Title: Client Success Business Analyst
Location: New York, NY (hybrid, onsite)
Santa Monica CA (hybrid, onsite)
San Francisco, CA (hybrid, onsite)
Compensation: $75k-140k/yr
About Pivotal Health
Pivotal Health is the leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape.
Today, many providers face persistent underpayment from health insurance companies, despite delivering high-quality care. While processes like IDR (Independent Dispute Resolution) were designed to promote fairness, they’re often administrative-heavy, time-consuming, and difficult to navigate without the right tools.
Pivotal Health combines software, data, and service into a seamlessly integrated, AI-driven platform that simplifies these complex reimbursement workflows. We help providers efficiently dispute underpaid claims, reduce administrative burden, and recover the reimbursement they’re entitled to; without adding more work to already stretched teams.
Our full-service IDR solution is just the starting point. We’re building solutions that enable providers to operate with clarity, control, and confidence across the reimbursement journey.
About the Role
We’re looking for a Client Success Business Analyst to help translate complex data into clear, meaningful insights for our clients.
Our clients regularly ask questions like: Are we improving cash flow? Where is the biggest impact coming from? What should we focus on next? This role exists to help answer those questions with confidence.
Sitting at the intersection of Client Success, Finance, and Product, you’ll analyze performance data, validate outcomes, and turn operational signals into clear narratives that demonstrate ROI.
Your insights will equip Client Success Managers with the data they need to build trust with clients, reinforce the value of our platform, and guide smarter financial decisions.
Success in this role means becoming the analytical backbone of the Client Success team: turning complex data into insights that strengthen client relationships and drive measurable outcomes.
What You’ll Do
- Translate client data into meaningful insights: Analyze operational and financial data to help clients understand performance trends, cash flow outcomes, and the measurable impact of our platform.
- Deliver ROI-driven analysis for client conversations: Build clear analyses that quantify value and support high-stakes client discussions around reimbursement performance, revenue outcomes, and financial strategy.
- Support Client Success with data-backed storytelling: Develop polished analyses and presentations that help Client Success teams communicate insights, answer client questions, and reinforce the value of our partnership.
- Model financial outcomes and projections: Build financial models and cash flow projections that help clients understand current performance and forecast future impact.
- Investigate and resolve complex data questions: Partner with Client Success pods to quickly analyze issues, validate outcomes, and provide clarity when clients need answers.
- Identify patterns and generate actionable insights: Recognize recurring client questions or analytical needs and translate them into dashboards and scalable reporting.
- Partner cross-functionally to surface insights: Work closely with Client Success, Product, and internal teams to translate client data into insights that influence product improvements and operational decisions.
- Build analytical leverage for the Client Success team: Help evolve how the team works with data by creating reusable analyses, frameworks, and tools that improve speed, consistency, and impact.
Who You Are
- 2+ years of experience in consulting, investment banking, corporate finance, business operations, or another highly analytical role
- Advanced Excel skills (pivot tables, index/match, large dataset analysis) with strong comfort working with financial or operational data
- Strong data storytelling skills — able to translate analysis into clear insights and compelling narratives for internal and external audiences
- Comfort operating in ambiguity, managing multiple workstreams, and solving problems without fully defined answers
- Curious, proactive, and low-ego, with a strong sense of ownership, accountability, and follow-through
Extra Credit Experience
- Experience supporting client-facing teams and translating analysis into clear, executive-ready presentations or deliverables
- Familiarity with SQL, BigQuery, or large operational datasets
- Experience in healthcare, healthcare payments, or reimbursement workflows, or within a startup / early-stage environment
Why You’ll Love Working Here
- Your work will directly impact clients’ bottom line: The insights you deliver won’t sit in a slide deck; they’ll shape real decisions that help healthcare providers improve cash flow and financial performance.
- You’ll sit at the center of the business: This role partners closely with Client Success, Product, and leadership, giving you visibility into how the company operates and how strategy translates into outcomes for clients.
- You’ll solve real problems, not just report data: You’ll investigate complex questions, connect the dots across datasets, and help teams understand what’s happening and what to do next.
- You’ll help shape how this function evolves: As the team grows, you’ll have the opportunity to influence how we scale analytics within Client Success; building tools, frameworks, and processes that make the team smarter over time.
- You’ll grow quickly: This role offers exposure to strategic thinking, client impact, and operational problem-solving that accelerates learning faster than traditional finance or consulting paths.
#Perks
- Compensation: $75k-140k/yr + equity
- Full health, dental, and vision coverage
- Retirement savings plan through 401(k)
- Flexible time off
- Opportunities for company-wide connection and events
Interview process:
- Recruiter Screen
- HM Interview
- Panel Interview w/ Team
- Case Study Review Session
- Meet the Founder
*Unfortunately we are not able to offer Visa sponsorship