HealthEquity · 17 hours ago
Sr Manager Strategy and Analytics
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $155K/yr
6+ years expHealthEquity is dedicated to saving and improving lives by empowering healthcare consumers. The Senior Manager, Revenue Analytics & Forecasting will lead the analytical and forecasting backbone for disciplined growth and decision-making within the Revenue Operations organization.
Financial ServicesHealth CarePayments
Responsibilities
Manages and carries out personnel actions for direct reports, including but not limited to hiring and workforce planning; training and development; performance management; coaching and feedback; and making salary, merit, and compensation recommendations as appropriate
Builds and sustains a high-performing analytics and forecasting team by establishing clear expectations, operating standards, and accountability mechanisms aligned to Revenue Operations priorities
Own enterprise revenue metric definitions, logic, and documentation across Salesforce, CPQ, and downstream reporting systems
Audit Salesforce and CPQ changes to assess downstream impact on metrics, dashboards, and historical comparability
Ensure consistency and integrity of revenue reporting across Sales, RevOps, and FP&A
Document assumptions, calculation logic, and metric changes to support leadership decision-making and financial governance
Validate historical comparability and trend integrity during system changes, GTM shifts, or process redesigns
Design and enforce rep-level forecast input standards and hygiene expectations
Own segment rollups and GTM motion-based forecasting models
Track forecast accuracy, bias, and variance drivers across segments, teams, and time horizons
Build scenario models to support leadership decisions related to capacity, pipeline coverage, productivity, and risk
Continuously refine forecasting methodologies as pipeline composition, sales motions, and market dynamics evolve
Leverage advanced SQL to reconstruct pipeline and revenue truth across Salesforce, CPQ, activity, and account data
Validate Salesforce dashboards against raw data sources to ensure accuracy and trust
Diagnose and resolve discrepancies surfaced by FP&A, Sales Leadership, or Executive stakeholders
Establish analytical quality standards and validation routines across RevOps reporting assets
Translate data into clear, decision-driving insights, including: Weekly Revenue Insights – highlighting trends, risks, and execution priorities
Forecast Confidence Memos (Weekly / Monthly) – aligning Sales, RevOps, and FP&A on outlook and assumptions
Segment & GTM Motion Readouts (Monthly / QBR) – explaining performance drivers and outcomes
Sales Performance & Effectiveness (SPE) Scorecard Analysis – enabling inspection, accountability, and coaching
Conduct Salesforce release impact analysis to assess metric and reporting implications
Measure impact of GTM experiments, process changes, and enablement initiatives
Support ad-hoc, high-stakes executive analyses with speed and precision
Partner with Finance on reconciliation, close support, and forecast alignment
Develop and maintain documentation and enablement materials to ensure consistent interpretation of metrics
Qualification
Required
Bachelor's degree required; advanced degree preferred
6+ years of experience in Revenue Operations, Sales Analytics, Forecasting, FP&A, or related fields
3+ years of people leadership experience preferred
Deep experience operating in Salesforce-centric, enterprise SaaS environments
Advanced SQL proficiency and strong analytical problem-solving skills
Expert knowledge of Salesforce data architecture; CPQ experience strongly preferred
Strong forecasting, pipeline analytics, and revenue modeling expertise
Proven ability to translate complex data into executive-ready narratives
Strong financial acumen and experience partnering with FP&A
Ability to operate with high autonomy, sound judgment, and comfort with ambiguity
Exceptional communication, stakeholder management, and influence skills
Demonstrated ability to scale analytics rigor in fast-growth environments
Preferred
Advanced degree preferred
3+ years of people leadership experience preferred
CPQ experience strongly preferred
Benefits
Medical, dental, and vision
HSA contribution and match
Dependent care FSA match
Uncapped paid time off
Paid parental leave
401(k) match
Personal and healthcare financial literacy programs
Ongoing education & tuition assistance
Gym and fitness reimbursement
Wellness program incentives
Company
HealthEquity
HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.
1001-5000 employees
H1B Sponsorship
HealthEquity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (8)
2023 (31)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-07-31IPO
2011-09-09Private Equity· $12.5M
Leadership Team
Scott Cutler
President and CEO
James Lucania
Chief Financial Officer
Recent News
2025-12-18
2025-12-04
2025-12-04
Company data provided by crunchbase