Business Analyst
Core
Analyze customer behavior and business performance across the customer lifecycle to drive sustainable growth and data-driven decision making.
Role type
Business Analyst (Retention & Growth)
Builds
Dashboards, reports, cohorts, and customer segments to identify trends and performance gaps
Domain
Digital healthcare / Telehealth
Deliverable
dashboards & analysis (via careerplan.io/jobs/3A-008-4D-174-business-analyst-at-helfy)
Required skills
SQL, Tableau, Mixpanel, GA4, HubSpot, Customer lifecycle analysis, Retention analysis, Churn analysis, Conversion funnel analysis, A/B testing, Data visualization
Preferred skills
Ecommerce experience, Health tech experience, Telemedicine experience
Responsibilities
Analyze customer behavior and business performance across the customer lifecycle; Monitor key KPIs and build dashboards, reports, cohorts, and customer segments; Analyze customer journeys and identify key drop off points, churn drivers, and opportunities to improve repeat behavior; Partner with Retention, CRM, Product, and Customer Experience teams to evaluate campaigns, lifecycle journeys, discounts, Care Plans, and other retention initiatives; Analyze performance across markets, treatment categories, medications, service types, acquisition sources, and customer segments; Measure the impact of customer experience factors such as cancellations, payment failures, and delivery issues on customer behavior and business results; Support tests and experiments, including KPI definition, control groups, performance analysis, and final recommendations; Translate complex data into clear business insights, quantify opportunities, and support strategic decision making