Senior Manager, Analytics & Advisory Services (hybrid)

Senior Manager, Analytics & Advisory Services

At Wellist, we help employers support their people through every life moment—while ensuring HR and benefits leaders get the greatest possible value from their investments.

As our Senior Manager, Analytics & Advisory Services, you will be the person who builds, executes, and delivers the high-impact analyses that drive client strategy and internal decision-making. This is a senior individual contributor role for someone who can frame analytical problems, work directly with raw data, produce zero-defect outputs, and turn those outputs into clear recommendations that influence executive stakeholders.

You will own the end-to-end analytics behind client deep dives, ROI assessments, portfolio evaluations, and monthly/quarterly reporting. Internally, you will ship analyses that shape product direction, resource prioritization, and Wellist’s marketplace and ecosystem strategy. This role requires exceptional analytical rigor, attention to detail, and the ability to communicate findings clearly to CHROs, CFOs, Wellist leadership, and cross-functional partners.

Core Responsibilities & What You Will Deliver

Client Analytics, Deep Dives & Portfolio Optimization

You will lead analytical work that identifies near-term cost savings, program performance gaps, and strategic opportunities within our client’s wellbeing portfolios. Your deliverables will include:

• Comprehensive portfolio analyses integrating Wellist platform usage and “ecommerce” behavioral data, claims-like datasets, and employer-provided inputs.
• Strategic ROI assessments for existing client accounts, quantifying value realized and pinpointing areas for higher-impact investment.
• Cost-savings opportunity models that map specific benefit adjustments, resource shifts, or product recommendations to measurable financial outcomes.
• Monthly and quarterly reporting packages that translate raw utilization data into clear insights, strategic recommendations, and prioritized next steps for clients.
• Executive-ready insights that help clients optimize their benefits spend, enhance employee engagement, and close gaps in high-need populations.
• Board-level reporting and advanced analytics narratives for client leadership teams.

You will be accountable for ensuring every analysis leads to actions that improve wellbeing support and maximize ROI for clients.

Data-Driven Product & Service Enhancement

You will use analytics to shape Wellist’s product roadmap and service offerings. Key responsibilities include:

• Turning the platform’s “ecommerce” behavioral data into recommendations to expand, refine, or rebalance Wellist’s product and resource portfolio.
• Partnering with Product, Engineering, and Operations to integrate and interpret multi-source data (e.g., internal systems, Support CRM, Sigma).
• Identifying platform features, workflows, and interventions that can drive higher adoption, engagement, and client value.
• Developing repeatable analytic frameworks, benchmarks, and scoring models that improve how we assess programs and recommend interventions.
• Leading internal insights that inform go-to-market strategy and cross-functional decision-making.

You will be responsible for the analytic foundation that drives product evolution and enhances the value Wellist delivers to employers.

Executive Communication, Client Success & Advisory Leadership

You will serve as a senior advisor to enterprise clients, ensuring analytics drive strategic action. You will:

• Present findings and recommendations to CHROs, CFOs, clinical leaders, and boards.
• Build executive-ready presentations, strategic briefs, and ROI narratives that influence high-stakes decisions.
• Lead conversations that translate complex data into compelling business cases for portfolio changes or new investments.
• Partner with Client Success leadership to ensure analytics are central to account strategy, retention, and expansion.
• Represent Wellist's analytic insights in external meetings, presentations, and thought leadership opportunities.

You are accountable for ensuring insights translate into impact—and that clients clearly understand the value Wellist creates.

What Success Looks Like
3 months: You are leading deep-dive analyses for priority accounts, producing executive-ready deliverables, and raising the standard for monthly and quarterly reporting.

6 months: Your ROI models, cost-savings analyses, and portfolio assessments are embedded in client strategy and influencing product decisions across Wellist.

12 months: You are recognized as the