentes e atividades diárias, • Incluindo atualizações de sistemas e orientações sobre novas funcionalidades no Power BI, • Criação e atualização de documentações necessárias para um novo ou processo existente submetendo a aprovação da gestão, • Prestar atendimento e suporte aos colaboradores da empresa. • Time de simplificação de performance no RH, automatização dos processos de RH.

Title: Principal Business Intelligence Analyst Location: United States Job type: Full Time Department: Business Intelligence Work type: Remote Job Description: At Carrum, we live and breathe the mission of transforming the healthcare system to create an unmatched experience for patients. If you are passionate about changing healthcare and want to finally get rid of surprise bills, poor quality, and high prices, while thriving in an entrepreneurial, cutting-edge environment, we would love to connect with you. In 2014 Carrum reinvented the Centers of Excellence (COE) category in digital health. Today, 90% of the US population lives within 50 miles of a Carrum COE and our providers rank in the top 10% nationally. Our team’s execution has been recognized by the venture community and we’ve raised more than $96M in aggregate from investors like OMERS, Tiger Global Management and Wildcat Ventures. Our impact has been externally proven in a 2021 RAND Corporation study and featured as a Harvard Business School (HBS) case study. The Role We are seeking a detail-oriented Business Intelligence Analyst to join our Analytics team to help unlock additional commercial analytics and reporting capabilities. In this role, you'll work with complex datasets to derive meaningful insights, support data-driven decision-making, and contribute to mission-critical automation efforts, specifically with our provider and commercial teams. The salary range for this role is $155,000 - $180,000 depending on geography and level of experience, plus equity and an annual bonus. You’re excited about this opportunity because you will... - You automate before you manually do it twice - If you find yourself running the same query or building the same report more than once, you build a pipeline and collaborate with engineers. Manual work at scale a a problem you fix, not a workflow you accept - You own accuracy personally - The analysis you produce informs employer decisions and executive strategy. You validate your work before it ships., document our logic, and flag uncertainty rather than hiding it - You think in systems, not outputs - A one-off analysis is the last resort. You collaborate to build data models and reporting infrastructure that answer categories of questions, not single requests - You are resourceful and self-directed - You do not wait to be fully briefed before making progress. You find the data, make reasonable assumptions, document them and deliver something useful while iterating towards perfect - You communicate what the data means, not what it says - You translate complex analytical outputs into clear business narratives for stakeholders who need to make decisions, not just consume numbers We’re excited about you because… - 10+ years in business intelligence, analytics engineering, or data analytics, with a strong bias toward building automated, scalable solutions rather than one-off analysis. - Expert-level SQL: you write complex, optimized queries across large datasets, build reusable CTEs and modular logic, and think in terms of data models rather than query outputs. - Advanced Tableau skills: you build dashboards that people actually use, with attention to performance, usability, and visual clarity, not just technical correctness. - Hands-on experience with Snowflake and at least one other cloud warehouse or query engine such as Athena, BigQuery, or Redshift. - Real experience working with healthcare claims data: you understand CPT codes, diagnosis codes, episode structures, and the data quality challenges that come with claims, and you know how to work around them. - Python proficiency for analytics automation: you can write scripts to automate report generation, data validation, and pipeline orchestration without needing an engineer to do it for you. - A strong instinct for data quality and a track record of building validation checks, anomaly detection, and documentation into your work rather than treating them as afterthoughts. - Exceptional attention to detail and ability to manage interconnected numerical datasets - Strong organizational skills with ability to manage multiple projects simultaneously - Bachelor's degree in Business, Analytics, Statistics, or related field - Entrepreneurial and resourceful qualities — As an early member of a startup, we need people who can find creative ways to make a big impact quickly and without much direction. - Experience handling deadlines, keeping many balls in the air, and prioritizing work in a fast-paced, dynamic environment. - Passion for collaborating cross-functionally with sales, operations, client success, data, and product teams to ideate, complete projects, and drive impactful results. Why you’ll love working with us... - We’re a hard-working, humble, and compassionate group motivated to solve the hard problems in healthcare today. You’ll work with talented, experienced co-workers from companies like Booz & Company, Livongo, 98point6, Google, and Optum. We believe in using data to inform decisions, technology to make our jobs easier, and creative thinking to pave the future. - We are working with some of the most recognized and esteemed names in the country. Top hospitals like Johns Hopkins, Mayo Clinic, Stanford Health Care, Scripps Health, and Rush Health have joined our platform. Employers who use our benefit include US Foods, United Airlines, and large public sector organizations like the self-insured schools of California, and the State of Maine. - We empower team members to be autonomous and provide a collaborative environment where you get support and healthy feedback. You can bring your authentic self to work every day and are encouraged to help others do the same. - We carve out time to let go of work to celebrate our successes and have fun. We’re a remote-first company with employees all over the United States and two office locations in San Francisco and Chicago. We support our employees during the work day and beyond with flexible working hours, generous time off, paid parental leave, and opportunities to connect with coworkers both virtually and in-person. - We embrace our team’s diversity of thought, experience, and interests and know that doing so makes us stronger as a company. Carrum has an active employee-led Diversity, Equity, Inclusion, and Justice (DEIJ) committee and several employee resource groups (ERGs). Our ERGS help employees build stronger connections through social, educational, and community activities. - You’ll feel proud that the work you do each day directly impacts people’s lives in big and meaningful ways. Other benefits: - Stock option plan - Flexible schedules and remote work - Chicago and San Francisco offices available - Self-managed vacation days, within reason - Paid parental leave - Health, vision, and dental insurance - 401K retirement plan About Carrum We’re a health tech company that brings value-based care to the masses. We help employers deliver a memorable patient experience, immediately lower healthcare costs, and drive better outcomes and achieve this through the power of technology and human-centered design. Since launching in 2014, we’ve partnered with Fortune 500 employers and top hospitals across the nation. We’ve been recognized by Harvard Business School and featured in TechCrunch, The Los Angeles Times, Washington Post, and Modern Healthcare. We believe we’re only scratching the surface of our opportunity and we’re looking for incredible people like you to help us realize our full impact. Carrum Health is an equal opportunity employer and encourages all applicants from every background and life experience.

• The BI Engineer II role will focus on developing and maintaining Power BI reports, automating workflows using Azure and Power Platform tools • Support Power BI enterprise governance and compliance • Design, develop, and maintain Power BI reports with complex data models to meet business requirements • Leverage Power Automate to design and deploy automation solutions for routine business tasks and data workflows • Collaborate with cross-functional teams to ensure reporting solutions align with Power BI best practices and governance standards • Monitor, troubleshoot, and optimize Azure Data Factory pipelines and scheduled governance workflows