• The Senior Data Analyst reports to the Director of Program Integrity and plays a key role in supporting the organization’s Fraud, Waste, and Abuse (FWA) program. • This position is responsible for developing reports, conducting advanced data analysis, and monitoring key indicators to ensure adherence to regulatory standards and internal compliance requirements. • The role works collaboratively across multiple departments to drive compliance initiatives, enhance data integrity, and improve overall operational efficiency. • Develop proactive analytics and use advanced data analysis, pattern recognition, and anomaly detection to identify potential FWA activity. • Analyze complex datasets to uncover trends, compliance risks, and operational issues requiring corrective action. • Create and maintain reports, dashboards, and visualizations to communicate insights across the organization. • Support investigators and internal initiatives with data analysis, reporting, case development, and presentations. • Manage case management systems, ensuring data accuracy, workflow efficiency, and timely updates. • Track departmental metrics (e.g., case volumes, outcomes, performance) and support operational needs, including travel and additional duties.

• Independently completes routine actuarial and/or analytics processes with limited supervision. • Provides quantitative support for product development, financial analysis, management reporting, and other actuarial and/or analytics research, with direction. • Extracts and integrates data from various databases to analyze and develop reports and spreadsheets. • Capable of independently handling all aspects of routine filing preparation where standard actuarial support is required. • Assist in the training and development of other actuarial and/or analytics talent and may act as a peer mentor. • Analyze pricing, reserving, or corporate profitability and capital management data. • Analyze company and industry experience as required. • Design and prepare special reports and other data compilations as requested. • Communicate with internal and external customers to discuss analysis results. • Prepare preliminary recommendations under supervision. • Prepare and present actuarial and/or analytics findings to management and business partners. • Provide support on routine insurance department inquiries. • Monitor compliance with ISO, NCCI, State Rating Bureau filings, and SOX and recommend actions. • Maintain pricing, reserving, or corporate capital management systems. • Perform liaison function between systems and actuarial department. • Prepare and maintain documentation for existing processes. • Adhere to peer review guidelines. • Perform other projects and assignments as directed.

• Own the Customer Health Scorecard — design, maintain, and continuously refine leading indicators across the customer lifecycle (onboarding, adoption, nurture, renewal, expansion and support) • Enable faster, higher-confidence decision-making across CX and cross-functional teams • Define and maintain CX metric definitions (Onboarding, Customer Success, and Customer Support) in collaboration with CX Leadership, Finance and broader RevOps team to ensure a single source of truth • Build and operate churn signal models that surface at-risk accounts ahead of renewal conversations • Surface expansion signals and collaborate with the CX and AM teams to translate data into pipeline opportunities • Proactively identify opportunities to improve efficiency, retention, and customer experience • Translate VoC insights into prioritized recommendations for CX and Product, tied to revenue outcomes • Develop and maintain post-sale performance reporting (onboarding completion, time-to-value, SLA compliance, CS coverage ratios, Expansion and product penetration ratios) • Partner with CS, AM, and Onboarding leads as a strategic thought partner — attending key team meetings, proactively flagging risk, and bringing forward insights before they are requested • Partner with Support teams to optimize workflows, routing, and AI/chat performance • Identify, evaluate, and implement AI and machine learning tools that accelerate analytics output — from automated CRM data enrichment and deduplication to AI-assisted churn scoring and propensity modeling • Leverage large language models (LLMs) and AI-assisted workflows to automate recurring reporting tasks, freeing bandwidth for higher-order analysis and strategic insight work • Own and maintain EverHealth's ICP framework — analyzing closed-won, closed-lost, and customer health data to continuously refine the ideal customer profile • Lead structured Win/Loss analysis: design the methodology, run interviews or data pulls, synthesize findings, and distribute insights to Sales and Product leadership • Maintain cohort analysis across the customer base — tracking performance by segment, product line, and acquisition channel • Support territory and capacity planning with data modeling in partnership with the VP of RevOps and Finance • Contribute to the GTM metric catalog — ensuring definitions are documented, agreed upon, and consistently applied across all reporting • Manage and develop one direct report (Pre-Sale Analytics Analyst) — setting goals, providing coaching, reviewing work, and building their analytical skills • Stay current on the AI analytics landscape and bring forward a quarterly point of view on emerging tools and practices relevant to RevOps and CX

• Own Finance requirements related to data flows, integrations, reporting dependencies, and Retail initiatives across enterprise platforms. • Lead Finance support for Retail initiatives, partnering with IT and cross-functional stakeholders to document requirements, support financial close activities, design and document operational workarounds, and ensure successful implementation and operational readiness. • Translate accounting, reporting, and operational needs into clear functional and data specifications for IT, Finance Systems, and cross-functional business teams. • Define and maintain source-to-target mappings from operational systems through the Data Lake into Oracle FAH and other finance systems. • Partner with Finance to ensure mappings support chart of accounts, journal logic, dimensions, reporting attributes, and financial close requirements. • Perform Finance-side test planning, testing, reconciliation, and validation of data, processes, and accounting feeds; develop test scenarios and validation criteria, identify issues, and coordinate remediation with IT and business teams. • Provide Finance sign-off for data accuracy, completeness, and operational readiness prior to deployment. • Support Finance governance by establishing and maintaining data definitions, standards, requirements documentation, process documentation, testing artifacts, and operational procedures. • Support audit and control documentation related to finance data flows, system integrations, testing activities, business requirements, and operational processes.