About this role
What You'll Do
- Funnel Analytics & Sales Insights:
- Produce actionable insights to optimize conversion, velocity, and revenue across all acquisition and sales channels.
- Design, build, and maintain core metrics and KPIs defining the health of the end-to-end sales funnel (e.g., Lead-to-Application, Approval-to-Acceptance, Funded Rates, and SLA timelines).
- Perform regular diagnostic deep-dives to pinpoint friction points, application drop-offs, and operational bottlenecks.
- Operations & Process Measurement:
- Work directly with Sales and Operations leadership to understand frontline workflows, customer journeys, and deal dynamics.
- Partner closely with Sales and Operations leaders to navigate diverse stakeholder perspectives, build consensus, and deliver actionable deal prioritization and pipeline optimization recommendations.
- Manage day-to-day and deal-by-deal operational friction, translating feedback and business requirements into structured analytical frameworks and executive dashboards.
- Establish measurement frameworks to evaluate team performance, incentive structures, channel efficiency, and capacity planning.
- Data Engineering & Data Science Partnership:
- Serve as the strategic conduit and bridge between business stakeholders, Sales leadership, and technical build teams to align business priorities with technical execution.
- Collaborate closely with Data Engineers and Data Scientists to productionalize metrics and ensure a robust, single-source-of-truth data infrastructure.
- Help scope, validate, and test scalable machine learning models and analytical frameworks aimed at improving funding conversion rates and targeting strategies.
- AI-Native Transformation & Strategic Innovation:
- Lead the adoption, testing, and scaling of cutting-edge AI technologies (e.g., LLM-based analytics assistants, automated insight generation, prompt engineering tools, and conversational analytics platforms) to transform traditional sales operations.
- Automate routine reporting and data extraction workflows using modern tools to drastically reduce manual effort across business units.
- Drive strategic efficiency initiatives by continuously evaluating emerging technologies and embedding advanced analytical capabilities into day-to-day operations.
What You'll Bring
- Education: Undergraduate degree (B.A. / B.S.) in Business Analytics, Finance, Economics, Statistics, Information Systems, or a related quantitative field.
- Experience: 5–7+ years of experience supporting Sales, Marketing, or Revenue Operations in an analytical capacity (Fintech, Financial Services, or high-growth B2B environment preferred), with a proven track record of driving strategic operational change.
- Technical Skills:
- Advanced Excel Skills: Highly proficient with complex formulas, pivot tables, scenario modeling, and dynamic reporting constructs.
- Python Skills (Plus): Exposure to Python for data manipulation (Pandas, NumPy) and workflow automation is a strong plus.
- SQL / BI Tools: Experience querying relational databases or building dashboards (Tableau, Power BI, Looker) is highly desirable.
- Communication & Leadership: Exceptional written and verbal communication skills. Demonstrates assertiveness and constructive challenge to push back effectively on assumptions, advocate for data-driven decisions, and articulate complex insights to executive stakeholders.
- Mindset: Curiosity-driven with an "AI-first" attitude toward problem-solving, process efficiency, and continuous learning.
What We Offer
- Comprehensive medical, vision and dental benefits that give you peace of mind.
- Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses.
- A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time.
- Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life.
- A gym membership contribution that supports your well-being, and helps you stay energized and focused.
- An internal referral program that rewards you for bringing talented people to the team.
- Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues.