ABOUT WELL HEALTH

Our Mission: Make healthcare the gold standard in customer service.

What We Deliver: WELL™ Health is a SaaS digital health leader in patient communications and the 2021 Best in KLAS winner in Patient Outreach. WELL Health’s intelligent communications hub is the only two-way digital health solution engaging patients throughout their entire care experience. WELL Health enables conversations between patients and their providers through secure, multilingual messaging in the patient’s preferred communications channel: texting, email, telephone, and live chat. By unifying and automating disjointed communications, WELL Health helps healthcare organizations drive more patient visits, build exceptional patient loyalty, and reduce staffing costs, frustration and turnover. 

Our Impact: WELL Health helps 200k+ healthcare providers facilitate more than 1 billion messages for 30+ million patients annually. 

Our award-winning culture: In 2021, WELL Health was named #10 on the Forbes list of America’s Best Startup Employers and was also recognized as one of the Best Midsize Companies to Work for in Los Angeles by Built In LA. Additionally, WELL is proud to recently be named #484 on the Inc. 5000 list of fastest growing private companies. In 2020, WELL Health was named among the Best Places to Work by Modern Healthcare

SUMMARY 

WELL is looking for a talented Business Analyst to join our Finance team. As the Business Analyst, you will report directly to our FP&A Manager. You are someone that has a desire for analyzing & exploring data in a start-up organization. Bringing an eye for data integrity driven by business processes will make this high-visibility role a unique value driver in the organization. Coupled with being responsible for multiple recurring reports delivered to the executive team. 

This is the right role for you if you are looking for your next opportunity at a growing startup. You have a growth mindset and are looking to learn new things. In this role you will get exposed to all areas of the business, and you will quickly get a feel for how the company operates. You will work dynamically across many teams, including: Sales, Marketing, Accounting, Customer Success, Data, and Engineering. 

RESPONSIBILITIES 

  • Providing the Finance Team with a single source of review for WELL's data integrity
    • In particular, working closely with our Sales Team to ensure data is accurate in Salesforce for our financial & board reporting
  • Providing key report building support for the entire Finance department in our various reporting systems, which includes Salesforce, Looker & Quickbooks
  • Building ad-hoc reports to support key driving decisions of the organization
  • Develops SOPs and best practices for users to take full advantage of reports or tools built
  • Business Process Design 
  • Managing Recurring Standard Reporting Processes including ones like:
    • Analysis of Sales Pipeline actualization
    • Renewal, Upsell & Churn Reporting
    • Contract Profitability
    • DSO Analysis
  • Assisting in month close activities, yearly internal audits, and preparing reports for investors

REQUIREMENTS

  • Bachelor’s Degree
  • 1-3+ years of recent business analyst experience
  • SQL or Report Writing experience (Tableau, Crystal Reports, etc) 
  • Advanced Microsoft Excel skills
  • Strong analytical and problem solving skills, with good business sense
  • Ability to self-motivate and problem solve in a fast-paced environment 
  • Excellent verbal and written communication skills
  • Highly focused on producing quality, clean work. You are someone that is obsessed with accuracy.

BONUS 

  • Quickbooks experience
  • Salesforce experience
  • Advanced Google Sheets skills
  • SAAS or start-up experience
  • Experience with Looker or other business intelligence software

LOCATION 

WELL is headquartered in Santa Barbara, CA. For this role we are looking for candidates who are already located in Southern California. WELL’s Finance team is based in the greater Santa Barbara area. The ideal candidate is able to work out of the Santa Barbara office or the (forthcoming) LA office a few days a month and can report to HQ as needed.

WORKING AT WELL

  • Fantastic company culture – frequent Zoom company events (Lunch & Learns, trivia, yoga, etc.) and daily fun brought to you by many creative Slack channels.
  • Employee equity groups – 11 groups available for all to join. Black & Latinx, Women, LGBTQ+, Disability, and many more!
  • Learning and development – frequent events and tools available to help our employees #PursueGrowth.
  • Career mobility – we promote from within and have opportunities for employees to transfer between teams. 
  • Santa Barbara office perks dog-friendly office, healthy (and unhealthy) snacks, Kombucha and beer on tap, light-filled space, standing desks, and the occasional taco truck.
  • Company perks and benefits MacBook Pro provided, unlimited PTO, generous equity package and full health benefits (medical, dental, and vision).

Interested in learning more? Please visit our LinkedIn page or our Life at WELL Instagram (@wellhealthinc). To hear firsthand what it’s like to work at WELL, please view this team video

Committed to Diversity, Equity, and Inclusion

WELL Health Inc. is an Equal Opportunity Employer and is committed to fair and equitable hiring practices. All hiring decisions at WELL are based on strategic business needs, job requirements and individual qualifications. All candidates are considered without regard to race, color, religion, gender, sexuality, national origin, age, disability, genetics or any other protected status. 

We’re dedicated to creating an inclusive, equitable, and diverse workplace, where everyone feels safe to be themselves and diversity is a strength. WELL is committed to providing employees with a work environment free of discrimination and harassment; WELL will not tolerate discrimination or harassment of any kind.

Candidates should be aware that WELL Health currently maintains a policy requiring all employees (Resident, Mobile and Remote) to be fully vaccinated. New employees should be fully vaccinated by their start date. WELL Health is an equal opportunity employer, and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the company to do so as provided under federal, state, and local law.

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