Sr. Data Analytics and Insights- Fidelity Medicare Services

Job Description:

Job Title: Senior Manager, Data Analytics & Insights

The Role 

If the analytics world excites you and you enjoy turning data into meaningful impact, the Senior Manager, Data Analytics & Insights role offers a great opportunity. You’ll bring strong analytical expertise, translate business needs into data-driven solutions, and support Medicare beneficiaries through actionable insights.

• Own and deliver high-quality business insights through recurring and adhoc data analysis 

• Manage monthly reporting routines for domain KPIs and leading indicators across Operations, Sales, Marketing, Product, and Carrier Management 

• Partner closely with cross-functional leaders in: 

• Marketing to support funnel analytics, campaign performance, attribution, and customer segmentation 

• Sales to analyze agent performance, lead conversion, productivity trends, and licensing/certification impacts 

• Product to provide user behavior insights, workflow optimization recommendations, and product experience analytics (Adobe/Pendo analytics) 

• Operations to improve service levels, routing efficiency, queue management, and operational throughput 

• Carrier Management to support carrier, product and plan performance, commission validation, and partner reporting 

• Technology / Engineering to align data sources, ensure data integrity, and enhance reporting automation 

These partnerships ensure the role is deeply connected to end-to-end business performance, enabling more informed decisions across the organization. 

• Improve data quality and operational efficiency by identifying friction points, proposing solutions, and implementing data validation rules and automation 

• Develop dashboards, reporting assets, and analytic tools that enable real-time understanding of business performance 

• Collaborate with enterprise analytics teams across Fidelity to adopt best practices, align on measurement methodologies, and share insights 

• Synthesize complex, disparate data into clear insights and recommendations that inform critical business decisions 

• Drive components of strategic initiatives, ensuring clarity of requirements, transparent communication, and timely execution 

• Work with internal and external partners, including technical teams and vendors, to support data integration and reporting workflows 

• Influence stakeholders without direct authority, using strong analytical reasoning and executive-ready communication 

The Expertise and Skills You Bring 

• Excellent communication skills, with the ability to work with executives, managers, and subject matter experts 

• Strong organizational and program management skills, with experience in business routines and recurring reporting 

• Ability to create concise, compelling presentations that simplify complex concepts 

• A collaborative approach paired with the ability to work independently in a fastmoving environment 

• Strong strategic thinking and relationship building skills 

• Comfort operating in an unstructured and rapidly evolving environment 

• 8+ years of experience in data analytics, business intelligence, or reporting 

• Proficiency with analytics tools such as Alteryx, Tableau, Power BI, SQL, Python, R, Snowflake, Adobe Analytics and data visualization platforms 

• Experience with descriptive, diagnostic, predictive, and prescriptive analytics to support decision-making and optimize business outcomes 

• Ability to understand business processes in a complex operating environment and design data-driven solutions 

• Entrepreneurial mindset with comfort building new processes from the ground up 

• Customer-centric approach with interest in improving client and associate experiences 

• Experience defining KPIs, measurement routines, and data quality frameworks 

• Understanding of Agile or highly collaborative working styles