Data Analyst

Title: Operational Data Quality & Process Analyst

Reporting to Director of Sales Operations | Supporting Sales Ops, Clinical Ops, AOEs, Finance & Training

Remote position, preferably in the central time zone

Overview

HALO is scaling rapidly from 54 to 150 active sites by March, and our operational success relies on accurate, reliable, and consistent site-level data. Today, much of our workflow is manual, spreadsheet-driven, and lacks standardized structure. We’re hiring an Operational Data Quality & Process Analyst who will build structure where it doesn’t exist, enforce data hygiene and accountability, and transform spreadsheet-based inputs into high-impact Tableau dashboards and executive-ready insights.

This role is part analyst, part process architect, and part data quality guardian. You will be the bridge between manual PN data entry and the dashboards Sales Ops, Clinical Ops, and leadership rely on for decisions. If you enjoy creating order out of chaos, designing scalable workflows, and improving data reliability, this is the perfect role.

Key Responsibilities

Data Quality & Governance (Primary Focus)

• Own the daily/weekly data quality control of Patient Navigator (PN) trackers across 54 sites (scaling to 150 ).
• Implement structured QA processes, data validation rules, missing-data checks, and formatting standards.
• Identify discrepancies and recurring PN data issues; drive accountability across AOEs, PN leaders, and Clinical Ops.
• Create SOPs for data entry, quality checks, submission cadence, and version control.

Tableau Dashboards Built from Spreadsheets

(Highlighting this as a core responsibility)

• Build and maintain Tableau dashboards sourced directly from Excel/CSV spreadsheets—not databases.
• Clean, structure, normalize, and prepare manual spreadsheet data so it can flow seamlessly into Tableau.
• Manage extracts, refresh schedules, calculated fields, and metadata organization.
• Ensure dashboards consistently reflect accurate, timely, and complete site performance data.
• Troubleshoot dashboard breaks caused by inconsistent PN data and drive corrective actions.

Operational Process Design

• Create scalable processes for data collection, QC, and reporting to support the expansion to 150 sites.
• Standardize spreadsheet templates, naming conventions, definitions, and governance practices.
• Partner with Training to ensure PN teams understand data expectations and entry requirements.
• Design workflows that reduce messiness, improve compliance, and increase reliability of operational metrics.

Site Launch Analytics

• Support Sales Ops and Clinical Ops with analytical views for new site and active site launch performance.
• Track early workflow indicators (form fills, tech handoff, outreach compliance, etc.).
• Develop quick-turn performance summaries to support launch readiness and site viability assessments.

Cross-Functional Collaboration

This role partners closely with:

• Sales Operations – site performance reporting, launch analytics
• Clinical Operations – workflow metrics, adoption trends
• Area Operations Executives (AOEs) – operational compliance, PN accountability
• Training – standardizing data entry habits
• Finance – profitability inputs & validation
• Patient Navigator Team – frontline documentation & data hygiene

 Executive Reporting & Presentation Support

• Create PowerPoint slides for Sales Ops, Clinical Ops, and leadership meetings.
• Translate dashboards and spreadsheet insights into clean, executive-ready visuals and summaries.
• Support narrative development for launch reviews, performance updates, and operational deep dives.

Qualifications & Skills

Required

• 2–5 years experience in data quality, operational analytics, or process-focused data roles (healthcare preferred).
• Advanced Excel expertise (XLOOKUP, pivots, structured tables, validation, conditional logic).
• Proficient in Tableau, with experience building dashboards from spreadsheet-based sources (Excel/CSV).
• Strong ability to normalize messy data, prepare inputs for BI tools, and troubleshoot refresh issues.
• Experience creating SOPs, process flows, and standardized data frameworks.
• Excellent PowerPoint skills (presentations, visuals, narratives).
• Strong communication skills with the ability to influence accountability across non-technical teams.
• Highly detail-oriented with a passion for accuracy and structure.
• Thrives in ambiguous, fast-paced environments.

Nice to Have

• Experience with Tableau Prep.
• Exposure to SQL concepts (not required, future-friendly).
• Experience in patient operations, clinic workflows, or care coordination analytics.

 Why This Role Matters

This analyst becomes the backbone of HALO’s operational data.

They ensure:

• dashboards work
• site workflows are measurable
• PN teams stay accountable
• leadership has accurate visibility
• launches run smoothly
• data chaos becomes data discipline

This role directly impacts scalability, performance, and profitability as HALO continues rapid expansion.

Salary: $75,000-$100,000/annually, based on experience

Salary : $95,000 - $110,000