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 strategic analytical leader whose work drives measurable savings for employers, improves employee wellbeing outcomes, and guides the next generation of Wellist’s platform and services.

What You Bring

• 5-10+ years of experience in analytics, consulting, strategy, or population health; employer benefits or healthcare preferred.


• Demonstrated experience producing ROI models, cost-savings analyses, and strategic portfolio recommendations for enterprise clients.


• Proven ability to turn complex datasets into clear, actionable insights for senior executives.


• Expertise with analytics tools, including Excel and Sigma; experience integrating multiple data sources (CRMs, ecommerce data) strongly preferred.


• Exceptional storytelling skills—able to craft board-level narratives that connect data to business impact.


• Strong cross-functional leadership experience, especially partnering with product, engineering, and operations teams.


• A demonstrated track record of using analytics to drive measurable value and influence organizational strategy.


• A bias toward action, meticulous attention to detail, and a mission-driven mindset.

Why Work Here
A meaningful mission – Join a team that’s redefining how employers support employees and their families.
Outstanding benefits – Excellent medical, dental, and life insurance; generous PTO and 401(k) contribution.
Opportunity to grow – Play a critical role in building Wellist’s next-generation analytics and optimization solutions.
Award-winning culture – Recognized by Fast Company, MassTLC, Rock Health, and more.

At this time, Wellist is unable to sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).