Sales Strategy & Operations, Senior Analyst - Human Interest

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry, backed by top investors including BlackRock, TPG (The Rise Fund), SoftBank, and others.

About the role

Analytics are at the heart of how we make decisions as a company. We're building the first full stack, automated retirement management platform in the industry – and data tells us how to optimize. You will be responsible for using data to identify process vulnerabilities and general optimization opportunities. The ability to take large data sets and transform them into actionable business recommendations will be paramount to success in this role.

What you get to do every day

• Be part of a dynamic and growing team that will help you level up your skills
• Build and maintain data sets, models, and visualizations
• Build and maintain dashboards and reports in Hex, Salesforce, and Google Sheets
• Support and improve Salesforce processes and flows to streamline business operations
• Work with business partners to identify key metrics, how to improve them, and establish perpetual tracking methods
• Work with engineers and product managers to set data tracking requirements
• Provide guidance, reports, and dashboards to successfully track and move these metrics
• Proactively present insights to help our customers and business based on a deep understanding of operations
• Conduct deep dives on a wide range of processes in order to identify the biggest opportunities for optimization
• Be creative and explore data for impactful business insights

What you bring to the role

• Minimum 5+ years of experience working in analytics or data science
• Ability to present stakeholders with clear, accurate, and impactful recommendations based on data
• Expertise with developing and maintaining compelling data visualizations
• Ability to connect the dots between data and business impact
• Experience building dashboards and reports in Hex, including using Hex's AI capabilities
• Experience building dashboards and reports in Salesforce
• Experience building dashboards and reports in Google Sheets or Excel
• Experience with Salesforce process and flow development
• Proactive and professional communication in all settings
• Comfortable working with and combining data across many different data sources
• Passion for learning and growing analytical and process improvement skillsets
• Flexibility in being able to quickly pivot between tasks when necessary
• Experience with database design and administration (a plus)
• Experience with SQL (a plus)
• Experience with Lean and/or Six Sigma methodology (a plus)

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide.

Benefits

• A great 401(k) plan with a dollar-for-dollar employer match up to 4% (immediately vested) and $0 plan fees
• Top-of-the-line health, dental, and vision insurance
• Competitive time off and parental leave
• Unlimited access to digital financial wellness tools and professionals
• Enhanced mental health support through Lyra
• Fertility healthcare and family forming benefits via Carrot
• Student loan resources via Candidly
• Monthly work-from-home stipend and quarterly lifestyle stipend
• Engaging team-building experiences and virtual social events